SCHEDULE Filed 2025-05-20 Event 2025-05-16 SEC 0000908834-25-000192 →

Farallon Capital Partners, L.P. → EXELIXIS, INC. EXEL

Stake: 6.80% Shares: 18,635,500 CUSIP: 30161Q104 Class: Common Stock, par value $0.001 per share (the "Shares")

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 43/100 · Filer 90d Win Rate: 67% · Hist. 90d Edge: -1.3%

Filer track record (3 filings): 67% 90d win rate, +1.1% 90d edge
Held by 1 tracked 13F institutional manager
15 NPORT-P mutual funds holding CUSIP
Elevated short days-to-cover (11.3 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

1 transaction

0 buys · 1 sales · 0 awards/exercises

Issuer Cluster

6 13D/G filings on this issuer

5 other filings besides this one

Filer Track Record

6 filings by this filer

5 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 11.33

27,313,139 shares short · -3.1% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $37.52M

Point72 Asset Mgmt

Post-Filing Returns · since 2025-05-16 on EXEL

+1 day

-1.6%

+5 days

-3.7%

+30 days

-8.0%

+60 days

-3.0%

+90 days

-15.3%

+180 days

-4.0%

Anchor price 45.40 on closest trading day on/after 2025-05-16. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-08-10	Beckerle Mary C	director	Sale	9,812	$53.66	$527K

Other 13D/G Filings on EXELIXIS, INC.

Filed	Form	Filer	Stake	Shares
2026-08-14	SCHEDULE 13D/A	FARALLON CAPITAL MANAGEMENT, L.L.C.	5.60%	13,989,010	view →
2026-01-05	SCHEDULE	Farallon Capital Partners, L.P.	5.90%	15,709,500	view →
2025-03-05	SCHEDULE	Farallon Capital Partners, L.P.	8.40%	23,439,500	view →
2023-06-02	SC	Caligan Partners LP	—	—	view →
2018-01-04	SC	Meditor Group Ltd	—	—	view →

Other Filings by Farallon Capital Partners, L.P.

Filed	Form	Issuer	Stake	Shares
2026-05-29	SCHEDULE 13G	BridgeBio Pharma, Inc. BBIO	—	—	view →
2026-01-05	SCHEDULE	EXELIXIS, INC. EXEL	5.90%	15,709,500	view →
2025-03-05	SCHEDULE	EXELIXIS, INC. EXEL	8.40%	23,439,500	view →
2023-11-07	SC	Cazoo Group Ltd	—	—	view →
2023-04-27	SC	Cazoo Group Ltd	—	—	view →

Want this depth on every filing the moment it hits SEC EDGAR?

Free $0 (48h-delayed alerts) · Individual $49/mo (real-time) · Team & API $199/mo · Enterprise.

See pricing →