Meritage Portfolio Management / EXEL
Meritage Portfolio Management’s Exelixis Inc Position
Does Meritage Portfolio Management own Exelixis Inc (EXEL)? Yes — 289.3K shares worth $13M (+0.84% of its 13F portfolio) as of Q4 2025, down from 295.4K shares the prior filed quarter.
Position Value
$13M
Q4 2025
Shares
289.3K
% of Portfolio
+0.84%
Quarters Held
16
currently held
Position History EXEL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 289.3K | $13M | +0.84% |
| Q3 2025 | 295.4K | $12M | +0.81% |
| Q2 2025 | 377.7K | $17M | +1.05% |
| Q1 2025 | 399.2K | $15M | +0.98% |
| Q4 2024 | 407.7K | $14M | +0.84% |
| Q3 2024 | 413.6K | $11M | +0.66% |
| Q2 2024 | 414.1K | $9M | +0.59% |
| Q1 2024 | 406.0K | $10M | +0.61% |
| Q4 2023 | 422.7K | $10M | +0.67% |
| Q3 2023 | 394.9K | $9M | +0.64% |
| Q2 2023 | 394.2K | $8M | +0.53% |
| Q1 2023 | 413.2K | $8M | +0.60% |
| Q4 2022 | 424.2K | $7M | +0.53% |
| Q3 2022 | 160.2K | $3M | +0.21% |
| Q2 2022 | 449.1K | $9M | +0.73% |
| Q1 2022 | 473.1K | $11M | +0.66% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of EXEL.