Exagen Ownership | Who Owns Exagen?
Exagen Ownership Summary
Exagen is owned by 6.61% institutional investors, 14.61% insiders, and 78.79% 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 | 6.61% | 14.61% | 78.79% |
| Sector | Healthcare Stocks | 42.50% | 10.81% | 46.69% |
| Industry | Diagnostics & Research Stocks | 45.39% | 10.59% | 44.03% |
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 | 733.82K | 3.48% | $8.06M |
| 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 |
| Two sigma investments, lp | 237.98K | 1.13% | $2.62M |
| Russell investments group | 229.12K | 1.09% | $2.52M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourworld capital management | 227.00K | 3.94% | $2.49M |
| Ehp funds | 90.81K | 0.88% | $997.97K |
| 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 |
| Perkins capital management | 20.07K | 0.19% | $220.62K |
| Huntleigh advisors | 93.35K | 0.17% | $1.03M |
| Penbrook management | 19.91K | 0.15% | $218.81K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 718.78K | 0.01% | 718.78K |
| Invesco | 675.19K | 0.00% | 675.19K |
| Kennedy capital management | 551.85K | 0.13% | 241.13K |
| Two sigma investments, lp | 237.98K | 0.00% | 174.98K |
| Jane street group | 102.31K | 0.00% | 102.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toronto dominion bank | 20.03K | 0.00% | -831.26K |
| Morgan stanley | 43.08K | - | -481.92K |
| Driehaus capital management | - | - | -480.92K |
| Ubs group | 90.01K | 0.00% | -356.20K |
| Perkins capital management | 20.07K | 0.19% | -211.78K |
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 |
| Jane street group | 102.31K | 0.00% | 102.31K | $1.12B |
| Ehp funds | 90.81K | 0.88% | 90.81K | $997.97K |
| 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 |
| Raymond james financial | -1.57K |
| Virtu financial | -10.04K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 36 | 5.88% | 6,394,597 | 1.74% | 35 | 2.86% | 14 | 40.00% | 7 | -46.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 437.07K | 1.99% | -9.64K |
| Calamos Timpani Small Cap Growth I | 414.18K | 1.88% | 43.65K |
| Vanguard US Total Market Shares ETF | 326.27K | 1.82% | - |
| Timpani Small Cap Growth Equity | 370.54K | 1.68% | 370.54K |
| 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 | 68.88K | 0.31% | -566.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 20, 2024 | NMSIC Co-Investment Fund, L.P. | - | Sell | $660.04K |
| Nov 15, 2024 | Black Jeffrey G. | Chief Financial Officer | Buy | $66.45K |
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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