Stifel Financial

Stifel Financial’s Ardelyx ARDX Stock Holding History

Stifel Financial’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$162K	Sell	27,055 -400	-1%	-$2.65K	﹤0.01%	3481
2025 Q4	$160K	Buy	+27,455	New	+$153K	﹤0.01%	3429
2025 Q3	–	Sell	-15,150	Closed	-$59.4K	–	3540
2025 Q2	$59.4K	Sell	15,150 -271	-2%	-$1.12K	﹤0.01%	3407
2025 Q1	$75.7K	Buy	+15,421	New	+$82.8K	﹤0.01%	3316
2024 Q4	–	Sell	-15,388	Closed	-$106K	–	3382
2024 Q3	$106K	Buy	15,388 +122	+0.8%	+$720	﹤0.01%	3233
2024 Q2	$113K	Buy	15,266 +59	+0.4%	+$415	﹤0.01%	3200
2024 Q1	$111K	Sell	15,207 -943	-6%	-$8.07K	﹤0.01%	3193
2023 Q4	$100K	Buy	16,150 +1,000	+7%	+$4.49K	﹤0.01%	3165
2023 Q3	$61.8K	Hold	15,150	–	–	﹤0.01%	3167
2023 Q2	$51.4K	Hold	15,150	–	–	﹤0.01%	3236
2023 Q1	$72.6K	Sell	15,150 -5,000	-25%	-$16.9K	﹤0.01%	3211
2022 Q4	$57.4K	Buy	20,150 +5,150	+34%	+$8.72K	﹤0.01%	3176
2022 Q3	$18K	Hold	15,000	–	–	﹤0.01%	3236
2022 Q2	$9K	Hold	15,000	–	–	﹤0.01%	3302
2022 Q1	$16K	Hold	15,000	–	–	﹤0.01%	3350
2021 Q4	$17K	Buy	+15,000	New	+$17.8K	﹤0.01%	3347

Other funds holding ARDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return