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 |
|---|---|---|---|---|---|
| FMR LLC | 126 | $1.00K | 0.00% | +126 | New |
| Captrust Financial Advisors | 340 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 495 | $4.00K | 0.00% | −719−59.2% | Reduced |
| 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 |
| 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 |
| Amalgamated Bank | 1,395 | $11.0K | 0.00% | +1,395 | New |
| Amalgamated Financial Corp. | 1,395 | $11.0K | 0.00% | +1,395 | New |
| Tower Research Capital LLC (TRC) | 1,929 | $15.0K | 0.00% | +962+99.5% | Added |
| Russell Investments Group, Ltd. | 3,439 | $27.0K | 0.00% | +3,439 | New |
| California State Teachers Retirement System | 3,627 | $29.0K | 0.00% | −2,161−37.3% | Reduced |
| Wells Fargo & Company | 4,088 | $33.0K | 0.00% | −3,595−46.8% | Reduced |
| Parallel Advisors, LLC | 4,213 | $34.0K | 0.00% | −112−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,954 | $39.0K | 0.00% | +329+7.1% | Added |
| American International Group, Inc. | 5,125 | $41.0K | 0.00% | −361−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,245 | $42.0K | 0.00% | +2,229+73.9% | Added |
| New York State Common Retirement Fund | 6,897 | $55.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,066 | $56.0K | 0.00% | +7,066 | New |
| JPMorgan Chase & Co | 8,899 | $72.0K | 0.00% | −12,234−57.9% | Reduced |
| Truist Financial Corp | 11,961 | $96.0K | 0.00% | −289−2.4% | Reduced |
| Bank of America Corp | 12,048 | $97.0K | 0.00% | −4,365−26.6% | Reduced |
| First Bank & Trust | 15,753 | $127.0K | 0.04% | +3,156+25.1% | Added |
| Nuveen Asset Management, LLC | 17,388 | $142.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,731 | $207.0K | 0.00% | +1,839+7.7% | Added |
| Bank of New York Mellon Corp | 25,917 | $208.0K | 0.00% | −479−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 27,074 | $218.0K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 39,769 | $319.0K | 0.01% | +2,251+6.0% | Added |
| Paradigm Capital Management Inc | 56,900 | $457.0K | 0.02% | +15,234+36.6% | Added |
| Dimensional Fund Advisors LP | 72,051 | $579.0K | 0.00% | +24,038+50.1% | Added |
| Bridgeway Capital Management, LLC | 75,000 | $602.0K | 0.01% | −12,000−13.8% | Reduced |
| Deutsche Bank AG | 78,953 | $634.0K | 0.00% | −658−0.8% | Reduced |
| Northern Trust Corp | 85,110 | $684.0K | 0.00% | −4,443−5.0% | Reduced |
| Penbrook Management LLC | 88,600 | $711.0K | 0.46% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 93,218 | $749.0K | 0.01% | +21,825+30.6% | Added |
| Cowen Prime Advisors LLC | 99,400 | $798.0K | 0.34% | −3,000−2.9% | Reduced |
| Natixis | 125,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Nantahala Capital Management, LLC | 159,253 | $1.28M | 0.09% | −27,683−14.8% | Reduced |
| Perkins Capital Management Inc | 200,975 | $1.61M | 1.32% | +1,500+0.8% | Added |
| Platinum Investment Management Ltd | 400,000 | $3.21M | 0.10% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 517,617 | $4.16M | 0.03% | +4,727+0.9% | Added |
| Morgan Stanley | 534,571 | $4.29M | 0.00% | +10,445+2.0% | Added |
| Vanguard Group Inc | 537,137 | $4.31M | 0.00% | −2,960−0.5% | Reduced |
| BlackRock Inc. | 571,313 | $4.59M | 0.00% | −12,828−2.2% | Reduced |
| RTW Investments, LP | 990,143 | $7.95M | 0.16% | +168,729+20.5% | Added |
| Wasatch Advisors Inc | 1,089,312 | $8.75M | 0.04% | −16,448−1.5% | Reduced |
| Stonepine Capital Management, LLC | 1,121,040 | $9.00M | 3.73% | +262,473+30.6% | Added |
| Cowen and Company, LLC | 1,384,631 | $11.1M | 1.12% | 00.0% | Unchanged |
| 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 |