INCY β€” Incyte Corp

Ownership history in DELPHI MANAGEMENT INC /MA/  Β·  7 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported Incyte Corp (INCY) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows INCY at 0.70% 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.

What this INCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in Incyte Corp, 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 Q1

INCY was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

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 Q1

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.

How DELPHI MANAGEMENT INC /MA/ held INCY β€” position size vs. price
% of Fund (quarterly)    INCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,169 -10 -0.2% 0.70% $581 2026-04-20 $96.92
2025 Q4 REDUCED 6,179 -708 -10.3% 0.59% $610 2026-01-21 $104.67
2025 Q3 REDUCED 6,887 -45 -0.6% 0.54% $584 2025-10-15 $88.15
2025 Q2 REDUCED 6,932 -484 -6.5% 0.46% $472 2025-07-07 $67.27
2025 Q1 REDUCED 7,416 -1,367 -15.6% 0.46% $449 2025-04-08 $56.97
2024 Q4 ADDED 8,783 +7,583 +631.9% 0.59% $607 2025-02-10 $68.30
2024 Q2 INITIATED 1,200 β€” β€” 0.06% $73 2024-08-26 $65.16

FAQ About DELPHI MANAGEMENT INC /MA/ and INCY

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

How long has DELPHI MANAGEMENT INC /MA/ reported owning INCY?

DELPHI MANAGEMENT INC /MA/ reported INCY across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported INCY position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for INCY was 0.70% in 2026 Q1.

What is the latest reported INCY position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 6,169 shares, equal to 0.70% of portfolio, with an estimated market value of $581.

What does the chart on this INCY ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly INCY 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.

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