Sawgrass Asset Management’s Incyte INCY Stock Holding History

Sawgrass Asset 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	$17.3M	Buy	152,176 +18,644	+14%	+$1.85M	2.28%	13
2026 Q1	$12.6M	Sell	133,532 -4,043	-3%	-$403K	1.89%	11
2025 Q4	$13.6M	Buy	137,575 +38,375	+39%	+$3.71M	1.7%	12
2025 Q3	$8.41M	Buy	+99,200	New	+$7.84M	1.04%	35

Other funds holding INCY

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sawgrass Asset Management's INCY Position: Q2 2026 in Review

Sawgrass Asset Management increased its Incyte (INCY) stake by 14% in Q2 2026, buying an estimated $1.85M and bringing the position to 152,176 shares worth $17.3M. The position accounts for 2.28% of the portfolio, ranked #13.

Sawgrass Asset Management first reported a position in INCY in Q3 2025 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

Sawgrass Asset Management held 152,176 shares of Incyte worth $17.3M as of Q2 2026.
Sawgrass Asset Management bought 18,644 Incyte shares in Q2 2026, an estimated $1.85M.
Incyte made up 2.28% of Sawgrass Asset Management's portfolio in Q2 2026, its #13 holding.
Sawgrass Asset Management first reported a position in Incyte in Q3 2025 and has held it in 4 quarters since.
859 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.