Cypress Capital, LLC IONS — Ionis Pharmaceuticals Inc

Ownership history in Cypress Capital, LLC  ·  10 quarters on record

AI Ownership Summary

Cypress Capital, LLC reported Ionis Pharmaceuticals Inc (IONS) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.22% in 2025 Q4. The latest visible filing shows IONS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IONS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Capital, LLC's position in Ionis Pharmaceuticals Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IONS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IONS stock page Cypress Capital, LLC fund profile Cypress Capital, LLC full holdings
How Cypress Capital, LLC held IONS — position size vs. price
% of Fund (quarterly)    IONS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,000 — 0% 0.13% $476K 2026-07-17 $54.39
2026 Q1 REDUCED 40.0% +7.5% ❌ 6,000 -4,000 -40.0% 0.13% $451K 2026-04-28 $71.78
2025 Q4 UNCHANGED — — — 10,000 — 0% 0.22% $791K 2026-02-06 $86.50
2025 Q3 UNCHANGED — — — 10,000 — 0% 0.19% $654K 2025-10-23 $71.50
2025 Q2 UNCHANGED — — — 10,000 — 0% 0.11% $395K 2025-08-07 $41.05
2025 Q1 UNCHANGED — — — 10,000 — 0% 0.09% $302K 2025-04-25 $29.70
2024 Q4 UNCHANGED — — — 10,000 — 0% 0.10% $350K 2025-02-03 $32.13
2024 Q3 UNCHANGED — — — 10,000 — 0% 0.10% $401K 2024-11-12 $37.77
2024 Q2 ADDED — — — 10,000 +9,975 +39900.0% 0.14% $477K 2024-08-22 $47.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IONS

As of 2026 Q2 — sorted by position size

Significant Wealth Partners LLC 0.57% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.3% PSP Research LLC 0.29% Westmount Partners, LLC 0.22% Victrix Investment Advisors 0.11% DAVENPORT & Co LLC 3Y 7Y 0.11% Y-Intercept (Hong Kong) Ltd 3Y 0.11% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.09% Handelsbanken Fonder AB 3Y 7Y 0.09% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 0.04%

FAQ About Cypress Capital, LLC and IONS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Capital, LLC reported owning IONS?

Cypress Capital, LLC reported IONS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IONS position in Cypress Capital, LLC's portfolio?

The largest reported portfolio weight for IONS was 0.22% in 2025 Q4.

What is the latest reported IONS position on this page?

The most recent filing on this page is 2026 Q2, when Cypress Capital, LLC reported 6,000 shares, equal to 0.13% of portfolio, with an estimated market value of $476K.

What does the chart on this IONS ownership page compare?

The chart compares Cypress Capital, LLC's quarterly IONS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cypress Capital, LLC time their IONS position?

Based on 13F filing dates vs. subsequent IONS price moves, Cypress Capital, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IONS relative to SPY over the holding period was -9.0%.

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