
Congress trades
Exelixis, Inc. (EXEL)
NASDAQ · Healthcare · 6 congress trades · last filed 3 years ago
About Exelixis, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NASDAQ
- Sector
- Healthcare
- Industry
- Biotechnology
- Chief executive
- Michael Morrissey
- Employees
- 1,077
- Listed since
- Apr 17, 2000
- Market value
- $16.2B
- Price to earnings (12 mo)
- 19.6
- Net income per share, as reported (12 mo)
- $3.43
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.91 | $0.85 | $628.7M | $636.4M | EPS beatRevenue in line |
| Q1 FY2026reported May 5, 2026 | $0.87 | $0.77 | $610.8M | $607.5M | EPS beatRevenue in line |
| Q4 FY2025reported Feb 10, 2026 | $0.94 | $0.77 | $598.7M | $596.5M | EPS beatRevenue in line |
| Q3 FY2025reported Nov 4, 2025 | $0.78 | $0.69 | $597.8M | $590.2M | EPS beatRevenue in line |
| Q2 FY2025reported Jul 28, 2025 | $0.75 | $0.65 | $568.3M | $594.9M | EPS beatRevenue miss |
| Q1 FY2025reported May 13, 2025 | $0.62 | $0.36 | $555.4M | $499.6M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 15, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Michael M. Morrissey, Ph.D.President and Chief Executive Officer | $1.3M | $30.5M | $1.4M | $33.2M |
| Christopher J. SennerExecutive Vice President and Chief Financial Officer | $823K | $9.3M | $482K | $10.6M |
| Dana T. Aftab, Ph.D.Executive Vice President, Research and Development | $659K | $9.5M | $408K | $10.5M |
| Patrick J. HaleyExecutive Vice President, Commercial | $621K | $8.1M | $338K | $9.0M |
| Brenda J. HeftiJ.D., Ph.D. Senior Vice President and General Counsel | $455K | $3.5M | $298K | $4.2M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 29,075,377 | -5.6% | 11.59% |
| Farallon Capital Management, L.L.C. | $732.8M | 13,468,010 | +2.7% | 5.37% |
| Renaissance Technologies LLC | $730.6M | 13,427,993 | -2.2% | 5.35% |
| Vanguard Portfolio Management LLC | $655.3M | 12,043,122 | -0.3% | 4.80% |
| AQR Capital Management LLCCliff Asness | $598.6M | 11,023,943 | -15.8% | 4.40% |
| Vanguard Capital Management LLC | $595.8M | 10,950,997 | -2.7% | 4.37% |
| State Street Corp | $542.5M | 9,970,071 | -3.2% | 3.98% |
| Fuller & Thaler Asset Management, Inc. | $485.8M | 8,929,389 | +4.5% | 3.56% |
| LSV Asset Management | $443.3M | 8,146,478 | +5.2% | 3.25% |
| Geode Capital Management, LLC | $416.3M | 7,650,316 | -1.9% | 3.05% |
| D. E. Shaw & Co., Inc. | $302.1M | 5,551,747 | +54.1% | 2.21% |
| Morgan Stanley | $245.9M | 4,519,684 | +8.2% | 1.80% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding EXEL
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Farallon Capital | $732.8M | 13,468,010 | 3.4% |
| Renaissance TechnologiesJim Simons | $730.6M | 13,427,993 | 1.0% |
2 of the 97 fund managers we track list EXEL shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in EXEL
6 disclosures of 6 on record · median 29d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +182.3%After the saleS&P 500 +59.5% · +122.8 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +287.1%S&P 500 +93.0% · +194.1 pts vs S&P 500 | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +240.5%After the saleS&P 500 +134.4% · +106.2 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +340.8%S&P 500 +181.5% · +159.3 pts vs S&P 500 | Oct 25, 2018 | Nov 9, 2018 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +228.6%After the saleS&P 500 +173.1% · +55.5 pts vs S&P 500 | Jun 15, 2018 | Jul 11, 2018 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +203.2%S&P 500 +191.7% · +11.5 pts vs S&P 500 | Apr 3, 2018 | May 10, 2018 | 37d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in EXEL, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded EXEL?
Ro Khanna disclosed EXEL transactions in the filings shown here.
How quickly are EXEL trades disclosed?
Congressional disclosures took a median of 29 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
