Exagen Ownership | Who Owns Exagen?
Exagen Ownership Summary
Exagen is owned by 44.87% institutional investors, 18.01% insiders, and 37.12% retail investors. Cowen and company is the largest institutional shareholder, holding 4.97% of XGN shares. Kennedy Micro Cap Opportunities is the top mutual fund, with 2.00% of its assets in Exagen shares.
XGN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exagen | 44.87% | 18.01% | 37.12% |
| Sector | Healthcare Stocks | 50.51% | 12.37% | 37.12% |
| Industry | Diagnostics & Research Stocks | 78.38% | 9.48% | 12.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Cowen and company | 891.37K | 4.97% | $1.62M |
| Wexford capital lp | 792.86K | 3.68% | $2.38M |
| Vanguard group | 790.01K | 3.46% | $4.80M |
| Invesco | 675.19K | 3.20% | $7.42M |
| Acadian asset management | 689.11K | 3.20% | $2.06M |
| Nano cap new millennium growth fund l p | 585.00K | 2.71% | $1.75M |
| Silvercrest asset management group | 537.87K | 2.50% | $1.61M |
| Kennedy capital management | 493.66K | 2.29% | $1.48M |
| Fourworld capital management | 439.95K | 2.04% | $1.32M |
| Rtw investments, lp | 395.23K | 1.83% | $1.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nano cap new millennium growth fund l p | 585.00K | 1.64% | $1.75M |
| Fourworld capital management | 439.95K | 0.67% | $1.32M |
| Mink brook asset management | 369.03K | 0.62% | $1.11M |
| Wexford capital lp | 792.86K | 0.34% | $2.38M |
| Perkins capital management | 71.80K | 0.20% | $215.39K |
| Gsa capital partners llp | 253.00K | 0.05% | $759.00K |
| R squared | 27.11K | 0.04% | $81.32K |
| Cowen and company | 891.37K | 0.04% | $1.62M |
| Kennedy capital management | 493.66K | 0.03% | $1.48M |
| Axq capital, lp | 34.59K | 0.01% | $103.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 675.19K | 0.00% | 675.19K |
| Nano cap new millennium growth fund l p | 585.00K | 1.64% | 335.00K |
| Wexford capital lp | 792.86K | 0.34% | 326.08K |
| Acadian asset management | 689.11K | 0.00% | 274.67K |
| Gsa capital partners llp | 253.00K | 0.05% | 218.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -796.63K |
| Driehaus capital management | - | - | -480.92K |
| Rtw investments, lp | 395.23K | 0.01% | -395.23K |
| Marshall wace, llp | 27.29K | 0.00% | -216.13K |
| Two sigma investments, lp | 157.82K | 0.00% | -210.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 675.19K | 0.00% | 675.19K | $7.42M |
| First eagle investment management | 125.24K | 0.00% | 125.24K | $375.73K |
| Perceptive advisors | 114.89K | 0.01% | 114.89K | $344.68K |
| Vanguard fiduciary trust | 97.30K | 0.00% | 97.30K | $291.90K |
| Two sigma advisers, lp | 84.10K | 0.00% | 84.10K | $924.26K |
Sold Out
| Holder | Change |
|---|---|
| Royal bank of canada | -312.00 |
| Fmr | -357.00 |
| Simplex trading | -554.00 |
| Federated hermes | -1.25K |
| Raymond james financial | -1.57K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 61 | -25.61% | 9,672,540 | -10.45% | 44 | 2.01% | 33 | -44.07% | 22 | 37.50% |
| Dec 31, 2025 | 22 | -65.63% | 2,518,275 | -72.18% | 11 | 0.60% | 14 | -68.18% | 7 | -36.36% |
| Sep 30, 2025 | 17 | -66.00% | 1,393,267 | -83.73% | 6 | 0.40% | 12 | -65.71% | 4 | -33.33% |
| Jun 30, 2025 | 52 | 30.00% | 9,111,690 | 46.09% | 43 | 3.83% | 37 | 164.29% | 6 | -40.00% |
| Mar 31, 2025 | 4 | -90.48% | 2,012,397 | -67.08% | 10 | 0.97% | 1 | -94.74% | 1 | -91.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Kennedy Micro Cap Opportunities | 484.05K | 2.00% | -7.01K |
| Vanguard US Total Market Shares ETF | 326.27K | 1.82% | - |
| First Eagle Small Cap Opportunity I | 439.97K | 1.82% | 178.75K |
| Vanguard Morn Total Stk Mkt Idx Investor | 414.85K | 1.72% | -97.10K |
| Vanguard Total Stock Mkt Idx Inv | 414.85K | 1.72% | -97.10K |
| Vanguard MStar Total Stk Mkt Idx Invest | 414.85K | 1.71% | - |
| Timpani Small Cap Growth Equity | 362.21K | 1.60% | -61.58K |
| Calamos Timpani Small Cap Growth I | 362.21K | 1.60% | -22.18K |
| First Eagle US Small Cap Strategy | 270.00K | 1.12% | 159.89K |
| Vanguard Institutional Extnd Mkt Idx Tr | 190.49K | 0.79% | 11.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2026 | ABALLI JOHN | President and CEO | Sell | $56.83K |
| Feb 24, 2026 | ABALLI JOHN | President and CEO | Sell | $41.26K |
| Feb 24, 2026 | Black Jeffrey G. | Chief Financial Officer | Sell | $5.72K |
| Oct 16, 2025 | ABALLI JOHN | President and CEO | Sell | $375.60K |
| Sep 02, 2025 | Black Jeffrey G. | Chief Financial Officer | Sell | $200.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
XGN Ownership FAQ
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