Moderna, Inc.
US ˙ NasdaqGS ˙ US60770K1079

SecurityMRNA / Moderna, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership8,149 shares
Latest Disclosed Value $ 413,969
IFP Advisors, Inc reports 20.10% increase in ownership of MRNA / Moderna, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 8,149 shares of Moderna, Inc. (US:MRNA) valued at $413,969 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,785 shares of Moderna, Inc.. This represents a change in shares of 20.10% during the quarter. The current value of the position is $399,790 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F MODERNA cs 60770K107 8,149 1,364 20.10 414 106.50 0.0086
2026-02-06 2025-12-31 13F MODERNA cs 60770K107 6,785 348 5.41 200 20.48 0.0045
2026-02-06 2025-09-30 13F/A-1 MODERNA cs 60770K107 6,437 5,976 1,296.31 166 472.41 0.0043
2025-12-02 2025-09-30 13F MODERNA cs 60770K107 5,880 5,419 181 0.0047
2025-07-24 2025-06-30 13F MODERN A cs 60770K107 461 24 5.49 29 107.14 0.0008
2025-05-05 2025-03-31 13F MODERNA cs 60770K107 437 -123 -21.96 14 -44.00 0.0004
2025-02-04 2024-12-31 13F MODERNA cs 60770K107 560 -55 -8.94 26 -39.02 0.0008
2025-02-04 2024-09-30 13F MODERNA cs 60770K107 615 -295 -32.42 41 -62.04 0.0015
2024-07-30 2024-06-30 13F MODERNA cs 60770K107 910 582 177.44 108 217.65 0.0043
2024-07-30 2024-03-31 13F MODERNA cs 60770K107 328 -218 -39.93 35 -37.04 0.0015
2024-01-09 2023-12-31 13F MODERNA cs 60770K107 546 -288 -34.53 54 -37.21 0.0026
2023-10-12 2023-09-30 13F MODERNA cs 60770K107 834 132 18.80 86 1.18 0.0039
2023-08-14 2023-06-30 13F/A-1 MODERNA cs 60770K107 702 -90 -11.36 85 507.14 0.0036
2023-08-04 2023-06-30 13F MODERNA cs 60770K107 702 -90 13 0.0006
2023-04-18 2023-03-31 13F MODERNA cs 60770K107 792 -1,039 -56.74 15 0.0006
2023-02-07 2022-12-31 13F MODERNA cs 60770K107 1,831 -1,488 -44.83 0 -100.00 0.0021
2022-11-08 2022-09-30 13F MODERNA cs 60770K107 3,319 -307 -8.47 144 16.13 0.0038
2022-09-06 2022-06-30 13F/A-1 MODERNA cs 60770K107 3,626 0 0.00 124 0.00 0.0040
2022-09-06 2022-03-31 13F/A-1 MODERNA cs 60770K107 3,626 2,636 266.26 124 -51.37 0.0040
2022-08-08 2022-03-31 13F MODERNA INC COM Stock 60770K107 1,217 227 39 0.0008
2022-01-12 2021-12-31 13F MODERNA INC COM Stock 60770K107 990 -14,118 -93.45 255 -95.61 0.0050
2021-10-06 2021-09-30 13F MODERNA INC COM Stock 60770K107 15,108 13,925 1,177.09 5,807 2,003.99 0.1162
2021-07-13 2021-06-30 13F MODERNA INC COM Stock 60770K107 1,183 269 29.43 276 133.90 0.0057
2021-04-30 2021-03-31 13F MODERNA INC COM Stock 60770K107 914 -1,225 -57.27 118 -47.32 0.0023
2021-01-25 2020-12-31 13F MODERNA INC COM Stock 60770K107 2,139 -26 -1.20 224 49.33 0.0091
2020-10-29 2020-09-30 13F MODERNA INC COM Stock 60770K107 2,165 757 53.76 150 74.42 0.0090
2020-08-05 2020-06-30 13F MODERNA INC COM Stock 60770K107 1,408 -1,226 -46.55 86 16.22 0.0068
2020-05-12 2020-03-31 13F MODERNA INC COM Stock 60770K107 2,634 234 9.75 74 57.45 0.0075
2020-01-17 2019-12-31 13F MODERNA INC COM Stock 60770K107 2,400 800 50.00 47 88.00 0.0035
2019-11-07 2019-09-30 13F MODERNA INC COM Stock 60770K107 1,600 1,600 25 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.