J. Goldman & Co LP IONS — IONIS PHARMACEUTICALS INC

Ownership history in J. Goldman & Co LP  ·  16 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported IONIS PHARMACEUTICALS INC (IONS) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2024 Q3. The latest visible filing shows IONS at 0.51% 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 IONS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP'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 Q1

IONS was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

IONS stock page J. Goldman & Co LP fund profile J. Goldman & Co LP full holdings
How J. Goldman & Co LP 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 16 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 235,260 +215,260 +1076.3% 0.51% $17.7M 2026-05-15 $74.23
2026 Q1 REDUCED — — — 20,000 -47,639 -70.4% 0.04% $1.5M 2026-05-15 $74.23
2025 Q4 ADDED — — — 67,639 +42,639 +170.6% 0.14% $5.4M 2026-02-17 $81.36
2025 Q4 REDUCED 74.0% -5.1% ✅ 25,000 -71,198 -74.0% 0.05% $2.0M 2026-02-17 $81.36
2025 Q3 REDUCED 34.9% +22.3% ❌ 96,198 -51,484 -34.9% 0.16% $6.3M 2025-11-14 $71.55
2025 Q2 REDUCED 22.3% +62.4% ❌ 147,682 -42,318 -22.3% 0.14% $5.8M 2025-08-14 $42.85
2025 Q2 REDUCED 38.3% +62.4% ❌ 190,000 -117,770 -38.3% 0.18% $7.5M 2025-08-14 $42.85
2025 Q1 REDUCED 49.3% +31.0% ❌ 307,770 -299,729 -49.3% 0.23% $9.3M 2025-05-15 $32.99
2024 Q4 ADDED — — — 607,499 +516,699 +569.1% 0.55% $21.2M 2025-02-14 $31.04
2024 Q3 REDUCED 85.1% -12.8% ✅ 90,800 -518,616 -85.1% 0.10% $3.6M 2024-11-14 $37.23
2024 Q3 ADDED — — — 609,416 +464,416 +320.3% 0.68% $24.4M 2024-11-14 $37.23
2024 Q2 ADDED — — — 145,000 +127,498 +728.5% 0.20% $6.9M 2024-08-14 $46.85
2024 Q2 REDUCED 94.2% -15.9% ✅ 17,502 -281,698 -94.2% 0.02% $834K 2024-08-14 $46.85
2024 Q2 ADDED — — — 299,200 +130,000 +76.8% 0.40% $14.3M 2024-08-14 $46.85
2024 Q1 REDUCED 26.9% +8.7% ❌ 169,200 -62,224 -26.9% 0.24% $7.3M 2024-05-15 $39.21
2024 Q1 INITIATED — — — 231,424 — — 0.32% $10.0M 2024-05-15 $39.21

🏢 Other funds also holding IONS

As of 2026 Q1 — sorted by position size

Tweedy, Browne Co LLC 3Y 7Y 13.57% BOONE CAPITAL MANAGEMENT LLC 3Y 11.51% Davern Capital Partners, LP 7.97% Orion Investment Co 5.36% Privium Fund Management B.V. 3Y 4.53% Exome Asset Management LLC 4.27% Bellevue Group AG 3Y 7Y 3.25% Sicart Associates LLC 3Y 7Y 3.07% Atle Fund Management AB 3Y 7Y 3.03% SECTOR GAMMA AS 3Y 7Y 3.0%

FAQ About J. Goldman & Co LP and IONS

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

How long has J. Goldman & Co LP reported owning IONS?

J. Goldman & Co LP reported IONS across 16 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IONS position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for IONS was 0.68% in 2024 Q3.

What is the latest reported IONS position on this page?

The most recent filing on this page is 2026 Q1, when J. Goldman & Co LP reported 235,260 shares, equal to 0.51% of portfolio, with an estimated market value of $17.7M.

What does the chart on this IONS ownership page compare?

The chart compares J. Goldman & Co LP'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 J. Goldman & Co LP time their IONS position?

Based on 13F filing dates vs. subsequent IONS price moves, J. Goldman & Co LP correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on IONS relative to SPY over the holding period was +15.1%.

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