Novavax, Inc.
US ˙ NasdaqGS ˙ US6700024010

SecurityNVAX / Novavax, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership463 shares
Latest Disclosed Value $ 3,769
IFP Advisors, Inc reports 28.25% increase in ownership of NVAX / Novavax, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 463 shares of Novavax, Inc. (US:NVAX) valued at $3,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 361 shares of Novavax, Inc.. This represents a change in shares of 28.25% during the quarter. The current value of the position is $4,723 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 NOVAVAX cs 670002401 463 102 28.25 4 50.00 0.0001
2026-02-06 2025-12-31 13F NOVAVAX cs 670002401 361 0 0.00 2 -33.33 0.0001
2026-02-06 2025-09-30 13F/A-1 NOVAVAX cs 670002401 361 -4,314 -92.28 3 -90.32 0.0001
2025-12-02 2025-09-30 13F NOVAVAX cs 670002401 131 -4,544 5 0.0001
2025-07-24 2025-06-30 13F NOVAVAX cs 670002401 4,675 679 16.99 31 24.00 0.0009
2025-05-05 2025-03-31 13F NOVAVAX cs 670002401 3,996 350 9.60 26 -13.79 0.0008
2025-02-04 2024-12-31 13F NOVAVAX cs 670002401 3,646 201 5.83 30 -32.56 0.0010
2025-02-04 2024-09-30 13F NOVAVAX cs 670002401 3,445 0 0.00 44 0.00 0.0016
2024-07-30 2024-06-30 13F NOVAVAX cs 670002401 3,445 400 13.14 44 207.14 0.0017
2024-07-30 2024-03-31 13F NOVAVAX cs 670002401 3,045 0 0.00 15 0.00 0.0006
2024-01-09 2023-12-31 13F NOVAVAX cs 670002401 3,045 0 0.00 15 -36.36 0.0007
2023-10-12 2023-09-30 13F NOVAVAX cs 670002401 3,045 455 17.57 22 15.79 0.0010
2023-08-14 2023-06-30 13F/A-1 NOVAVAX cs 670002401 2,590 454 21.25 19 35.71 0.0008
2023-08-04 2023-06-30 13F NOVAVAX cs 670002401 2,590 454 17 0.0008
2023-04-18 2023-03-31 13F NOVAVAX cs 670002401 2,136 -4,858 -69.46 14 0.0006
2023-02-07 2022-12-31 13F NOVAVAX cs 670002401 6,994 5,361 328.29 0 -100.00 0.0014
2022-11-08 2022-09-30 13F NOVAVAX cs 670002401 1,633 1,328 435.41 20 122.22 0.0005
2022-09-06 2022-06-30 13F/A-1 NOVAVAX cs 670002401 305 0 0.00 9 0.00 0.0003
2022-09-06 2022-03-31 13F/A-1 NOVAVAX cs 670002401 305 111 57.22 9 -66.67 0.0003
2022-08-08 2022-03-31 13F NOVAVAX INC COM Stock 670002401 206 12 3 0.0001
2022-01-12 2021-12-31 13F NOVAVAX INC COM Stock 670002401 194 -52 -21.14 27 -48.08 0.0005
2021-10-06 2021-09-30 13F NOVAVAX INC COM Stock 670002401 246 -74 -23.12 52 -24.64 0.0010
2021-07-13 2021-06-30 13F NOVAVAX INC COM Stock 670002401 320 28 9.59 69 27.78 0.0014
2021-04-30 2021-03-31 13F NOVAVAX INC COM Stock 670002401 292 -44 -13.10 54 50.00 0.0011
2021-01-25 2020-12-31 13F NOVAVAX INC COM Stock 670002401 336 95 39.42 36 38.46 0.0015
2020-10-29 2020-09-30 13F NOVAVAX INC COM Stock 670002401 241 241 -28.27 26 -27.78 0.0016
2020-08-05 2020-06-30 13F NOVAVAX INC COM Stock 670002104 0 -13 -100.00 0 -100.00 0.0000
2020-05-12 2020-03-31 13F NOVAVAX INC COM Stock 670002401 13 13 0 0.0000
2019-05-15 2019-03-31 13F NOVAVAX INC COM Stock 670002104 0 -4,900 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 NOVAVAX INC COM Stock 670002104 4,900 -1,000 -16.95 9 -18.18 0.0005
2019-01-23 2018-12-31 13F NOVAVAX INC COM Stock 670002104 4,900 -1,000 9 0.0005
2019-06-03 2018-09-30 13F/A-9 NOVAVAX INC COM Stock 670002104 5,900 -685 -10.40 11 22.22 0.0004
2018-10-25 2018-09-30 13F NOVAVAX INC COM Stock 670002104 5,900 -685 11 0.0004
2019-06-03 2018-06-30 13F/A-8 NOVAVAX INC COM Stock 670002104 6,585 2,100 46.82 9 50.00 0.0004
2018-08-07 2018-06-30 13F NOVAVAX INC COM Stock 670002104 6,585 0 9
2019-06-03 2018-03-31 13F/A-7 NOVAVAX INC COM Stock 670002104 4,485 0 0.00 6 0.00 0.0003
2018-05-09 2018-03-31 13F NOVAVAX INC COM Stock 670002104 6,585 2,100 14
2019-06-03 2017-12-31 13F/A-6 NOVAVAX INC COM Stock 670002104 4,485 -10,475 -70.02 6 -64.71 0.0003
2018-01-24 2017-12-31 13F NOVAVAX INC COM Stock 670002104 4,485 -10,475 6
2017-10-30 2017-09-30 13F NOVAVAX INC COM Stock 670002104 14,960 0 0.00 17 0.00 0.0007
2019-06-03 2017-06-30 13F/A-5 NOVAVAX INC COM Stock 670002104 14,960 -20,590 -57.92 17 -63.04 0.0007
2017-07-31 2017-06-30 13F NOVAVAX INC COM Stock 670002104 14,960 -20,590 17
2019-06-03 2017-03-31 13F/A-4 NOVAVAX INC COM Stock 670002104 35,550 -1,350 -3.66 46 0.00 0.0020
2017-04-26 2017-03-31 13F NOVAVAX INC COM Stock 670002104 35,550 -1,350 46
2019-06-03 2016-12-31 13F/A-3 NOVAVAX INC COM Stock 670002104 36,900 -4,050 -9.89 46 -45.88 0.0022
2017-02-14 2016-12-31 13F NOVAVAX INC COM Stock 670002104 36,900 -4,050 46
2016-11-04 2016-09-30 13F NOVAVAX INC COM Stock 670002104 40,950 7,450 22.24 85 -65.16 0.0044
2019-06-03 2016-06-30 13F/A-2 NOVAVAX INC COM Stock 670002104 33,500 5,204 18.39 244 67.12 0.0136
2016-08-22 2016-06-30 13F NOVAVAX INC COM Stock 670002104 33,500 5,204 244
2016-05-02 2016-03-31 13F NOVAVAX INC COM Stock 670002104 28,296 480 1.73 146 -37.34 0.0088
2016-02-11 2015-12-31 13F NOVAVAX INC COM Stock 670002104 27,816 27,816 233 0.0156
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.