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 2024
Institutional positions in Exagen Inc. as of Dec 31, 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
- 41
- +8 vs. Q3 2024
- Shares held
- 6.11M
- −269.0K (−4.2%) vs. Q3 2024
- Total value
- $25.1M
- +$5.34M (+27.1%) vs. Q3 2024
- New holders
- 10
- 8 more added
- Sold out
- 2
- 14 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Exagen Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 81 | $0 | 0.00% | −473−85.4% | Reduced |
| JPMorgan Chase & Co | 5 | $21 | 0.00% | −30−85.7% | Reduced |
| BNP Paribas Arbitrage, SA | 29 | $119 | 0.00% | +29 | New |
| Royal Bank of Canada | 335 | $1.00K | 0.00% | +335 | New |
| Advisor Group Holdings, Inc. | 1,000 | $4.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,327 | $5.44K | 0.00% | +15+1.1% | Added |
| Wells Fargo & Company | 2,387 | $9.79K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5,050 | $20.7K | 0.00% | +5,050 | New |
| Barclays PLC | 5,145 | $21.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,582 | $22.9K | 0.00% | +5,582 | New |
| Bank of America Corp | 6,089 | $25.0K | 0.00% | −144−2.3% | Reduced |
| Allworth Financial LP | 7,015 | $28.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,093 | $45.5K | 0.00% | +11,093 | New |
| Virtu Financial LLC | 11,203 | $46.0K | 0.00% | +11,203 | New |
| Prudential Financial Inc | 14,600 | $59.9K | 0.00% | −7,200−33.0% | Reduced |
| Millennium Management LLC | 15,862 | $65.0K | 0.00% | −6,649−29.5% | Reduced |
| Marshall Wace, LLP | 16,048 | $65.8K | 0.00% | +16,048 | New |
| Northern Trust Corp | 18,375 | $75.3K | 0.00% | +2,630+16.7% | Added |
| Bridgeway Capital Management, LLC | 20,700 | $84.9K | 0.00% | −1,100−5.0% | Reduced |
| Citadel Advisors LLC | 22,349 | $91.6K | 0.00% | −660−2.9% | Reduced |
| Dimensional Fund Advisors LP | 30,222 | $124.0K | 0.00% | +435+1.5% | Added |
| BlackRock, Inc. | 33,407 | $137.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 33,691 | $138.1K | 0.00% | +6,000+21.7% | Added |
| Creative Planning | 35,500 | $145.6K | 0.00% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 42,975 | $176.2K | 0.00% | −447,230−91.2% | Reduced |
| Penbrook Management LLC | 44,594 | $182.8K | 0.12% | −18,361−29.2% | Reduced |
| Nantahala Capital Management, LLC | 62,116 | $254.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 64,217 | $263.3K | 0.00% | −14,310−18.2% | Reduced |
| Huntleigh Advisors, Inc. | 71,169 | $291.8K | 0.06% | +71,169 | New |
| Palumbo Wealth Management LLC | 86,704 | $355.5K | 0.13% | +10,340+13.5% | Added |
| Geode Capital Management, LLC | 98,057 | $402.2K | 0.00% | +10,442+11.9% | Added |
| Renaissance Technologies LLC | 155,536 | $637.7K | 0.00% | −20,064−11.4% | Reduced |
| Kennedy Capital Management, Inc. | 184,473 | $756.3K | 0.02% | +14,920+8.8% | Added |
| Stonepine Capital Management, LLC | 251,049 | $1.03M | 0.83% | −283,349−53.0% | Reduced |
| Driehaus Capital Management LLC | 418,505 | $1.72M | 0.01% | +418,505 | New |
| Perkins Capital Management Inc | 423,721 | $1.74M | 1.54% | −35,150−7.7% | Reduced |
| Morgan Stanley | 483,720 | $1.98M | 0.00% | +1,300+0.3% | Added |
| Vanguard Group Inc | 490,944 | $2.01M | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 535,017 | $2.19M | 0.01% | −5,871−1.1% | Reduced |
| Toronto Dominion Bank | 891,366 | $3.65M | 0.01% | +891,366 | New |
| RTW Investments, LP | 1,511,866 | $6.20M | 0.09% | 00.0% | Unchanged |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −891,366−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −13,518−100.0% | Sold out |