Stempoint Capital’s Incyte INCY Stock Holding History

Stempoint Capital’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	–	Sell	-61,435	Closed	-$6.07M	–	99
2025 Q4	$6.07M	Buy	61,435 +17,681	+40%	+$1.71M	1.04%	34
2025 Q3	$3.71M	Buy	+43,754	New	+$3.46M	0.74%	35
2025 Q1	–	Sell	-193,623	Closed	-$13.4M	–	69
2024 Q4	$13.4M	Buy	193,623 +64,133	+50%	+$4.57M	3.34%	7
2024 Q3	$8.56M	Buy	+129,490	New	+$8.26M	2.56%	13

Other funds holding INCY

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Stempoint Capital's INCY Position: Q1 2026 in Review

Stempoint Capital sold out of Incyte (INCY) in Q1 2026, closing a stake of 61,435 shares — an estimated $6.07M sold.

Stempoint Capital first reported a position in INCY in Q3 2024 and held it in 4 quarters. The position peaked at $13.4M in Q4 2024. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

Stempoint Capital reported no remaining Incyte position as of Q1 2026 after selling out during the quarter.
Stempoint Capital sold 61,435 Incyte shares in Q1 2026, an estimated $6.07M.
Stempoint Capital first reported a position in Incyte in Q3 2024 and held it in 4 quarters.
Stempoint Capital's Incyte position peaked at $13.4M in Q4 2024.
810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

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