Monitor for any future amendments that show an increase above 5% or a conversion to 13D, which would signal a shift from passive to activist intent. The filing is routine for a large index fund manager.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed a new Schedule 13G disclosing a 5.0% passive stake in Neurocrine Biosciences as of September 30, 2026. This is a separate Vanguard entity from the earlier Vanguard Capital Management filing, and the filing certifies passive intent with no activist purpose.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a new Schedule 13G on October 30, 2026, reporting beneficial ownership as of September 30, 2026.
- The filing discloses 5,083,540 shares of Neurocrine Biosciences common stock, representing 5.0% of shares outstanding.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose or effect of changing or influencing control.
- This is a separate Vanguard entity from Vanguard Capital Management LLC, which filed a prior Schedule 13G on April 30, 2026.
- The stake value at the $14.8B market cap implies approximately $740 million.
Financial Impact
5.0% passive stake valued at approximately $740 million based on $14.8B market cap
Risk Factors
- No material risks identified; this is a standard passive stake disclosure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001081 |
| Document: 0002100121-26-001081-index.html | 0002100121-26-001081 |
| Document: 0002100121-26-001081.txt | 0002100121-26-001081 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 144 | $145.50 | awaiting T+60 | awaiting T+60 | $146.10 (+0.41%) |
Oct 30, 2026 2d ago | SC 13G | $147.31 | awaiting T+60 | awaiting T+60 | $146.10 (−0.82%) |
Oct 27, 2026 5d ago | Institutional Cluster | $145.53 | awaiting T+60 | awaiting T+60 | $146.10 (+0.39%) |
Oct 15, 2026 17d ago | SC 13G/A | $136.95 | awaiting T+60 | awaiting T+60 | $146.10 (+6.68%) |
Oct 15, 2026 17d ago | Institutional Cluster | $136.95 | awaiting T+60 | awaiting T+60 | $146.10 (+6.68%) |
Oct 7, 2026 25d ago | 3 | $141.25 | awaiting T+60 | awaiting T+60 | $146.10 (+3.43%) |
Sep 15, 2026 6w ago | Insider Cluster | $149.50 | awaiting T+60 | awaiting T+60 | $146.10 (−2.27%) |
Jul 13, 2026 15w ago | Insider Cluster | $172.04 $143.47 | ▼ −16.61% | ▼ −19.98% | $146.10 (−15.08%) |
Jul 9, 2026 16w ago | Press Release | $177.11 $144.21 | ▼ −18.58% | ▼ −21.21% | $146.10 (−17.51%) |
Jun 9, 2026 20w ago | Insider Cluster | $160.86 $158.35 | ▼ −1.56% | ▼ −8.14% | $146.10 (−9.18%) |
US Market Status
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