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Exagen Ownership | Who Owns Exagen?

OverviewForecastRevenueFinancialsChartTranscripts

Exagen Ownership Summary

Exagen is owned by 10.84% institutional investors, 19.82% insiders, and 69.34% retail investors. Rtw investments, lp is the largest institutional shareholder, holding 8.15% of XGN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.03% of its assets in Exagen shares.

XGN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExagen10.84%19.82%69.34%
SectorHealthcare Stocks 279.42%10.64%-190.05%
IndustryDiagnostics & Research Stocks48.87%8.42%42.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Rtw investments, lp1.51M8.15%$5.43M
Cowen and company891.37K4.97%$1.62M
Toronto dominion bank891.37K4.88%$3.65M
Silvercrest asset management group544.88K3.04%$991.68K
Vanguard group490.94K2.69%$2.01M
Morgan stanley482.42K2.69%$878.00K
Perkins capital management423.72K2.32%$1.74M
Driehaus capital management418.50K2.26%$1.50M
Kennedy capital management184.47K1.01%$756.34K
Renaissance155.54K0.85%$637.70K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Perkins capital management423.72K1.54%$1.74M
Palumbo wealth management86.70K0.13%$355.49K
Penbrook management44.59K0.12%$182.84K
Rtw investments, lp1.51M0.08%$5.43M
Cowen and company891.37K0.04%$1.62M
Kennedy capital management184.47K0.02%$756.34K
Driehaus capital management418.50K0.01%$1.50M
Nantahala capital management61.19K0.01%$219.66K
Silvercrest asset management group544.88K0.01%$991.68K
Toronto dominion bank891.37K0.01%$3.65M

Top Buyers

HolderShares% AssetsChange
Toronto dominion bank891.37K0.01%891.37K
Kennedy capital management184.47K0.02%14.92K
Ci private wealth11.09K0.00%11.09K
Geode capital management98.06K-10.44K
Palumbo wealth management86.70K0.13%10.34K

Top Sellers

HolderShares% AssetsChange
Hudson bay capital management lp---166.71K
Marshall wace, llp---106.56K
Stonepine capital management---95.75K
Wasatch advisors lp---42.98K
Creative planning---35.50K

New Positions

HolderShares% AssetsChangeValue
Toronto dominion bank891.37K0.01%891.37K$3.65M
Ci private wealth11.09K0.00%11.09K$45.48K
Royal bank of canada335.00-335.00$1.00K
Bnp paribas arbitrage, snc29.00-29.00$119.00

Sold Out

HolderChange
Qube research-204.00
Simplex trading-554.00
Citigroup-5.58K
Virtu financial-11.20K
Gsa capital partners llp-12.29K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20254-90.48%2,012,397-67.08%100.97%1-94.74%1-91.67%
Dec 31, 202422-38.89%1,671,088-73.87%90.75%10-28.57%6-14.29%
Sep 30, 2024365.88%6,394,5971.74%352.86%1440.00%7-46.15%
Jun 30, 2024346.25%6,285,3861.30%352.89%1025.00%138.33%
Mar 31, 202432-6,204,754-5.90%342.50%8-11.11%129.09%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv446.72K2.03%-
Vanguard US Total Market Shares ETF326.27K1.82%-
Calamos Timpani Small Cap Growth I370.54K1.68%4.15K
Timpani Small Cap Growth Equity370.54K1.68%370.54K
Kennedy Micro Cap Opportunities310.72K1.42%124.83K
Vanguard Institutional Extnd Mkt Idx Tr212.18K0.96%70.22K
Pleiades Small Cap Equity A163.80K0.74%55.32K
Silvercrest U.S. Small Cap Growth153.14K0.70%-
IMC US Ultra Micro Cap104.40K0.48%-7.87K
Fidelity Extended Market Index69.45K0.32%22.42K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 25, 2025NMSIC Co-Investment Fund, L.P.-Sell$1.16M
Nov 20, 2024NMSIC Co-Investment Fund, L.P.-Sell$660.04K
Nov 15, 2024Black Jeffrey G. Chief Financial OfficerBuy$66.45K
Nov 14, 2024ABALLI JOHN President and CEOBuy$68.30K
May 16, 2024ABALLI JOHN President and CEOBuy$77.57K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1-1
2024 Q421
2024 Q3--
2024 Q21-

XGN Ownership FAQ

Who Owns Exagen?

Exagen shareholders are primarily institutional investors at 10.84%, followed by 19.82% insiders and 69.34% retail investors. The average institutional ownership in Exagen's industry, Diagnostics & Research Stocks, is 48.87%, which Exagen falls below.

Who owns the most shares of Exagen?

Exagen’s largest shareholders are Rtw investments, lp (1.51M shares, 8.15%), Cowen and company (891.37K shares, 4.97%), and Toronto dominion bank (891.37K shares, 4.88%). Together, they hold 18.00% of Exagen’s total shares outstanding.

Does Blackrock own Exagen?

BlackRock is not among the top 10 institutional shareholders of Exagen.

Who is Exagen’s biggest shareholder by percentage of total assets invested?

Perkins capital management is Exagen’s biggest shareholder by percentage of total assets invested, with 1.54% of its assets in 423.72K Exagen shares, valued at 1.74M$.

Who is the top mutual fund holder of Exagen shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Exagen shares, with 2.03% of its total shares outstanding invested in 446.72K Exagen shares.

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