Exagen Inc (XGN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares186,642 from 185,654

Change+988 (+1%)

Value$1.5M (+$654.6K)

Filed 2026-11-06

Perkins Capital Management Inc

DECREASED

Shares55,296 from 56,796

Change-1,500 (-3%)

Value$449.6K (+$185.5K)

Filed 2026-11-02

Russell Investments Group, Ltd.

NEW

Shares51,458

Change+51,458

Value$418.4K

Filed 2026-11-06

R Squared Ltd

DECREASED

Shares21,649 from 26,073

Change-4,424 (-17%)

Value$176.0K (+$54.8K)

Filed 2026-11-06

Bank of New York Mellon Corp

UNCHANGED

Shares20,938 from 20,938

Change0 (0%)

Value$170.2K (+$72.9K)

Filed 2026-11-05

Calamos Advisors LLC

NEW

Shares11,518

Change+11,518

Value$93.6K

Filed 2026-11-02

Penbrook Management LLC

NEW

Shares11,300

Change+11,300

Value$91.9K

Filed 2026-10-16

Barclays PLC

INCREASED

Shares9,627 from 5,493

Change+4,134 (+75%)

Value$78.3K (+$52.7K)

Filed 2026-11-06

Citigroup Inc

NEW

Shares5,392

Change+5,392

Value$43.8K

Filed 2026-11-04

Farther Finance Advisors, LLC

NEW

Shares990

Change+990

Value$8.0K

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares100

Change+100

Value$813

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

DECREASED

Shares8 from 48

Change-40 (-83%)

Value$65 (-$158)

Filed 2026-10-29

Dimensional Fund Advisors LP

CLOSED

Shares0 from 62,571

Change-62,571 (-100%)

Value$0 (-$291.0K)

Filed 2026-11-04

Wexford Capital LP

N/A

Shares— from 792,855

Change-792,855 (-100%)

Value—

Nano Cap New Millennium Growth Fund L P

N/A

Shares— from 675,000

Change-675,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 612,832

Change-612,832 (-100%)

Value—

FourWorld Capital Management LLC

N/A

Shares— from 596,528

Change-596,528 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 514,761

Change-514,761 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 485,048

Change-485,048 (-100%)

Value—

Mink Brook Asset Management LLC

N/A

Shares— from 475,944

Change-475,944 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 322,502

Change-322,502 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 310,084

Change-310,084 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 306,965

Change-306,965 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 306,703

Change-306,703 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 288,810

Change-288,810 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 214,721

Change-214,721 (-100%)

Value—

RTW Investments, LP

N/A

Shares— from 195,000

Change-195,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 167,292

Change-167,292 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 142,625

Change-142,625 (-100%)

Value—

Perceptive Advisors LLC

N/A

Shares— from 114,893

Change-114,893 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 111,948

Change-111,948 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 109,005

Change-109,005 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 108,993

Change-108,993 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 108,649

Change-108,649 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 78,034

Change-78,034 (-100%)

Value—

State Street Corp

N/A

Shares— from 71,256

Change-71,256 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 59,992

Change-59,992 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 52,082

Change-52,082 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 49,712

Change-49,712 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 39,600

Change-39,600 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 39,513

Change-39,513 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 30,002

Change-30,002 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 27,948

Change-27,948 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 21,133

Change-21,133 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 20,918

Change-20,918 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 20,632

Change-20,632 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 16,097

Change-16,097 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,393

Change-14,393 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,725

Change-11,725 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 6,338

Change-6,338 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 5,659

Change-5,659 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,141

Change-4,141 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,059

Change-4,059 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,968

Change-2,968 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,387

Change-2,387 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 200

Change-200 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 128

Change-128 (-100%)

Value—

FMR LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 29

Change-29 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	186,642	185,654	+988	+1%	$863.9K	$1.5M	+$654.6K	2026-11-06
Perkins Capital Management Inc	DECREASED	55,296	56,796	-1,500	-3%	$264.1K	$449.6K	+$185.5K	2026-11-02
Russell Investments Group, Ltd.	NEW	51,458	—	+51,458	—	—	$418.4K	—	2026-11-06
R Squared Ltd	DECREASED	21,649	26,073	-4,424	-17%	$121.2K	$176.0K	+$54.8K	2026-11-06
Bank of New York Mellon Corp	UNCHANGED	20,938	20,938	0	0%	$97.4K	$170.2K	+$72.9K	2026-11-05
Calamos Advisors LLC	NEW	11,518	—	+11,518	—	—	$93.6K	—	2026-11-02
Penbrook Management LLC	NEW	11,300	—	+11,300	—	—	$91.9K	—	2026-10-16
Barclays PLC	INCREASED	9,627	5,493	+4,134	+75%	$25.5K	$78.3K	+$52.7K	2026-11-06
Citigroup Inc	NEW	5,392	—	+5,392	—	—	$43.8K	—	2026-11-04
Farther Finance Advisors, LLC	NEW	990	—	+990	—	—	$8.0K	—	2026-10-08
Latitude Advisors, LLC	NEW	100	—	+100	—	—	$813	—	2026-10-27
Caitong International Asset Management Co., Ltd	DECREASED	8	48	-40	-83%	$223	$65	-$158	2026-10-29
Dimensional Fund Advisors LP	CLOSED	0	62,571	-62,571	-100%	$291.0K	$0	-$291.0K	2026-11-04
Wexford Capital LP	N/A	—	792,855	-792,855	-100%	$3.7M	—	—	—
Nano Cap New Millennium Growth Fund L P	N/A	—	675,000	-675,000	-100%	$3.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	612,832	-612,832	-100%	$2.8M	—	—	—
FourWorld Capital Management LLC	N/A	—	596,528	-596,528	-100%	$2.8M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	514,761	-514,761	-100%	$2.4M	—	—	—
Kennedy Capital Management LLC	N/A	—	485,048	-485,048	-100%	$2.3M	—	—	—
Mink Brook Asset Management LLC	N/A	—	475,944	-475,944	-100%	$2.2M	—	—	—
Jane Street Group, LLC	N/A	—	322,502	-322,502	-100%	$1.5M	—	—	—
Acadian Asset Management LLC	N/A	—	310,084	-310,084	-100%	$1.4M	—	—	—
First Eagle Investment Management, LLC	N/A	—	306,965	-306,965	-100%	$1.4M	—	—	—
Marshall Wace, LLP	N/A	—	306,703	-306,703	-100%	$1.4M	—	—	—
Flputnam Investment Management Co	N/A	—	288,810	-288,810	-100%	$1.3M	—	—	—
GSA Capital Partners LLP	N/A	—	214,721	-214,721	-100%	$998.0K	—	—	—
RTW Investments, LP	N/A	—	195,000	-195,000	-100%	$906.8K	—	—	—
Man Group plc	N/A	—	167,292	-167,292	-100%	$777.9K	—	—	—
BlackRock, Inc.	N/A	—	142,625	-142,625	-100%	$663.2K	—	—	—
Perceptive Advisors LLC	N/A	—	114,893	-114,893	-100%	$534.3K	—	—	—
XTX Topco Ltd	N/A	—	111,948	-111,948	-100%	$520.6K	—	—	—
SEI Investments Co	N/A	—	109,005	-109,005	-100%	$506.9K	—	—	—
Squarepoint Ops LLC	N/A	—	108,993	-108,993	-100%	$506.8K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	108,649	-108,649	-100%	$505.2K	—	—	—
GWN Securities Inc.	N/A	—	78,034	-78,034	-100%	$362.9K	—	—	—
State Street Corp	N/A	—	71,256	-71,256	-100%	$331.3K	—	—	—
Two Sigma Investments, LP	N/A	—	59,992	-59,992	-100%	$279.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	52,082	-52,082	-100%	$242.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	49,712	-49,712	-100%	$231.2K	—	—	—
Renaissance Technologies LLC	N/A	—	39,600	-39,600	-100%	$184.1K	—	—	—
Northern Trust Corp	N/A	—	39,513	-39,513	-100%	$183.7K	—	—	—
Engineers Gate Manager LP	N/A	—	37,000	-37,000	-100%	$172.1K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	30,002	-30,002	-100%	$139.5K	—	—	—
AXQ Capital, LP	N/A	—	27,948	-27,948	-100%	$130.0K	—	—	—
Invesco Ltd.	N/A	—	21,133	-21,133	-100%	$98.3K	—	—	—
Arax Advisory Partners	N/A	—	20,918	-20,918	-100%	$97.3K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	20,632	-20,632	-100%	$95.9K	—	—	—
HRT Financial LP	N/A	—	16,097	-16,097	-100%	$74	—	—	—
Citadel Advisors LLC	N/A	—	14,393	-14,393	-100%	$66.9K	—	—	—
Jump Financial, LLC	N/A	—	11,725	-11,725	-100%	$54.5K	—	—	—
Morgan Stanley	N/A	—	6,338	-6,338	-100%	$29.5K	—	—	—
Truvestments Capital LLC	N/A	—	5,659	-5,659	-100%	$26.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,141	-4,141	-100%	$19.3K	—	—	—
UBS Group AG	N/A	—	4,059	-4,059	-100%	$18.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,968	-2,968	-100%	$13.8K	—	—	—
Wells Fargo & Company	N/A	—	2,387	-2,387	-100%	$11.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,100	-1,100	-100%	$5.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$4.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	200	-200	-100%	$916	—	—	—
JPMorgan Chase & Co	N/A	—	128	-128	-100%	$608	—	—	—
FMR LLC	N/A	—	100	-100	-100%	$465	—	—	—
BNP Paribas Financial Markets	N/A	—	29	-29	-100%	$135	—	—	—

Showing 62 of 62 institutions