SEC 13F Intelligence

Palo Alto Investors LP / ACAD

Palo Alto Investors LP’s Acadia Pharmaceuticals Inc Position

Does Palo Alto Investors LP own Acadia Pharmaceuticals Inc (ACAD)? Yes — 2.87M shares worth $64M (+9.78% of its 13F portfolio) as of Q1 2026, up from 2.48M shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
2.87M
% of Portfolio
+9.78%
Quarters Held
29
currently held

Position History ACAD

Reported value by quarter
Q4 ’18: $33MQ4 ’18Q2 ’19: $62MQ3 ’19: $78MQ4 ’19: $82MQ1 ’20: $69MQ1 ’20Q2 ’20: $76MQ3 ’20: $76MQ4 ’20: $123MQ1 ’21: $60MQ1 ’21Q2 ’21: $57MQ3 ’21: $39MQ4 ’21: $55MQ1 ’22: $55MQ1 ’22Q2 ’22: $24MQ3 ’22: $27MQ4 ’22: $38MQ1 ’23: $45MQ1 ’23Q2 ’23: $58MQ3 ’23: $50MQ4 ’23: $75MQ1 ’24: $45MQ1 ’24Q2 ’24: $39MQ3 ’24: $39MQ4 ’24: $50MQ1 ’25: $44MQ1 ’25Q2 ’25: $55MQ3 ’25: $53MQ4 ’25: $66MQ1 ’26: $64MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.87M$64M+9.78%
Q4 20252.48M$66M+9.24%
Q3 20252.47M$53M+9.74%
Q2 20252.56M$55M+11.76%
Q1 20252.66M$44M+8.43%
Q4 20242.75M$50M+7.82%
Q3 20242.52M$39M+5.04%
Q2 20242.42M$39M+4.55%
Q1 20242.41M$45M+5.04%
Q4 20232.41M$75M+6.80%
Q3 20232.41M$50M+4.74%
Q2 20232.41M$58M+4.65%
Q1 20232.41M$45M+3.75%
Q4 20222.38M$38M+3.23%
Q3 20221.68M$27M+2.17%
Q2 20221.68M$24M+2.06%
Q1 20222.25M$55M+4.22%
Q4 20212.34M$55M+3.49%
Q3 20212.34M$39M+2.34%
Q2 20212.34M$57M+3.14%
Q1 20212.34M$60M+3.44%
Q4 20202.30M$123M+6.45%
Q3 20201.83M$76M+4.15%
Q2 20201.56M$76M+4.55%
Q1 20201.63M$69M+5.77%
Q4 20191.91M$82M+4.49%
Q3 20192.18M$78M+5.22%
Q2 20192.31M$62M+3.00%
Q4 20182.03M$33M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palo Alto Investors LP’s full portfolio or all institutional holders of ACAD.