Sarissa Capital Management’s Ironwood Pharmaceuticals IRWD Stock Holding History

Sarissa Capital Management’s Portfolio IRWD Stock Details IRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.3M	Sell	9,188,635 -6,730,800	-42%	-$27.6M	20.46%	2
2025 Q4	$53.6M	Hold	15,919,435	–	–	24.07%	2
2025 Q3	$20.9M	Hold	15,919,435	–	–	11.56%	4
2025 Q2	$11.4M	Sell	15,919,435 -470,565	-3%	-$369K	7.4%	5
2025 Q1	$24.1M	Hold	16,390,000	–	–	15.57%	4
2024 Q4	$72.6M	Hold	16,390,000	–	–	22.49%	2
2024 Q3	$67.5M	Hold	16,390,000	–	–	16.78%	2
2024 Q2	$107M	Hold	16,390,000	–	–	18.04%	3
2024 Q1	$143M	Hold	16,390,000	–	–	24.97%	1
2023 Q4	$188M	Hold	16,390,000	–	–	28.9%	1
2023 Q3	$158M	Hold	16,390,000	–	–	21.26%	3
2023 Q2	$174M	Hold	16,390,000	–	–	17.36%	3
2023 Q1	$172M	Hold	16,390,000	–	–	22.05%	3
2022 Q4	$203M	Hold	16,390,000	–	–	24.17%	2
2022 Q3	$170M	Hold	16,390,000	–	–	19.19%	3
2022 Q2	$189M	Hold	16,390,000	–	–	19.02%	2
2022 Q1	$206M	Hold	16,390,000	–	–	19.49%	2
2021 Q4	$191M	Hold	16,390,000	–	–	16.54%	3
2021 Q3	$214M	Hold	16,390,000	–	–	16.8%	2
2021 Q2	$211M	Hold	16,390,000	–	–	16.77%	3
2021 Q1	$183M	Buy	16,390,000 +2,350,000	+17%	+$24.8M	17.56%	1
2020 Q4	$160M	Hold	14,040,000	–	–	16.32%	1
2020 Q3	$126M	Hold	14,040,000	–	–	14.87%	4
2020 Q2	$145M	Buy	14,040,000 +515,000	+4%	+$5.27M	16.12%	3
2020 Q1	$136M	Buy	13,525,000 +3,218,000	+31%	+$37.8M	17.41%	2
2019 Q4	$137M	Buy	10,307,000 +204,000	+2%	+$2.25M	11.39%	3
2019 Q3	$86.7M	Buy	10,103,000 +385,000	+4%	+$3.74M	10.87%	4
2019 Q2	$106M	Buy	9,718,000 +712,613	+8%	+$7.98M	13.25%	4
2019 Q1	$102M	Buy	9,005,387 +1,540,141	+21%	+$17.2M	15.36%	3
2018 Q4	$64.8M	Buy	7,465,246 +3,444,929	+86%	+$39.5M	14.35%	4
2018 Q3	$62.2M	Hold	4,020,317	–	–	13.71%	4
2018 Q2	$64.4M	Hold	4,020,317	–	–	12.91%	3
2018 Q1	$52M	Buy	4,020,317 +2,050,217	+104%	+$25.6M	12.02%	5
2017 Q4	$24.7M	Buy	+1,970,100	New	+$25.7M	6.33%	6

Other funds holding IRWD

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sarissa Capital Management's IRWD Position: Q1 2026 in Review

Sarissa Capital Management reduced its Ironwood Pharmaceuticals (IRWD) stake by 42% in Q1 2026, selling an estimated $27.6M and leaving 9,188,635 shares worth $32.3M. The position accounts for 20.46% of the portfolio, ranked #2.

Sarissa Capital Management first reported a position in IRWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $214M in Q3 2021. 226 funds tracked by Wall St. Rank hold IRWD as of Q1 2026.

Sarissa Capital Management held 9,188,635 shares of Ironwood Pharmaceuticals worth $32.3M as of Q1 2026.
Sarissa Capital Management sold 6,730,800 Ironwood Pharmaceuticals shares in Q1 2026, an estimated $27.6M.
Ironwood Pharmaceuticals made up 20.46% of Sarissa Capital Management's portfolio in Q1 2026, its #2 holding.
Sarissa Capital Management first reported a position in Ironwood Pharmaceuticals in Q4 2017 and has held it in 34 quarters since.
Sarissa Capital Management's Ironwood Pharmaceuticals position peaked at $214M in Q3 2021.
226 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q1 2026.

Based on Sarissa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.