Exelixis

At a glance

Exelixis reported 2025 revenue of $2.32B, up 7% from $2.17B in 2024. Over 4 years since 2021 ($1.43B), that is growth of about 12.8% a year. Operating margin was 37.6%, up from 20% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 13 insiders reported 1 open-market purchase ($1.2M) and 23 sales ($42.2M). 7 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $4.7M by Director Julie Smith on Feb 19, 2026. Net, insiders were sellers of $41.1M.

Exelixis filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (6), other events (2), officer or director change (2) and shareholder vote results (1). The latest officer or director change was reported on May 29, 2026.

2 of the 20 investors tracked here held Exelixis at the last quarter end, worth $752.4M combined. It is the largest weight for Renaissance Technologies (1% of its portfolio), followed by Bridgewater Associates (0.1%). Reduced: Renaissance Technologies and Bridgewater Associates.

Annual results

Fiscal year ends Jan 1 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.