Exelixis, Inc. (NASDAQ:EXEL) Q3 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Exelixis' Third Quarter 2025 Financial Results Conference Call. My name is Sherry, and I'll be your operator for today.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Farallon Capital Thomas Steyer | 19,501,500 | $805,411,950 | +22% | 3.3% |
| 2. | Renaissance Technologies Jim Simons | 15,459,266 | $638,467,686 | -3% | 0.84% |
| 3. | AQR Capital Management Cliff Asness | 9,181,359 | $379,190,107 | +21% | 0.24% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 5,267,941 | $217,565,963 | +1% | 0.14% |
| 5. | Caligan Partners David Johnson | 1,525,730 | $63,012,649 | 8.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.12 | 27,532 | $1,187,234.90 | 1,553,262 | 2025-11-25 | Filing | |
| $20.76 | 225,000 | $4,670,055.00 | 1,525,730 | 2024-05-30 | Filing | |
| $20.32 | 200,000 | $4,063,900.00 | 1,300,730 | 2024-05-28 | Filing | |
| $20.70 | 190,000 | $3,932,734.00 | 1,100,730 | 2024-02-21 | Filing | |
| $21.61 | 120,409 | $2,602,038.49 | 910,730 | 2023-11-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.58 | 28,043 | $1,194,070.94 | 374,029 | 2025-11-21 | Filing | |
| $41.77 | 10,648 | $444,766.96 | 0 | 2025-11-20 | Filing | |
| $41.93 | 23,539 | $986,990.27 | 0 | 2025-11-20 | Filing | |
| $42.11 | 10,000 | $421,100.00 | 402,072 | 2025-11-20 | Filing | |
| $43.55 | 100,000 | $4,355,000.00 | 1,189,228 | 2025-11-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 29,366,959 | $1,212,855,422 | 0.02% | |
| 2. | 26,064,571 | $1,076,466,783 | 0.02% | |
| 3. | 11,114,815 | $459,041,860 | 0.02% | |
| 4. | 8,320,794 | $343,648,794 | 1.17% | |
| 5. | 7,670,959 | $316,847,900 | 0.02% |