Vaxcyte Inc.

PCVX

Held by 4 specialist biotech funds

High Convergence

Share on X

Fund Holdings

4 fund convergence

RA Capital Management EcoR1 Capital Rock Springs Capital

Position Trend

Feb 13, 2026

$42.3M

1 fund

Feb 17, 2026

$517.8M

3 funds

+1124% total institutional value over 2 quarters

Catalysts

Phase 3Jan 31, 202731 valent pneumococcal conjugate vaccinePneumococcal Vaccines

Phase 3Mar 31, 202731-valent pneumococcal conjugate vaccinePneumococcal Vaccines

Phase 3

Activist Filings

SC 13G/ARA Capital Management9.9%May 15, 2025

SC 13G/ARA Capital Management10.0%Nov 14, 2024

SC 13G/A

Position Details

RA Capital ManagementNEWFeb 17, 2026

Shares: 10,724,599Value: $494.8M

# Signal Note: RA Capital Initiates $495M Position in Vaxcyte RA Capital's substantial entry into PCVX signals conviction in Vaxcyte's multi-valent pneumococcal conjugate vaccine (VaxPneupra) ahead of potential regulatory decisions; the program targets the large adult pneumococcal immunization market where it could compete against Pneumovax 23 and newer competitors like Merck's Pneumovax 20. The ~$495M stake (10.7M shares) suggests the firm views the risk/reward attractive relative to near-term catalysts, likely including FDA labeling or uptake trajectory as the vaccine gains formulary traction post-approval.

EcoR1 CapitalNEW

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Also Held by These Funds

OLMA3 funds SION3 funds INSP3 funds BBIO3 funds MBX3 funds MLYS2 funds AMLX2 funds MIRM

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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# Signal Note: EcoR1 Capital Initiates $20.8M Position in Vaxcyte EcoR1's entry suggests confidence in Vaxcyte's pipeline de-risking trajectory, particularly VCP-741 (pneumococcal vaccine candidate) which targets a large market opportunity in adult immunization with potential label expansion beyond current conjugate vaccines. The $20.8M stake is material for a growth-stage crossover fund and likely reflects near-term catalyst visibility, possibly around Phase 2 interim data or upcoming clinical readouts that could validate the platform's immunogenicity approach.