Item 4, purpose of the transaction: Item 4 of Schedule 13D is supplemented and superseded, as the case may be, as follows: On May 8, 2026 the Adviser acquired beneficial ownership of 15,000 shares of common stock ("Common Stock") of Incyte Corporation (the "Issuer"), as a result of the exercise of 15,000 options to purchase Common Stock at $84.53 per share (the "Exercised Stock Options") held directly by Julian C. Baker. Julian C. Baker currently serves on the Issuer's board of directors (the "Board") as a representative of the Funds. The policy of the Funds and the Adviser does not permit managing members of the Adviser GP or full-time employees of the Adviser to receive compensation for serving as directors of the Issuer, a…Read the filing ↗
INCYIncyte
Incyte is a global biopharmaceutical company engaged in the discovery, development and commercialization of proprietary therapeutics. 10-K, Item 1
- Employees
- 2,844
- Headquarters
- Wilmington, DE
- CEO
- William Meury
- Next results
- around Feb 9, 2027
Who owns INCY
99% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 30.76M | $3.5B | 15.09% | Held |
| BlackRock, Inc. | 18.03M | $2.0B | 8.85% | Reduced -5.0% |
| Dodge & Cox | 11.96M | $1.4B | 5.87% | Reduced -2.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.02M | $1.2B | 5.41% | Added +0.9% |
| STATE STREET CORP | 9.72M | $1.1B | 4.77% | Added +0.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.79M | $883.2M | 3.82% | Held |
| AQR CAPITAL MANAGEMENT LLC | 5.32M | $603.2M | 2.61% | Reduced -8.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 4.75M | $536.5M | 2.33% | Added +1.0% |
| LSV ASSET MANAGEMENT | 4.12M | $467K | 2.02% | Added +5.2% |
| Invesco Ltd. | 4.08M | $462.6M | 2.00% | Added +5.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.58M | $405.3M | 1.75% | Added +9.5% |
| RENAISSANCE TECHNOLOGIES LLC | 3.51M | $398.1M | 1.72% | Reduced -3.8% |
| MORGAN STANLEY | 2.95M | $334.2M | 1.45% | Added +3.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.74M | $311.2M | 1.35% | Reduced -3.0% |
| Robeco Institutional Asset Management B.V. | 2.44M | $276.8M | 1.20% | Reduced -2.9% |
| GOLDMAN SACHS GROUP INC | 2.31M | $261.4M | 1.13% | Reduced -1.9% |
| DIMENSIONAL FUND ADVISORS LP | 2.28M | $258.6M | 1.12% | Added +15.5% |
| TWO SIGMA INVESTMENTS, LP | 2.00M | $227.1M | 0.98% | Added +381.7% |
| NORTHERN TRUST CORP | 1.76M | $199.7M | 0.86% | Reduced -4.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.69M | $191.9M | 0.83% | Reduced -2.1% |
| ACADIAN ASSET MANAGEMENT LLC | 1.66M | $189K | 0.82% | Reduced -12.4% |
| Legal & General Group Plc | 1.61M | $182.1M | 0.79% | Added +4.1% |
| FIRST TRUST ADVISORS LP | 1.59M | $180.0M | 0.78% | Added +5.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.51M | $171.0M | 0.74% | Reduced -2.1% |
| VICTORY CAPITAL MANAGEMENT INC | 1.48M | $167.8M | 0.73% | Reduced -15.1% |
Bought the most shares
- TWO SIGMA INVESTMENTS, LP +1.59M
- NORGES BANK +1.12M, new
- HSBC HOLDINGS PLC +725K
- WELLINGTON MANAGEMENT GROUP LLP +309K
- DIMENSIONAL FUND ADVISORS LP +305K
- JPMORGAN CHASE & CO +265K
- JANE STREET GROUP, LLC +261K
- KBC Group NV +244K
- ARMISTICE CAPITAL, LLC +243K
- PFA Pension, Forsikringsaktieselskab +233K
Sold the most shares
- LOS ANGELES CAPITAL MANAGEMENT LLC -1.57M
- JACOBS LEVY EQUITY MANAGEMENT, INC -986K
- BlackRock, Inc. -945K
- AQR CAPITAL MANAGEMENT LLC -487K
- UBS Group AG -370K
- PRICE T ROWE ASSOCIATES INC /MD/ -342K
- PANAGORA ASSET MANAGEMENT INC -329K
- Pacer Advisors, Inc. -310K
- Dodge & Cox -295K
- RHUMBLINE ADVISERS -265K
Superinvestors holding INCY 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 11.96M | $1.4B | 0.73% | Reduced -2.4% |
13D filings: owners of more than 5% who may push for change
Work on INCY in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/INCY/export.csv") into a cell.