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Exagen Ownership | Who Owns Exagen?

OverviewForecastRevenueFinancialsChartTranscripts

Exagen Ownership Summary

Exagen is owned by 35.03% institutional investors, 29.74% insiders, and 35.23% retail investors. Rtw investments, lp is the largest institutional shareholder, holding 8.43% of XGN shares. Wasatch Ultra Growth is the top mutual fund, with 2.64% of its assets in Exagen shares.

XGN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExagen35.03%29.74%35.23%
SectorHealthcare Stocks 49.73%8.84%41.43%
IndustryDiagnostics & Research Stocks52.07%8.42%39.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Rtw investments, lp1.51M8.43%$2.75M
Cowen and company891.37K4.97%$1.62M
Wasatch advisors lp762.26K4.25%$1.39M
Silvercrest asset management group544.88K3.04%$991.68K
Perkins capital management493.32K2.75%$898.00K
Vanguard group490.94K2.74%$893.52K
Morgan stanley482.42K2.69%$878.00K
Stonepine capital management358.70K2.00%$652.83K
Renaissance94.23K0.53%$171.51K
Geode capital management87.61K0.49%$159.51K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Perkins capital management493.32K0.85%$898.00K
Stonepine capital management358.70K0.60%$652.83K
Penbrook management69.45K0.08%$126.41K
Palumbo wealth management66.67K0.05%$121.34K
Cowen and company891.37K0.04%$1.62M
Rtw investments, lp1.51M0.04%$2.75M
Wasatch advisors lp762.26K0.01%$1.39M
Silvercrest asset management group544.88K0.01%$991.68K
Nantahala capital management59.32K0.01%$107.95K
First bank & trust13.52K0.01%$24.60K

Top Buyers

HolderShares% AssetsChange
Kennedy capital management76.51K0.00%76.51K
Palumbo wealth management66.67K0.05%48.43K
Renaissance94.23K0.00%45.48K
Rtw investments, lp1.51M0.04%7.26K
Geode capital management87.61K-6.03K

Top Sellers

HolderShares% AssetsChange
Stonepine capital management358.70K0.60%-25.90K
Wasatch advisors lp762.26K0.01%-24.64K
Bridgeway capital management21.80K0.00%-19.00K
Nantahala capital management59.32K0.01%-14.99K
Blackrock43.57K--11.94K

New Positions

HolderShares% AssetsChangeValue
Kennedy capital management76.51K0.00%76.51K$139.25K
Simplex trading634.00-634.00$1.00K

Sold Out

HolderChange
Qube research-204.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 20233210.34%6,593,813-3.96%372.46%9-1137.50%
Sep 30, 2023293.57%6,865,400-0.25%382.52%9-18.18%833.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Wasatch Ultra Growth458.16K2.64%-261.15K
Vanguard Total Stock Mkt Idx Inv326.27K1.88%-
Kennedy Micro Cap Opportunities168.91K0.97%93.38K
Silvercrest U.S. Small Cap Growth153.14K0.88%-
Vanguard Institutional Extnd Mkt Idx Tr141.95K0.81%-
Fidelity Extended Market Index49.59K0.29%-200.00
Bridgeway Ultra-Small Company Market20.00K0.11%-
Perkins Discovery16.50K0.09%-
Fidelity Series Total Market Index10.96K0.06%-
Fidelity Total Market Index10.04K0.06%-

Recent Insider Transactions

DateNameRoleActivityValue
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
Mar 04, 2024Adawi Kamal CFO and Corporate SecretarySell$6.66K

Insider Transactions Trends

DateBuySell
2024 Q21-
2024 Q1-3
2023 Q4-1
2023 Q3--
2023 Q21-

XGN Ownership FAQ

Who Owns Exagen?

Exagen shareholders are primarily institutional investors at 35.03%, followed by 29.74% insiders and 35.23% retail investors. The average institutional ownership in Exagen's industry, Diagnostics & Research Stocks, is 52.07%, which Exagen falls below.

Who owns the most shares of Exagen?

Exagen’s largest shareholders are Rtw investments, lp (1.51M shares, 8.43%), Cowen and company (891.37K shares, 4.97%), and Wasatch advisors lp (762.26K shares, 4.25%). Together, they hold 17.64% 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 0.85% of its assets in 493.32K Exagen shares, valued at 898K$.

Who is the top mutual fund holder of Exagen shares?

Wasatch Ultra Growth is the top mutual fund holder of Exagen shares, with 2.64% of its total shares outstanding invested in 458.16K Exagen shares.

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