Security Snapshot

EXAGEN INC. - Exagen, Inc. (XGN) Institutional Ownership

CUSIP: 30068X103

13F Institutional Holders and Ownership History from Q3 2019 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

61

Shares (Excl. Options)

9,672,540

Price

$3.00

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,005,039
Value change
-$8,269,049
Number of holders
61
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
24,377,358
SEC-reported price per share
$5.08
Insider filing price
$5.08
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • XGN - EXAGEN INC. - Exagen, Inc. is tracked under CUSIP 30068X103.
  • 61 institutions reported positions in Q1 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 80 to 61 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $65,665,424 to $29,008,722.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 61 institutions filings for Q1 2026.

Open SEC evidence

Security key

30068X103

Latest holder period

Q1 2026

13F holders

61

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
XGN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Chernett Jorey 9.9% +90% $6,469,255 +$3,169,001 2,413,901 +96% Chernett Jorey 31 Mar 2026
NMSIC Co-Investment Fund, L.P. 6% -38% $8,323,265 -$2,371,200 1,368,958 -22% NMSIC Co-Investment Fund, L.P. 31 Dec 2025
Parian Ultreia LP 5.3% $3,462,560 1,292,000 Parian Ultreia LP 22 May 2026
RTW INVESTMENTS, LP 4.9% -35% $6,984,509 -$3,332,436 1,148,768 -32% RTW Investments, LP 31 Dec 2025
Cowen Financial Products LLC 5% $5,214,491 891,366 Cowen Financial Products LLC 31 Mar 2025
LYTTON LAURENCE W 1% $1,481,017 216,840 LYTTON LAURENCE W 30 Jun 2025

As of 31 Mar 2026, 61 institutional investors reported holding 9,672,540 shares of EXAGEN INC. - Exagen, Inc. (XGN). This represents 40% of the company’s total 24,377,358 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
35%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Balyasny Asset Management L.P. 3.3% 796,632 -13% 0% $2,389,896
WEXFORD CAPITAL LP 3.3% 792,855 +70% 0.39% $2,378,565
ACADIAN ASSET MANAGEMENT LLC 2.8% 689,114 +66% 0% $2,061,000
VANGUARD CAPITAL MANAGEMENT LLC 2.8% 678,652 0% 0% $2,035,956
NANO CAP NEW MILLENNIUM GROWTH FUND L P 2.4% 585,000 +134% 1.7% $1,755,000
SILVERCREST ASSET MANAGEMENT GROUP LLC 2.2% 537,870 -10% 0.01% $1,613,610
KENNEDY CAPITAL MANAGEMENT LLC 2% 493,660 +2.8% 0.03% $1,480,980
FourWorld Capital Management LLC 1.8% 439,950 +61% 0.75% $1,319,850
RTW INVESTMENTS, LP 1.6% 395,231 -50% 0.01% $1,185,693
Mink Brook Asset Management LLC 1.5% 369,027 +4.3% 0.62% $1,107,081
Squarepoint Ops LLC 1.2% 288,825 +228% 0% $866,475
GSA CAPITAL PARTNERS LLP 1% 253,005 +632% 0.05% $759,000
SEI INVESTMENTS CO 1% 244,240 +107% 0% $732,720
XTX Topco Ltd 0.99% 242,285 +150% 0.01% $726,855
JANE STREET GROUP, LLC 0.97% 236,735 +22% 0% $710,205
CITADEL ADVISORS LLC 0.95% 231,115 +23% 0% $693,345
RENAISSANCE TECHNOLOGIES LLC 0.83% 203,272 +47% 0% $609,816
GEODE CAPITAL MANAGEMENT, LLC 0.73% 178,857 +3.6% 0% $536,922
TWO SIGMA INVESTMENTS, LP 0.65% 157,821 -57% 0% $473,463
Massar Capital Management, LP 0.57% 140,000 -18% 0.08% $420,000
Man Group plc 0.53% 129,710 +298% 0% $389,130
BlackRock, Inc. 0.52% 125,886 -2.9% 0% $377,658
First Eagle Investment Management, LLC 0.51% 125,242 0% $375,726
GOLDMAN SACHS GROUP INC 0.5% 121,434 +49% 0% $364,302
PERCEPTIVE ADVISORS LLC 0.47% 114,893 0.01% $344,679

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
27
Latest
Q1 2026
Rows shown
1-25 of 27
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 9,672,540 $29,008,722 -$8,269,049 $3.00 61
2025 Q4 10,800,916 $65,665,424 +$3,624,881 $6.08 80
2025 Q3 9,051,420 $99,471,224 +$1,390,498 $10.99 62
2025 Q2 9,111,690 $63,597,819 +$21,426,288 $6.98 52
2025 Q1 6,236,997 $22,405,746 +$385,252 $3.59 38
2024 Q4 6,113,043 $25,062,839 -$538,498 $4.10 40
2024 Q3 6,394,043 $19,757,785 +$369,366 $3.09 33
2024 Q2 6,285,386 $11,440,080 +$146,598 $1.82 32
2024 Q1 6,204,754 $9,866,115 -$618,718 $1.59 30
2023 Q4 6,593,813 $13,122,186 -$539,993 $1.99 30
2023 Q3 6,865,400 $16,672,879 -$40,169 $2.42 29
2023 Q2 6,882,688 $19,959,393 +$147,220 $2.90 28
2023 Q1 6,831,965 $16,602,559 -$244,590 $2.43 26
2022 Q4 6,935,251 $16,645,632 -$2,305,522 $2.40 29
2022 Q3 7,861,041 $21,300,458 -$231,631,208 $2.71 34
2022 Q2 10,719,847 $277,184,000 -$6,862,755 $5.74 43
2022 Q1 9,090,221 $72,994,000 +$3,569,328 $8.03 53
2021 Q4 8,601,668 $100,004,000 -$2,767,380 $11.63 52
2021 Q3 8,781,775 $119,557,457 +$1,312,484 $13.60 53
2021 Q2 8,613,995 $129,154,810 -$7,053,554 $14.99 54
2021 Q1 8,946,764 $156,282,938 +$75,898,347 $17.50 57
2020 Q4 4,249,160 $55,964,160 +$2,491,490 $13.20 34
2020 Q3 4,277,910 $46,956,000 +$8,095,924 $10.84 33
2020 Q2 3,607,852 $44,703,000 -$5,870,542 $12.40 32
2020 Q1 3,874,615 $61,755,000 -$13,974,986 $15.94 32
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