Exagen Ownership | Who Owns Exagen?
Exagen Ownership Summary
Exagen is owned by 11.02% institutional investors, 20.04% insiders, and 68.94% 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 2.26% of its assets in Exagen shares.
XGN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exagen | 11.02% | 20.04% | 68.94% |
| Sector | Healthcare Stocks | 232.20% | 10.74% | -142.94% |
| Industry | Diagnostics & Research Stocks | 35.38% | 11.00% | 53.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rtw investments, lp | 1.70M | 8.05% | $18.65M |
| Cowen and company | 891.37K | 4.97% | $1.62M |
| Vanguard group | 790.01K | 3.46% | $4.80M |
| Balyasny asset management | 718.78K | 3.41% | $5.02M |
| Invesco | 675.19K | 3.20% | $7.42M |
| Kennedy capital management | 551.85K | 2.62% | $6.06M |
| Silvercrest asset management group | 519.47K | 2.46% | $5.71M |
| Wexford capital lp | 444.93K | 2.11% | $4.89M |
| Acadian asset management | 414.45K | 1.81% | $2.52M |
| Two sigma investments, lp | 237.98K | 1.13% | $2.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourworld capital management | 227.00K | 3.94% | $2.49M |
| Nano cap new millennium growth fund l p | 250.00K | 1.30% | $1.52B |
| Wexford capital lp | 444.93K | 0.70% | $4.89M |
| Manatuck hill partners | 175.00K | 0.64% | $1.92M |
| Mink brook asset management | 40.00K | 0.30% | $439.60K |
| Massar capital management, lp | 170.00K | 0.25% | $1.87M |
| Rtw investments, lp | 1.70M | 0.23% | $18.65M |
| Kennedy capital management | 551.85K | 0.13% | $6.06M |
| Perkins capital management | 18.57K | 0.09% | $112.94K |
| Palumbo wealth management | 43.34K | 0.07% | $263.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 718.78K | 0.01% | 718.78K |
| Invesco | 675.19K | 0.00% | 675.19K |
| Acadian asset management | 414.45K | 0.00% | 300.62K |
| Nano cap new millennium growth fund l p | 250.00K | 1.30% | 250.00K |
| Kennedy capital management | 551.85K | 0.13% | 241.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toronto dominion bank | 20.03K | 0.00% | -831.26K |
| Driehaus capital management | - | - | -480.92K |
| Hudson bay capital management lp | - | - | -166.71K |
| Point72 asset management | - | - | -136.38K |
| Eam investors | - | - | -117.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 718.78K | 0.01% | 718.78K | $5.02M |
| Invesco | 675.19K | 0.00% | 675.19K | $7.42M |
| Nano cap new millennium growth fund l p | 250.00K | 1.30% | 250.00K | $1.52B |
| Sei investments | 118.00K | 0.00% | 118.00K | $717.47K |
| Two sigma advisers, lp | 84.10K | 0.00% | 84.10K | $924.26K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -62.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 22 | -38.89% | 1,671,088 | -73.87% | 9 | 0.75% | 10 | -28.57% | 6 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 511.95K | 2.26% | - |
| Kennedy Micro Cap Opportunities | 477.72K | 2.11% | 88.30K |
| Vanguard US Total Market Shares ETF | 326.27K | 1.82% | - |
| Timpani Small Cap Growth Equity | 362.21K | 1.60% | -61.58K |
| Calamos Timpani Small Cap Growth I | 362.21K | 1.60% | -22.18K |
| Silvercrest U.S. Small Cap Growth | 176.29K | 0.78% | 36.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.03K | 0.70% | - |
| Pleiades Small Cap Equity A | 118.00K | 0.52% | -91.15K |
| First Eagle Small Cap Opportunity I | 110.11K | 0.49% | 110.11K |
| IMC US Ultra Micro Cap | 104.40K | 0.47% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 25, 2025 | NMSIC Co-Investment Fund, L.P. | - | Sell | $1.16M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
XGN Ownership FAQ
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