VAXCYTE INC PCVX
COM · Common Stock · CUSIP 92243G108 · ISIN US92243G1085
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersSan Carlos, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.0m this quarter). Holder counts are more reliable. Shares outstanding: 148.8m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $58.13. Options: 14 managers hold calls ($133.2m notional), 12 hold puts ($238.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 126 |
| Q4 2022 | 199 |
| Q1 2023 | 190 |
| Q2 2023 | 199 |
| Q3 2023 | 204 |
| Q4 2023 | 225 |
| Q1 2024 | 253 |
| Q2 2024 | 267 |
| Q3 2024 | 329 |
| Q4 2024 | 324 |
| Q1 2025 | 317 |
| Q2 2025 | 297 |
| Q3 2025 | 287 |
| Q4 2025 | 296 |
| Q1 2026 | 336 |
| Q2 2026 | 332 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 208 | 108 |
| Q4 2024 | 185 | 151 |
| Q1 2025 | 181 | 159 |
| Q2 2025 | 189 | 150 |
| Q3 2025 | 137 | 146 |
| Q4 2025 | 137 | 151 |
| Q1 2026 | 188 | 106 |
| Q2 2026 | 177 | 150 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $20.9m | $4.3m | 0.20 |
| Q4 2025 | $6.3m | $10.8m | 1.70 |
| Q1 2026 | $64.8m | $102.7m | 1.58 |
| Q2 2026 | $133.2m | $238.5m | 1.79 |
Biggest buyers
| FMR LLC | Added | +4.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| BlackRock, Inc. | Added | +1.1m |
| STATE STREET CORP | Added | +911.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +819.0k |
| Bellevue Group AG | Added | +781.2k |
| Clearbridge Investments, LLC | Added | +623.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +530.0k |
| First Turn Management, LLC | New | +443.8k |
Biggest sellers
| Paradigm Biocapital Advisors LP | Reduced | -2.7m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Sold out | -1.3m |
| JENNISON ASSOCIATES LLC | Reduced | -1.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.2m |
| D. E. Shaw & Co., Inc. | Reduced | -963.4k |
| Assenagon Asset Management S.A. | Reduced | -961.9k |
| BAUPOST GROUP LLC/MA | Sold out | -800.0k |
| Trails Edge Capital Partners, LP | Sold out | -662.5k |
| Jones Hill Capital LP | Sold out | -644.8k |
| Point72 Asset Management, L.P. | Sold out | -620.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.2m812.7k shares |
| Caption Management, LLC | Added | $37.8m649.7k shares |
| JANE STREET GROUP, LLC | Added | $14.9m256.0k shares |
| CITADEL ADVISORS LLC | Added | $10.6m181.6k shares |
| HRT FINANCIAL LP | Added | $8.6m147.3k shares |
| Nantahala Capital Management, LLC | Added | $4.1m70.4k shares |
| DIADEMA PARTNERS LP | Unchanged | $3.1m53.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.9m32.1k shares |
| GROUP ONE TRADING LLC | Added | $1.7m28.5k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $1.5m25.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $72.9m1.3m shares |
| Caption Management, LLC | Added | $60.9m1.0m shares |
| BOOTHBAY FUND MANAGEMENT, LLC | Added | $35.7m614.6k shares |
| JANE STREET GROUP, LLC | Added | $35.2m604.9k shares |
| CITADEL ADVISORS LLC | Added | $10.3m176.5k shares |
| GROUP ONE TRADING LLC | Added | $9.1m157.3k shares |
| SIMPLEX TRADING, LLC | Added | $5.9m101.6k shares |
| HRT FINANCIAL LP | New | $4.4m75.0k shares |
| DIADEMA PARTNERS LP | New | $2.8m48.9k shares |
| SIG BROKERAGE, LP | New | $906.8k15.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +3.0 pts · filed 2026-08-06 | 14.4% |
| Janus Henderson Group Ltd. 13G · institution +12.0 pts · filed 2026-08-11 | 12.1% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor -1.0 pts · filed 2026-05-15 | 8.9% |
| T. Rowe Price Investment Management, Inc. 13G · institution +2.2 pts · filed 2026-02-17 | 8.6% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $21.4m | $21.4m |
| Q1 2025 | 0 | — | 4 | $5.1m | $5.1m |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $1.0m | — |
| Q1 2026 | 0 | — | 2 | $687.1k | $687.1k |
| Q2 2026 | 0 | — | 4 | $3.7m | $3.7m |
| Q3 2026 | 0 | — | 4 | $3.7m | $3.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Wassil Jim EVP, Chief Scientific Ofc, COO | Sold | $79.4k1.3k shares |
| 2026-09-04 | Wassil Jim EVP, Chief Scientific Ofc, COO | Sold | $84.5k1.4k shares |
| 2026-09-01 | Wassil Jim CHIEF OPERATING OFFICER | Sold | $212.4k3.5k shares |
| 2026-08-05 | Dhaliwal Harpreet S. Chief Technical Ops Officer | Sold plan | $935.0k17.0k shares |
| 2026-08-03 | GUGGENHIME ANDREW PRESIDENT AND CFO | Sold plan | $538.9k10.0k shares |
| 2026-08-03 | Wassil Jim CHIEF OPERATING OFFICER | Sold plan | $121.2k2.2k shares |
| 2026-07-27 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director | Sold plan | $901.1k16.2k shares |
| 2026-07-27 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director · By Children's Trust | Sold plan | $111.3k2.0k shares |
| 2026-07-06 | GUGGENHIME ANDREW PRESIDENT AND CFO | Sold plan | $572.9k10.0k shares |
| 2026-07-01 | Wassil Jim CHIEF OPERATING OFFICER | Sold plan | $126.7k2.2k shares |
| 2026-06-26 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.2m22.2k shares |
| 2026-06-26 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director · By Children's Trust | Sold plan | $110.5k2.0k shares |
| 2026-06-18 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.2m22.5k shares |
| 2026-06-18 | GUGGENHIME ANDREW PRESIDENT AND CFO | Sold plan | $530.0k10.0k shares |
| 2026-06-18 | PICKERING GRANT CHIEF EXECUTIVE OFFICER, director · By Children's Trust | Sold plan | $105.0k2.0k shares |
| 2026-06-01 | Wassil Jim CHIEF OPERATING OFFICER | Sold plan | $111.4k2.2k shares |
| 2026-05-01 | Wassil Jim CHIEF OPERATING OFFICER | Sold plan | $127.9k2.2k shares |
| 2026-04-07 | Cowan Elvia SVP, Finance & CAO | Sold plan | $180.0k3.0k shares |
| 2026-04-01 | Wassil Jim CHIEF OPERATING OFFICER | Sold plan | $131.5k2.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.05% of their portfolio | 20.9m $1.2bn | Added +4.4m |
| Jupiter Topco LLC 0.43% of their portfolio | 18.0m $1.0bn | First filing |
| T. Rowe Price Investment Management, Inc. 0.47% of their portfolio | 12.2m $709.6m | Added +81.4k |
| BlackRock, Inc. 0.01% of their portfolio | 12.1m $701.5m | Added +1.1m |
| RA CAPITAL MANAGEMENT, L.P. 5.80% of their portfolio | 11.5m $667.0m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 7.0m $407.0m | Added +1.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 6.6m $383.3m | Added +314.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 6.3m $369.0m | Added +82.0k |
| STATE STREET CORP 0.01% of their portfolio | 5.4m $311.1m | Added +911.2k |
| Deep Track Capital, LP 3.68% of their portfolio | 4.3m $250.0m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.5m $201.1m | Added +258.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 3.0m $173.8m | Added +2.0m |
| Kynam Capital Management, LP 9.39% of their portfolio | 2.9m $169.9m | Unchanged |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.47% of their portfolio | 2.5m $143.7m | Reduced -1.2m |
| Caligan Partners LP 6.14% of their portfolio | 2.2m $127.2m | Added +127.9k |
| Paradigm Biocapital Advisors LP 2.32% of their portfolio | 2.1m $123.7m | Reduced -2.7m |
| Bellevue Group AG 2.41% of their portfolio | 2.0m $114.6m | Added +781.2k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 1.9m $110.6m | Reduced -963.4k |
| MAVERICK CAPITAL LTD 0.85% of their portfolio | 1.6m $93.8m | Added +235.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $85.1m | Added +60.9k |
| Pivotal bioVenture Partners Investment Advisor LLC 26.92% of their portfolio | 1.4m $82.9m | Added +53.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.07% of their portfolio | 1.4m $80.2m | Added +5.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $78.5m | Added +75.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $74.4m | Added +135.7k |
| NORGES BANK 0.01% of their portfolio | 1.2m $72.4m | Not comparable |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $71.2m | Added +219.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $69.4m | Added +819.0k |
| Polar Capital Holdings Plc 0.20% of their portfolio | 1.2m $68.9m | Reduced -239.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $62.7m | Reduced -138.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 930.6k $54.1m | Added +88.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 880.0k $51.2m | Added +530.0k |
| Saturn V Capital Management LP 7.11% of their portfolio | 852.9k $49.6m | Added +28.4k |
| Capital Research Global Investors 0.01% of their portfolio | 836.8k $48.6m | Reduced -75.9k |
| NOVO HOLDINGS A/S 2.70% of their portfolio | 800.0k $46.5m | Reduced -60.0k |
| MORGAN STANLEY 0.00% of their portfolio | 797.7k $46.4m | Added +61.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 782.2k $45.5m | Added +426.3k |
| UBS Group AG 0.01% of their portfolio | 776.5k $45.1m | Reduced -560.9k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 752.0k $43.7m | Added +623.6k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 694.7k $40.4m | Reduced -5.6k |
| Eversept Partners, LP 2.00% of their portfolio | 630.0k $36.6m | Reduced -294.2k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 601.2k $34.9m | Added +34.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.58% of their portfolio | 534.2k $31.1m | Added +12.1k |
| ALGERT GLOBAL LLC 0.36% of their portfolio | 515.3k $30.0m | Added +151.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 502.1k $29.2m | Added +27.6k |
| BROWN ADVISORY INC 0.04% of their portfolio | 487.0k $28.3m | Reduced -24.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 476.2k $27.7m | Reduced -1.2m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 476.0k $27.7m | Added +2.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 465.5k $27.1m | Added +241.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 452.7k $26.3m | Reduced -49.1k |
| Elmind Capital, LP 6.61% of their portfolio | 452.3k $26.3m | Added +135.8k |
| Nantahala Capital Management, LLC 0.78% of their portfolio | 444.3k $25.8m | Added +205.5k |
| First Turn Management, LLC 2.76% of their portfolio | 443.8k $25.8m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 440.5k $25.6m | Added +329.5k |
| Ikarian Capital, LLC 3.70% of their portfolio | 388.7k $22.6m | Reduced -40.0k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 381.7k $22.2m | Reduced -64.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 371.6k $21.6m | Reduced -39.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 369.4k $21.5m | Added +109.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 363.2k $21.1m | Added +217.8k |
| Aberdeen Group plc 0.03% of their portfolio | 362.8k $21.1m | Reduced -616.2k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 362.3k $21.1m | Reduced -73.3k |
| First Light Asset Management, LLC 1.22% of their portfolio | 345.2k $20.1m | Added +203.4k |
| Boxer Capital Management, LLC 1.42% of their portfolio | 325.0k $18.9m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 324.8k $18.9m | Added +4.0k |
| Spruce Street Capital LP 3.49% of their portfolio | 306.0k $17.8m | Added +60.3k |
| Woodline Partners LP 0.05% of their portfolio | 274.7k $16.0m | Unchanged |
| TD Asset Management Inc 0.01% of their portfolio | 274.6k $16.0m | Reduced -38.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 273.9k $15.9m | Added +162.6k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 270.6k $15.7m | Reduced -26.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 258.3k $15.0m | Reduced -41.4k |
| Swiss National Bank 0.01% of their portfolio | 245.5k $14.3m | Added +12.4k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 243.5k $14.1m | Added +130.9k |
| University of Wisconsin Foundation 11.03% of their portfolio | 239.7k $13.9m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 212.5k $12.4m | Added +60.9k |
| Candriam S.C.A. 0.05% of their portfolio | 208.1k $12.1m | Reduced -107.0k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 202.9k $11.8m | Reduced -961.9k |
| CITIGROUP INC 0.01% of their portfolio | 202.7k $11.8m | Added +70.5k |
| Rosalind Advisors, Inc. 4.37% of their portfolio | 200.0k $11.6m | Reduced -90.0k |
| C WorldWide Group Holding A/S 0.27% of their portfolio | 195.0k $11.3m | Unchanged |
| SEGALL BRYANT & HAMILL, LLC 0.13% of their portfolio | 187.3k $10.9m | Added +3.3k |
| Invesco Ltd. 0.00% of their portfolio | 173.4k $10.1m | Reduced -10.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 168.5k $9.8m | Added +9.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 164.3k $9.6m | Added +126.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 159.9k $9.3m | Added +22.8k |
| READYSTATE ASSET MANAGEMENT LP 0.37% of their portfolio | 156.1k $9.1m | Added +120.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 150.2k $8.7m | Added +28.8k |
| HighVista Strategies LLC 1.98% of their portfolio | 149.7k $8.7m | Added +25.1k |
| ADAR1 Capital Management, LLC 0.40% of their portfolio | 146.0k $8.5m | Reduced -113.1k |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.94% of their portfolio | 145.0k $8.4m | Added +19 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 140.8k $8.2m | Added +4.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 136.6k $7.9m | Reduced -157.1k |
| Jump Financial, LLC 0.07% of their portfolio | 135.0k $7.8m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 132.5k $7.7m | Added +79.4k |
| Nicholas Investment Partners, LP 0.43% of their portfolio | 131.1k $7.6m | New |
| Edgestream Partners, L.P. 0.23% of their portfolio | 131.1k $7.6m | New |
| Trexquant Investment LP 0.05% of their portfolio | 128.3k $7.5m | Added +79.1k |
| NAN FUNG TRINITY (HK) LTD 0.71% of their portfolio | 122.9k $7.1m | Unchanged |
| Creative Planning 0.00% of their portfolio | 120.8k $7.0m | Reduced -19.4k |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 117.0k $6.8m | Reduced -153.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 115.0k $6.7m | Added +5.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 108.5k $6.3m | Added +22.1k |