Forefront Analytics, LLC ANNX — ANNEXON INC

Ownership history in Forefront Analytics, LLC  ·  15 quarters on record

AI Ownership Summary

Forefront Analytics, LLC reported ANNEXON INC (ANNX) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows ANNX at 0.06% 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 ANNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forefront Analytics, LLC's position in ANNEXON 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
2025 Q4

ANNX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

ANNX stock page Forefront Analytics, LLC fund profile Forefront Analytics, LLC full holdings
How Forefront Analytics, LLC held ANNX — position size vs. price
% of Fund (quarterly)    ANNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.1% +10.4% ❌ 13,226 -13,801 -51.1% 0.06% $66K 2026-02-14 (Est.) $4.89
2025 Q3 REDUCED 5.5% +63.9% ❌ 27,027 -1,564 -5.5% 0.08% $82K 2025-11-21 $4.27
2025 Q1 ADDED — — — 28,591 +12,158 +74.0% 0.06% $55K 2025-05-13 $1.75
2024 Q4 ADDED — — — 16,433 +5,950 +56.8% 0.04% $84K 2025-02-14 $3.07
2024 Q3 REDUCED 34.9% -13.3% ✅ 10,483 -5,620 -34.9% 0.03% $62K 2024-11-14 $6.33
2024 Q2 ADDED — — — 16,103 +1,285 +8.7% 0.04% $79K 2024-08-15 $5.98
2024 Q1 REDUCED 52.6% -29.6% ✅ 14,818 -16,462 -52.6% 0.05% $106K 2024-05-15 $4.50
2023 Q4 REDUCED — — — 31,280 -400 -1.3% 0.07% $142K 2024-02-14 $5.24
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANNX

As of 2026 Q1 — sorted by position size

Board of Trustees of The Leland Stanford Junior University 3Y 7Y 0.31% Y-Intercept (Hong Kong) Ltd 3Y 0.14% AlphaCentric Advisors LLC 3Y 0.14% MOUNT VERNON ASSOCIATES INC /MD/ 3Y 7Y 0.04% Allegheny Financial Group 3Y 0.03% MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3Y 7Y 0.03% China Universal Asset Management Co., Ltd. 3Y 0.02% PROFUND ADVISORS LLC 3Y 7Y 0.02% Balefire, LLC 3Y 7Y 0.02% Abel Hall, LLC 0.01%

FAQ About Forefront Analytics, LLC and ANNX

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

How long has Forefront Analytics, LLC reported owning ANNX?

Forefront Analytics, LLC reported ANNX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ANNX position in Forefront Analytics, LLC's portfolio?

The largest reported portfolio weight for ANNX was 0.08% in 2025 Q3.

What is the latest reported ANNX position on this page?

The most recent filing on this page is 2025 Q4, when Forefront Analytics, LLC reported 13,226 shares, equal to 0.06% of portfolio, with an estimated market value of $66K.

What does the chart on this ANNX ownership page compare?

The chart compares Forefront Analytics, LLC's quarterly ANNX 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 Forefront Analytics, LLC time their ANNX position?

Based on 13F filing dates vs. subsequent ANNX price moves, Forefront Analytics, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on ANNX relative to SPY over the holding period was +1.1%.

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