EXEL
Exelixis IncNASDAQ
Healthcare • Biotechnology
Factor tilt: Large-Cap Blend
$69.57+1.25%
Close Nov 6, 2026
- Market cap
- $17.49B
- 1 month
- +17.9%
- 3 months
- +31.4%
- 1 year
- +72.3%
- 52-week range
- $40.74$72.75
- Dividend
- No dividends on record
- Short interest
- 12.8% of float27.3M shares · settled Oct 15, 2026 · -3.1% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $2.5B
- Net income
- $885.14M
- Free cash flow
- $1.15B
- Book value
- $1.83B
- Total debt
- $162.2M
- P/E
- 19.8×
- Price / sales
- 7×
- Price / book
- 9.5×
- FCF yield
- +6.6%
- Net margin
- +35.5%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Exelixis Inc
Exelixis, Inc., an oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States. The company offers CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of progressive and metastatic medullary thyroid cancer.
Read more
Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors. The company also offers COTELLIC, an inhibitor of MEK as a combination regimen to treat specific forms of advanced melanoma; and MINNEBRO, an oral non-steroidal selective blocker of the mineralocorticoid receptor for the treatment of hypertension in Japan. It develops zanzalintinib, a novel, potent oral inhibitor of kinases, including the TAM kinases, MET, and VEGF receptors; XL309, a small molecule inhibitor of USP1, a synthetic lethal target in the context of BRCA-mutated tumors; XB010, an antibody-drug conjugates (ADC) consisting of a MMAE payload conjugated to a monoclonal antibody targeting the tumor antigen 5T4; XB628, a first-in-class bispecific antibody that targets programmed cell death ligand 1and natural killer cell receptor group 2A; and XB371, a next-generation tissue factor targeting ADC with a topoisomerase inhibitor payload. It has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Catalent, Inc.; Iconic Therapeutics, Inc.; Adagene Inc.; Invenra, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited, as well as business development activities and other collaborations. The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was incorporated in 1994 and is headquartered in Alameda, California.
- Website
- exelixis.com
- Headquarters
- Alameda, CA, United States
- Employees
- 1,077
- Listed
- Apr 7, 2000
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 31, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 29, 2026 | $658.7M | +10.2% | 96.0% | $268.4M | $218.1M |
| Jun 2026filed Aug 5, 2026 | $628.7M | +10.6% | 96.7% | $248.4M | $212.1M |
| Mar 2026filed May 5, 2026 | $610.8M | +10.0% | 96.7% | $251.3M | $210.5M |
| Dec 2025filed Feb 10, 2026 | $598.7M | +5.6% | 95.6% | $235.2M | $244.5M |
| Sep 2025filed Nov 4, 2025 | $597.8M | +10.8% | 96.9% | $236.5M | $193.6M |
| Jun 2025filed Jul 28, 2025 | $568.3M | -10.8% | 96.6% | $213.6M | $184.8M |
| Mar 2025filed May 13, 2025 | $555.4M | +30.6% | 96.5% | $186.9M | $159.6M |
| Dec 2024filed Feb 11, 2025 | $566.8M | +18.2% | 96.5% | $163.2M | $139.9M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 10, 2026 | $2.3B | +7.0% | 96.4% | $872.2M | $782.6M |
| Dec 2024filed Feb 11, 2025 | $2.2B | +18.5% | 96.5% | $604.6M | $521.3M |
| Dec 2023filed Feb 6, 2024 | $1.8B | +13.6% | 96.0% | $170.9M | $207.8M |
| Dec 2022filed Feb 7, 2023 | $1.6B | +12.3% | 96.4% | $201.5M | $182.3M |
| Dec 2021filed Feb 18, 2022 | $1.4B | +45.3% | 96.3% | $286.7M | $231.1M |
| Dec 2020filed Feb 11, 2021 | $987.5M | +2.0% | 96.3% | $110.1M | $111.8M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched EXEL. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
27,313,139 shares short
-870,587 shares (-3.1%) vs Sep 30, 2026
12.8% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
28,183,726 shares short
+1,783,270 shares (+6.8%) vs Sep 15, 2026
13.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
26,400,456 shares short
-2,255,829 shares (-7.9%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
28,656,285 shares short
+624,826 shares (+2.2%) vs Aug 14, 2026
13.9% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
28,031,459 shares short
-718,205 shares (-2.5%) vs Jul 31, 2026
13.6% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
28,749,664 shares short
-2,163,750 shares (-7%) vs Jul 15, 2026
14% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind EXEL’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
93 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 5, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: sell 87 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
762 filers reported a long position in EXEL for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
48.1%
of the 259.1M shares 13-F filers reported
Moves vs Q1 2026
3 added7 trimmed
Net shares held
-3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.6B · 29.1M shares | 29.1M | -5.6% |
| 2 | FARALLON CAPITAL MANAGEMENT, L.L.C. | $732.8M · 13.5M shares | 13.5M | +2.7% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $730.6M · 13.4M shares | 13.4M | -2.2% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $655.3M · 12M shares | 12M | -0.3% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $598.6M · 11M shares | 11M | -15.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $595.8M · 11M shares | 11M | -2.7% |
| 7 | STATE STREET CORP | $542.5M · 10M shares | 10M | -3.2% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $485.8M · 8.9M shares | 8.9M | +4.5% |
| 9 | LSV ASSET MANAGEMENT | $443.3M · 8.1M shares | 8.1M | +5.2% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $416.3M · 7.7M shares | 7.7M | -1.9% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of EXEL file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 14, 2026 | FARALLON CAPITAL MANAGEMENT, L.L.C.13D · activist · amended | 5.6% |
| Aug 12, 2026 | AQR CAPITAL MANAGEMENT LLC13G · passive · amended | 4.39%under 5% |
| Apr 29, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5.09% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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