VPC
ACLX

Vestal Point Capital’s Arcellx ACLX Stock Holding History

Vestal Point Capital’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,925,000
Closed -$191M – 92
2025
Q4 		$191M Buy
2,925,000
+1,675,000
+134% +$134M 6.48% 3
2025
Q3 		$103M Sell
1,250,000
-1,500,000
-55% -$108M 4.63% 2
2025
Q2 		$181M Buy
2,750,000
+362,280
+15% +$22.6M 9.53% 1
2025
Q1 		$157M Buy
2,387,720
+1,912,720
+403% +$130M 11.19% 1
2024
Q4 		$36.4M Sell
475,000
-200,000
-30% -$17.3M 2.16% 17
2024
Q3 		$56.4M Hold
675,000
– – 4.27% 5
2024
Q2 		$37.3M Buy
675,000
+575,000
+575% +$31.3M 2.78% 10
2024
Q1 		$6.96M Buy
100,000
+40,000
+67% +$2.54M 0.58% 35
2023
Q4 		$3.33M Buy
+60,000
New +$2.71M 0.35% 35

Other funds holding ACLX

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Vestal Point Capital's ACLX Position: Q1 2026 in Review

Vestal Point Capital sold out of Arcellx (ACLX) in Q1 2026, closing a stake of 2,925,000 shares — an estimated $191M sold.

Vestal Point Capital first reported a position in ACLX in Q4 2023 and held it in 9 quarters. The position peaked at $191M in Q4 2025. 239 funds tracked by Wall St. Rank hold ACLX as of Q1 2026.

  • Vestal Point Capital reported no remaining Arcellx position as of Q1 2026 after selling out during the quarter.
  • Vestal Point Capital sold 2,925,000 Arcellx shares in Q1 2026, an estimated $191M.
  • Vestal Point Capital first reported a position in Arcellx in Q4 2023 and held it in 9 quarters.
  • Vestal Point Capital's Arcellx position peaked at $191M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Arcellx as of Q1 2026.

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