Vanguard's new 5%+ passive stake signals index-fund-driven accumulation, likely reflecting Alnylam's growing market cap and inclusion weighting. Monitor for further 13G amendments to track position changes, but no activist intent is indicated.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC disclosed a 5.03% passive stake in Alnylam Pharmaceuticals as of September 30, 2026, holding 6,732,082 shares. This is a new Schedule 13G filing (not an amendment), indicating Vanguard crossed the 5% threshold for the first time. The filing certifies passive intent with no plans to influence control.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a new Schedule 13G disclosing 6,732,082 shares of Alnylam common stock
- Stake represents 5.03% of shares outstanding as of September 30, 2026
- Filer certifies passive investment intent under Rule 13d-1(b)
- No prior Vanguard 13G filing for Alnylam found in cross-filing context; this is a new 5%+ disclosure
- Filing comes one day after Alnylam reported Q3 2026 net product revenues of $1,292M (+52% YoY)
Financial Impact
6,732,082 shares valued at approximately $1.6B based on $31.1B market cap and ~5.03% stake
Risk Factors
- Passive 13G filing; no indication of activist intent or plans to influence management
- Stake just above 5% threshold; Vanguard may adjust position without further disclosure until next threshold crossing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001039 |
| Document: 0002100121-26-001039-index.html | 0002100121-26-001039 |
| Document: 0002100121-26-001039.txt | 0002100121-26-001039 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $170.53 | awaiting T+5 | awaiting T+5 | $165.00 (−3.24%) |
Oct 29, 2026 3d ago | 8-K | $174.00 | awaiting T+5 | awaiting T+5 | $165.00 (−5.17%) |
Oct 23, 2026 9d ago | Institutional Cluster | $224.03 $165.00 | ▲ +26.35% | ▲ +25.79% | $165.00 (+26.35%) |
Aug 17, 2026 10w ago | Court Ruling | $228.61 $240.08 | ▲ +5.02% | ▲ +5.22% | $165.00 (−27.82%) |
Jul 30, 2026 13w ago | 8-K | $205.48 $216.12 | ▼ −5.18% | ▼ −1.56% | $165.00 (+19.70%) |
Jul 28, 2026 13w ago | Institutional Cluster | $286.62 $228.72 | ▼ −20.20% | ▼ −25.73% | $165.00 (−42.43%) |
Mar 3, 2026 34w ago | Insider Cluster | $318.65 $322.38 | ▲ +1.17% | ▲ +1.65% | $165.00 (−48.22%) |
Mar 3, 2026 34w ago | Insider Cluster | $318.65 $322.38 | ▲ +1.17% | ▲ +1.65% | $165.00 (−48.22%) |
Feb 28, 2026 35w ago | Institutional Cluster | $325.07 $323.59 | ▼ −0.46% | ▲ +0.75% | $165.00 (−49.24%) |
US Market Status
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