Redmile Group’s Ardelyx ARDX Stock Holding History

Redmile Group’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.27M	Sell	641,750 -91,600	-12%	-$559K	0.22%	37
2026 Q1	$4.39M	Buy	+733,350	New	+$4.85M	0.29%	31
2025 Q1	–	Sell	-1,576,259	Closed	-$7.99M	–	59
2024 Q4	$7.99M	Sell	1,576,259 -84,504	-5%	-$467K	0.56%	37
2024 Q3	$11.4M	Sell	1,660,763 -220,738	-12%	-$1.3M	0.67%	37
2024 Q2	$13.9M	Sell	1,881,501 -313,059	-14%	-$2.2M	0.84%	36
2024 Q1	$16M	Buy	+2,194,560	New	+$18.8M	0.59%	44
2021 Q3	–	Sell	-3,714,100	Closed	-$28.2M	–	76
2021 Q2	$28.2M	Buy	3,714,100 +200,000	+6%	+$1.48M	0.42%	57
2021 Q1	$23.3M	Hold	3,514,100	–	–	0.33%	62
2020 Q4	$22.7M	Hold	3,514,100	–	–	0.28%	59
2020 Q3	$18.4M	Hold	3,514,100	–	–	0.34%	56
2020 Q2	$24.3M	Sell	3,514,100 -390,000	-10%	-$2.71M	0.45%	56
2020 Q1	$22.2M	Sell	3,904,100 -95,900	-2%	-$652K	0.62%	43
2019 Q4	$30M	Buy	+4,000,000	New	+$24.3M	0.72%	38

Other funds holding ARDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Redmile Group's ARDX Position: Q2 2026 in Review

Redmile Group reduced its Ardelyx (ARDX) stake by 12% in Q2 2026, selling an estimated $559K and leaving 641,750 shares worth $3.27M. The position accounts for 0.22% of the portfolio, ranked #37.

Redmile Group first reported a position in ARDX in Q4 2019 and has held it in 13 quarters since. The position peaked at $30M in Q4 2019. 249 funds tracked by Wall St. Rank hold ARDX as of Q2 2026.

Redmile Group held 641,750 shares of Ardelyx worth $3.27M as of Q2 2026.
Redmile Group sold 91,600 Ardelyx shares in Q2 2026, an estimated $559K.
Ardelyx made up 0.22% of Redmile Group's portfolio in Q2 2026, its #37 holding.
Redmile Group first reported a position in Ardelyx in Q4 2019 and has held it in 13 quarters since.
Redmile Group's Ardelyx position peaked at $30M in Q4 2019.
249 funds tracked by Wall St. Rank held Ardelyx as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.