INCY · NASDAQ · CIK 0000879169
Incyte Corporation
Incyte Corporation holds 3 disclosed positions, 3 of them carrying a sourced value.
Incyte Corporation - Profile
- Sector
- Health CareGICS
- Industry
- Services-Commercial Physical & Biological ResearchSIC 8731
- Listed on
- Nasdaq
- Employees
- 2,617stated 2024
- Incorporated in
- Delaware
- Financial year ends
- 31 December
Source
Address, industry classification, listing and incorporation come from Incyte Corporation's own SEC filer record, so the industry is the SEC's dry classification rather than a marketing label. The website comes from Wikidata. The headcount is the figure the Wikipedia article states for 2024, not a figure this site has verified against a filing. The description is the opening paragraph of its Wikipedia article, used under CC BY-SA 4.0.
Share price
INCY
Description
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia. Incyte Corporation currently develops and manufactures prescription biopharmaceutical medications in multiple therapeutic areas including oncology, inflammation, and autoimmunity.
Equity stakes Incyte Corporation holds in other companies.
modelled, reported or pending
Select a row or a slice for its provenance: the filing it came from, when it was measured, and the arithmetic behind it if it was modelled.
The full register, from 13F filings
The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 800 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.
800 managers reported a position, together holding 202.0m shares, or 99.7% of the company. The 40 largest are listed. Percentages are of a share count taken later than this quarter, because the count in force at the snapshot is not published as a structured fact for this company. Where the count has moved since, the figures are off by that much.
Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.
What a reader needs to know to read these numbers
- Register self-gate (computed from this file, chart arithmetic): 8 rows, share total 102,407,164, 50.52% of shares_outstanding (202,697,746). This reads high mainly because Baker Bros. Advisors LP alone is ~15.2%; no stake is double counted between the Baker Bros. row and the officers-group row (see that row's method_note).
- The 2024 Incyte share repurchase (a $2.0 billion modified Dutch Auction tender offer plus a related stock purchase agreement, completed June 2024) was with the BAKER ENTITIES (Julian C. Baker, Felix J. Baker and affiliated funds advised by Baker Bros. Advisors LP), not Novartis. Incyte's FY2025 10-K (filed 10 Feb 2026) was searched for 'Novartis' and 'repurchase'; no Novartis-linked stock repurchase or Novartis equity stake was found. This contradicts the brief's framing of 'a Novartis-related repurchase.'
- Novartis does not appear in this project's INCY 13F register (data/registers/INCY.json, top 40 holders as of 31-Mar-2026) and is not listed in the 2026 DEF 14A's 5% shareholders table (record date 14 Apr 2026). Novartis is a long-standing ex-US commercialization partner for Jakafi/ruxolitinib (since a Nov 2009 agreement) but no filing found shows Novartis ever holding a sized Incyte equity stake; treated as not a holder, no row per rule 8.
- Capital Group (Capital World Investors, Capital International Investors, Capital Research Global Investors and related registrants) and T. Rowe Price (Associates and Investment Management) do not appear in this project's 31-Mar-2026 INCY register snapshot (top 40 holders); not independently re-checked against Q2 2026 13F-HR filings given time budget. Flagged in unknowns.
- Holdings side: searched Incyte's Q2 2026 10-Q (period 30 Jun 2026, filed 28 Jul 2026) for 'equity method', 'equity securities', 'equity investment', 'non-marketable' and 'unrealized gain'. Found three sized equity positions, all in Note 7 'Long Term Equity Investments': Syndax Pharmaceuticals (axatilimab collaboration), Prelude Therapeutics (JAK2V617F option agreement) and Genesis Molecular AI (AI drug-discovery collaboration, private). Total long term equity investments per the 10-Q's fair value table were $104.387 million at 30 Jun 2026 ($64.387M Level 1 covering Syndax + Prelude, plus $40.0M Level 3 for Genesis), which reconciles to the three rows reported here (31.1 + 33.3 + 40.0 = 104.4M).
- Agenus, Merus and Escient (named in the research brief as possible historical Incyte partner-equity positions) were not found as current equity holdings in the Q2 2026 10-Q's Note 7 (Long Term Equity Investments); not in scope of the searched terms hits, so their absence is a finding within this filing rather than an exhaustive negative across all of Incyte's history.
Looked for, not found
Recorded rather than filled in. Each of these is a place where a number could have been invented and was not.
- market_cap_usd and market_cap_as_of: not sourced (no live quote pulled in this session); shares_outstanding is sourced from the 10-Q cover page instead.
- pct_of_target for the Syndax and Prelude stakes: not computed, because Syndax's and Prelude's own shares-outstanding figures were not looked up in this session.
- Whether Capital Group or T. Rowe Price hold INCY in Q2 2026: not checked against fresh 13F-HR filings; this project's own 31-Mar-2026 register snapshot (top 40 holders) does not list either family, which is suggestive but not confirmative given known cases of that snapshot being incomplete (per project lessons on Clorox).
- Whether any additional holders beyond the top 8-12 rows here (e.g. LSV Asset Management, Invesco, Renaissance Technologies, Morgan Stanley, all present in the 31-Mar-2026 register snapshot at roughly 1-2%) still hold in Q2 2026 was not individually re-verified; only Baker Bros., Vanguard family, BlackRock, Dodge & Cox, State Street, AQR and Geode were refreshed to Q2 2026 13F-HR figures.
- Exhibit 21 (subsidiaries list) was not checked in this session for an ownership-percentage column; time budget was spent instead on Note 7 of the 10-Q, which directly named and sized the three equity investments reported here.