Exagen Ownership 2024 | Who Owns Exagen Now?
Institutional Ownership
34.79%
Insider Ownership
28.31%
Retail Ownership
36.90%
Institutional Holders
32.00
Exagen Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | 8.44% | 0.04% | 1,504,602 | - | - | 2,392,317 | Mar 31, 2024 |
| COWEN AND COMPANY, LLC | 5.04% | 0.06% | 898,630 | - | - | 1,428,821 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 4.41% | 0.01% | 786,895 | -63,413 | -7.46% | 1,251,163 | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.05% | 0.01% | 544,877 | - | - | 866,354 | Mar 31, 2024 |
| PERKINS CAPITAL MANAGEMENT INC | 2.77% | 0.65% | 493,571 | -15,334 | -3.01% | 785,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 2.75% | - | 490,944 | - | - | 780,601 | Mar 31, 2024 |
| MORGAN STANLEY | 2.70% | 0.00% | 482,420 | -1,500 | -0.31% | 767,048 | Mar 31, 2024 |
| STONEPINE CAPITAL MANAGEMENT, LLC | 2.16% | 0.49% | 384,600 | -285,084 | -42.57% | 611,514 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 81,583 | - | - | 129,757 | Mar 31, 2024 |
| PENBROOK MANAGEMENT LLC | 0.43% | 0.08% | 76,710 | 1,000 | 1.32% | 121,969 | Mar 31, 2024 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 0.42% | 0.01% | 74,306 | -22,818 | -23.49% | 118,147 | Mar 31, 2024 |
| UBS GROUP AG | 0.35% | - | 62,516 | 107 | 0.17% | 99,400 | Mar 31, 2024 |
| BLACKROCK INC. | 0.31% | - | 55,505 | -2,330 | -4.03% | 88,253 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.27% | 0.00% | 48,758 | 3,270 | 7.19% | 78,000 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 40,800 | - | - | 64,872 | Mar 31, 2024 |
| STATE STREET CORP | 0.16% | - | 27,691 | -6,000 | -17.81% | 44,029 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.15% | - | 26,437 | -9,593 | -26.63% | 42,035 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | - | 23,860 | 245 | 1.04% | 37,937 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.11% | - | 19,800 | 9,200 | 86.79% | 31,482 | Mar 31, 2024 |
| PALUMBO WEALTH MANAGEMENT LLC | 0.10% | 0.01% | 18,241 | 18,241 | 100.00% | 29,004 | Mar 31, 2024 |
Exagen's largest institutional shareholder is RTW INVESTMENTS, LP, holding 8.44% of the company's total share outstanding, currently valued at $2.39M. The top 10 institutional shareholders own together 32.21% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERKINS CAPITAL MANAGEMENT INC | 2.77% | 0.65% | 493,571 | -15,334 | -3.01% | 785,000 | Mar 31, 2024 |
| STONEPINE CAPITAL MANAGEMENT, LLC | 2.16% | 0.49% | 384,600 | -285,084 | -42.57% | 611,514 | Mar 31, 2024 |
| PENBROOK MANAGEMENT LLC | 0.43% | 0.08% | 76,710 | 1,000 | 1.32% | 121,969 | Mar 31, 2024 |
| COWEN AND COMPANY, LLC | 5.04% | 0.06% | 898,630 | - | - | 1,428,821 | Mar 31, 2024 |
| RTW INVESTMENTS, LP | 8.44% | 0.04% | 1,504,602 | - | - | 2,392,317 | Mar 31, 2024 |
| PALUMBO WEALTH MANAGEMENT LLC | 0.10% | 0.01% | 18,241 | 18,241 | 100.00% | 29,004 | Mar 31, 2024 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 0.42% | 0.01% | 74,306 | -22,818 | -23.49% | 118,147 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 4.41% | 0.01% | 786,895 | -63,413 | -7.46% | 1,251,163 | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.05% | 0.01% | 544,877 | - | - | 866,354 | Mar 31, 2024 |
| FIRST BANK & TRUST | 0.08% | 0.00% | 13,518 | - | - | 21,494 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 40,800 | - | - | 64,872 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 4,006 | -946 | -19.10% | 6,369 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.27% | 0.00% | 48,758 | 3,270 | 7.19% | 78,000 | Mar 31, 2024 |
| ALLWORTH FINANCIAL LP | 0.04% | 0.00% | 7,015 | - | - | 11,154,000 | Mar 31, 2024 |
| MORGAN STANLEY | 2.70% | 0.00% | 482,420 | -1,500 | -0.31% | 767,048 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.11% | - | 19,800 | 9,200 | 86.79% | 31,482 | Mar 31, 2024 |
| UBS GROUP AG | 0.35% | - | 62,516 | 107 | 0.17% | 99,400 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | - | 23,860 | 245 | 1.04% | 37,937 | Mar 31, 2024 |
| VANGUARD GROUP INC | 2.75% | - | 490,944 | - | - | 780,601 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 81,583 | - | - | 129,757 | Mar 31, 2024 |
The largest Exagen shareholder by % of total assets is PERKINS CAPITAL MANAGEMENT INC. The company owns 493.57K shares of Exagen (XGN), representing 0.65% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PALUMBO WEALTH MANAGEMENT LLC | 0.10% | 0.01% | 18,241 | 18,241 | 100.00% | 29,004 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.11% | - | 19,800 | 9,200 | 86.79% | 31,482 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.02% | - | 4,100 | 3,900 | 1950.00% | 6,519 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.27% | 0.00% | 48,758 | 3,270 | 7.19% | 78,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.01% | - | 1,600 | 1,500 | 1500.00% | 2,544 | Mar 31, 2024 |
| PENBROOK MANAGEMENT LLC | 0.43% | 0.08% | 76,710 | 1,000 | 1.32% | 121,969 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | - | 23,860 | 245 | 1.04% | 37,937 | Mar 31, 2024 |
| UBS GROUP AG | 0.35% | - | 62,516 | 107 | 0.17% | 99,400 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 34 | 9 | 36.00% | 54 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | - | 2,457 | 1 | 0.04% | 3,906,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 204 | - | - | 324 | Mar 31, 2024 |
| BARCLAYS PLC | 0.03% | - | 5,145 | - | - | 8,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 81,583 | - | - | 129,757 | Mar 31, 2024 |
| VANGUARD GROUP INC | 2.75% | - | 490,944 | - | - | 780,601 | Mar 31, 2024 |
| ALLWORTH FINANCIAL LP | 0.04% | 0.00% | 7,015 | - | - | 11,154,000 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 40,800 | - | - | 64,872 | Mar 31, 2024 |
| FIRST BANK & TRUST | 0.08% | 0.00% | 13,518 | - | - | 21,494 | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.05% | 0.01% | 544,877 | - | - | 866,354 | Mar 31, 2024 |
| RTW INVESTMENTS, LP | 8.44% | 0.04% | 1,504,602 | - | - | 2,392,317 | Mar 31, 2024 |
| COWEN AND COMPANY, LLC | 5.04% | 0.06% | 898,630 | - | - | 1,428,821 | Mar 31, 2024 |
As of Mar 31 2024, Exagen's largest institutional buyer is PALUMBO WEALTH MANAGEMENT LLC. The company purchased 18.24K stocks of XGN, valued at $29.00K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STONEPINE CAPITAL MANAGEMENT, LLC | 2.16% | 0.49% | 384,600 | -285,084 | -42.57% | 611,514 | Mar 31, 2024 |
| WASATCH ADVISORS LP | 4.41% | 0.01% | 786,895 | -63,413 | -7.46% | 1,251,163 | Mar 31, 2024 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 0.42% | 0.01% | 74,306 | -22,818 | -23.49% | 118,147 | Mar 31, 2024 |
| PERKINS CAPITAL MANAGEMENT INC | 2.77% | 0.65% | 493,571 | -15,334 | -3.01% | 785,000 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.04% | - | 7,240 | -13,495 | -65.08% | 11,512 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.15% | - | 26,437 | -9,593 | -26.63% | 42,035 | Mar 31, 2024 |
| STATE STREET CORP | 0.16% | - | 27,691 | -6,000 | -17.81% | 44,029 | Mar 31, 2024 |
| BLACKROCK INC. | 0.31% | - | 55,505 | -2,330 | -4.03% | 88,253 | Mar 31, 2024 |
| MORGAN STANLEY | 2.70% | 0.00% | 482,420 | -1,500 | -0.31% | 767,048 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 4,006 | -946 | -19.10% | 6,369 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -542 | -100.00% | - | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.09% | - | 16,370 | -70 | -0.43% | 26,029 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.03% | - | 6,019 | -7 | -0.12% | 9,570,000 | Mar 31, 2024 |
| COWEN AND COMPANY, LLC | 5.04% | 0.06% | 898,630 | - | - | 1,428,821 | Mar 31, 2024 |
| RTW INVESTMENTS, LP | 8.44% | 0.04% | 1,504,602 | - | - | 2,392,317 | Mar 31, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.05% | 0.01% | 544,877 | - | - | 866,354 | Mar 31, 2024 |
| FIRST BANK & TRUST | 0.08% | 0.00% | 13,518 | - | - | 21,494 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 40,800 | - | - | 64,872 | Mar 31, 2024 |
| ALLWORTH FINANCIAL LP | 0.04% | 0.00% | 7,015 | - | - | 11,154,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 2.75% | - | 490,944 | - | - | 780,601 | Mar 31, 2024 |
As of Mar 31 2024, Exagen's biggest institutional seller is STONEPINE CAPITAL MANAGEMENT, LLC. The company sold -0.29M shares of XGN, valued at $611.51K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PALUMBO WEALTH MANAGEMENT LLC | 0.10% | 0.01% | 18,241 | 18,241 | 100.00% | 29,004 | Mar 31, 2024 |
Exagen's largest new institutional shareholder by number of shares is PALUMBO WEALTH MANAGEMENT LLC, purchased 18.24K shares, valued at $29.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | - | - | - | -542 | -100.00% | - | Mar 31, 2024 |
Exagen's largest sold out institutional shareholder by shares sold is ROYAL BANK OF CANADA, sold -0.54K shares, valued at -, as of undefined.
Exagen Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| NEIMAN FUNDS | 0.27% | 47,600 | - | - | Dec 31, 2023 |
| PARADIGM FUNDS | 0.27% | 81,189 | - | - | Dec 31, 2023 |
| WASATCH FUNDS TRUST | 0.08% | 744,314 | -63,639 | -7.88% | Mar 31, 2024 |
| World Funds Trust | 0.03% | 16,500 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,667 | - | - | Dec 31, 2023 |
| AMG Funds I | 0.02% | 25,133 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 39,000 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,684 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 20,018 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 610,168 | 141,951 | 30.32% | Dec 31, 2023 |
| VICTORY PORTFOLIOS | 0.00% | 36,345 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 4,062 | - | - | Aug 31, 2023 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 48,210 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 75,130 | -336 | -0.45% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 849 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,919 | - | - | Dec 31, 2023 |
| Meeder Funds | 0.00% | 1,351 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,753 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 594 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 303 | - | - | Dec 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 4,095 | - | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 39 | - | - | Apr 30, 2021 |
| ALLSPRING MASTER TRUST | 0.00% | 3,737 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 12,869 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 3,265 | - | - | Dec 31, 2023 |
| FIDELITY SALEM STREET TRUST | 0.00% | 74,950 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 220 | - | - | Jan 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 98 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,900 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 500 | - | - | Dec 29, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 34,956 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 303 | - | - | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 14,987 | -9,504 | -38.81% | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 55 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 3,826 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,343 | - | - | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 61 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,348 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 10 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 8,599 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 5,582 | - | - | Dec 29, 2023 |
| PROSHARES TRUST | 0.00% | 1,485 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 487 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,800 | - | - | Dec 31, 2023 |
| T. Rowe Price Multi-Strategy Total Return Fund, Inc. | 0.00% | 552 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,138 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 81 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 5,287 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 1,695 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 21,461 | - | - | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 771 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 3,243 | - | - | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 2,519 | - | - | Feb 29, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,395 | - | - | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 3 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 962 | - | - | Feb 29, 2024 |
Exagen's largest mutual fund holder by % of total assets is "NEIMAN FUNDS", owning 47.60K shares, compromising 0.27% of its total assets.
Exagen Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 32 | - |
| 31 Dec, 23 | 32 | 10.34% |
| 30 Sep, 23 | 29 | 3.57% |
| 30 Jun, 23 | 28 | - |
| 31 Mar, 23 | 28 | -6.67% |
| 31 Dec, 22 | 30 | -21.05% |
| 30 Sep, 22 | 38 | -17.39% |
| 30 Jun, 22 | 46 | -14.81% |
| 31 Mar, 22 | 54 | 3.85% |
| 31 Dec, 21 | 52 | -3.70% |
| 30 Sep, 21 | 54 | - |
| 30 Jun, 21 | 54 | -3.57% |
| 31 Mar, 21 | 56 | 60.00% |
| 31 Dec, 20 | 35 | 2.94% |
| 30 Sep, 20 | 34 | 3.03% |
| 30 Jun, 20 | 33 | 3.13% |
| 31 Mar, 20 | 32 | -11.11% |
| 31 Dec, 19 | 36 | 33.33% |
| 30 Sep, 19 | 27 | - |
As of 31 Mar 24, 32 institutions are holding Exagen's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 6,204,754 | -5.90% |
| 31 Dec, 23 | 6,593,813 | -3.96% |
| 30 Sep, 23 | 6,865,400 | -0.25% |
| 30 Jun, 23 | 6,882,688 | 0.74% |
| 31 Mar, 23 | 6,831,970 | -1.50% |
| 31 Dec, 22 | 6,936,247 | -12.54% |
| 30 Sep, 22 | 7,930,778 | -25.90% |
| 30 Jun, 22 | 10,703,479 | 17.75% |
| 31 Mar, 22 | 9,090,323 | 5.68% |
| 31 Dec, 21 | 8,601,827 | -2.05% |
| 30 Sep, 21 | 8,782,020 | 1.95% |
| 30 Jun, 21 | 8,614,043 | -2.93% |
| 31 Mar, 21 | 8,873,910 | 97.82% |
| 31 Dec, 20 | 4,485,913 | 4.86% |
| 30 Sep, 20 | 4,278,080 | 18.56% |
| 30 Jun, 20 | 3,608,357 | -6.87% |
| 31 Mar, 20 | 3,874,688 | 0.77% |
| 31 Dec, 19 | 3,845,039 | 7.26% |
| 30 Sep, 19 | 3,584,885 | - |
Exagen (XGN) has 6.20M shares outstanding as of 31 Mar 24, down -5.90% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 34.79% | 2.50% |
| 31 Dec, 23 | 37.27% | 2.46% |
| 30 Sep, 23 | 38.89% | 2.52% |
| 30 Jun, 23 | 39.27% | 2.58% |
| 31 Mar, 23 | 38.98% | 2.36% |
| 31 Dec, 22 | 40.60% | 1.88% |
| 30 Sep, 22 | 46.43% | 1.18% |
| 30 Jun, 22 | 62.75% | 2.19% |
| 31 Mar, 22 | 53.50% | 1.84% |
| 31 Dec, 21 | 53.85% | 2.01% |
| 30 Sep, 21 | 51.82% | 2.00% |
| 30 Jun, 21 | 50.88% | 1.08% |
| 31 Mar, 21 | 68.56% | 5.44% |
| 31 Dec, 20 | 35.51% | 3.10% |
| 30 Sep, 20 | 33.83% | 4.15% |
| 30 Jun, 20 | 28.55% | 3.02% |
| 31 Mar, 20 | 30.76% | 3.28% |
| 31 Dec, 19 | 30.61% | 3.76% |
| 30 Sep, 19 | 28.54% | - |
As of 31 Mar 24, Exagen is held by 34.79% institutional shareholders, representing a 2.50% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 8 | -11.11% |
| 31 Dec, 23 | 9 | - |
| 30 Sep, 23 | 9 | -18.18% |
| 30 Jun, 23 | 11 | 37.50% |
| 31 Mar, 23 | 8 | - |
| 31 Dec, 22 | 8 | -46.67% |
| 30 Sep, 22 | 15 | - |
| 30 Jun, 22 | 15 | -37.50% |
| 31 Mar, 22 | 24 | 4.35% |
| 31 Dec, 21 | 23 | -8.00% |
| 30 Sep, 21 | 25 | -26.47% |
| 30 Jun, 21 | 34 | -17.07% |
| 31 Mar, 21 | 41 | 156.25% |
| 31 Dec, 20 | 16 | 33.33% |
| 30 Sep, 20 | 12 | -36.84% |
| 30 Jun, 20 | 19 | 5.56% |
| 31 Mar, 20 | 18 | -40.00% |
| 31 Dec, 19 | 30 | 11.11% |
| 30 Sep, 19 | 27 | - |
8 institutional shareholders have increased their position in XGN stock as of 31 Mar 24 compared to 9 in the previous quarter (a -11.11% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 12 | 9.09% |
| 31 Dec, 23 | 11 | 37.50% |
| 30 Sep, 23 | 8 | 33.33% |
| 30 Jun, 23 | 6 | -25.00% |
| 31 Mar, 23 | 8 | -55.56% |
| 31 Dec, 22 | 18 | 28.57% |
| 30 Sep, 22 | 14 | -46.15% |
| 30 Jun, 22 | 26 | 30.00% |
| 31 Mar, 22 | 20 | 25.00% |
| 31 Dec, 21 | 16 | -15.79% |
| 30 Sep, 21 | 19 | 18.75% |
| 30 Jun, 21 | 16 | 60.00% |
| 31 Mar, 21 | 10 | - |
| 31 Dec, 20 | 10 | -41.18% |
| 30 Sep, 20 | 17 | 88.89% |
| 30 Jun, 20 | 9 | -18.18% |
| 31 Mar, 20 | 11 | 120.00% |
| 31 Dec, 19 | 5 | - |
| 30 Sep, 19 | - | - |
12 institutional shareholders have reduced their position in XGN stock as of 31 Mar 24 compared to 11 in the previous quarter (a 9.09% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 32 | - | 6,204,754 | -5.90% | 34.79% | 2.50% | 8 | -11.11% | 12 | 9.09% |
| 31 Dec, 23 | 32 | 10.34% | 6,593,813 | -3.96% | 37.27% | 2.46% | 9 | - | 11 | 37.50% |
| 30 Sep, 23 | 29 | 3.57% | 6,865,400 | -0.25% | 38.89% | 2.52% | 9 | -18.18% | 8 | 33.33% |
| 30 Jun, 23 | 28 | - | 6,882,688 | 0.74% | 39.27% | 2.58% | 11 | 37.50% | 6 | -25.00% |
| 31 Mar, 23 | 28 | -6.67% | 6,831,970 | -1.50% | 38.98% | 2.36% | 8 | - | 8 | -55.56% |
| 31 Dec, 22 | 30 | -21.05% | 6,936,247 | -12.54% | 40.60% | 1.88% | 8 | -46.67% | 18 | 28.57% |
| 30 Sep, 22 | 38 | -17.39% | 7,930,778 | -25.90% | 46.43% | 1.18% | 15 | - | 14 | -46.15% |
| 30 Jun, 22 | 46 | -14.81% | 10,703,479 | 17.75% | 62.75% | 2.19% | 15 | -37.50% | 26 | 30.00% |
| 31 Mar, 22 | 54 | 3.85% | 9,090,323 | 5.68% | 53.50% | 1.84% | 24 | 4.35% | 20 | 25.00% |
| 31 Dec, 21 | 52 | -3.70% | 8,601,827 | -2.05% | 53.85% | 2.01% | 23 | -8.00% | 16 | -15.79% |
| 30 Sep, 21 | 54 | - | 8,782,020 | 1.95% | 51.82% | 2.00% | 25 | -26.47% | 19 | 18.75% |
| 30 Jun, 21 | 54 | -3.57% | 8,614,043 | -2.93% | 50.88% | 1.08% | 34 | -17.07% | 16 | 60.00% |
| 31 Mar, 21 | 56 | 60.00% | 8,873,910 | 97.82% | 68.56% | 5.44% | 41 | 156.25% | 10 | - |
| 31 Dec, 20 | 35 | 2.94% | 4,485,913 | 4.86% | 35.51% | 3.10% | 16 | 33.33% | 10 | -41.18% |
| 30 Sep, 20 | 34 | 3.03% | 4,278,080 | 18.56% | 33.83% | 4.15% | 12 | -36.84% | 17 | 88.89% |
| 30 Jun, 20 | 33 | 3.13% | 3,608,357 | -6.87% | 28.55% | 3.02% | 19 | 5.56% | 9 | -18.18% |
| 31 Mar, 20 | 32 | -11.11% | 3,874,688 | 0.77% | 30.76% | 3.28% | 18 | -40.00% | 11 | 120.00% |
| 31 Dec, 19 | 36 | 33.33% | 3,845,039 | 7.26% | 30.61% | 3.76% | 30 | 11.11% | 5 | - |
| 30 Sep, 19 | 27 | - | 3,584,885 | - | 28.54% | - | 27 | - | - | - |
Exagen Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Exagen's stock was made by Adawi Kamal on Mar 06 2024, selling 9,297 shares at $1.91 per share (valued at $17.75K). The last insider buy of XGN was made by ABALLI JOHN on May 16 2024, buying 40,401 shares at $1.92 per share (worth $77.57K).
Exagen Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 3 | 3 | 100.00% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 2 | 4 | 50.00% |
| Q4 2022 | 2 | - | - |
| Q2 2022 | 12 | - | - |
| Q1 2022 | 4 | 4 | 100.00% |
| Q3 2021 | 2 | 4 | 50.00% |
| Q2 2021 | 8 | 4 | 200.00% |
| Q1 2021 | 6 | 20 | 30.00% |
| Q4 2020 | 1 | 11 | 9.09% |
| Q3 2020 | - | 5 | - |
| Q2 2020 | 10 | 9 | 111.11% |
| Q1 2020 | 5 | 5 | 100.00% |
| Q3 2019 | 23 | 41 | 56.10% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Exagen's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 4 | - |
| Q4 2022 | 1 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q3 2021 | 1 | 4 | 25.00% |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | 14 | - |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 5 | - |
| Q2 2020 | - | 7 | - |
| Q1 2020 | - | - | - |
| Q3 2019 | 1 | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Exagen's stocks.
Exagen Peer Ownership
XGN Ownership FAQ
Who Owns Exagen?
Exagen is owned by institutional shareholders (34.79%), insiders (28.31%), and public (36.90%). The largest institutional shareholder of Exagen is RTW INVESTMENTS, LP (8.44% of total shares) and the top mutual fund owner is NEIMAN FUNDS (0.27% of total shares).
Who are the major institutional shareholders of Exagen?
Exagen's major institutional shareholders are RTW INVESTMENTS, LP, COWEN AND COMPANY, LLC, WASATCH ADVISORS LP, SILVERCREST ASSET MANAGEMENT GROUP LLC, and PERKINS CAPITAL MANAGEMENT INC. The top five shareholders own together 23.71% of the company's share outstanding.
How many Exagen shareholders are there?
As of Mar 2024, there are 32 institutional shareholders of Exagen.
What percentage of Exagen is owned by RTW INVESTMENTS, LP?
RTW INVESTMENTS, LP owns 1.5M shares of Exagen, representing 8.44% of the company's total shares outstanding, valued at $2.39M (as of Mar 2024).
What percentage of Exagen is owned by COWEN AND COMPANY, LLC?
As of Mar 2024, COWEN AND COMPANY, LLC holds 898.63K shares of Exagen (XGN), compromising 5.04% of the company, valued at $1.43M.
What percentage of Exagen is owned by WASATCH ADVISORS LP?
WASATCH ADVISORS LP is the third largest holder of Exagen. The company owns 786.9K of the company's shares outstanding (worth $1.25M).