Exact Sciences Corporation

EXAS

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

OrbiMed Advisors Perceptive Advisors Rock Springs Capital

Position Trend

Feb 13, 2026

$25.9M

1 fund

Feb 17, 2026

$218.8M

3 funds

+745% total institutional value over 2 quarters

Catalysts

Phase 2Dec 15, 2026Modified FOLFIRINOXLocally Advanced Pancreatic Adenocarcinoma

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 351,716Value: $35.7M

**Signal Note: OrbiMed Initiates $35.7M Position in Exact Sciences (EXAS)** OrbiMed's new $35.7M stake signals conviction in EXAS's oncology screening portfolio, particularly Cologuard (colorectal cancer screening) and its higher-margin follow-on tests. The position timing may reflect confidence in upcoming clinical validation data, reimbursement expansion, or market share gains as Cologuard penetration increases in the ~80M eligible U.S. screening population.

Perceptive AdvisorsNEWFeb 17, 2026

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Also Held by These Funds

DYN4 funds ISRG4 funds BSX4 funds RVMD4 funds SION4 funds NBIX3 funds OLMA3 funds IRON

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Perceptive Advisors Initiates $121.9M EXAS Position Edelman's entry into Exact Sciences signals confidence in the company's non-invasive cancer screening platform, particularly Cologuard (colorectal cancer) and Galleri (multi-cancer detection), as adoption accelerates post-Medicare coverage expansion. The $121.9M position (1.2M shares) represents meaningful conviction from an investor with a strong track record backing clinical-stage assets, suggesting confidence in either Galleri's commercialization trajectory or pipeline catalysts (ongoing clinical data readouts for additional cancer types).