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Sound Shore Management’s Incyte INCY Stock Holding History

Sound Shore 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
Q1 		$72.3M Sell
767,829
-162,003
-17% -$16.2M 2.42% 23
2025
Q4 		$91.8M Buy
929,832
+79,976
+9% +$7.74M 2.92% 14
2025
Q3 		$72.1M Sell
849,856
-290,201
-25% -$22.9M 2.38% 30
2025
Q2 		$77.6M Sell
1,140,057
-354,781
-24% -$22.5M 2.65% 23
2025
Q1 		$90.5M Buy
1,494,838
+293,749
+24% +$20.5M 3.17% 11
2024
Q4 		$83M Buy
1,201,089
+595,741
+98% +$42.4M 2.74% 15
2024
Q3 		$40M Buy
+605,348
New +$38.6M 1.3% 39

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound Shore Management's INCY Position: Q1 2026 in Review

Sound Shore Management reduced its Incyte (INCY) stake by 17% in Q1 2026, selling an estimated $16.2M and leaving 767,829 shares worth $72.3M. The position accounts for 2.42% of the portfolio, ranked #23.

Sound Shore Management first reported a position in INCY in Q3 2024 and has held it in 7 quarters since. The position peaked at $91.8M in Q4 2025. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Sound Shore Management held 767,829 shares of Incyte worth $72.3M as of Q1 2026.
  • Sound Shore Management sold 162,003 Incyte shares in Q1 2026, an estimated $16.2M.
  • Incyte made up 2.42% of Sound Shore Management's portfolio in Q1 2026, its #23 holding.
  • Sound Shore Management first reported a position in Incyte in Q3 2024 and has held it in 7 quarters since.
  • Sound Shore Management's Incyte position peaked at $91.8M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Sound Shore Management's 13F filing for Q1 2026, filed 7 May 2026.