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Exagen Inc.

XGN
Exchange
Nasdaq
Industry
Services-Medical Laboratories
SEC CIK
0001274737

In the last 90 days, Exagen Inc. insiders filed 0 open-market purchases and 1 sale; 57 institutions reported holding it in 13F filings for Q2 2026, worth $37.0M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Exagen Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
0 vs. Q3 2021
Shares held
8.60M
−180.2K (−2.1%) vs. Q3 2021
Total value
$100.0M
−$19.6M (−16.4%) vs. Q3 2021
New holders
5
19 more added
Sold out
5
16 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting XGN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 53 institutions
Q1 2021: 57 institutionsQ2 2021: 54 institutionsQ3 2021: 53 institutionsQ4 2021: 53 institutionsQ1 2022: 53 institutionsQ2 2022: 47 institutionsQ3 2022: 38 institutionsQ4 2022: 31 institutionsQ1 2023: 28 institutionsQ2 2023: 28 institutionsQ3 2023: 29 institutionsQ4 2023: 30 institutionsQ1 2024: 31 institutionsQ2 2024: 33 institutionsQ3 2024: 33 institutionsQ4 2024: 41 institutionsQ1 2025: 38 institutionsQ2 2025: 53 institutionsQ3 2025: 62 institutionsQ4 2025: 80 institutionsQ1 2026: 61 institutionsQ2 2026: 57 institutions
Value heldQ4 2021: $100.0M
Q1 2021: $156.3MQ2 2021: $129.2MQ3 2021: $119.6MQ4 2021: $100.0MQ1 2022: $73.0MQ2 2022: $46.1MQ3 2022: $21.4MQ4 2022: $16.6MQ1 2023: $16.6MQ2 2023: $20.0MQ3 2023: $16.7MQ4 2023: $13.1MQ1 2024: $9.87MQ2 2024: $11.4MQ3 2024: $19.7MQ4 2024: $25.1MQ1 2025: $22.4MQ2 2025: $63.9MQ3 2025: $99.5MQ4 2025: $65.7MQ1 2026: $29.0MQ2 2026: $37.0M
Institutions holding XGN and their total value by quarter
QuarterHoldersValue
Q2 202657$37.0M
Q1 202661$29.0M
Q4 202580$65.7M
Q3 202562$99.5M
Q2 202553$63.9M
Q1 202538$22.4M
Q4 202441$25.1M
Q3 202433$19.7M
Q2 202433$11.4M
Q1 202431$9.87M
Q4 202330$13.1M
Q3 202329$16.7M
Q2 202328$20.0M
Q1 202328$16.6M
Q4 202231$16.6M
Q3 202238$21.4M
Q2 202247$46.1M
Q1 202253$73.0M
Q4 202153$100.0M
Q3 202153$119.6M
Q2 202154$129.2M
Q1 202157$156.3M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Exagen Inc.; share changes are against Q3 2021.

Institutions holding XGN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cowen and Company, LLC1,384,631$16.1M1.54%00.0%Unchanged
Wasatch Advisors Inc1,105,760$12.9M0.05%+7,502+0.7%Added
Stonepine Capital Management, LLC858,567$9.98M4.58%+467,930+119.8%Added
RTW Investments, LP821,414$9.55M0.14%00.0%Unchanged
BlackRock Inc.584,141$6.79M0.00%+2530.0%Added
Vanguard Group Inc540,097$6.28M0.00%+29,892+5.9%Added
Morgan Stanley524,126$6.09M0.00%+25,539+5.1%Added
Silvercrest Asset Management Group LLC512,890$5.96M0.04%00.0%Unchanged
Platinum Investment Management Ltd400,000$4.65M0.13%00.0%Unchanged
Perkins Capital Management Inc199,475$2.32M1.57%−6,755−3.3%Reduced
Nantahala Capital Management, LLC186,936$2.17M0.14%−24,680−11.7%Reduced
Geode Capital Management, LLC150,824$1.75M0.00%−9,370−5.8%Reduced
UBS Group AG135,791$1.58M0.00%+5,892+4.5%Added
State Street Corp127,444$1.48M0.00%−68−0.1%Reduced
Natixis125,000$1.45M0.00%00.0%Unchanged
Cowen Prime Advisors LLC102,400$1.19M0.40%−80,500−44.0%Reduced
Northern Trust Corp89,553$1.04M0.00%−3,026−3.3%Reduced
Penbrook Management LLC88,600$1.03M0.62%+850+1.0%Added
Bridgeway Capital Management, LLC87,000$1.01M0.02%00.0%Unchanged
Deutsche Bank AG79,611$926.0K0.00%−139,588−63.7%Reduced
Brinker Capital Investments, LLC71,393$830.0K0.01%−48,846−40.6%Reduced
Maven Securities LTD52,491$610.0K0.08%−100,014−65.6%Reduced
Dimensional Fund Advisors LP48,013$558.0K0.00%+14,818+44.6%Added
Paradigm Capital Management Inc41,666$485.0K0.02%+41,666New
Advisors Capital Management, LLC37,518$436.0K0.01%+5,436+16.9%Added
Millennium Management LLC29,294$341.0K0.00%−5,657−16.2%Reduced
Charles Schwab Investment Management Inc27,074$315.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp26,396$307.0K0.00%−5,608−17.5%Reduced
Envestnet Asset Management Inc23,892$278.0K0.00%−2,451−9.3%Reduced
JPMorgan Chase & Co21,133$246.0K0.00%+5,597+36.0%Added
Bank of America Corp16,413$191.0K0.00%+3,560+27.7%Added
Nuveen Asset Management, LLC17,388$169.0K0.00%−12,050−40.9%Reduced
First Bank & Trust12,597$147.0K0.06%+3,985+46.3%Added
Truist Financial Corp12,250$142.0K0.00%−1,637−11.8%Reduced
Goldman Sachs Group Inc10,738$125.0K0.00%+105+1.0%Added
Wells Fargo & Company7,683$90.0K0.00%+7,296+1,885.3%Added
New York State Common Retirement Fund6,897$80.0K0.00%−26−0.4%Reduced
California State Teachers Retirement System5,788$67.0K0.00%00.0%Unchanged
American International Group, Inc.5,486$64.0K0.00%−163−2.9%Reduced
Advisor Group Holdings, Inc.4,625$54.0K0.00%+49+1.1%Added
Parallel Advisors, LLC4,325$50.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC3,016$35.0K0.00%+3,016New
Citigroup Inc2,713$32.0K0.00%+1,630+150.5%Added
Royal Bank of Canada2,208$26.0K0.00%+914+70.6%Added
Total Clarity Wealth Management, Inc.1,723$20.0K0.01%+158+10.1%Added
First Horizon Advisors, Inc.1,214$14.0K0.00%00.0%Unchanged
Legal & General Group Plc907$11.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)967$11.0K0.00%+154+18.9%Added
Ameritas Investment Partners, Inc.849$10.0K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC497$5.00K0.00%+497New
Captrust Financial Advisors340$4.00K0.00%00.0%Unchanged
US Bancorp73$1.00K0.00%+73New
Simplex Trading, LLC12$00.00%+12New
Samjo Capital LLC0$00.00%−295,000−100.0%Sold out
EMC Capital Management0$00.00%−32,447−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−26,288−100.0%Sold out
Calamos Advisors LLC0$00.00%−11,768−100.0%Sold out
American Portfolios Advisors0$00.00%−1,063−100.0%Sold out