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, Q1 2022
Institutional positions in Exagen Inc. as of Mar 31, 2022. 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. Q4 2021
- Shares held
- 9.09M
- +488.5K (+5.7%) vs. Q4 2021
- Total value
- $73.0M
- −$27.0M (−27.0%) vs. Q4 2021
- New holders
- 7
- 16 more added
- Sold out
- 7
- 20 more reduced
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 57 | $37.0M |
| Q1 2026 | 61 | $29.0M |
| Q4 2025 | 80 | $65.7M |
| Q3 2025 | 62 | $99.5M |
| Q2 2025 | 53 | $63.9M |
| Q1 2025 | 38 | $22.4M |
| Q4 2024 | 41 | $25.1M |
| Q3 2024 | 33 | $19.7M |
| Q2 2024 | 33 | $11.4M |
| Q1 2024 | 31 | $9.87M |
| Q4 2023 | 30 | $13.1M |
| Q3 2023 | 29 | $16.7M |
| Q2 2023 | 28 | $20.0M |
| Q1 2023 | 28 | $16.6M |
| Q4 2022 | 31 | $16.6M |
| Q3 2022 | 38 | $21.4M |
| Q2 2022 | 47 | $46.1M |
| Q1 2022 | 53 | $73.0M |
| Q4 2021 | 53 | $100.0M |
| Q3 2021 | 53 | $119.6M |
| Q2 2021 | 54 | $129.2M |
| Q1 2021 | 57 | $156.3M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Exagen Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cowen and Company, LLC | 1,384,631 | $11.1M | 1.12% | 00.0% | Unchanged |
| Stonepine Capital Management, LLC | 1,121,040 | $9.00M | 3.73% | +262,473+30.6% | Added |
| Wasatch Advisors Inc | 1,089,312 | $8.75M | 0.04% | −16,448−1.5% | Reduced |
| RTW Investments, LP | 990,143 | $7.95M | 0.16% | +168,729+20.5% | Added |
| BlackRock Inc. | 571,313 | $4.59M | 0.00% | −12,828−2.2% | Reduced |
| Vanguard Group Inc | 537,137 | $4.31M | 0.00% | −2,960−0.5% | Reduced |
| Morgan Stanley | 534,571 | $4.29M | 0.00% | +10,445+2.0% | Added |
| Silvercrest Asset Management Group LLC | 517,617 | $4.16M | 0.03% | +4,727+0.9% | Added |
| Platinum Investment Management Ltd | 400,000 | $3.21M | 0.10% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 200,975 | $1.61M | 1.32% | +1,500+0.8% | Added |
| Nantahala Capital Management, LLC | 159,253 | $1.28M | 0.09% | −27,683−14.8% | Reduced |
| Geode Capital Management, LLC | 153,500 | $1.23M | 0.00% | +2,676+1.8% | Added |
| Cooper Creek Partners Management LLC | 153,468 | $1.23M | 0.13% | +153,468 | New |
| UBS Group AG | 131,967 | $1.06M | 0.00% | −3,824−2.8% | Reduced |
| State Street Corp | 132,023 | $1.06M | 0.00% | +4,579+3.6% | Added |
| Natixis | 125,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 99,400 | $798.0K | 0.34% | −3,000−2.9% | Reduced |
| Brinker Capital Investments, LLC | 93,218 | $749.0K | 0.01% | +21,825+30.6% | Added |
| Penbrook Management LLC | 88,600 | $711.0K | 0.46% | 00.0% | Unchanged |
| Northern Trust Corp | 85,110 | $684.0K | 0.00% | −4,443−5.0% | Reduced |
| Deutsche Bank AG | 78,953 | $634.0K | 0.00% | −658−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 75,000 | $602.0K | 0.01% | −12,000−13.8% | Reduced |
| Dimensional Fund Advisors LP | 72,051 | $579.0K | 0.00% | +24,038+50.1% | Added |
| Paradigm Capital Management Inc | 56,900 | $457.0K | 0.02% | +15,234+36.6% | Added |
| Advisors Capital Management, LLC | 39,769 | $319.0K | 0.01% | +2,251+6.0% | Added |
| Charles Schwab Investment Management Inc | 27,074 | $218.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 25,917 | $208.0K | 0.00% | −479−1.8% | Reduced |
| Envestnet Asset Management Inc | 25,731 | $207.0K | 0.00% | +1,839+7.7% | Added |
| Nuveen Asset Management, LLC | 17,388 | $142.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15,753 | $127.0K | 0.04% | +3,156+25.1% | Added |
| Bank of America Corp | 12,048 | $97.0K | 0.00% | −4,365−26.6% | Reduced |
| Truist Financial Corp | 11,961 | $96.0K | 0.00% | −289−2.4% | Reduced |
| JPMorgan Chase & Co | 8,899 | $72.0K | 0.00% | −12,234−57.9% | Reduced |
| Barclays PLC | 7,066 | $56.0K | 0.00% | +7,066 | New |
| New York State Common Retirement Fund | 6,897 | $55.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,245 | $42.0K | 0.00% | +2,229+73.9% | Added |
| American International Group, Inc. | 5,125 | $41.0K | 0.00% | −361−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,954 | $39.0K | 0.00% | +329+7.1% | Added |
| Parallel Advisors, LLC | 4,213 | $34.0K | 0.00% | −112−2.6% | Reduced |
| Wells Fargo & Company | 4,088 | $33.0K | 0.00% | −3,595−46.8% | Reduced |
| California State Teachers Retirement System | 3,627 | $29.0K | 0.00% | −2,161−37.3% | Reduced |
| Russell Investments Group, Ltd. | 3,439 | $27.0K | 0.00% | +3,439 | New |
| Tower Research Capital LLC (TRC) | 1,929 | $15.0K | 0.00% | +962+99.5% | Added |
| Amalgamated Bank | 1,395 | $11.0K | 0.00% | +1,395 | New |
| Amalgamated Financial Corp. | 1,395 | $11.0K | 0.00% | +1,395 | New |
| Citigroup Inc | 926 | $7.00K | 0.00% | −1,787−65.9% | Reduced |
| Legal & General Group Plc | 907 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 849 | $7.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 785 | $6.00K | 0.00% | −1,423−64.4% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $6.00K | 0.00% | +800 | New |
| First Horizon Advisors, Inc. | 495 | $4.00K | 0.00% | −719−59.2% | Reduced |
| Captrust Financial Advisors | 340 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 126 | $1.00K | 0.00% | +126 | New |
| Maven Securities LTD | 0 | $0 | 0.00% | −52,491−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,294−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |