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Institutional Ownership · SEC Form 13F

Who owns Precigen (PGEN)


Which tracked institutional funds hold PGEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGEN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

201
Institutional holders
140M
Shares held (tracked funds)
39.5%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on PGEN is one-sided between 2026-Q1 and 2026-Q2: 74 added or opened and 18 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PGEN’s largest tracked holder by dollar value, Patient Capital Management, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PGEN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 201 tracked filers holding PGEN, 116 increased or opened the position and 84 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PGEN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 12

  • FIRST TRUST ADVISORS LP$11M
  • ESSEX INVESTMENT MANAGEMENT CO LLC$4M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$2M
  • Legato Capital Management LLC$1M
  • ALPINE WOODS CAPITAL INVESTORS, LLC$1M

Full exits 9

  • JANE STREET GROUP, LLC$7M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$3M
  • Driehaus Capital Management LLC$3M
  • HRT FINANCIAL LP$3M
  • KBC Group NV$1M
  • WINTON GROUP Ltd$769K

Largest adds

  • Patient Capital Management, LLC$40M
  • BlackRock, Inc.$39M
  • Diametric Capital, LP$27M
  • STATE STREET CORP$26M
  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • Boxer Capital Management, LLC$16M

Largest trims

  • Point72 Asset Management, L.P.$18M
  • CITADEL ADVISORS LLC$6M
  • FRANKLIN RESOURCES INC$4M
  • Corient Private Wealth LP$2M
  • GLR Partners, LLC$796K
  • Schonfeld Strategic Advisors LLC$405K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Patient Capital Management, LLC added19,036,976$109M12.6%2026-Q2
BlackRock, Inc. added17,146,921$98M11.3%2026-Q2
STATE STREET CORP added12,002,465$68M7.9%2026-Q2
Diametric Capital, LP added9,269,926$53M6.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added7,906,160$45M5.2%2026-Q2
TANG CAPITAL MANAGEMENT LLC6,417,500$37M4.2%2026-Q2
Boxer Capital Management, LLC added5,150,000$29M3.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,019,028$29M3.3%2026-Q2
IRIDIAN ASSET MANAGEMENT LLC/CT added4,031,963$23M2.7%2026-Q2
MORGAN STANLEY added3,469,628$20M2.3%2026-Q2
Occam Crest Management LP trimmed3,605,941$20M2.3%2026-Q2
GOLDMAN SACHS GROUP INC added3,406,456$19M2.3%2026-Q2
FMR LLC added2,570,183$15M1.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added2,211,172$13M1.5%2026-Q2
FIRST TRUST ADVISORS LP new2,014,659$11M1.3%2026-Q2
BANK OF AMERICA CORP /DE/ added1,848,414$11M1.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,788,235$10M1.2%2026-Q2
NORTHERN TRUST CORP added1,779,380$10M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,515,853$9M1.0%2026-Q2
Woodline Partners LP added1,401,945$8M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,295,948$7M0.9%2026-Q2
Point72 Asset Management, L.P. trimmed1,266,679$7M0.8%2026-Q2
FRANKLIN RESOURCES INC trimmed1,025,650$6M0.7%2026-Q2
BARCLAYS PLC added931,368$5M0.6%2026-Q2
Caption Management, LLC added900,000$5M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed849,298$5M0.6%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC trimmed882,267$5M0.6%2026-Q2
CITADEL ADVISORS LLC trimmed820,389$5M0.5%2026-Q2
UBS Group AG added778,763$4M0.5%2026-Q2
CITIGROUP INC added724,887$4M0.5%2026-Q2
ESSEX INVESTMENT MANAGEMENT CO LLC new706,294$4M0.5%2026-Q2
Nuveen, LLC added702,834$4M0.5%2026-Q2
GMT Capital Corp668,830$4M0.4%2026-Q2
LexAurum Advisors, LLC trimmed638,413$4M0.4%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added605,300$3M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added601,844$3M0.4%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added555,230$3M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added516,332$3M0.3%2026-Q2
CIBC Bancorp USA Inc. added499,912$3M0.3%2026-Q2
Lansing Street Advisors trimmed495,422$3M0.3%2026-Q2
Bank of New York Mellon Corp added474,497$3M0.3%2026-Q2
Swiss National Bank added390,600$2M0.3%2026-Q2
Cetera Investment Advisers added387,710$2M0.3%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC new381,618$2M0.3%2026-Q2
Persistent Asset Partners Ltd added355,767$2M0.2%2026-Q2
Squarepoint Ops LLC added353,272$2M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added340,565$2M0.2%2026-Q2
Corient Private Wealth LP trimmed334,802$2M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed333,346$2M0.2%2026-Q2
ExodusPoint Capital Management, LP trimmed311,930$2M0.2%2026-Q2
Virtus Investment Advisers, LLC added261,322$1M0.2%2026-Q2
SIMPLEX TRADING, LLC added249,007$1M0.2%2026-Q2
Legato Capital Management LLC new240,047$1M0.2%2026-Q2
RHUMBLINE ADVISERS added236,448$1M0.2%2026-Q2
ALPINE WOODS CAPITAL INVESTORS, LLC new229,618$1M0.2%2026-Q2
LPL Financial LLC added228,512$1M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added216,998$1M0.1%2026-Q2
DEUTSCHE BANK AG\ added200,248$1M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed198,664$1M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed196,952$1M0.1%2026-Q2
Creative Planning added196,885$1M0.1%2026-Q2
Shay Capital LLC new190,000$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed188,361$1M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed169,171$964K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added158,614$905K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added156,491$892K0.1%2026-Q2
Pathstone Holdings, LLC new156,377$891K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added226,778$878K0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added153,970$878K0.1%2026-Q2
Invesco Ltd. added149,367$851K0.1%2026-Q2
ROYAL BANK OF CANADA added147,016$837K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed145,600$830K0.1%2026-Q2
Voleon Capital Management LP trimmed141,901$809K0.1%2026-Q2
GLR Partners, LLC trimmed140,169$799K0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added136,970$781K0.1%2026-Q2
DIADEMA PARTNERS LP added135,293$771K0.1%2026-Q2
Legal & General Group Plc added128,048$730K0.1%2026-Q2
SEI INVESTMENTS CO added126,882$723K0.1%2026-Q2
Aquatic Capital Management LLC new122,515$698K0.1%2026-Q2
Inspire Investing, LLC trimmed119,248$680K0.1%2026-Q2
Vanguard Global Advisers, LLC117,913$672K0.1%2026-Q2
AXQ CAPITAL, LP added116,978$667K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed115,571$659K0.1%2026-Q2
MetLife Investment Management, LLC added112,919$644K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added111,788$642K0.1%2026-Q2
Investment Insight Wealth Management, LLC trimmed105,791$603K0.1%2026-Q2
VANGUARD GROUP INC added10,479,452$44M5.1%2025-Q4 stale (2 quarters behind)
SymBiosis Capital Partners, LLC new3,000,000$13M1.5%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC added1,821,790$7M0.8%2026-Q1 stale (1 quarter behind)
Parkman Healthcare Partners LLC trimmed1,002,826$4M0.5%2025-Q4 stale (2 quarters behind)
ADAGE CAPITAL PARTNERS GP, L.L.C.846,000$3M0.4%2026-Q1 stale (1 quarter behind)
Driehaus Capital Management LLC trimmed793,773$3M0.4%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added710,777$3M0.3%2026-Q1 stale (1 quarter behind)
Informed Momentum Co LLC trimmed405,001$2M0.2%2025-Q4 stale (2 quarters behind)
KBC Group NV new345,805$1M0.2%2026-Q1 stale (1 quarter behind)
CIBC Private Wealth Group LLC added274,712$1M0.1%2025-Q4 stale (2 quarters behind)
WINTON GROUP Ltd new198,799$769K0.1%2026-Q1 stale (1 quarter behind)
Quadrature Capital Ltd new179,359$694K0.1%2026-Q1 stale (1 quarter behind)
GROUP ONE TRADING LLC trimmed179,123$693K0.1%2026-Q1 stale (1 quarter behind)
Impala Asset Management LLC new165,000$690K0.1%2025-Q4 stale (2 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership