Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Galapagos NV (GLPG)

88 + Investors. Track Smart Money conviction in GLPG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — GLPG

Based on 88 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GLPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
88 funds currently hold this stock — 94% of the 3.0-year high of 94 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

48 buying47 selling
Last quarter: 48 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 18 → 15 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
55 out of 88 hedge funds have held GLPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

17 → 23 → 18 → 15 → 16 new funds/Q
New funds entering each quarter: 23 → 18 → 15 → 16. GLPG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 16% new
Entry-cohort mix of 91 holders: 65 (71%) are 2+ year veterans, 11 entered 1–2 years ago, and 15 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
23 of 88 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GLPG

In 2026 Q1, 48 hedge funds were net buyers of GLPG (16 opened a new position, 32 added to an existing one), while 47 reduced or exited (28 trimmed, 19 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 88.

Hedge Fund Ownership: GLPG

How many hedge funds hold GLPG — quarterly history vs. share price
Quarterly hedge fund ownership of GLPG vs. share price

Market Analysis: GLPG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLPG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Galapagos NV (GLPG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLPG has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
GLPG
-3.7%
XLV
+2.1%

GLPG outperformed XLV by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
GLPG
+6.9%
XLV
+3.2%

Since the filing became public, GLPG outperformed XLV by +3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: GLPG
88 + Investors

Track Smart Money conviction in GLPG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 91 -3.3%
13F Shares 32M 31M 1.05%
Total Value $952M $1.03B -7.69%
New Positions 16 15 +1
Increased Positions 32 28 +4
Closed Positions 19 18 +1
Reduced Positions 27 34 -7
Total Calls 1 1 -
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: GLPG

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Financial Highlights

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Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLPG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GLPG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gilead Sciences, INC. 23.67% 16,707,477 $501.2M
2 Prosight Management, LP 7.63% 1,550,000 $46.5M
3 Tang Capital Management LLC 5.77% 3,785,991 $113.6M
4 Madison Avenue Partners, LP 3.22% 2,465,179 $74.0M
5 EcoR1 Capital, LLC 2.12% 1,667,119 $50.0M
6 DAFNA Capital Management LLC 0.89% 130,175 $3.9M
7 DME Capital Management, LP 0.45% 482,746 $14.5M
8 Barometer Capital Management INC. 0.39% 38,100 $1.1M
9 Segall Bryant & Hamill, LLC 0.23% 428,086 $14.0M
10 Monaco Asset Management SAM 0.15% 27,520 $826K
11 denkapparat Operations GmbH 0.13% 10,636 $319K
12 Moody National Bank Trust Division 0.06% 20,849 $625K
13 Tower Research Capital LLC (TRC) 0.05% 66,536 $2.0M
14 Abc Arbitrage SA 0.05% 12,744 $382K
15 Old Mission Capital LLC 0.05% 95,591 $2.9M
16 Prelude Capital Management, LLC 0.04% 19,305 $579K
17 Axq Capital, LP 0.03% 6,777 $203K
18 Renaissance Technologies LLC 0.01% 315,400 $9.5M
19 Crossmark Global Holdings, Inc. 0.01% 32,607 $978K
20 XTX Topco Ltd 0.01% 25,404 $762K
21 Point72 Asset Management, L.P. 0.01% 332,125 $10.0M
22 Aquatic Capital Management LLC 0.01% 11,859 $356K
23 Ameriprise Financial Inc 0.01% 1,424,674 $42.7M
24 Hudson Bay Capital Management LP 0.01% 77,500 $2.3M
25 Alps Advisors Inc 0.01% 53,661 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Galapagos NV (GLPG)

What does the Smart Money Trend signal show for GLPG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GLPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GLPG?

Slight buying edge — 51% buying: Last quarter: 48 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GLPG holders?

Smaller funds dominant — 7% AUM from top-100: 23 of 88 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GLPG?

62% of holders stayed for 2+ years: 55 out of 88 hedge funds have held GLPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Galapagos NV (GLPG) following the 2026 Q1 hedge fund 13F filings?

As of today, GLPG has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), GLPG has gained -3.7% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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