Perceptive Advisors FOLD Position
Active7-Fund ConvergencePerceptive Advisors held their position in Amicus Therapeutics Inc. (FOLD) in Q4 2025, holding $90.7M worth of shares across 6,370,851 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
FOLD is a convergence signal: 7 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 3 readout for Cipaglucosidase Alfa in 75 days (Jun 30, 2026), making the timing of Perceptive's position particularly relevant.
About Amicus Therapeutics Inc.
Amicus Therapeutics, Inc., a biotechnology company, focuses on discovering, developing, and delivering medicines for rare diseases. Its commercial product and product candidates include Galafold, an oral precision medicine for the treatment of adults with a confirmed diagnosis of Fabry disease and an amenable galactosidase alpha gene variant based on in vitro assay data. It also develops AT-GAA, a novel treatment paradigm for Pompe disease; enzyme replacement therapies for Pompe diseases; CLN3, which is in Phase 1/2 clinical study to evaluate the safety and efficacy of a single intrathecal administration of an AAV serotype AT-GTX-502 gene therapy in patients with CLN3; and CDKL5, a gene on the X-chromosome encoding the CDKL5 protein that regulates the expression of essential proteins for normal brain development. The company has collaboration and license agreements with Nationwide Children's Hospital; University of Pennsylvania; and GlaxoSmithKline. Amicus Therapeutics, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.
Full company profile →Short Interest
6.5%
5.5 days to cover
Perceptive Advisors FOLD Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Held | 6,370,851 | — | $90.7M |
| Q3 2025 | Decreased | 6,370,851 | -1,041,979 | $50.2M |
| Q2 2025 | Decreased | 7,412,830 | -14,051,697 | $42.5M |
| Q1 2025 | Decreased | 21,464,527 | -2,781,425 | $175.2M |
| Q4 2024 | Decreased | 24,245,952 | -3,811,504 | $228.4M |
| Q3 2024 | Held | 28,057,456 | — | $299.7M |
| Q2 2024 | Held | 28,057,456 | — | $278.3M |
| Q1 2024 | Held | 28,057,456 | — | $330.5M |
| Q4 2023 | Increased | 28,057,456 | +364,539 | $398.1M |
| Q3 2023 | Increased | 27,692,917 | +30,000 | $336.7M |
| Q2 2023 | Held | 27,662,917 | — | $347.4M |
| Q1 2023 | New | 27,662,917 | +27,662,917 | $306.8M |
Frequently Asked Questions
Does Perceptive Advisors own FOLD?
Yes. As of Q4 2025, Perceptive Advisors holds 6,370,851 shares of Amicus Therapeutics Inc. (FOLD) valued at $90.7M. This data comes from their SEC 13F filing.
How many hedge funds own FOLD?
7 specialist biotech hedge funds currently hold FOLD, including Avoro Capital Advisors, Redmile Group, Boxer Capital and 3 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Perceptive Advisors first buy FOLD?
Perceptive Advisors's position in FOLD 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 Perceptive Advisors's FOLD position increasing or decreasing?
Perceptive Advisors held their FOLD position unchanged in the most recent quarter.
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