Agios Pharmaceuticals, Inc.
US ˙ NasdaqGS ˙ US00847X1046

SecurityAGIO / Agios Pharmaceuticals, Inc.
InstitutionFarallon Capital Management Llc
ManagerThomas Steyer
Latest Disclosed Ownership5,684,000 shares
Latest Disclosed Value $ 192,289,720
Farallon Capital Management Llc reports 10.17% increase in ownership of AGIO / Agios Pharmaceuticals, Inc.

On May 15, 2026 - Farallon Capital Management Llc filed a 13F-HR form disclosing ownership of 5,684,000 shares of Agios Pharmaceuticals, Inc. (US:AGIO) valued at $192,289,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,159,505 shares of Agios Pharmaceuticals, Inc.. This represents a change in shares of 10.17% during the quarter. The current value of the position is $157,333,120 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 5,684,000 524,495 10.17 192,290 36.92 1.0961
2026-02-17 2025-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 5,159,505 -621,561 -10.75 140,442 -39.48 0.6627
2026-02-17 2025-09-30 13F/A-1 AGIOS PHARMACEUTICALS COM 00847X104 5,781,066 13,600 0.24 232,052 20.97 0.9499
2025-11-14 2025-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 5,781,066 13,600 232,052 0.9499
2025-08-14 2025-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 5,767,466 67,000 1.18 191,826 14.85 0.8276
2025-05-15 2025-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 5,700,466 26,000 0.46 167,024 -10.43 0.9312
2025-02-14 2024-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 5,674,466 13,600 0.24 186,463 -25.86 0.9456
2024-11-14 2024-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 5,660,866 6,364 0.11 251,512 3.15 1.2307
2024-08-14 2024-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 5,654,502 63,900 1.14 243,822 49.15 1.1506
2024-05-24 2024-03-31 13F/A-1 AGIOS PHARMACEUTICALS COM 00847X104 5,590,602 1,423,000 34.14 163,469 76.13 0.7413
2024-05-15 2024-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 5,590,602 1,423,000 163,469 0.7392
2024-02-14 2023-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 4,167,602 1,416,773 51.50 92,812 36.32 0.4607
2023-11-14 2023-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 2,750,829 62,000 2.31 68,083 -10.59 0.3413
2023-08-14 2023-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 2,688,829 596,000 28.48 76,148 58.40 0.4255
2023-05-15 2023-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 2,092,829 67,000 3.31 48,072 -15.49 0.2720
2023-02-14 2022-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 2,025,829 529,000 35.34 56,885 34.38 0.3729
2022-11-14 2022-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 1,496,829 163,817 12.29 42,330 43.23 0.2516
2022-08-15 2022-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 1,333,012 0 0.00 29,553 -23.84 0.1818
2022-05-16 2022-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,333,012 76,434 6.08 38,804 -6.05 0.2061
2022-02-14 2021-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,256,578 437,811 53.47 41,304 9.31 0.2204
2021-11-15 2021-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 818,767 -341,233 -29.42 37,786 -40.89 0.1914
2021-08-13 2021-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 1,160,000 -90,000 -7.20 63,928 -0.96 0.2843
2021-05-17 2021-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,250,000 250,000 25.00 64,550 48.97 0.3581
2021-02-16 2020-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,000,000 -83,429 -7.70 43,330 14.27 0.2819
2020-11-16 2020-09-30 13F AGIOS PHARMACEUTICALS COM 00847X104 1,083,429 -166,571 -13.33 37,920 -43.28 0.2688
2020-08-14 2020-06-30 13F AGIOS PHARMACEUTICALS COM 00847X104 1,250,000 0 0.00 66,850 50.73 0.5486
2020-05-15 2020-03-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,250,000 0 0.00 44,350 -25.70 0.3881
2020-02-13 2019-12-31 13F AGIOS PHARMACEUTICALS COM 00847X104 1,250,000 1,250,000 59,688 0.4788
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.