PCM
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Polymer Capital Management’s Incyte INCY Stock Holding History

Polymer Capital Management’s Portfolio INCY Stock Details INCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Sell
3,721
-7,970
-68% -$790K 0.06% 446
2026
Q1 		$1.1M Buy
11,691
+2,986
+34% +$298K 0.11% 193
2025
Q4 		$860K Buy
8,705
+3,969
+84% +$384K 0.09% 335
2025
Q3 		$402K Buy
4,736
+1,768
+60% +$140K 0.04% 468
2025
Q2 		$202K Sell
2,968
-7,253
-71% -$460K 0.02% 539
2025
Q1 		$619K Buy
10,221
+5,423
+113% +$378K 0.16% 126
2024
Q4 		$331K Buy
+4,798
New +$342K 0.09% 157

Other funds holding INCY

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polymer Capital Management's INCY Position: Q2 2026 in Review

Polymer Capital Management reduced its Incyte (INCY) stake by 68% in Q2 2026, selling an estimated $790K and leaving 3,721 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #446.

Polymer Capital Management first reported a position in INCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 858 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • Polymer Capital Management held 3,721 shares of Incyte worth $422K as of Q2 2026.
  • Polymer Capital Management sold 7,970 Incyte shares in Q2 2026, an estimated $790K.
  • Incyte made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #446 holding.
  • Polymer Capital Management first reported a position in Incyte in Q4 2024 and has held it in 7 quarters since.
  • Polymer Capital Management's Incyte position peaked at $1.1M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.