SEC 13F Intelligence

Sargent Investment Group, LLC / EX9

Sargent Investment Group, LLC’s Exelixis Inc Position

Does Sargent Investment Group, LLC own Exelixis Inc (EX9)? Yes179.0K shares worth $8M (+1.01% of its 13F portfolio) as of Q1 2026, down from 192.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
179.0K
% of Portfolio
+1.01%
Quarters Held
30
currently held

Position History EX9

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $9MQ3 ’19: $8MQ4 ’19: $18MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $9MQ4 ’20Q1 ’21: $11MQ2 ’21: $9MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026179.0K$8M+1.01%
Q4 2025192.1K$8M+1.06%
Q3 2025194.2K$8M+1.14%
Q2 2025204.2K$8M+1.04%
Q1 2025217.6K$8M+1.28%
Q4 2024217.2K$8M+1.25%
Q3 2024232.2K$6M+1.08%
Q2 2024242.9K$5M+1.11%
Q1 2024278.5K$7M+1.45%
Q4 2023296.4K$7M+1.56%
Q3 2023298.0K$7M+1.57%
Q2 2023304.1K$6M+1.41%
Q1 2023313.5K$6M+1.61%
Q4 2022290.5K$5M+1.45%
Q3 2022282.9K$4M+1.37%
Q2 2022261.7K$5M+1.68%
Q1 2022235.3K$5M+1.34%
Q4 2021296.4K$5M+1.24%
Q3 2021209.6K$4M+1.08%
Q2 2021484.4K$9M+2.09%
Q1 2021498.4K$11M+2.97%
Q4 2020468.8K$9M+2.97%
Q3 2020525.1K$13M+4.67%
Q2 2020529.5K$12M+4.68%
Q1 2020576.8K$10M+4.57%
Q4 20191.03M$18M+3.40%
Q3 2019465.6K$8M+3.70%
Q2 2019432.1K$9M+4.22%
Q1 2019430.4K$10M+4.93%
Q4 2018394.3K$8M+4.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sargent Investment Group, LLC’s full portfolio or all institutional holders of EX9.