Casdin Capital EXAS Position
Exited9-Fund ConvergenceCasdin Capital exited their position in Exact Sciences Corporation (EXAS) in Q4 2025, after holding the stock for 12 quarters.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
EXAS is a convergence signal: 9 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for Modified FOLFIRINOX in 245 days (Dec 15, 2026), making the timing of Casdin's position particularly relevant.
About Exact Sciences Corporation
Exact Sciences Corporation provides cancer screening and diagnostic test products in the United States and internationally. The company offers Cologuard, a non-invasive stool-based DNA screening test to detect DNA and hemoglobin biomarkers associated with colorectal cancer and pre-cancer. It also provides Oncotype DX, a gene expression tests for breast, prostate, and colon cancers; Oncotype Test, a tissue test delivering tumor profiling to aid therapy selection for patients with advanced, metastatic, refractory, or recurrent cancer; Oncotype DX AR-V7 Nucleus Detect Test, a liquid-based test for advanced stage prostate cancer; Oncomap ExTra, that provides a complete biological picture of certain refractory, rare, or aggressive cancers; and Covid-19 testing services. The company's pipeline products focus on enhancing the Cologuard test's performance characteristics and developing blood and other fluid-based tests. It has license agreements with MAYO Foundation for Medical Education and Research; and Hologic, Inc. Exact Sciences Corporation was incorporated in 1995 and is headquartered in Madison, Wisconsin.
Full company profile →Short Interest
3.9%
3.2 days to cover
Casdin Capital EXAS Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Exited | 0 | -90,000 | $0 |
| Q3 2025 | Held | 90,000 | — | $4.9M |
| Q2 2025 | Decreased | 90,000 | -315,000 | $4.8M |
| Q1 2025 | Decreased | 405,000 | -245,000 | $17.5M |
| Q4 2024 | Held | 650,000 | — | $36.5M |
| Q3 2024 | Held | 650,000 | — | $44.3M |
| Q2 2024 | Held | 650,000 | — | $27.5M |
| Q1 2024 | Increased | 650,000 | +230,000 | $44.9M |
| Q4 2023 | Decreased | 420,000 | -39,450 | $31.1M |
| Q3 2023 | Decreased | 459,450 | -40,550 | $31.3M |
| Q2 2023 | Decreased | 500,000 | -65,000 | $47.0M |
| Q1 2023 | New | 565,000 | +565,000 | $38.3M |
Frequently Asked Questions
Does Casdin Capital own EXAS?
No. Casdin Capital exited their position in Exact Sciences Corporation (EXAS) in Q4 2025. They previously held the stock for 12 quarters.
How many hedge funds own EXAS?
9 specialist biotech hedge funds currently hold EXAS, including Eventide Asset Management, Perceptive Advisors, Rock Springs Capital and 6 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Casdin Capital first buy EXAS?
Casdin Capital's position in EXAS was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Casdin Capital's EXAS position increasing or decreasing?
Casdin Capital completely exited their EXAS position in the most recent quarter.
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