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Exagen (XGN) Institutional Ownership

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$7.59 +0.05 (+0.66%)
As of 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for Exagen (NASDAQ:XGN)

Current
Institutional Ownership
Percentage
75.25%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$42.28M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$14.82M
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XGN Institutional Buying and Selling by Quarter

Exagen Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 AXQ Capital LP27,948$130K0.0%-19.2%0.115%
8/20/2026 Flputnam Investment Management Co.288,810$1.34M0.0%N/A1.192%
8/17/2026 Corient Private Wealth LP11,093$52K0.0%N/A0.046%
8/15/2026 Man Group plc167,292$778K0.0%N/A0.690%
8/7/2026 BlackRock Inc.142,625$663K0.0%N/A0.589%
8/6/2026 Flputnam Investment Management Co.288,810$1.34M0.0%N/A1.195%
8/6/2026 Bank of New York Mellon Corp20,938$97K0.0%N/A0.087%
8/6/2026 GSA Capital Partners LLP214,721$998K0.1%N/A0.889%
5/29/2026 Perceptive Advisors LLC114,893$345K0.0%N/A0.476%
5/15/2026 FourWorld Capital Management LLC439,950$1.32M0.7%+61.2%1.821%
5/14/2026 Renaissance Technologies LLC203,272$610K0.0%+47.3%0.841%
5/14/2026 Sei Investments Co.244,240$733K0.0%+107.0%1.011%
5/7/2026 Dimensional Fund Advisors LP62,571$188K0.0%+137.4%0.259%
5/5/2026 Bank of New York Mellon Corp20,938$63K0.0%-40.8%0.087%
4/29/2026 R Squared Ltd27,107$81K0.0%+49.0%0.113%
4/24/2026 Perkins Capital Management Inc.71,796$215K0.2%+286.5%0.299%
3/9/2026 Corient Private Wealth LLC14,555$88K0.0%N/A0.064%
2/19/2026 Corient Private Wealth LLC14,555$88K0.0%N/A0.064%
2/18/2026 XTX Topco Ltd96,994$590K0.0%+248.5%0.428%
2/18/2026 RTW Investments LP790,462$4.81M0.0%-53.4%3.488%
2/18/2026 Occudo Quantitative Strategies LP30,214$184K0.0%+44.8%0.133%
2/18/2026 Millennium Management LLC224,609$1.37M0.0%-9.1%0.991%
2/18/2026 Man Group plc32,606$198K0.0%N/A0.144%
2/18/2026 Engineers Gate Manager LP62,964$383K0.0%+52.9%0.278%
2/18/2026 Balyasny Asset Management L.P.919,187$5.59M0.0%+27.1%4.056%
2/18/2026 Bridgeway Capital Management LLC77,200$469K0.0%+177.7%0.341%
2/18/2026 683 Capital Management LLC107,571$654K0.0%N/A0.475%
2/17/2026 Schonfeld Strategic Advisors LLC13,421$82K0.0%N/A0.059%
2/17/2026 FourWorld Capital Management LLC273,000$1.66M0.0%+20.3%1.205%
2/17/2026 Jain Global LLC13,514$82K0.0%N/A0.060%
2/17/2026 Trexquant Investment LP55,609$338K0.0%+400.8%0.245%
2/17/2026 Jump Financial LLC95,835$583K0.0%N/A0.423%
2/17/2026 Russell Investments Group Ltd.187,922$1.14M0.0%-18.0%0.829%
2/17/2026 ExodusPoint Capital Management LP39,321$239K0.0%+282.4%0.174%
2/17/2026 Persistent Asset Partners Ltd13,230$80K0.0%N/A0.058%
2/16/2026 Squarepoint Ops LLC88,032$535K0.0%N/A0.388%
2/16/2026 OMERS ADMINISTRATION Corp90,000$547K0.0%N/A0.397%
2/16/2026 Truvestments Capital LLC6,169$38K0.0%+109.5%0.027%
2/16/2026 Kennedy Capital Management LLC480,029$2.92M0.1%-13.0%2.118%
2/16/2026 Barclays PLC23,601$143K0.0%+209.1%0.104%
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2/13/2026 Marshall Wace LLP243,424$1.48M0.0%+888.2%1.074%
2/13/2026 Mink Brook Asset Management LLC353,727$2.15M1.4%+784.3%1.561%
2/13/2026 Walleye Capital LLC20,838$127K0.0%-71.3%0.092%
2/13/2026 Hudson Bay Capital Management LP24,176$147K0.0%N/A0.107%
2/13/2026 State Street Corp71,256$433K0.0%+6.9%0.314%
2/13/2026 Dynamic Technology Lab Private Ltd21,310$129K0.0%N/A0.094%
2/12/2026 HRT Financial LP69,725$423K0.0%N/A0.308%
2/12/2026 Renaissance Technologies LLC138,000$839K0.0%N/A0.609%
2/11/2026 T3 Companies LLC57,000$347K0.4%N/A0.252%
2/11/2026 State of Wyoming37,943$231K0.0%N/A0.167%
2/10/2026 Goldman Sachs Group Inc.81,624$496K0.0%+32.0%0.360%
2/9/2026 Geode Capital Management LLC172,672$1.05M0.0%+5.8%0.762%
2/6/2026 Nano Cap New Millennium Growth Fund L P250,000$1.52M1.3%N/A1.103%
1/30/2026 Citizens Financial Group Inc. RI54,620$332K0.0%-5.0%0.241%
1/30/2026 R Squared Ltd18,192$111K0.1%N/A0.080%
1/29/2026 Huntleigh Advisors Inc.57,188$348K0.1%-38.7%0.252%
1/29/2026 Calamos Advisors LLC56,306$342K0.0%-27.9%0.248%
1/21/2026 Palumbo Wealth Management LLC43,345$264K0.1%+15.2%0.191%
1/6/2026 Penbrook Management LLC13,430$82K0.1%-32.5%0.059%
1/1/2026 JPMorgan Chase & Co.16,019$176K0.0%+320,280.0%0.071%
11/17/2025 Wexford Capital LP444,927$4.89M0.7%+6.9%1.963%
11/17/2025 Susquehanna International Group LLP202,150$2.22M0.0%N/A0.892%
11/17/2025 Qube Research & Technologies Ltd76,652$842K0.0%N/A0.338%
11/17/2025 Mink Brook Asset Management LLC40,000$440K0.3%-69.2%0.176%
11/17/2025 Millennium Management LLC247,173$2.72M0.0%N/A1.091%
11/17/2025 Larson Financial Group LLC9,513$105K0.0%N/A0.042%
11/17/2025 Bank of America Corp DE55,553$611K0.0%+1,218.3%0.245%
11/17/2025 Ameriprise Financial Inc.128,348$1.41M0.0%+35.2%0.566%
11/14/2025 Two Sigma Investments LP237,979$2.62M0.0%+277.7%1.050%
11/14/2025EHP Funds Inc.90,807$998K0.9%N/A0.401%
11/13/2025 Kennedy Capital Management LLC551,848$6.07M0.1%+77.6%2.435%
11/13/2025 Invesco Ltd.675,192$7.42M0.0%N/A2.980%
11/13/2025 UBS Group AG90,011$989K0.0%-79.8%0.397%
11/13/2025 BNP Paribas Financial Markets46,832$515K0.0%+137,641.2%0.207%
11/13/2025 Russell Investments Group Ltd.229,115$2.52M0.0%+3.9%1.011%
11/12/2025 Dimensional Fund Advisors LP27,387$301K0.0%-9.4%0.121%
11/10/2025 Palumbo Wealth Management LLC37,627$414K0.1%-43.0%0.166%
11/10/2025 Nkcfo LLC40,000$440K0.1%N/A0.177%
11/7/2025Vanguard Group Inc.733,824$8.07M0.0%+7.7%3.238%
11/7/2025 JPMorgan Chase & Co.16,019$176K0.0%+320,280.0%0.071%
10/31/2025 Perkins Capital Management Inc.20,075$221K0.2%-91.3%0.091%
10/30/2025 Huntleigh Advisors Inc.93,353$1.03M0.2%+6.3%0.424%
10/24/2025 Citizens Financial Group Inc. RI57,520$632K0.0%-14.9%0.261%
10/20/2025 Calamos Advisors LLC78,090$858K0.0%+3.5%0.355%
8/15/2025 Manatuck Hill Partners LLC175,000$1.22M0.5%N/A0.795%
8/15/2025 Massar Capital Management LP170,000$1.19M0.9%+715.7%0.773%
8/15/2025 Mink Brook Asset Management LLC130,000$907K0.8%N/A0.591%
8/15/2025 FourWorld Capital Management LLC208,527$1.46M1.0%N/A0.948%
8/15/2025 Bridgeway Capital Management LLC27,800$194K0.0%+10.3%0.126%
8/15/2025 Balyasny Asset Management L.P.718,782$5.02M0.0%N/A3.267%
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8/15/2025 Ameriprise Financial Inc.94,953$663K0.0%N/A0.432%
8/14/2025 Occudo Quantitative Strategies LP19,808$138K0.0%N/A0.090%
8/13/2025 Kennedy Capital Management LLC310,721$2.17M0.1%+5.3%1.412%
8/13/2025 Quadrature Capital Ltd31,055$217K0.0%N/A0.141%
8/13/2025 Russell Investments Group Ltd.220,616$1.54M0.0%N/A1.003%
8/12/2025 XTX Topco Ltd19,033$133K0.0%N/A0.087%
8/8/2025 Citizens Financial Group Inc. RI67,600$472K0.0%N/A0.307%
8/8/2025 Calamos Advisors LLC75,413$526K0.0%N/A0.343%
8/8/2025 Geode Capital Management LLC146,483$1.02M0.0%+45.6%0.666%
7/29/2025 Huntleigh Advisors Inc.87,861$613K0.1%+5.7%0.412%


XGN Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Exagen. The most heavily invested institutionals were Vanguard Group Inc. ($8.07M), Invesco Ltd. ($7.42M), Balyasny Asset Management L.P. ($5.59M), Wexford Capital LP ($4.89M), RTW Investments LP ($4.81M), Toronto Dominion Bank ($3.66M), and Kennedy Capital Management LLC ($2.92M).Learn more on Exagen's institutional investors.

75.25% of Exagen's stock is owned by institutional investors. Learn more on XGN's institutional investor holdings.

Of the 72 institutional investors that purchased Exagen's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Toronto Dominion Bank ($1.78M), Balyasny Asset Management L.P. ($914.54K), Invesco Ltd. ($675.19K), Flputnam Investment Management Co. ($577.62K), Mink Brook Asset Management LLC ($443.73K), FourWorld Capital Management LLC ($421.48K), and Driehaus Capital Management LLC ($418.51K).

Institutional investors have bought a total of 5,880,494 shares in the last 24 months. This purchase volume represents approximately $42.28M in transactions.

Of the 16 institutional investors that sold Exagen's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RTW Investments LP ($906.40K), UBS Group AG ($356.20K), Perkins Capital Management Inc. ($211.78K), Mink Brook Asset Management LLC ($90K), Kennedy Capital Management LLC ($71.82K), Walleye Capital LLC ($51.88K), and Russell Investments Group Ltd. ($41.19K).

Institutional investors have sold a total of 1,881,556 shares in the last 24 months. This volume of shares sold represents approximately $14.82M in transactions.



Institutional ownership data for NASDAQ:XGN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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