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, Q3 2024
Institutional positions in Exagen Inc. as of Sep 30, 2024. 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
- 33
- +1 vs. Q2 2024
- Shares held
- 6.38M
- +140.1K (+2.2%) vs. Q2 2024
- Total value
- $19.7M
- +$8.36M (+73.6%) vs. Q2 2024
- New holders
- 3
- 9 more added
- Sold out
- 2
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Exagen Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 35 | $108 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 554 | $1.00K | 0.00% | −80−12.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,000 | $3.09K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,312 | $4.05K | 0.00% | −4,991−79.2% | Reduced |
| Wells Fargo & Company | 2,387 | $7.38K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,145 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,233 | $19.3K | 0.00% | +141+2.3% | Added |
| Allworth Financial LP | 7,015 | $21.7K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 13,518 | $41.8K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 15,745 | $48.7K | 0.00% | −562−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 21,800 | $67.4K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 21,800 | $67.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 22,511 | $69.6K | 0.00% | +8,108+56.3% | Added |
| Citadel Advisors LLC | 23,009 | $71.1K | 0.00% | −2,370−9.3% | Reduced |
| State Street Corp | 27,691 | $85.6K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 29,787 | $92.1K | 0.00% | +8,748+41.6% | Added |
| BlackRock, Inc. | 33,407 | $103.2K | 0.00% | +33,407 | New |
| Creative Planning | 35,500 | $109.7K | 0.00% | +35,500 | New |
| Nantahala Capital Management, LLC | 62,116 | $191.9K | 0.02% | +2,800+4.7% | Added |
| Penbrook Management LLC | 62,955 | $194.5K | 0.13% | −6,500−9.4% | Reduced |
| Palumbo Wealth Management LLC | 76,364 | $236.0K | 0.09% | +9,695+14.5% | Added |
| UBS Group AG | 78,527 | $242.6K | 0.00% | +16,011+25.6% | Added |
| Geode Capital Management, LLC | 87,615 | $270.8K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 169,553 | $523.9K | 0.01% | +93,040+121.6% | Added |
| Renaissance Technologies LLC | 175,600 | $542.6K | 0.00% | +81,366+86.3% | Added |
| Perkins Capital Management Inc | 458,871 | $1.42M | 1.33% | −34,450−7.0% | Reduced |
| Morgan Stanley | 482,420 | $1.49M | 0.00% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 490,205 | $1.51M | 0.01% | −272,054−35.7% | Reduced |
| Vanguard Group Inc | 490,944 | $1.52M | 0.00% | 00.0% | Unchanged |
| Stonepine Capital Management, LLC | 534,398 | $1.65M | 1.04% | +175,701+49.0% | Added |
| Silvercrest Asset Management Group LLC | 540,888 | $1.67M | 0.01% | −3,989−0.7% | Reduced |
| Cowen and Company, LLC | 891,366 | $2.75M | 0.10% | 00.0% | Unchanged |
| RTW Investments, LP | 1,511,866 | $4.67M | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |