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, Q2 2023
Institutional positions in Exagen Inc. as of Jun 30, 2023. 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
- 28
- 0 vs. Q1 2023
- Shares held
- 6.88M
- +50.3K (+0.7%) vs. Q1 2023
- Total value
- $20.0M
- +$3.36M (+20.2%) vs. Q1 2023
- New holders
- 2
- 9 more added
- Sold out
- 2
- 6 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Exagen Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 65 | $188 | 0.00% | +65 | New |
| Advisor Group Holdings, Inc. | 650 | $1.89K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,263 | $6.56K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,459 | $7.13K | 0.00% | +5+0.2% | Added |
| BerganKDV Wealth Management, LLC | 2,500 | $7.25K | 0.00% | +2,500 | New |
| Royal Bank of Canada | 3,143 | $9.00K | 0.00% | +2,977+1,793.4% | Added |
| Barclays PLC | 5,145 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,019 | $17.5K | 0.00% | −3,681−37.9% | Reduced |
| Allworth Financial LP | 7,015 | $20.3K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 14,375 | $41.7K | 0.01% | −2,418−14.4% | Reduced |
| Northern Trust Corp | 16,440 | $47.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 30,005 | $87.0K | 0.00% | −3,150−9.5% | Reduced |
| State Street Corp | 33,691 | $97.7K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 47,300 | $137.2K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 67,861 | $196.8K | 0.00% | +2,604+4.0% | Added |
| Penbrook Management LLC | 74,010 | $214.6K | 0.16% | 00.0% | Unchanged |
| BlackRock Inc. | 74,034 | $214.7K | 0.00% | +1,811+2.5% | Added |
| Geode Capital Management, LLC | 75,000 | $217.5K | 0.00% | 00.0% | Unchanged |
| Nantahala Capital Management, LLC | 121,894 | $353.5K | 0.04% | −10,719−8.1% | Reduced |
| UBS Group AG | 130,833 | $379.4K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 263,905 | $765.0K | 0.67% | +4,000+1.5% | Added |
| Morgan Stanley | 481,000 | $1.39M | 0.00% | −720.0% | Reduced |
| Vanguard Group Inc | 490,944 | $1.42M | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 547,133 | $1.59M | 0.01% | +44,518+8.9% | Added |
| Cowen and Company, LLC | 842,376 | $2.44M | 0.20% | −101,176−10.7% | Reduced |
| Wasatch Advisors Inc | 1,000,844 | $2.90M | 0.02% | +2830.0% | Added |
| Stonepine Capital Management, LLC | 1,049,352 | $3.04M | 1.10% | +12,278+1.2% | Added |
| RTW Investments, LP | 1,492,432 | $4.33M | 0.08% | +101,248+7.3% | Added |
| GWM Advisors LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |