Farallon Capital Management, L.L.C. and thirteen associated individuals filed a Schedule 13G with the SEC on November 9, 2026, disclosing a beneficial ownership position in Exelixis, Inc. common stock.

Key Highlights

  • Aggregate shares: Each reporting person disclosed beneficial ownership of 14,694,910 shares of Exelixis, Inc. common stock, par value $0.001 per share.
  • Percentage of class: The 14,694,910 shares represent 6% of the class, according to the filing.
  • Voting and dispositive power: All reported shares are held with shared voting power and shared dispositive power; sole voting and sole dispositive power are each reported as 0.00.
  • Lead filer: Farallon Capital Management, L.L.C., organized in Delaware, is listed as the investment adviser (IA, OO) reporting person.
  • Individual reporting persons: Thirteen individuals are named as co-filers, each listed as HC, IN type, including Joshua J. Dapice, Philip D. Dreyfuss, Hannah E. Dunn, Varun N. Gehani, Nicolas Giauque, Avner A. Husen, David T. Kim, Michael G. Linn, Patrick (Cheng) Luo, Thomas G. Roberts Jr., Edric C. Saito, Daniel S. Short, and Andrew J. M. Spokes.
  • CUSIP: The security covered is identified by CUSIP number 30161Q104.

Farallon Capital's Schedule 13G Position in Exelixis Common Stock

According to the filing, Farallon Capital Management, L.L.C., a Delaware-organized entity classified as an investment adviser, submitted a Schedule 13G disclosing that it beneficially owns 14,694,910 shares of Exelixis, Inc. (NASDAQ:EXEL) common stock, par value $0.001 per share. The event date triggering the filing is stated as November 9, 2026. The filing indicates that all 14,694,910 shares are held with shared voting power and shared dispositive power, with sole voting and sole dispositive power each reported as zero.

The same share count and percentage are reported identically for each of thirteen named individuals who are co-filers. Those individuals, all classified as HC, IN type reporting persons, are Joshua J. Dapice, Philip D. Dreyfuss, Hannah E. Dunn, Varun N. Gehani, Nicolas Giauque, Avner A. Husen, David T. Kim, Michael G. Linn, Patrick (Cheng) Luo, Thomas G. Roberts Jr., Edric C. Saito, Daniel S. Short, and Andrew J. M. Spokes. Their citizenships or places of organization are listed in the filing as the United States, France, and China, respectively, depending on the individual.

The filing states that the aggregate amount beneficially owned by each reporting person is 14,694,910 shares, representing 6% of the class. No box is checked to indicate that the aggregate amount excludes certain shares. The filing does not specify which rule under Rule 13d-1 applies, as the selection among Rule 13d-1(b), (c), and (d) is not legibly indicated in the extracted text.

What Was Disclosed

Farallon Capital Management, L.L.C. and thirteen named individuals filed a Schedule 13G disclosing shared beneficial ownership of 14,694,910 shares, or 6%, of Exelixis, Inc. common stock as of November 9, 2026, with no sole voting or dispositive power reported.