$XGN

$7.78 +$0.31 (4.15%) Close

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

Ownership

13F as of Q2 2026 · 24.2M shares outstanding

Who owns XGN?

By type of holder

Institutions 32.8% Insiders 22.9% Everyone else 44.3%

Concentration Top 10 holders own 32.7%

Chernett Jorey 10.8% · Aballi John 3.5%

Institutional ownership

32.8%

-7.1 pts vs last qtr

Institutional holders

-4 vs last qtr

Net shares bought

−1.7M

by institutions in Q2 2026

New / sold out

8 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Flputnam Investment Management Co NEW +288.8K
Marshall Wace, LLP +279.4K

Biggest sellers in Q2 2026

Balyasny Asset Management L.P. SOLD OUT −796.6K
Acadian Asset Management LLC −379.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Exagen Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+70.7%

+11.28% a year

Each share's claim on the business

−41.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $19.7M

over 6 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+ years26% 3–5 years0% 1–3 years37% Under 1 year38%

Quarterly turnover

23.5%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting XGN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BA Balyasny Asset Management L.P.	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding919.2K (Q4'25) Change over 8 quarters0 Balyasny Asset Management L.P.'s full portfolio →
WC Wexford Capital LP	792.9K	3.27%	Unchanged	2025	0.5%
Shares held by quarter Peak holding792.9K (Q1'26) Change over 8 quarters+792.9K Share of the company3.270% Wexford Capital LP's full portfolio →

Balyasny Asset Management L.P.

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

Wexford Capital LP

792.9K

% of company

3.27%

Change vs last qtr

Unchanged

Held since

2025

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting XGN on Form N-PORT; together they hold 5.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE First Eagle Small Cap Opportunity Fund First Eagle Funds	$1.97M	435.6K	1.80%	0.07%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.93M	414.9K	1.71%	0.00%	June 30, 2026

First Eagle Small Cap Opportunity Fund

First Eagle Funds

Position value

$1.97M

% of company

1.80%

% of the fund

0.07%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.93M

% of company

1.71%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Exagen 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
CJ Chernett Jorey Insider	2.6M	10.81%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company10.810% Chernett Jorey's insider activity →
AJ Aballi John Insider	845.9K	3.49%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.490% Aballi John's insider activity →

Chernett Jorey

Insider

2.6M

% of company

10.81%

Change vs last qtr

—

Held since

—

Aballi John

Insider

845.9K

% of company

3.49%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Exagen Inc..

Comments