EXAGEN INC (XGN)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
56
Reporting holders
$34.6M
Reported value
30.6%
Of shares outstanding
0.3%
Held as options
-4
Holder change
Institutions report 7,418,161 shares against 24,225,339 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEXFORD CAPITAL LP | $3.7M | 792,855 | 0.47% | 5q | HELD |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $3.1M | 675,000 | 2.41% | 3q | +15.4%+$418.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.8M | 612,832 | 0.00% | 2q | -9.7%-$306.1K |
| FourWorld Capital Management LLC | $2.8M | 596,528 | 2.52% | 5q | +35.6%+$728.1K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $2.4M | 514,761 | 0.02% | 22q | -4.3%-$107.5K |
| KENNEDY CAPITAL MANAGEMENT LLC | $2.3M | 485,048 | 0.04% | 9q | -1.7%-$40.0K |
| Mink Brook Asset Management LLC | $2.2M | 475,944 | 0.98% | 5q | +29.0%+$497.2K |
| JANE STREET GROUP, LLC | $1.5M | 322,502 | 0.00% | 4q | +36.2%+$398.8K |
| First Eagle Investment Management, LLC | $1.4M | 306,965 | 0.00% | 2q | +145.1%+$845.0K |
| MARSHALL WACE, LLP | $1.4M | 306,703 | 0.00% | 4q | +1023.9%+$1.3M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $1.3M | 288,810 | 0.02% | new | NEW |
| RTW INVESTMENTS, LP | $906.8K | 195,000 | 0.01% | 28q | -50.7%-$931.1K |
| GEODE CAPITAL MANAGEMENT, LLC | $863.9K | 185,654 | 0.00% | 27q | +3.8%+$31.6K |
| Man Group plc | $777.9K | 167,292 | 0.00% | 3q | +29.0%+$174.8K |
| BlackRock, Inc. | $663.2K | 142,625 | 0.00% | 8q | +13.3%+$77.8K |
| PERCEPTIVE ADVISORS LLC | $534.3K | 114,893 | 0.01% | 2q | HELD |
| XTX Topco Ltd | $520.6K | 111,948 | 0.01% | 5q | -53.8%-$606.1K |
| SEI INVESTMENTS CO | $506.9K | 109,005 | 0.00% | 3q | -55.4%-$628.8K |
| Squarepoint Ops LLC | $506.8K | 108,993 | 0.00% | 3q | -62.3%-$836.2K |
| VANGUARD FIDUCIARY TRUST CO | $505.2K | 108,649 | 0.00% | 2q | +11.7%+$52.8K |
| GWN SECURITIES INC. | $362.9K | 78,034 | 0.06% | new | NEW |
| STATE STREET CORP | $331.3K | 71,256 | 0.00% | 27q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $291.0K | 62,571 | 0.00% | 21q | HELD |
| TWO SIGMA INVESTMENTS, LP | $279.0K | 59,992 | 0.00% | 5q | -62.0%-$454.9K |
| PERKINS CAPITAL MANAGEMENT INC | $264.1K | 56,796 | 0.20% | 27q | -20.9%-$69.7K |
| GOLDMAN SACHS GROUP INC | $242.2K | 52,082 | 0.00% | 5q | -57.1%-$322.5K |
| D. E. Shaw & Co., Inc. | $231.2K | 49,712 | 0.00% | 3q | +43.8%+$70.4K |
| RENAISSANCE TECHNOLOGIES LLC | $184.1K | 39,600 | 0.00% | 3q | -80.5%-$761.1K |
| NORTHERN TRUST CORP | $183.7K | 39,513 | 0.00% | 27q | +5.2%+$9.1K |
| Engineers Gate Manager LP | $172.1K | 37,000 | 0.00% | 4q | -57.1%-$228.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $139.5K | 30,002 | 0.00% | 24q | -65.7%-$266.9K |
| AXQ CAPITAL, LP | $130.0K | 27,948 | 0.01% | 2q | -19.2%-$30.9K |
| R Squared Ltd | $121.2K | 26,073 | 0.06% | 3q | -3.8%-$4.8K |
| Corient Private Wealth LP | $103.2K | 22,186 | 0.00% | 3q | +100.0%+$51.6K |
| Invesco Ltd. | $98.3K | 21,133 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $97.4K | 20,938 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $97.3K | 20,918 | 0.00% | 2q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $95.9K | 20,632 | 0.01% | 5q | -25.9%-$33.5K |
| IMC-Chicago, LLC | $83.2K | options only | 0.00% | new | OPTIONS |
| CITADEL ADVISORS LLC | $66.9K | 14,393 | 0.00% | 4q | -93.8%-$1.0M |
| Jump Financial, LLC | $54.5K | 11,725 | 0.00% | new | NEW |
| MORGAN STANLEY | $29.5K | 6,338 | 0.00% | 28q | -48.1%-$27.3K |
| Truvestments Capital LLC | $26.3K | 5,659 | 0.00% | 5q | -8.3%-$2.4K |
| BARCLAYS PLC | $25.5K | 5,493 | 0.00% | 18q | -74.1%-$73.2K |
| Vanguard Global Advisers, LLC | $19.3K | 4,141 | 0.00% | 2q | HELD |
| UBS Group AG | $18.9K | 4,059 | 0.00% | 23q | -85.5%-$110.9K |
| SIMPLEX TRADING, LLC | $18.6K | options only | 0.00% | 6q | OPTIONS |
| Tower Research Capital LLC (TRC) | $13.8K | 2,968 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $11.1K | 2,387 | 0.00% | 27q | -50.0%-$11.1K |
| OSAIC HOLDINGS, INC. | $5.1K | 1,100 | 0.00% | 8q | +10.0% |
| Geneos Wealth Management Inc. | $4.7K | 1,000 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $1.4K | 310,084 | 0.00% | 6q | -55.0%-$1.8K |
| GSA CAPITAL PARTNERS LLP | $998 | 214,721 | 0.06% | 3q | -15.1% |
| JONES FINANCIAL COMPANIES LLLP | $916 | 200 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $608 | 128 | 0.00% | 27q | +2460.0% |
| FMR LLC | $465 | 100 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $223 | 48 | 0.00% | 2q | +2300.0% |
| BNP PARIBAS FINANCIAL MARKETS | $135 | 29 | 0.00% | 7q | -99.9%-$92.1K |
| HRT FINANCIAL LP | $74 | 16,097 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $34.6M | 7,418,161 | 8 | 16 | 23 | 0.3% |
| Q1 2026 | 60 | $26.3M | 8,732,808 | 6 | 24 | 21 | 0.2% |
| Q4 2025 | 78 | $63.0M | 10,295,354 | 22 | 32 | 16 | 0.7% |
| Q3 2025 | 61 | $98.3M | 8,912,211 | 17 | 23 | 13 | 0.4% |
| Q2 2025 | 52 | $64.0M | 9,183,042 | 23 | 16 | 5 | 0.0% |
| Q1 2025 | 37 | $22.4M | 6,217,726 | 3 | 9 | 9 | 0.3% |
| Q4 2024 | 39 | $25.0M | 6,101,840 | 7 | 7 | 13 | 0.1% |
| Q3 2024 | 33 | $19.8M | 6,394,078 | 3 | 8 | 8 | 0.1% |
| Q2 2024 | 30 | $10.7M | 5,850,782 | 1 | 9 | 10 | 0.0% |
| Q1 2024 | 28 | $10.5M | 6,627,299 | 1 | 5 | 8 | 0.1% |
| Q4 2023 | 28 | $13.2M | 6,620,489 | 2 | 5 | 10 | 0.0% |
| Q3 2023 | 28 | $16.0M | 6,601,495 | 3 | 6 | 6 | 0.0% |
| Q2 2023 | 27 | $19.2M | 6,618,783 | 3 | 5 | 5 | 0.0% |
| Q1 2023 | 25 | $15.9M | 6,538,905 | 1 | 5 | 6 | 0.2% |
| Q4 2022 | 24 | $15.7M | 6,480,643 | 3 | 2 | 12 | 1.1% |
| Q3 2022 | 40 | $21.9M | 7,930,620 | 2 | 11 | 14 | 2.2% |
| Q2 2022 | 46 | $47.7M | 8,036,689 | 4 | 10 | 24 | 3.2% |
| Q1 2022 | 56 | $74.8M | 9,090,318 | 9 | 16 | 20 | 2.5% |
| Q4 2021 | 52 | $100.0M | 8,601,783 | 2 | 18 | 14 | 0.0% |
| Q3 2021 | 53 | $119.6M | 8,781,952 | 5 | 20 | 18 | 0.0% |
| Q2 2021 | 54 | $129.2M | 8,614,034 | 8 | 25 | 14 | 0.0% |
| Q1 2021 | 57 | $156.3M | 8,946,829 | 25 | 16 | 8 | 0.0% |
| Q4 2020 | 35 | $59.8M | 4,485,899 | 3 | 10 | 10 | 0.0% |
| Q3 2020 | 34 | $47.0M | 4,278,075 | 3 | 9 | 15 | 0.0% |
| Q2 2020 | 33 | $44.7M | 3,608,352 | 6 | 12 | 8 | 0.0% |
| Q1 2020 | 32 | $67.8M | 4,253,799 | 3 | 15 | 10 | 0.0% |
| Q4 2019 | 36 | $99.0M | 3,899,460 | 23 | 7 | 5 | 0.0% |
| Q3 2019 | 27 | $55.5M | 3,584,885 | 27 | 0 | 0 | 0.0% |