$AXGN

$37.46 +$0.00 (0.0%) After hours

$AXGN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 53.8M shares outstanding

Who owns AXGN?

By type of holder

Institutions 97.6% Insiders 2.5% Everyone else 0.0%

Concentration Top 10 holders own 49.8%

Neels Guido J 15.5% · BlackRock, Inc. 8.2%

Institutional ownership

97.6%

+4.8 pts vs last qtr

Institutional holders

250

+29 vs last qtr

Net shares bought

+2.6M

by institutions in Q2 2026

New / sold out

52 / 23

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +1.1M
Hood River Capital Management LLC NEW +1.1M

Biggest sellers in Q2 2026

First Light Asset Management, LLC −1.3M
ArrowMark Colorado Holdings LLC −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$14.6M

23 notices from 12 people

Shares covered

424.7K

0.79% of the company

Arranged in advance

38%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Marc Began Officer $3.53M
Kathy Weiler Director $2.73M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+17.4%

+2.71% a year

Each share's claim on the business

−14.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $106M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years2% 1–3 years12% Under 1 year34%

Quarterly turnover

24.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AXGN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.4M	8.22%	+548.4K (+14.2%)	≤2021	0.0%
Shares held by quarter Peak holding4.4M (Q2'26) Change over 8 quarters+1.0M Share of the company8.220% BlackRock, Inc.'s full portfolio →
FL First Light Asset Management, LLC	2.7M	5.11%	−1.3M (−31.3%)	≤2021	7.7%
Shares held by quarter Peak holding5.8M (Q3'25) Change over 8 quarters−1.3M Share of the company5.110% First Light Asset Management, LLC's full portfolio →

BlackRock, Inc.

4.4M

% of company

8.22%

Change vs last qtr

+548.4K (+14.2%)

Held since

≤2021

First Light Asset Management, LLC

2.7M

% of company

5.11%

Change vs last qtr

−1.3M (−31.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding AxoGen, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AXGN on Form N-PORT; together they hold 33.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$73.7M	1.6M	2.97%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$63.5M	1.4M	2.56%	0.08%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$73.7M

% of company

2.97%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$63.5M

% of company

2.56%

% of the fund

0.08%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding AxoGen, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NG Neels Guido J Insider	8.3M	15.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company15.470% Neels Guido J's insider activity →
DE DeVinney Erick Wayne Insider	262.8K	0.49%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.490% DeVinney Erick Wayne's insider activity →

Neels Guido J

Insider

8.3M

% of company

15.47%

Change vs last qtr

—

Held since

—

DeVinney Erick Wayne

Insider

262.8K

% of company

0.49%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of AxoGen, Inc..

Comments