Exagen Ownership | Who Owns Exagen?
Exagen Ownership Summary
Exagen is owned by 43.21% institutional investors, 19.64% insiders, and 37.15% retail investors. Rtw investments, lp is the largest institutional shareholder, holding 8.05% of XGN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.99% of its assets in Exagen shares.
XGN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exagen | 43.21% | 19.64% | 37.15% |
| Sector | Healthcare Stocks | 488.17% | 11.08% | -399.26% |
| Industry | Diagnostics & Research Stocks | 57.60% | 10.69% | 31.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rtw investments, lp | 1.70M | 8.05% | $11.84M |
| Cowen and company | 891.37K | 4.97% | $1.62M |
| Toronto dominion bank | 851.29K | 4.04% | $5.94M |
| Balyasny asset management | 718.78K | 3.41% | $5.02M |
| Vanguard group | 490.94K | 2.69% | $2.01M |
| Morgan stanley | 482.42K | 2.69% | $878.00K |
| Silvercrest asset management group | 531.77K | 2.52% | $3.71M |
| Driehaus capital management | 480.92K | 2.28% | $3.36M |
| Wexford capital lp | 416.35K | 1.97% | $2.91M |
| Kennedy capital management | 310.72K | 1.47% | $2.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perkins capital management | 231.86K | 1.63% | $1.62M |
| Wexford capital lp | 416.35K | 0.81% | $2.91M |
| Manatuck hill partners | 175.00K | 0.46% | $1.22M |
| Rtw investments, lp | 1.70M | 0.17% | $11.84M |
| Palumbo wealth management | 66.01K | 0.14% | $460.76K |
| Penbrook management | 44.59K | 0.12% | $182.84K |
| Kennedy capital management | 310.72K | 0.05% | $2.17M |
| Cowen and company | 891.37K | 0.04% | $1.62M |
| Driehaus capital management | 480.92K | 0.03% | $3.36M |
| Silvercrest asset management group | 531.77K | 0.02% | $3.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 718.78K | 0.01% | 718.78K |
| Wexford capital lp | 416.35K | 0.81% | 416.35K |
| Rtw investments, lp | 1.70M | 0.17% | 185.00K |
| Manatuck hill partners | 175.00K | 0.46% | 175.00K |
| Point72 asset management | 136.38K | 0.00% | 136.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perkins capital management | 231.86K | 1.63% | -191.11K |
| Hudson bay capital management lp | - | - | -166.71K |
| Marshall wace, llp | - | - | -106.56K |
| Stonepine capital management | - | - | -95.75K |
| Wasatch advisors lp | - | - | -42.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 718.78K | 0.01% | 718.78K | $5.02M |
| Wexford capital lp | 416.35K | 0.81% | 416.35K | $2.91M |
| Manatuck hill partners | 175.00K | 0.46% | 175.00K | $1.22M |
| Point72 asset management | 136.38K | 0.00% | 136.38K | $951.93K |
| Calamos advisors | 75.41K | 0.00% | 75.41K | $526.38K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -62.00 |
| Qube research | -204.00 |
| Simplex trading | -554.00 |
| Citigroup | -5.58K |
| Virtu financial | -11.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 22 | -38.89% | 1,671,088 | -73.87% | 9 | 0.75% | 10 | -28.57% | 6 | -14.29% |
| Sep 30, 2024 | 36 | 5.88% | 6,394,597 | 1.74% | 35 | 2.86% | 14 | 40.00% | 7 | -46.15% |
| Jun 30, 2024 | 34 | 6.25% | 6,285,386 | 1.30% | 35 | 2.89% | 10 | 25.00% | 13 | 8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 437.07K | 1.99% | -9.64K |
| Vanguard US Total Market Shares ETF | 326.27K | 1.82% | - |
| Timpani Small Cap Growth Equity | 370.54K | 1.68% | 370.54K |
| Calamos Timpani Small Cap Growth I | 370.54K | 1.68% | 4.15K |
| Kennedy Micro Cap Opportunities | 310.72K | 1.42% | 124.83K |
| Pleiades Small Cap Equity A | 163.80K | 0.74% | 55.32K |
| Silvercrest U.S. Small Cap Growth | 153.14K | 0.70% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 145.76K | 0.66% | -66.42K |
| IMC US Ultra Micro Cap | 104.40K | 0.47% | - |
| Fidelity Extended Market Index | 69.45K | 0.32% | 22.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 02, 2025 | Black Jeffrey G. | Chief Financial Officer | Sell | $200.36K |
| Mar 25, 2025 | NMSIC Co-Investment Fund, L.P. | - | Sell | $1.16M |
| Nov 20, 2024 | NMSIC Co-Investment Fund, L.P. | - | Sell | $660.04K |
| Nov 15, 2024 | Black Jeffrey G. | Chief Financial Officer | Buy | $66.45K |
| Nov 14, 2024 | ABALLI JOHN | President and CEO | Buy | $68.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | - | - |
XGN Ownership FAQ
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