EXAGEN INC. - Common Stock, par value $0.001 per share (XGN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2019 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
XGN on Nasdaq
Shares outstanding
23,444,245
Price per share
$3.95
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,800,916
Total reported value
$65,665,424
% of total 13F portfolios
0%
Share change
+1,356,086
Value change
+$3,624,882
Number of holders
80
Price from insider filings
$3.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EXAGEN INC. - Common Stock, par value $0.001 per share (XGN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
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
Chernett Jorey 5.4% $7,487,143 1,231,438 Chernett Jorey 30 Jan 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 Dec 2025, 80 institutional investors reported holding 10,800,916 shares of EXAGEN INC. - Common Stock, par value $0.001 per share (XGN). This represents 46% of the company’s total 23,444,245 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EXAGEN INC. - Common Stock, par value $0.001 per share (XGN) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Balyasny Asset Management L.P. 3.9% 919,187 +27% 0.01% $5,588,657
RTW INVESTMENTS, LP 3.4% 790,462 -53% 0.05% $4,806,009
VANGUARD GROUP INC 3.4% 790,011 +7.7% 0% $4,803,267
SILVERCREST ASSET MANAGEMENT GROUP LLC 2.6% 597,920 +15% 0.02% $3,635,354
KENNEDY CAPITAL MANAGEMENT LLC 2% 480,029 -13% 0.06% $2,918,576
WEXFORD CAPITAL LP 2% 466,778 +4.9% 0.73% $2,838,010
ACADIAN ASSET MANAGEMENT LLC 1.8% 414,448 +264% 0% $2,517,000
TWO SIGMA INVESTMENTS, LP 1.6% 368,250 +55% 0% $2,238,960
Mink Brook Asset Management LLC 1.5% 353,727 +784% 1.4% $2,150,660
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.3% 303,313 +50% 0% $1,844,143
FourWorld Capital Management LLC 1.2% 273,000 +20% 1.6% $1,659,840
NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.1% 250,000 0% 1.3% $1,520,000
MARSHALL WACE, LLP 1% 243,424 +888% 0% $1,480,018
MILLENNIUM MANAGEMENT LLC 0.96% 224,609 -9.1% 0% $1,365,623
Point72 Asset Management, L.P. 0.88% 205,200 0% $1,247,616
JANE STREET GROUP, LLC 0.83% 194,036 +90% 0% $1,179,738
AMERIPRISE FINANCIAL INC 0.82% 192,419 +50% 0% $1,169,907
CITADEL ADVISORS LLC 0.8% 188,458 +62% 0% $1,145,824
Russell Investments Group, Ltd. 0.8% 187,922 -18% 0% $1,142,565
Manatuck Hill Partners, LLC 0.75% 175,000 0% 0.37% $1,064,000
Qube Research & Technologies Ltd 0.74% 174,240 +127% 0% $1,059,379
GEODE CAPITAL MANAGEMENT, LLC 0.74% 172,672 +5.8% 0% $1,050,525
Massar Capital Management, LP 0.73% 170,000 0% 0.2% $1,033,600
TWO SIGMA ADVISERS, LP 0.69% 161,000 +91% 0% $978,880
RENAISSANCE TECHNOLOGIES LLC 0.59% 138,000 0% $839,040

Institutional Holders of EXAGEN INC. - Common Stock, par value $0.001 per share (XGN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,800,916 $65,665,424 +$3,624,882 $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
2019 Q4 3,845,028 $97,663,000 +$14,413,406 $25.40 36
2019 Q3 3,584,885 $55,529,000 +$55,529,001 $15.49 27