Exelixis, Inc.
EXEL- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0000939767
No open-market purchases or sales by Exelixis, Inc. insiders were filed in the last 90 days; 762 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $17.2B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +65 vs. previous quarter
- 762
- 13F valueReported value at the end of Q2 2026
- $14.1B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.32B
- +7.0% year over year
- Net income, FY2025
- $782.6M
- +50.1% year over year
- Free cash flow, FY2025
- $875.8M
- +30.4% year over year
- Revenue, Q3 FY2026
- $658.7M
- +10.2% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 25.6M
- Shares sold short
- Change
- −1.72M
- −6.3% vs. previous
- Days to cover
- 11.71
- At average daily volume
Superinvestors holding EXEL, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding EXEL at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Exelixis, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 (view filing)7:34 PM ET | Aug 10 | 2 days | Beckerle Mary CDirector | SSale | −9.81K | $53.66 | −$526.5K | −37.9%16.1K after | 10b5-1 |
| Jun 3, 2026 (view filing) | Jun 1 | 2 days | Wyszomierski Jack LDirector | SSale | −3.92K | $50.55 | −$198.4K | −1.4%284.4K after | 10b5-1 |
| Jun 3, 2026 (view filing) | Jun 1 | 2 days | Eckhardt Sue GailDirector | SSale | −9.81K | $50.14 | −$492.0K | −37.9%16.1K after | 10b5-1 |
| May 28, 2026 (view filing) | May 26 | 2 days | Aftab DanaEVP, Research and Development | SSale | −43.5K | $50.35 | −$2.19M | −6.8%594.7K after | |
| May 22, 2026 (view filing) | May 20 | 2 days | Haley Patrick J.EVP, Commercial | SSale | −32.1K | $49.81 | −$1.60M | −8.2%357.6K after | |
| May 19, 2026 (view filing) | May 18 | 1 day | Senner Christopher J.EVP and CFO | SSale | −34.9K | $50.00 | −$1.75M | −3.5%952.3K after | |
| May 19, 2026 (view filing) | May 18 | 1 day | Hefti BrendaSVP and General Counsel | SSale | −6.63K | $50.21 | −$332.6K | −5.8%106.8K after | 10b5-1 |
| May 8, 2026 (view filing) | May 7 | 1 day | Beckerle Mary CDirector | SSale | −7.71K | $48.45 | −$373.6K | −30.6%17.5K after | |
| May 8, 2026 (view filing) | May 7 | 1 day | Freire Maria CDirector | SSale | −20.6K | $46.00 | −$949.2K | −17.0%100.8K after | |
| May 8, 2026 (view filing) | May 7 | 1 day | Poste GeorgeDirector | SSale | −60.0K | $45.71 | −$2.74M | −33.6%118.8K after |
Top 10 13F holders, Q2 2026
See all 762 holdersThe largest institutional positions in Exelixis, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,075,377 | $1.58B | 0.02% | −1,740,932−5.6% | Reduced |
| Farallon Capital Management, L.L.C. | 13,468,010 | $732.8M | 4.29% | +357,000+2.7% | Added |
| Renaissance Technologies LLC | 13,427,993 | $730.6M | 1.01% | −299,000−2.2% | Reduced |
| Vanguard Portfolio Management LLC | 12,043,122 | $655.3M | 0.03% | −42,151−0.3% | Reduced |
| AQR Capital Management LLC | 11,023,943 | $598.6M | 0.21% | −2,071,798−15.8% | Reduced |
| Vanguard Capital Management LLC | 10,950,997 | $595.8M | 0.01% | −307,987−2.7% | Reduced |
| State Street Corp | 9,970,071 | $542.5M | 0.02% | −328,368−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 8,929,389 | $485.8M | 1.32% | +387,153+4.5% | Added |
| LSV Asset Management | 8,146,478 | $443.3M | 0.80% | +400,763+5.2% | Added |
| Geode Capital Management, LLC | 7,650,316 | $416.3M | 0.02% | −145,294−1.9% | Reduced |
Holders of 5% or more of EXEL
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Exelixis, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 10.20%28.5M shares | – | Apr 28, 20251 filing | Apr 28, 2025 | SEC |
| Farallon Capital Management, L.L.C. | 13G | 6.00%14.7M shares | +1.10 ppfrom 4.90% | Aug 14, 20263 filings | Nov 9, 2026 | SEC |
| Farallon Capital Partners, L.P. | 13D/A | 5.90%15.7M shares | −0.90 ppfrom 6.80% | Mar 20, 20238 filings | Jan 5, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.09%13.2M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in EXEL1 member of Congress reported 4 trades in Exelixis, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Apr 27, 2020 |  Donna E. Shalala House · FL | Sell | $1K-$15K |
| Apr 27, 2020 | Donna E. Shalala House · FL | Sell (partial) | $1K-$15K |
| Apr 27, 2020 | Donna E. Shalala House · FL | Buy | $1K-$15K |
| Apr 27, 2020 | Donna E. Shalala House · FL | Buy | $1K-$15K |
House · FL · Apr 27, 2020
Sell$1K-$15K
House · FL · Apr 27, 2020
Sell (partial)$1K-$15K
House · FL · Apr 27, 2020
Buy$1K-$15K
House · FL · Apr 27, 2020
Buy$1K-$15K