VR

VRTX VERTEX PHARMACEUTICALS INC

2026Q2 · CUSIP 92532F100 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,755
Institutions that reported holding it to the SEC
Net increase in holders
+70
Last quarter 1,685 → now 1,755
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

1,755 funds held VRTX at the end of 2026Q2, up 70 from the quarter before. That is stronger buying than 95.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.6B(YoY +10.2%), the P/E is 30.1x, return on equity is 21.8%. VRTX has had 29 buying rushes in its history, and the price moved +6.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=386 2013Q4: holders=375 2014Q1: holders=385 2014Q2: holders=398 2014Q3: holders=416 2014Q4: holders=461 2015Q1: holders=464 2015Q2: holders=486 2015Q3: holders=479 2015Q4: holders=509 2016Q1: holders=494 2016Q2: holders=476 2016Q3: holders=482 2016Q4: holders=479 2017Q1: holders=513 2017Q2: holders=571 2017Q3: holders=596 2017Q4: holders=631 2018Q1: holders=671 2018Q2: holders=676 2018Q3: holders=683 2018Q4: holders=691 2019Q1: holders=723 2019Q2: holders=707 2019Q3: holders=705 2019Q4: holders=801 2020Q1: holders=841 2020Q2: holders=940 2020Q3: holders=929 2020Q4: holders=950 2021Q1: holders=981 2021Q2: holders=956 2021Q3: holders=922 2021Q4: holders=1024 2022Q1: holders=1061 2022Q2: holders=1092 2022Q3: holders=1105 2022Q4: holders=1204 2023Q1: holders=1194 2023Q2: holders=1267 2023Q3: holders=1264 2023Q4: holders=1425 2024Q1: holders=1480 2024Q2: holders=1532 2024Q3: holders=1534 2024Q4: holders=1550 2025Q1: holders=1601 2025Q2: holders=1549 2025Q3: holders=1509 2025Q4: holders=1661 2026Q1: holders=1685 2026Q2: holders=1755 -161 -80.5 +0 +80.5 +161 33710901843 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 29 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 20% +21.3% +25.1%
2025Q4 Top 5% -8.0% -8.3%
2025Q1 Top 5% +4.3% -11.3%
2024Q2 Top 5% -3.2% +1.4%
2024Q1 Top 5% +6.6% +9.6%
2023Q4 Top 5% -4.3% +5.5%
2023Q2 Top 5% +1.3% +7.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
371
Change in large funds
+34
Total value they hold
$120.1B
Funds buying for the first time
199
Funds that sold out entirely
129
Price change that quarter
+18.1%
Funds holding puts (bearish)
29
Funds holding calls (bullish)
31

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
30.1
EPS (TTM)
$17.17
EPS YoY
+21.7%
Revenue (TTM)
$12.6B
Revenue YoY
+10.2%
Net margin
35.0%
ROE
21.8%
Debt ratio
26.2%
FCF (TTM)
$3.8B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 3.28 2021-12-31: EPS 2.98 2022-03-31: EPS 2.96 2022-06-30: EPS 3.13 2022-09-30: EPS 3.59 2022-12-31: EPS 3.14 2023-03-31: EPS 2.69 2023-06-30: EPS 3.52 2023-09-30: EPS 3.97 2023-12-31: EPS 3.71 2024-03-31: EPS 4.21 2024-06-30: EPS -13.92 2024-09-30: EPS 4.01 2024-12-31: EPS 3.62 2025-03-31: EPS 2.49 2025-06-30: EPS 3.99 2025-09-30: EPS 4.20 2025-12-31: EPS 4.64 2026-03-31: EPS 4.02 2026-06-30: EPS 4.31 0B 1.7B 3.3B $B -15.31 -5.10 5.10 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 27 21 27 34 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-3.8B-1.3B1.3B 20162017201820192020202120222023202420252026
Latest quarter $1.3B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.