EXEL at a glance
Exelixis Inc (EXEL, SEC CIK 939767) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 2, 2026 (FY2025), Exelixis Inc (EXEL) reported revenue of $2.3 billion (up 7.0% from FY2024) and net income of $782.6 million. Diluted EPS was $2.78.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Exelixis Inc (EXEL) shares worth $7.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Beckerle Mary C on August 10, 2026 of 9,812 shares at $53.66 per share.
- In the last 90 days, EXEL insiders reported 0 open-market purchases ($0) and 1 open-market sale ($527K) on Form 4, a net sale of $527K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- +7.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$527K
- 13F holders
- 38 funds
- $7.0B · +1 vs prior quarter
- Latest 10-Q
- Aug 5, 2026
- Quarterly report
SignalX for EXEL
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- Fund moves. Which tracked funds opened, added or cut EXEL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Beckerle Mary C | Sell | Aug 10, 2026 | 9,812 | $53.66 |
| Beckerle Mary C | A | May 27, 2026 | 8,367 | - |
| PAPADOPOULOS STELIOS | A | May 27, 2026 | 8,367 | - |
| JOHNSON DAVID EDWARD | A | May 27, 2026 | 19,133 | - |
| Freire Maria C | A | May 27, 2026 | 8,367 | - |
| Oliver Bob | A | May 27, 2026 | 8,367 | - |
| POSTE GEORGE | A | May 27, 2026 | 8,367 | - |
| WYSZOMIERSKI JACK L | A | May 27, 2026 | 8,367 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.2B | $2.3B |
| Operating Income | - | $604.6M | $872.2M |
| Net Income | $207.8M | $521.3M | $782.6M |
| Op. Margin | - | 27.9% | 37.6% |
| Net Margin | - | 24.0% | 33.7% |
| Balance Sheet | |||
| Total Assets | $2.9B | $2.9B | $2.8B |
| Equity | - | $2.2B | $2.2B |
| ROE | - | 23.2% | 36.2% |
| Per Share | |||
| EPS | $0.65 | $1.76 | $2.78 |
| Cash Flow | |||
| Operating CF | - | $700.0M | $884.3M |
| CapEx | $40.5M | $28.4M | $8.4M |
Source: XBRL data in Exelixis Inc (EXEL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EXEL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $6.99B |
| Q1 2026 | 37 | $5.56B |
| Q4 2025 | 32 | $5.62B |
| Q3 2025 | 35 | $5.19B |
| Q2 2025 | 33 | $5.70B |
| Q1 2025 | 31 | $3.44B |
| Q4 2024 | 26 | $2.86B |
| Q3 2024 | 22 | $1.24B |
- Two Sigma Investments+2.00M (+91%)
- D.E. Shaw & Co+1.95M (+54%)
- Goldman Sachs Group+571.9K (+27%)
- Bank of America Corp+504.7K (+31%)
- JPMorgan Chase & Co+488.1K (+60%)
- AQR Capital Management−2.07M (-16%)
- BlackRock−1.74M (-6%)
- FMR LLC (Fidelity)−1.18M (-51%)
- Citadel Advisors LLC−741.3K (-91%)
- Franklin Resources−561.2K (-34%)
- Marex Group plc+6.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 254 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EXEL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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EXEL SEC filings: frequently asked questions
Are EXEL insiders buying or selling?
In the last 90 days, Exelixis Inc (EXEL) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $526,512 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EXEL stock?
As of June 30, 2026, the largest Exelixis Inc (EXEL) holders among the 13F filers tracked by SignalX were BlackRock ($1.6 billion), Renaissance Technologies LLC ($730.6 million), Vanguard Portfolio Management LLC ($655.3 million), AQR Capital Management ($598.6 million), Vanguard Capital Management LLC ($595.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EXEL's revenue in fiscal year 2025?
For the fiscal year ended January 2, 2026 (FY2025), Exelixis Inc (EXEL) reported revenue of $2.3 billion (up 7.0% from FY2024) and net income of $782.6 million. Diluted EPS was $2.78. The figures come from the XBRL data in the 10-K.
What are the latest EXEL SEC filings?
Exelixis Inc (EXEL) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on August 12, 2026.
What is EXEL's SEC CIK number?
Exelixis Inc (EXEL)'s SEC Central Index Key (CIK) is 939767. EDGAR lists every EXEL filing under that number.
Ask anything about EXEL
The research agent reads EXEL's filings, financials, insider trades and 13F holders, then answers with sources.