Who owns XGN (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-Q1 13F filings. 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
The tracked-fund tape on XGN is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 30 trimmed or exited — on balance reducing.
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, Invesco Ltd., 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 2025-Q4 and 2026-Q1, across 61 tracked filers holding XGN, 33 increased or opened the position and 49 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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
- VANGUARD CAPITAL MANAGEMENT LLC$2M
Full exits 9
- VANGUARD GROUP INC$5M
- AMERIPRISE FINANCIAL INC$1M
- Russell Investments Group, Ltd.$1M
- Manatuck Hill Partners, LLC$1M
- Qube Research & Technologies Ltd$1M
- TWO SIGMA ADVISERS, LP$979K
Largest adds
- GSA CAPITAL PARTNERS LLP$549K
- Squarepoint Ops LLC$331K
Largest trims
- RTW INVESTMENTS, LP$4M
- BALYASNY ASSET MANAGEMENT L.P.$3M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- TWO SIGMA INVESTMENTS, LP$2M
- KENNEDY CAPITAL MANAGEMENT LLC$1M
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 |
|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 796,632 | $2M | 4.0% | 2026-Q1 |
| WEXFORD CAPITAL LP added | 792,855 | $2M | 4.0% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 689,114 | $2M | 3.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 678,652 | $2M | 3.4% | 2026-Q1 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 585,000 | $2M | 3.0% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 537,870 | $2M | 2.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 493,660 | $1M | 2.5% | 2026-Q1 |
| FourWorld Capital Management LLC added | 439,950 | $1M | 2.2% | 2026-Q1 |
| RTW INVESTMENTS, LP trimmed | 395,231 | $1M | 2.0% | 2026-Q1 |
| Mink Brook Asset Management LLC added | 369,027 | $1M | 1.9% | 2026-Q1 |
| Squarepoint Ops LLC added | 288,825 | $866K | 1.5% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 253,005 | $759K | 1.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 244,240 | $733K | 1.2% | 2026-Q1 |
| XTX Topco Ltd added | 242,285 | $727K | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 236,735 | $710K | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 231,115 | $693K | 1.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 203,272 | $610K | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 178,857 | $537K | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 157,821 | $473K | 0.8% | 2026-Q1 |
| Massar Capital Management, LP trimmed | 140,000 | $420K | 0.7% | 2026-Q1 |
| Man Group plc added | 129,710 | $389K | 0.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 125,886 | $378K | 0.6% | 2026-Q1 |
| First Eagle Investment Management, LLC new | 125,242 | $376K | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 121,434 | $364K | 0.6% | 2026-Q1 |
| PERCEPTIVE ADVISORS LLC new | 114,893 | $345K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 97,299 | $292K | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 87,402 | $262K | 0.4% | 2026-Q1 |
| Engineers Gate Manager LP added | 86,231 | $259K | 0.4% | 2026-Q1 |
| T3 Companies, LLC added | 72,000 | $216K | 0.4% | 2026-Q1 |
| PERKINS CAPITAL MANAGEMENT INC added | 71,796 | $215K | 0.4% | 2026-Q1 |
| STATE STREET CORP | 71,256 | $214K | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 62,571 | $188K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 56,069 | $168K | 0.3% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd added | 45,960 | $138K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP | 37,549 | $113K | 0.2% | 2026-Q1 |
| AXQ CAPITAL, LP new | 34,593 | $104K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 34,569 | $104K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 33,394 | $100K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 27,904 | $84K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 27,289 | $82K | 0.1% | 2026-Q1 |
| R Squared Ltd added | 27,107 | $81K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 27,834 | $81K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,476 | $76K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 21,227 | $64K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 20,938 | $63K | 0.1% | 2026-Q1 |
| Arax Advisory Partners new | 20,918 | $63K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 20,333 | $61K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 19,824 | $59K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 19,436 | $58K | 0.1% | 2026-Q1 |
| Penbrook Management LLC trimmed | 13,330 | $40K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,217 | $37K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 11,093 | $33K | 0.1% | 2026-Q1 |
| Truvestments Capital LLC | 6,169 | $19K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,141 | $12K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,387 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,398 | $4K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 1,000 | $3K | 0.0% | 2026-Q1 |
| Invesco Ltd. new | 675,192 | $7M | 12.5% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 790,011 | $5M | 8.1% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 480,918 | $3M | 5.7% | 2025-Q2 stale |
| Informed Momentum Co LLC added | 117,558 | $1M | 2.2% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC added | 192,419 | $1M | 2.0% | 2025-Q4 stale |
| Russell Investments Group, Ltd. trimmed | 187,922 | $1M | 1.9% | 2025-Q4 stale |
| Manatuck Hill Partners, LLC | 175,000 | $1M | 1.8% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 174,240 | $1M | 1.8% | 2025-Q4 stale |
| EHP Funds Inc. new | 90,807 | $998K | 1.7% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 161,000 | $979K | 1.7% | 2025-Q4 stale |
| 683 Capital Management, LLC new | 107,571 | $654K | 1.1% | 2025-Q4 stale |
| Jump Financial, LLC new | 95,835 | $583K | 1.0% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 90,000 | $547K | 0.9% | 2025-Q4 stale |
| NKCFO LLC new | 40,000 | $440K | 0.7% | 2025-Q3 stale |
| Nantahala Capital Management, LLC | 61,186 | $427K | 0.7% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 69,725 | $423K | 0.7% | 2025-Q4 stale |
| BRC Group Holdings, Inc. new | 50,000 | $349K | 0.6% | 2025-Q2 stale |
| Huntleigh Advisors, Inc. trimmed | 57,188 | $348K | 0.6% | 2025-Q4 stale |
| Stonepine Capital Management, LLC trimmed | 95,747 | $344K | 0.6% | 2025-Q1 stale |
| Calamos Advisors LLC trimmed | 56,306 | $342K | 0.6% | 2025-Q4 stale |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 54,620 | $332K | 0.6% | 2025-Q4 stale |
| Palumbo Wealth Management LLC added | 43,345 | $264K | 0.4% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 39,321 | $239K | 0.4% | 2025-Q4 stale |
| State of Wyoming added | 37,943 | $231K | 0.4% | 2025-Q4 stale |
| Shay Capital LLC new | 33,694 | $205K | 0.3% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 24,176 | $147K | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 20,838 | $127K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 11,414 | $125K | 0.2% | 2025-Q3 stale |
| TORONTO DOMINION BANK | 20,029 | $122K | 0.2% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 17,601 | $107K | 0.2% | 2025-Q4 stale |
| Jain Global LLC new | 13,514 | $82K | 0.1% | 2025-Q4 stale |
| Persistent Asset Partners Ltd new | 13,230 | $80K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 10,039 | $70K | 0.1% | 2025-Q2 stale |
| BlueCrest Capital Management Ltd new | 10,000 | $61K | 0.1% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC added | 16,200 | $58K | 0.1% | 2025-Q1 stale |
| CANADA PENSION PLAN INVESTMENT BOARD new | 4,900 | $30K | 0.1% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 2,044 | $22K | 0.0% | 2025-Q3 stale |
| Allworth Financial LP trimmed | 2,000 | $22K | 0.0% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) added | 3,528 | $21K | 0.0% | 2025-Q4 stale |
| FEDERATED HERMES, INC. new | 1,247 | $14K | 0.0% | 2025-Q3 stale |
| Larson Financial Group LLC trimmed | 1,843 | $11K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,568 | $11K | 0.0% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC added | 1,200 | $8K | 0.0% | 2025-Q2 stale |
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.