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EXEL SCHEDULE 13D/A: Activist campaign

Farallon Capital Management and affiliated individuals

Filed with the SEC on · accession 0000908834-26-000419

EXEL filed a SCHEDULE 13D/A (schedule 13d/a) with the SEC on Aug 14, 2026. A report the company filed with the SEC (the US market regulator). The stock moved +1.2% by the first close after the filing.

Summary of the filing

Farallon Capital Management and affiliated individuals filed a joint acquisition statement (Amendment to Schedule 13D) regarding their collective position in Exelixis, Inc. The filing is a procedural joint filing agreement among the reporting persons.

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Key details

Reporting person / filerFarallon Capital Management, L.L.C.
Subject companyExelixis, Inc.
Managing member, farallon capital management, l.l.c.Hannah E. Dunn
Reporting personJoshua J. Dapice
Reporting personPhilip D. Dreyfuss
Reporting personVarun N. Gehani
Reporting personNicolas Giauque
Reporting personAvner A. Husen
Reporting personDavid T. Kim
Reporting personMichael G. Linn
Reporting personPatrick (Cheng) Luo
Reporting personThomas G. Roberts, Jr.
Reporting personEdric C. Saito
Reporting personDaniel S. Short
Reporting personAndrew J. M. Spokes
Reporting personJohn R. Warren
Reporting personMark C. Wehrly

How EXEL stock reacted

Close before

$50.61

Aug 13, 2026

First close after

+1.24%

$51.24

5 trading days

+6.10%

$53.70

Since filing

+37.90%

$69.79

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Frequently asked questions

What did EXEL file with the SEC on Aug 14, 2026?

EXEL filed a SCHEDULE 13D/A (Activist campaign). Farallon Capital Management and affiliated individuals filed a joint acquisition statement (Amendment to Schedule 13D) regarding their collective position in Exelixis, Inc. The filing is a procedural joint filing agreement among the reporting persons.

What does a activist campaign mean for EXEL stock?

A settlement removes uncertainty; the stock often reacts to whether the amount is bigger or smaller than investors expected.

How do I read a SCHEDULE 13D/A?

A report the company filed with the SEC (the US market regulator). Start with the summary, then the key amounts and names. Compare it with the company’s earlier filings.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A SCHEDULE 13D/A (schedule 13d/a): A report the company filed with the SEC (the US market regulator).

How did EXEL stock react to this filing?

EXEL closed at $50.61 before the filing and $51.24 on Aug 14, 2026 (+1.24%). Five trading days later: $53.70 (+6.10%).

Other EXEL SEC filings

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