Exagen Ownership | Who Owns Exagen?
Exagen Ownership Summary
Exagen is owned by 9.15% institutional investors, 27.42% insiders, and 63.43% retail investors. Rtw investments, lp is the largest institutional shareholder, holding 8.43% of XGN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.85% of its assets in Exagen shares.
XGN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Exagen | 9.15% | 27.42% | 63.43% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Diagnostics & Research Stocks | 49.06% | 8.59% | 42.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rtw investments, lp | 1.51M | 8.43% | $2.75M |
| Cowen and company | 891.37K | 4.97% | $1.62M |
| Toronto dominion bank | 891.37K | 4.88% | $3.65M |
| Silvercrest asset management group | 544.88K | 3.04% | $991.68K |
| Vanguard group | 490.94K | 2.69% | $2.01M |
| Morgan stanley | 482.42K | 2.69% | $878.00K |
| Perkins capital management | 423.72K | 2.32% | $1.74M |
| Stonepine capital management | 251.05K | 1.38% | $1.03M |
| Kennedy capital management | 184.47K | 1.01% | $756.34K |
| Renaissance | 155.54K | 0.85% | $637.70K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perkins capital management | 423.72K | 1.54% | $1.74M |
| Stonepine capital management | 251.05K | 0.83% | $1.03M |
| Palumbo wealth management | 86.70K | 0.13% | $355.49K |
| Penbrook management | 44.59K | 0.12% | $182.84K |
| Cowen and company | 891.37K | 0.04% | $1.62M |
| Rtw investments, lp | 1.51M | 0.04% | $2.75M |
| Kennedy capital management | 184.47K | 0.02% | $756.34K |
| Nantahala capital management | 62.12K | 0.01% | $254.68K |
| Silvercrest asset management group | 544.88K | 0.01% | $991.68K |
| Toronto dominion bank | 891.37K | 0.01% | $3.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toronto dominion bank | 891.37K | 0.01% | 891.37K |
| Marshall wace, llp | 16.05K | 0.00% | 16.05K |
| Kennedy capital management | 184.47K | 0.02% | 14.92K |
| Virtu financial | 11.20K | 0.00% | 11.20K |
| Ci private wealth | 11.09K | 0.00% | 11.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 42.98K | 0.00% | -447.23K |
| Stonepine capital management | 251.05K | 0.83% | -283.35K |
| Perkins capital management | 423.72K | 1.54% | -35.15K |
| Renaissance | 155.54K | 0.00% | -20.06K |
| Penbrook management | 44.59K | 0.12% | -18.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Toronto dominion bank | 891.37K | 0.01% | 891.37K | $3.65M |
| Marshall wace, llp | 16.05K | 0.00% | 16.05K | $65.80K |
| Virtu financial | 11.20K | 0.00% | 11.20K | $46.00K |
| Ci private wealth | 11.09K | 0.00% | 11.09K | $45.48K |
| Citigroup | 5.58K | - | 5.58K | $22.89K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -204.00 |
| Simplex trading | -554.00 |
| Verus capital partners | -12.46K |
| First bank & trust | -13.52K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 34 | 6.25% | 6,285,386 | 1.30% | 35 | 2.89% | 10 | 25.00% | 13 | 8.33% |
| Mar 31, 2024 | 32 | - | 6,204,754 | -5.90% | 34 | 2.50% | 8 | -11.11% | 12 | 9.09% |
| Dec 31, 2023 | 32 | 10.34% | 6,593,813 | -3.96% | 37 | 2.46% | 9 | - | 11 | 37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 326.27K | 1.85% | - |
| Vanguard US Total Market Shares ETF | 326.27K | 1.82% | - |
| Kennedy Micro Cap Opportunities | 185.90K | 1.04% | 2.33K |
| Silvercrest U.S. Small Cap Growth | 153.14K | 0.86% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 141.95K | 0.80% | - |
| Fidelity Extended Market Index | 46.78K | 0.26% | -298.00 |
| Wasatch Ultra Growth | 37.85K | 0.21% | -420.31K |
| Bridgeway Ultra-Small Company Market | 20.00K | 0.11% | - |
| Perkins Discovery | 16.50K | 0.09% | - |
| Fidelity Total Market Index | 15.17K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 14, 2024 | ABALLI JOHN | President and CEO | Buy | $68.30K |
| May 16, 2024 | ABALLI JOHN | President and CEO | Buy | $77.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | 3 |
XGN Ownership FAQ
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