HolderBook

PRECIGEN INC (PGEN)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

8
Reporting holders
$600.5K
Reported value
0.0%
Calls
0.0%
Puts
-205
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Overbrook Management Corp$256.8K30,0000.04%2qHELD
Apella Capital, LLC$218.5K28,9850.00%7qHELD
Asempa Wealth Advisors$95.2K11,6010.07%4qHELD
GAMMA Investing LLC$16.6K1,9390.00%2q+1919.8%+$15.8K
Farther Finance Advisors, LLC$6.9K8020.00%5q+2.6%
CoreCap Advisors, LLC$4.3K5000.00%7qHELD
Versant Capital Management, Inc$2.2K2550.00%newNEW
EASTERN BANK$2630.00%9qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-29Sabzevari HelenPresident and CEOSold346,836$2.0M
2026-08-26KINDLER JEFFREY BDirectorSold185,000$1.4M
2026-07-01Thomasian Harry Jr.Chief Financial OfficerSold171,429$948.0K
2026-07-31Thomasian Harry Jr.Chief Financial OfficerSold100,000$606.0K
2026-08-25Tennant PhilChief Commercial OfficerSold79,166$593.7K
2026-05-28Sabzevari HelenPresident and CEOSold119,250$519.9K
2026-08-21Shah Rutul RChief Operating OfficerSold34,658$259.9K
2026-06-29Shah Rutul RChief Operating OfficerSold42,924$251.1K
2026-08-06Shah Rutul RChief Operating OfficerSold32,739$224.6K
2026-08-03Shah Rutul RChief Operating OfficerSold33,772$219.5K
2026-05-28Shah Rutul RChief Operating OfficerSold42,703$186.2K
2026-05-28Thomasian Harry Jr.Chief Financial OfficerSold41,884$182.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$600.5K74,0851200.0%
Q2 2026213$917.2M155,057,2573980463.8%
Q1 2026204$529.8M133,837,8273664452.3%
Q4 2025182$583.7M136,441,7212876342.3%
Q3 2025172$404.6M112,057,6303948408.9%
Q2 2025148$119.9M82,446,4892342292.3%
Q1 2025140$123.5M80,152,3442330413.4%
Q4 2024133$85.0M75,797,7061839260.3%
Q3 2024128$73.1M76,314,6451736300.6%
Q2 2024131$98.5M61,801,2721340330.9%
Q1 2024130$94.9M65,063,2271030430.6%
Q4 2023136$87.5M65,202,2461535410.1%
Q3 2023139$86.2M60,593,5771340370.2%
Q2 2023138$65.6M56,903,3891131470.3%
Q1 2023158$65.8M61,762,5512166310.5%
Q4 2022161$65.2M42,317,2962541431.3%
Q3 2022158$267.1M125,415,9501844490.5%
Q2 2022161$182.9M135,983,0181839570.4%
Q1 2022166$306.4M143,953,6632348450.9%
Q4 2021163$539.0M143,576,0471857481.2%
Q3 2021169$697.9M138,279,7352843411.1%
Q2 2021151$937.6M142,053,4951655361.2%
Q1 2021161$991.0M142,129,5222866241.2%
Q4 2020156$1.3B122,169,3032434542.6%
Q3 2020156$440.8M123,789,8302035451.7%
Q2 2020155$622.1M122,053,1922836472.1%
Q1 2020147$456.2M132,402,997145011.3%
Q4 20194$1.1M227,6072000.0%
Q3 20191$279.0K42,8620000.0%
Q2 20191$279.0K42,8620000.0%
Q1 20191$279.0K42,8621000.0%