undamentalytics Newsletter

Axogen, Inc.: which funds bought and sold

Institutions that bought and sold Axogen shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 158 institutions that filed 13F reports for both quarters added to or opened positions in Axogen, and 82 cut or closed them. Together they added a net 4.1M shares, +8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.5M shares (+15.6%); index fund managers were net buyers of 972K shares (+9.5%). 49 opened a new position and 18 sold out entirely.

Bought, Q2 2026 158 institutions, 49 of them new holders Sold, Q2 2026 82 institutions, 18 of them sold out
Net change, all compared +4.1M shares (+8.2%)
Net change, active managers +2.5M shares (+15.6%), 30 bought, 20 sold

Buyers versus sellers

institutions compared, 265
Active managers and hedge funds 30 bought · 20 sold · +2.5M
Index fund managers 8 bought · 2 sold · +972K
Other institutions 120 bought · 60 sold · +562K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +1.1M +455.3% 1.4M $62.9M
Hood River Capital Management LLC +1.1M New position 1.1M $49.3M
Artemis Investment Management LLP Active manager +1.0M +299.2% 1.4M $64.5M
RTW Investments, LP Hedge fund +1.0M New position 1.0M $46.7M
Price T Rowe Associates Inc Active manager +967K +1904.6% 1.0M $47M
UBS Group AG +722K +632.1% 836K $38.6M
Assenagon Asset Management S.A. +706K +51.1% 2.1M $96.4M
Goldman Sachs Group Inc +679K +116.4% 1.3M $58.3M
Blackrock, Inc. Index funds +548K +14.2% 4.4M $204M
Driehaus Capital Management LLC Active manager +479K +209.6% 707K $32.7M
Nomura Asset Management International Inc. +456K New position 456K $21.1M
Nuveen, LLC +437K +401.1% 546K $25.2M
Wellington Management Group LLP Active manager +427K +44.3% 1.4M $64.3M
Fred Alger Management, LLC Active manager +351K New position 351K $16.2M
First Eagle Investment Management, LLC Active manager +328K +92.4% 682K $31.5M
Nzs Capital, LLC Active manager +278K New position 278K $12.8M
Marshall Wace, LLP Hedge fund +265K +783.8% 298K $13.8M
First Trust Advisors LP +261K +2645.4% 271K $12.5M
Raymond James Financial Inc +235K +230.7% 337K $15.6M
Healthcare Of Ontario Pension Plan Trust Fund +232K +199.7% 348K $16.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
First Light Asset Management, LLC −1.3M −31.3% 2.7M $127M
Arrowmark Colorado Holdings LLC −1.2M −62.8% 712K $32.9M
Divisadero Street Capital Management, LP −925K −84.4% 170K $7.9M
Balyasny Asset Management L.P. Hedge fund −834K −76.7% 253K $11.7M
Millennium Management LLC Hedge fund −760K −96.5% 27K $1.3M
Soleus Capital Management, L.P. Hedge fund −622K −91.6% 57K $2.6M
Wasatch Advisors LP Active manager −561K −30.2% 1.3M $59.9M
Perceptive Advisors LLC Hedge fund −450K −64.5% 247K $11.4M
Morgan Stanley −375K −12.0% 2.7M $127M
Two Sigma Investments, LP Hedge fund −363K −53.2% 319K $14.7M
Parkman Healthcare Partners LLC −268K Sold out 0 —
Capricorn Fund Managers Ltd −223K −32.4% 465K $21.5M
WCM Investment Management, LLC Active manager −222K −39.8% 337K $15.1M
Tocqueville Asset Management L.P. Active manager −211K −54.8% 174K $8M
Sofinnova Investments, Inc. −211K Sold out 0 —
Dimensional Fund Advisors LP −172K −29.5% 411K $19M
Summittx Capital, L.P. −164K −70.0% 70K $3.2M
Armistice Capital, LLC Hedge fund −161K −17.2% 775K $35.8M
Bank Of America Corp −153K −32.9% 313K $14.5M
FMR LLC Active manager −91K −6.9% 1.2M $56.5M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Hood River Capital Management LLC 1.1M $49.3M
RTW Investments, LPHedge fund 1.0M $46.7M
Nomura Asset Management International Inc. 456K $21.1M
Fred Alger Management, LLCActive manager 351K $16.2M
Nzs Capital, LLCActive manager 278K $12.8M
Atika Capital Management LLC 221K $10.2M
Calamos Advisors LLCActive manager 95K $4.4M
Janney Montgomery Scott LLC 62K $2.8M
Exoduspoint Capital Management, LPHedge fund 44K $2M
State Of New Jersey Common Pension Fund D 28K $1.3M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
251
Ten largest holders
39.4%
of 13F-reported shares
Index fund managers
20.8%
of 13F-reported shares
Active managers and hedge funds
35.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 20 10 2 +2.5M +15.6%
Index fund managers 8 2 0 0 +972K +9.5%
Other institutions 120 60 39 16 +562K +2.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Axogen, Inc. · Insiders · Politicians