Sofinnova Investments’s Axsome Therapeutics AXSM Stock Holding History

Sofinnova Investments’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36M	Buy	212,747 +200,481	+1,634%	+$34.6M	1.37%	27
2025 Q4	$2.24M	Sell	12,266 -381,233	-97%	-$53.2M	0.1%	51
2025 Q3	$47.8M	Buy	393,499 +299,889	+320%	+$33.8M	2.61%	11
2025 Q2	$9.77M	Sell	93,610 -81,707	-47%	-$8.65M	0.6%	44
2025 Q1	$20.4M	Sell	175,317 -316,409	-64%	-$36M	1.34%	28
2024 Q4	$41.6M	Buy	491,726 +112,199	+30%	+$10.3M	3.03%	10
2024 Q3	$34.1M	Buy	379,527 +69,329	+22%	+$6.05M	2.71%	11
2024 Q2	$25M	Buy	+310,198	New	+$23M	1.3%	24
2023 Q4	–	Sell	-80,368	Closed	-$5.62M	–	64
2023 Q3	$5.62M	Sell	80,368 -98,874	-55%	-$7.39M	0.35%	45
2023 Q2	$12.9M	Buy	179,242 +58,346	+48%	+$4.3M	0.84%	28
2023 Q1	$7.46M	Buy	+120,896	New	+$7.94M	0.48%	37
2020 Q3	–	Sell	-86,978	Closed	-$7.16M	–	73
2020 Q2	$7.16M	Buy	86,978 +13,815	+19%	+$1.06M	0.45%	44
2020 Q1	$4.3M	Buy	+73,163	New	+$5.96M	0.4%	37

Other funds holding AXSM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

Sofinnova Investments's AXSM Position: Q1 2026 in Review

Sofinnova Investments increased its Axsome Therapeutics (AXSM) stake by 1,634% in Q1 2026, buying an estimated $34.6M and bringing the position to 212,747 shares worth $36M. The position accounts for 1.37% of the portfolio, ranked #27.

Sofinnova Investments first reported a position in AXSM in Q1 2020 and has held it in 13 quarters since. The position peaked at $47.8M in Q3 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

Sofinnova Investments held 212,747 shares of Axsome Therapeutics worth $36M as of Q1 2026.
Sofinnova Investments bought 200,481 Axsome Therapeutics shares in Q1 2026, an estimated $34.6M.
Axsome Therapeutics made up 1.37% of Sofinnova Investments's portfolio in Q1 2026, its #27 holding.
Sofinnova Investments first reported a position in Axsome Therapeutics in Q1 2020 and has held it in 13 quarters since.
Sofinnova Investments's Axsome Therapeutics position peaked at $47.8M in Q3 2025.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.