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EXEL SCHEDULE 13G: SEC filing

Farallon Capital Management, L.L.C. and affiliated individuals

Filed with the SEC on · accession 0000908834-26-000516

EXEL filed a SCHEDULE 13G (schedule 13g) with the SEC on Nov 9, 2026. Farallon Capital Management, L.L.C. and affiliated individuals filed a Schedule 13G disclosing beneficial ownership of 14,694,910 shares of Exelixis, Inc. common stock, representing approximately 5.1% of the class. The stock moved +3.1% by the first close after the filing.

Summary of the filing

Farallon Capital Management, L.L.C. and affiliated individuals filed a Schedule 13G disclosing beneficial ownership of 14,694,910 shares of Exelixis, Inc. common stock, representing approximately 5.1% of the class. The filing is a passive investment disclosure under Rule 13d-1(b).

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Key details

Shares beneficially ownedshares 14.7M
Percent of class beneficially ownedpercent 5
Reporting person / investment managerFarallon Capital Management, L.L.C.
Issuer of the securitiesExelixis, Inc.
Fund holding sharesFarallon Capital Partners, L.P.
Fund holding sharesFarallon Capital Institutional Partners, L.P.
Fund holding sharesFarallon Capital Institutional Partners II, L.P.
Fund holding sharesFarallon Capital Institutional Partners III, L.P.
Fund holding sharesFarallon Capital Offshore Investors II, L.P.
Fund holding sharesFarallon Capital (AM) Investors, L.P.
Fund holding sharesFarallon Capital F5 Master I, L.P.
Fund holding sharesFarallon Healthcare Partners Master, L.P.
Managing member, farallon capital management, l.l.c.Hannah E. Dunn
Managing member/senior managing member, farallon capital management, l.l.c.Joshua J. Dapice
Managing member/senior managing member, farallon capital management, l.l.c.Philip D. Dreyfuss

How EXEL stock reacted

Close before

$69.57

Nov 6, 2026

First close after

+3.12%

$71.74

5 trading days

—

Since filing

+1.45%

$70.58

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Frequently asked questions

What did EXEL file with the SEC on Nov 9, 2026?

EXEL filed a SCHEDULE 13G (SEC filing). Farallon Capital Management, L.L.C. and affiliated individuals filed a Schedule 13G disclosing beneficial ownership of 14,694,910 shares of Exelixis, Inc. common stock, representing approximately 5.1% of the class. The filing is a passive investment disclosure under Rule 13d-1(b).

How do I read a SCHEDULE 13G?

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 13G (schedule 13g): A report the company filed with the SEC (the US market regulator).

How did EXEL stock react to this filing?

EXEL closed at $69.57 before the filing and $71.74 on Nov 9, 2026 (+3.12%).

Other EXEL SEC filings

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