VC
RXRX icon

VarCov Co’s Recursion Pharmaceuticals RXRX Stock Holding History

VarCov Co’s Portfolio RXRX Stock Details RXRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Sell
42,837
-128,756
-75% -$429K 0.06% 345
2026
Q1 		$527K Buy
171,593
+43,057
+33% +$166K 0.2% 194
2025
Q4 		$526K Buy
+128,536
New +$637K 0.21% 165

Other funds holding RXRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VarCov Co's RXRX Position: Q2 2026 in Review

VarCov Co reduced its Recursion Pharmaceuticals (RXRX) stake by 75% in Q2 2026, selling an estimated $429K and leaving 42,837 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #345.

VarCov Co first reported a position in RXRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $527K in Q1 2026. 339 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

  • VarCov Co held 42,837 shares of Recursion Pharmaceuticals worth $157K as of Q2 2026.
  • VarCov Co sold 128,756 Recursion Pharmaceuticals shares in Q2 2026, an estimated $429K.
  • Recursion Pharmaceuticals made up 0.06% of VarCov Co's portfolio in Q2 2026, its #345 holding.
  • VarCov Co first reported a position in Recursion Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • VarCov Co's Recursion Pharmaceuticals position peaked at $527K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.