ANNX — ANNEXON INC
Reported value held$410.45M
Funds holding (latest)40
SectorHealth Care
Funds holding (Q2 2026)35
Institutional value$370.22M · 64.99M sh
New / Add / Cut / Exit4 / 17 / 14 / 2
Top-5 / Top-10 concentration71.0% / 83.4%
Institutional holdings change
Accumulating +21.4%
(+11.45M sh)
Institutional value change
Up +25.8%
As of Q2 2026, 35 SEC-registered investment managers reported holding ANNX (ANNEXON INC) in their latest 13F filings, with a combined reported value of $370.22M across 64.99M shares. That is +21.4% by share count (+11.45M shares) versus the previous quarter, while reported value moved +25.8%. Ownership is concentrated: the five largest holders account for 71.0% of reported value and the top ten for 83.4%.
Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ANNX is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 19.52M | $111.45M | 0.01% | Add |
| BlackRock Inc history | 13.54M | $77.31M | 0.00% | Add |
| Goldman Sachs Group history | 5.83M | $33.26M | 0.00% | Add |
| Geode Capital Management history | 4.04M | $23.06M | 0.00% | Add |
| Morgan Stanley history | 3.14M | $17.95M | 0.00% | Add |
| Balyasny Asset Management history | 2.83M | $16.16M | 0.02% | Reduce |
| Point72 Asset Management history | 1.38M | $7.90M | 0.01% | Reduce |
| Northern Trust Corp history | 1.35M | $7.72M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.26M | $7.18M | 0.00% | Add |
| Millennium Management history | 1.18M | $6.77M | 0.00% | Reduce |
| MFS Investment Management history | 1.04M | $5.92M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.00M | $5.59M | 0.00% | New |
| Wells Fargo & Co history | 978.05K | $5.58M | 0.00% | Add |
| Citadel Advisors history | 920.18K | $5.25M | 0.00% | Add |
| Arrowstreet Capital history | 737.93K | $4.21M | 0.00% | New |
| AQR Capital Management history | 691.81K | $3.95M | 0.00% | Reduce |
| UBS Group AG history | 623.09K | $3.56M | 0.00% | Reduce |
| Deutsche Bank AG history | 616.49K | $3.52M | 0.00% | Add |
| Bank of America Corp history | 614.19K | $3.51M | 0.00% | Reduce |
| Two Sigma Investments history | 512.80K | $2.93M | 0.00% | Add |
| BNY Mellon history | 501.44K | $2.86M | 0.00% | Add |
| Renaissance Technologies history | 459.00K | $2.62M | 0.00% | Reduce |
| Moore Capital Management history | 425.33K | $2.43M | 0.04% | New |
| Wellington Management Group history | 406.80K | $2.32M | 0.00% | Reduce |
| Invesco Ltd history | 330.73K | $1.89M | 0.00% | Reduce |
| D. E. Shaw & Co history | 265.28K | $1.51M | 0.00% | Reduce |
| Citigroup Inc history | 235.99K | $1.35M | 0.00% | Add |
| Marshall Wace history | 210.61K | $1.20M | 0.00% | Reduce |
| Legal & General Investment Management America history | 98.12K | $560.25K | 0.00% | Add |
| Manulife Financial history | 41.52K | $237.06K | 0.00% | Reduce |
| CPP Investments history | 38.60K | $220.41K | 0.00% | Reduce |
| Prudential Financial history | 24.85K | $141.89K | 0.00% | Add |
| Principal Global Investors history | 11.88K | $67.81K | 0.00% | New |
| PNC Financial Services history | 1.25K | $7.11K | 0.00% | Add |
| T. Rowe Price Associates history | 129.24K | $738 | 0.00% | Reduce |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.94M | $60.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 10.64M | $58.92M | 0.00% | Add |
| Bank of America Corp history | 4.26M | $23.60M | 0.00% | Add |
| Balyasny Asset Management history | 3.89M | $21.53M | 0.03% | Add |
| Geode Capital Management history | 3.38M | $18.72M | 0.00% | Add |
| Morgan Stanley history | 2.74M | $15.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.15M | $11.93M | 0.00% | Add |
| Point72 Asset Management history | 1.87M | $10.37M | 0.01% | Add |
| UBS Group AG history | 1.30M | $7.18M | 0.00% | Add |
| Millennium Management history | 1.24M | $6.86M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.10M | $6.11M | 0.00% | Add |
| Northern Trust Corp history | 1.09M | $6.02M | 0.00% | Add |
| MFS Investment Management history | 903.37K | $5.00M | 0.00% | Hold |
| Citadel Advisors history | 887.34K | $4.92M | 0.00% | Add |
| Marshall Wace history | 861.48K | $4.77M | 0.01% | Add |
| AQR Capital Management history | 777.25K | $4.31M | 0.00% | Hold |
| Invesco Ltd history | 763.00K | $4.23M | 0.00% | Reduce |
| D. E. Shaw & Co history | 702.80K | $3.89M | 0.00% | Reduce |
| Wells Fargo & Co history | 698.74K | $3.87M | 0.00% | Add |
| Deutsche Bank AG history | 562.18K | $3.11M | 0.00% | Hold |
| Renaissance Technologies history | 544.30K | $3.02M | 0.01% | Reduce |
| Wellington Management Group history | 521.38K | $2.89M | 0.00% | Add |
| Two Sigma Investments history | 471.39K | $2.61M | 0.00% | Add |
| BNY Mellon history | 395.02K | $2.19M | 0.00% | Add |
| Manulife Financial history | 134.79K | $746.71K | 0.00% | Add |
| Legal & General Investment Management America history | 80.05K | $443.45K | 0.00% | Add |
| Polen Capital Management history | 70.15K | $388.64K | 0.00% | New |
| Janus Henderson Group history | 59.10K | $327.71K | 0.00% | New |
| CPP Investments history | 40.80K | $226.03K | 0.00% | Add |
| Citigroup Inc history | 30.82K | $170.73K | 0.00% | Add |
| Prudential Financial history | 20.18K | $111.80K | 0.00% | New |
| PNC Financial Services history | 1.13K | $6.27K | 0.00% | Hold |
| T. Rowe Price Associates history | 428.72K | $2.38K | 0.00% | Reduce |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 10.22M | $51.32M | 0.00% | Reduce |
| BlackRock Inc history | 8.96M | $44.98M | 0.00% | Add |
| Vanguard Group history | 7.75M | $38.92M | 0.00% | Add |
| Balyasny Asset Management history | 3.30M | $16.56M | 0.02% | Add |
| Geode Capital Management history | 2.90M | $14.58M | 0.00% | Add |
| Morgan Stanley history | 2.86M | $14.34M | 0.00% | Reduce |
| Millennium Management history | 2.84M | $14.24M | 0.01% | Hold |
| Goldman Sachs Group history | 1.77M | $8.88M | 0.00% | Reduce |
| Bank of America Corp history | 1.61M | $8.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.06M | $5.31M | 0.00% | Add |
| D. E. Shaw & Co history | 1.05M | $5.25M | 0.00% | New |
| Invesco Ltd history | 972.45K | $4.88M | 0.00% | Add |
| MFS Investment Management history | 903.44K | $4.54M | 0.00% | Reduce |
| Renaissance Technologies history | 802.60K | $4.03M | 0.01% | Add |
| Northern Trust Corp history | 792.00K | $3.98M | 0.00% | Add |
| AQR Capital Management history | 776.31K | $3.90M | 0.00% | Add |
| Wells Fargo & Co history | 573.75K | $2.88M | 0.00% | Add |
| Deutsche Bank AG history | 560.74K | $2.81M | 0.00% | Reduce |
| Marshall Wace history | 521.00K | $2.62M | 0.00% | New |
| Wellington Management Group history | 398.08K | $2.00M | 0.00% | New |
| Citadel Advisors history | 380.89K | $1.91M | 0.00% | Add |
| UBS Group AG history | 377.10K | $1.89M | 0.00% | Add |
| Point72 Asset Management history | 371.19K | $1.86M | 0.00% | Add |
| BNY Mellon history | 361.68K | $1.82M | 0.00% | Add |
| Two Sigma Investments history | 332.04K | $1.67M | 0.00% | Add |
| Manulife Financial history | 130.10K | $655.09K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 53.73K | $269.72K | 0.00% | Add |
| Citigroup Inc history | 23.64K | $118.67K | 0.00% | Add |
| CPP Investments history | 17.60K | $88.35K | 0.00% | New |
| Legal & General Investment Management America history | 9.31K | $46.72K | 0.00% | Add |
| PNC Financial Services history | 1.13K | $5.68K | 0.00% | Add |
| T. Rowe Price Associates history | 445.07K | $2.23K | 0.00% | Reduce |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 11.08M | $33.80M | 0.00% | Reduce |
| BlackRock Inc history | 7.90M | $24.09M | 0.00% | Reduce |
| Vanguard Group history | 5.84M | $17.80M | 0.00% | Add |
| Morgan Stanley history | 3.03M | $9.24M | 0.00% | Add |
| Millennium Management history | 2.82M | $8.61M | 0.00% | Add |
| Geode Capital Management history | 2.44M | $7.43M | 0.00% | Add |
| Goldman Sachs Group history | 2.41M | $7.34M | 0.00% | Add |
| Deutsche Bank AG history | 1.50M | $4.59M | 0.00% | Add |
| Balyasny Asset Management history | 1.30M | $3.96M | 0.01% | New |
| Bank of America Corp history | 1.29M | $3.95M | 0.00% | Reduce |
| MFS Investment Management history | 980.28K | $2.99M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 790.25K | $2.41M | 0.00% | Add |
| Northern Trust Corp history | 787.71K | $2.40M | 0.00% | Add |
| Renaissance Technologies history | 753.58K | $2.30M | 0.00% | Reduce |
| AQR Capital Management history | 574.12K | $1.75M | 0.00% | Add |
| Wells Fargo & Co history | 409.48K | $1.25M | 0.00% | Add |
| UBS Group AG history | 346.14K | $1.06M | 0.00% | Add |
| BNY Mellon history | 308.19K | $939.98K | 0.00% | Add |
| Two Sigma Investments history | 279.13K | $851.36K | 0.00% | Add |
| Citadel Advisors history | 245.10K | $747.55K | 0.00% | Add |
| Invesco Ltd history | 201.94K | $615.93K | 0.00% | Add |
| Manulife Financial history | 132.67K | $404.65K | 0.00% | Reduce |
| Point72 Asset Management history | 90.05K | $274.65K | 0.00% | New |
| JPMorgan Chase & Co history | 46.89K | $143.00K | 0.00% | Reduce |
| Prudential Financial history | 11.67K | $35.59K | 0.00% | Hold |
| Legal & General Investment Management America history | 8.48K | $25.85K | 0.00% | Hold |
| Citigroup Inc history | 6.83K | $20.83K | 0.00% | Reduce |
| PNC Financial Services history | 1.12K | $3.42K | 0.00% | Add |
| T. Rowe Price Associates history | 484.77K | $1.48K | 0.00% | Reduce |
Q2 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 15.70M | $37.67M | 0.00% | Add |
| BlackRock Inc history | 7.96M | $19.11M | 0.00% | Reduce |
| Vanguard Group history | 5.37M | $12.88M | 0.00% | Hold |
| Millennium Management history | 2.51M | $6.03M | 0.00% | Add |
| Geode Capital Management history | 2.28M | $5.48M | 0.00% | Add |
| Goldman Sachs Group history | 1.63M | $3.91M | 0.00% | Add |
| Bank of America Corp history | 1.45M | $3.49M | 0.00% | Add |
| MFS Investment Management history | 987.51K | $2.37M | 0.00% | Reduce |
| Morgan Stanley history | 832.54K | $2.00M | 0.00% | Add |
| Renaissance Technologies history | 777.90K | $1.87M | 0.00% | Reduce |
| Northern Trust Corp history | 743.22K | $1.78M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 728.39K | $1.75M | 0.00% | Hold |
| Deutsche Bank AG history | 511.45K | $1.23M | 0.00% | Reduce |
| Wells Fargo & Co history | 376.97K | $904.74K | 0.00% | Add |
| AQR Capital Management history | 332.03K | $796.88K | 0.00% | Add |
| UBS Group AG history | 325.12K | $780.29K | 0.00% | Add |
| BNY Mellon history | 301.05K | $722.52K | 0.00% | Add |
| Two Sigma Investments history | 201.16K | $482.78K | 0.00% | New |
| Invesco Ltd history | 150.41K | $360.99K | 0.00% | Add |
| Manulife Financial history | 134.03K | $321.68K | 0.00% | Hold |
| JPMorgan Chase & Co history | 52.82K | $126.77K | 0.00% | Reduce |
| Citadel Advisors history | 49.27K | $118.24K | 0.00% | Reduce |
| Citigroup Inc history | 37.80K | $90.71K | 0.00% | Reduce |
| Marshall Wace history | 29.99K | $71.97K | 0.00% | New |
| Prudential Financial history | 11.67K | $28.01K | 0.00% | Reduce |
| Legal & General Investment Management America history | 8.48K | $20.34K | 0.00% | Reduce |
| PNC Financial Services history | 1.03K | $2.48K | 0.00% | Add |
| T. Rowe Price Associates history | 508.10K | $1.22K | 0.00% | Reduce |
Q1 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 13.26M | $25.60M | 0.00% | Reduce |
| BlackRock Inc history | 8.53M | $16.46M | 0.00% | Hold |
| Vanguard Group history | 5.38M | $10.38M | 0.00% | Reduce |
| Geode Capital Management history | 2.25M | $4.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.43M | $2.76M | 0.00% | Reduce |
| Renaissance Technologies history | 1.16M | $2.24M | 0.00% | Add |
| Bank of America Corp history | 1.04M | $2.00M | 0.00% | Add |
| Northern Trust Corp history | 1.03M | $1.98M | 0.00% | Hold |
| MFS Investment Management history | 1.02M | $1.97M | 0.00% | Hold |
| Goldman Sachs Group history | 841.58K | $1.62M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 725.75K | $1.40M | 0.00% | Reduce |
| Morgan Stanley history | 701.36K | $1.35M | 0.00% | Add |
| Deutsche Bank AG history | 537.29K | $1.04M | 0.00% | Hold |
| Wellington Management Group history | 356.48K | $688.01K | 0.00% | Add |
| Wells Fargo & Co history | 347.89K | $671.43K | 0.00% | Add |
| BNY Mellon history | 288.70K | $557.19K | 0.00% | Add |
| UBS Group AG history | 267.35K | $515.98K | 0.00% | Reduce |
| Millennium Management history | 175.30K | $338.33K | 0.00% | Add |
| Manulife Financial history | 134.56K | $259.70K | 0.00% | Reduce |
| Balyasny Asset Management history | 96.75K | $186.73K | 0.00% | New |
| Invesco Ltd history | 91.41K | $176.42K | 0.00% | Add |
| Legal & General Investment Management America history | 85.53K | $165.08K | 0.00% | Hold |
| Citadel Advisors history | 79.25K | $152.96K | 0.00% | Reduce |
| Citigroup Inc history | 74.66K | $144.10K | 0.00% | Reduce |
| AQR Capital Management history | 73.79K | $142.41K | 0.00% | Add |
| Prudential Financial history | 57.12K | $110.24K | 0.00% | Reduce |
| Franklin Resources history | 49.12K | $94.81K | 0.00% | Hold |
| Point72 Asset Management history | 45.71K | $88.23K | 0.00% | Reduce |
| Janus Henderson Group history | 34.50K | $77.80K | 0.00% | Hold |
| T. Rowe Price Associates history | 524.74K | $1.01K | 0.00% | Reduce |
| PNC Financial Services history | 294 | $567 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.00M sh · $5.59M
- Arrowstreet Capital 737.93K sh · $4.21M
- Moore Capital Management 425.33K sh · $2.43M
- Principal Global Investors 11.88K sh · $67.81K
Fully Exited (vs previous quarter)
- Polen Capital Management sold 70.15K sh · $388.64K
- Janus Henderson Group sold 59.10K sh · $327.71K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 19.52M | 10.64M | 10.22M | 11.08M | 15.70M | 13.26M | 14.22M | 8.56M | 8.30M | 9.37M | 9.69M | 91.78K | 1.41M | 1.17K | 1.17K | 1.18K | 1.26K | 79.12K | 1.34M | 2.11M |
| BlackRock Inc | 13.54M | 10.94M | 8.96M | 7.90M | 7.96M | 8.53M | 8.49M | 7.65M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 5.83M | 2.15M | 1.77M | 2.41M | 1.63M | 841.58K | 1.32M | 1.90M | 596.19K | 562.97K | 284.93K | 245.66K | 87.41K | 336.12K | 53.88K | 69.58K | 77.48K | 328.00K | 162.66K | 31.77K |
| Geode Capital Management | 4.04M | 3.38M | 2.90M | 2.44M | 2.28M | 2.25M | 2.17M | 2.14M | 1.81M | 1.43M | 922.23K | 879.62K | 883.51K | 387.08K | 372.07K | 364.30K | 245.72K | 514.43K | 480.21K | 425.04K |
| Morgan Stanley | 3.14M | 2.74M | 2.86M | 3.03M | 832.54K | 701.36K | 644.68K | 1.24M | 1.01M | 899.51K | 192.06K | 149.09K | 107.34K | 138.10K | 84.97K | 54.95K | 112.16K | 268.32K | 300.30K | 52.62K |
| Balyasny Asset Management | 2.83M | 3.89M | 3.30M | 1.30M | — | 96.75K | — | — | — | — | 10.11K | — | — | — | 21.61K | — | — | — | — | — |
| Point72 Asset Management | 1.38M | 1.87M | 371.19K | 90.05K | — | 45.71K | 5.63M | 5.33M | 5.99M | 5.16M | — | — | — | 461.28K | 750.00K | — | — | — | 1.02M | 1.02M |
| Northern Trust Corp | 1.35M | 1.09M | 792.00K | 787.71K | 743.22K | 1.03M | 1.03M | 790.07K | 555.29K | 555.57K | 367.27K | 361.24K | 379.20K | 80.71K | 80.83K | 80.97K | 55.03K | 272.60K | 294.19K | 286.93K |
| Charles Schwab Investment Management | 1.26M | 1.10M | 1.06M | 790.25K | 728.39K | 725.75K | 743.79K | 732.22K | 227.56K | 181.05K | 123.67K | 123.67K | 123.67K | 19.33K | 19.33K | 19.33K | 118.17K | 188.72K | 194.95K | 190.93K |
| Millennium Management | 1.18M | 1.24M | 2.84M | 2.82M | 2.51M | 175.30K | 155.68K | 72.66K | 397.21K | 1.30M | 811.02K | 222.28K | 617.83K | 1.36M | 526.53K | 548.41K | 408.00K | 411.97K | 354.77K | 11.00K |
| MFS Investment Management | 1.04M | 903.37K | 903.44K | 980.28K | 987.51K | 1.02M | 1.02M | 1.16M | 1.06M | 773.91K | 777.97K | 777.20K | 775.85K | 784.03K | 784.70K | 782.13K | 729.74K | — | 714.78K | 720.13K |
| JPMorgan Chase & Co | 1.00M | — | 53.73K | 46.89K | 52.82K | 1.43M | 1.51M | 1.71M | 216.00K | 959.65K | 29.59K | 39.62K | 38.14K | 1.72K | 31.72K | 26.02K | 193.23K | 91.09K | 73.54K | 71.08K |
| Wells Fargo & Co | 978.05K | 698.74K | 573.75K | 409.48K | 376.97K | 347.89K | 235.75K | 218.21K | 150.62K | 28.91K | 16.43K | 11.22K | 17.38K | 277 | 272 | 266 | 173 | 2.84K | 14.02K | 111 |
| Citadel Advisors | 920.18K | 887.34K | 380.89K | 245.10K | 49.27K | 79.25K | 129.00K | 92.34K | 362.80K | 484.38K | 1.07M | 704.06K | 794.44K | 2.59M | 2.07M | 1.53M | 1.58M | 1.74M | 1.48M | 1.86M |
| Arrowstreet Capital | 737.93K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 691.81K | 777.25K | 776.31K | 574.12K | 332.03K | 73.79K | 33.15K | 64.79K | 279.46K | 11.38K | — | — | — | — | — | — | 32.02K | 58.88K | — | — |
| UBS Group AG | 623.09K | 1.30M | 377.10K | 346.14K | 325.12K | 267.35K | 328.72K | 219.13K | 75.57K | 91.05K | 49.59K | 24.65K | 26.93K | — | 4.10K | 2.89K | 89.50K | — | 54.15K | — |
| Deutsche Bank AG | 616.49K | 562.18K | 560.74K | 1.50M | 511.45K | 537.29K | 536.50K | 508.06K | 495.69K | 155.88K | 157.00K | — | 126.81K | 126.81K | 126.81K | 126.81K | 126.81K | 143.74K | 18.94K | 17.94K |
| Bank of America Corp | 614.19K | 4.26M | 1.61M | 1.29M | 1.45M | 1.04M | 29.94K | 167.16K | 315.56K | 75.89K | 51.32K | 45.88K | 47.10K | 43.74K | 8.94K | 6.89K | 8.48K | 53.59K | 96.35K | 9.73K |
| Two Sigma Investments | 512.80K | 471.39K | 332.04K | 279.13K | 201.16K | — | 137.18K | 140.92K | 326.40K | 373.45K | 26.58K | 37.10K | 238.30K | 96.92K | — | — | 86.77K | 303.62K | 55.56K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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