INCY
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 14.8 | P/B | 3.75 |
| EPS (TTM) | 6.40 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BAKER BROS. ADVISORS LP | 30.7M | 16.6% | ±0% |
| BlackRock, Inc. | 19.0M | 0.0% | +4% |
| Dodge & Cox | 12.3M | 0.6% | −8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.9M | n/a | n/a |
| State Street | 9.6M | 0.0% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | n/a | n/a |
Top institutional owners for INCY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | CAGNONI PABLO J | SELL | 14K | −$2M |
| AUG 14 | CAGNONI PABLO J | SELL | 11K | −$1M |
| AUG 07 | Mayes Patrick A | SELL | 2K | −$274K |
| AUG 07 | CAGNONI PABLO J | SELL | 11K | −$1M |
| AUG 04 | Mayes Patrick A | SELL | 6K | −$729K |
| AUG 04 | CAGNONI PABLO J | SELL | 16K | −$2M |
0 insider buys, 13 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention INCY yet.