Who owns Exagen (XGN)
Which tracked institutional funds hold XGN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XGN 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.
How the tape is positioned
14 tracked funds added or opened XGN while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
XGN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XGN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XGN 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 54 tracked filers holding XGN, 22 increased or opened the position and 36 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 XGN 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 1
- FLPUTNAM INVESTMENT MANAGEMENT CO$1M
Full exits 3
- BALYASNY ASSET MANAGEMENT L.P.$2M
- ACADIAN ASSET MANAGEMENT LLC$2M
- GSA CAPITAL PARTNERS LLP$759K
Largest adds
- FourWorld Capital Management LLC$1M
- NANO CAP NEW MILLENNIUM GROWTH FUND L P$1M
- MARSHALL WACE, LLP$1M
- WEXFORD CAPITAL LP$1M
- Mink Brook Asset Management LLC$1M
- First Eagle Investment Management, LLC$1M
Largest trims
- CITADEL ADVISORS LLC$626K
- RENAISSANCE TECHNOLOGIES LLC$426K
- Squarepoint Ops LLC$360K
- RTW INVESTMENTS, LP$279K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WEXFORD CAPITAL LP | 792,855 | $4M | 5.9% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 675,000 | $3M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 612,832 | $3M | 4.6% | 2026-Q2 |
| FourWorld Capital Management LLC added | 596,528 | $3M | 4.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 514,761 | $2M | 3.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 485,048 | $2M | 3.6% | 2026-Q2 |
| Mink Brook Asset Management LLC added | 475,944 | $2M | 3.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 322,502 | $1M | 2.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 306,965 | $1M | 2.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 306,703 | $1M | 2.3% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 288,810 | $1M | 2.1% | 2026-Q2 |
| RTW INVESTMENTS, LP trimmed | 195,000 | $907K | 1.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 185,654 | $864K | 1.4% | 2026-Q2 |
| Man Group plc added | 167,292 | $778K | 1.2% | 2026-Q2 |
| BlackRock, Inc. added | 142,625 | $663K | 1.1% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC | 114,893 | $534K | 0.9% | 2026-Q2 |
| XTX Topco Ltd trimmed | 111,948 | $521K | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 109,005 | $507K | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 108,993 | $507K | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 108,649 | $505K | 0.8% | 2026-Q2 |
| GWN SECURITIES INC. new | 78,034 | $363K | 0.6% | 2026-Q2 |
| STATE STREET CORP | 71,256 | $331K | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP | 62,571 | $291K | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 59,992 | $279K | 0.4% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC trimmed | 56,796 | $264K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 52,082 | $242K | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 49,712 | $231K | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 39,600 | $184K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 39,513 | $184K | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 37,000 | $172K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 30,002 | $140K | 0.2% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 27,948 | $130K | 0.2% | 2026-Q2 |
| R Squared Ltd trimmed | 26,073 | $121K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 21,133 | $98K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp | 20,938 | $97K | 0.2% | 2026-Q2 |
| Arax Advisory Partners | 20,918 | $97K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 20,632 | $96K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 14,393 | $67K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 11,725 | $55K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 11,093 | $52K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,338 | $29K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC trimmed | 5,659 | $26K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 5,493 | $26K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 4,141 | $19K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 4,059 | $19K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,968 | $14K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 2,387 | $11K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,100 | $5K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 1,000 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 200 | $916 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 128 | $608 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 100 | $465 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 48 | $223 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 29 | $135 | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 796,632 | $2M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 689,114 | $2M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 253,005 | $759K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Massar Capital Management, LP trimmed | 140,000 | $420K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| T3 Companies, LLC added | 72,000 | $216K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 56,069 | $168K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Dynamic Technology Lab Private Ltd added | 45,960 | $138K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Trexquant Investment LP trimmed | 33,394 | $100K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,476 | $76K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC added | 20,333 | $61K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. trimmed | 19,436 | $58K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Penbrook Management LLC trimmed | 13,330 | $40K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 790,011 | $5M | 7.7% | 2025-Q4 stale (2 quarters behind) |
| AMERIPRISE FINANCIAL INC added | 192,419 | $1M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Russell Investments Group, Ltd. trimmed | 187,922 | $1M | 1.8% | 2025-Q4 stale (2 quarters behind) |
| Manatuck Hill Partners, LLC | 175,000 | $1M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Qube Research & Technologies Ltd added | 174,240 | $1M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 161,000 | $979K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| 683 Capital Management, LLC new | 107,571 | $654K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| OMERS ADMINISTRATION Corp new | 90,000 | $547K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 69,725 | $423K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Huntleigh Advisors, Inc. trimmed | 57,188 | $348K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Calamos Advisors LLC trimmed | 56,306 | $342K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 54,620 | $332K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Palumbo Wealth Management LLC added | 43,345 | $264K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ExodusPoint Capital Management, LP added | 39,321 | $239K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| State of Wyoming new | 37,943 | $231K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Shay Capital LLC new | 33,694 | $205K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Hudson Bay Capital Management LP trimmed | 24,176 | $147K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Walleye Capital LLC trimmed | 20,838 | $127K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TORONTO DOMINION BANK | 20,029 | $122K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 17,601 | $107K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Jain Global LLC new | 13,514 | $82K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Persistent Asset Partners Ltd new | 13,230 | $80K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BlueCrest Capital Management Ltd new | 10,000 | $61K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CANADA PENSION PLAN INVESTMENT BOARD new | 4,900 | $30K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Informed Momentum Co LLC added | 117,558 | $1M | 2.1% | 2025-Q3 stale (3 quarters behind) |
| EHP Funds Inc. new | 90,807 | $998K | 1.6% | 2025-Q3 stale (3 quarters behind) |
| NKCFO LLC new | 40,000 | $440K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Quadrature Capital Ltd trimmed | 11,414 | $125K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC trimmed | 2,044 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP trimmed | 2,000 | $22K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Driehaus Capital Management LLC added | 480,918 | $3M | 5.4% | 2025-Q2 stale (4 quarters behind) |
| Nantahala Capital Management, LLC | 61,186 | $427K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| BRC Group Holdings, Inc. new | 50,000 | $349K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC trimmed | 10,039 | $70K | 0.1% | 2025-Q2 stale (4 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.
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.