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EXELIXIS, INC. (EXEL) Form SCHEDULE 13D/A — Nov 9, 2026

$EXELForm SCHEDULE 13D/AFiled Nov 9, 2026, 7:10 PM ET0000908834-26-000515Original filing

Farallon Capital Management filed Amendment No. 9 to its Schedule 13D on Exelixis, disclosing that the fund group's stake fell to 4.9% (12,017,906 shares) as of November 6, 2026, dropping below the 5% beneficial ownership threshold. The amendment's 60-day trading history shows near-continuous open-market selling from mid-October through early November 2026, including 568,000 shares sold on October 30 and 183,000 shares on November 6, at prices ranging from roughly $61 to $72.60.

Key figures

Shares Outstanding
244010895
Percent Owned
4.9%
Sell Price Range
$60.96-$72.60
Amendment Number
9
Shares Beneficially Owned
12017906
Shares Sold Recent Sell Offs
approximately 2.32M shares sold 10/14-11/6/2026

AI analysis

Red flags1 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    EXELIXIS, INC. (EXEL) Form SCHEDULE 13D/A — Nov 9, 2026: AI Analysis | Signal8