Exagen Inc.: which funds bought and sold

Institutions that bought and sold Exagen 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, 23 institutions that filed 13F reports for both quarters added to or opened positions in Exagen, and 35 cut or closed them. Together they sold a net 1.4M shares, −14.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−36.5%); index fund managers were net sellers of 29K shares (−2.4%). 8 opened a new position and 11 sold out entirely.

Bought, Q2 2026 23 institutions, 8 of them new holders Sold, Q2 2026 35 institutions, 11 of them sold out

Net change, all compared −1.4M shares (−14.6%)

Net change, active managers −1.5M shares (−36.5%), 5 bought, 14 sold

Buyers versus sellers

institutions compared, 68

23 bought 10 35 sold

Active managers and hedge funds 5 bought · 14 sold · −1.5M

Index fund managers 4 bought · 1 sold · −29K

Other institutions 14 bought · 20 sold · +70K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+489K +390.2%	614K	$2.9M
Flputnam Investment Management Co	+289K New position	289K	$1.3M
Marshall Wace, LLP Hedge fund	+279K +1023.9%	307K	$1.4M
Fourworld Capital Management LLC	+157K +35.6%	597K	$2.8M
Mink Brook Asset Management LLC	+107K +29.0%	476K	$2.2M
Nano Cap New Millennium Growth Fund L P	+90K +15.4%	675K	$3.1M
Jane Street Group, LLC	+86K +36.2%	323K	$1.5M
Gwn Securities Inc.	+78K New position	78K	$362,858
Man Group PLC Hedge fund	+38K +29.0%	167K	$777,908
Invesco Ltd.	+21K New position	21K	$98,268
Blackrock, Inc. Index funds	+17K +13.3%	143K	$663,206
HRT Financial LP	+16K New position	16K	$74,000
D. E. Shaw & Co., Inc. Hedge fund	+15K +43.8%	50K	$231,161
Jump Financial, LLC	+12K New position	12K	$54,521
Vanguard Fiduciary Trust Co Index funds	+11K +11.7%	109K	$505,218
Geode Capital Management, LLC Index funds	+6,797 +3.8%	186K	$863,873
Tower Research Capital LLC (TRC)	+2,968 New position	2,968	$13,801
Northern Trust Corp Index funds	+1,964 +5.2%	40K	$183,735
Geneos Wealth Management Inc.	+1,000 New position	1,000	$4,650
Jpmorgan Chase & Co	+123 +2460.0%	128	$608

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+489K +390.2%	614K	$2.9M
Marshall Wace, LLP Hedge fund	+279K +1023.9%	307K	$1.4M
Man Group PLC Hedge fund	+38K +29.0%	167K	$777,908
D. E. Shaw & Co., Inc. Hedge fund	+15K +43.8%	50K	$231,161
FMR LLC Active manager	+100 New position	100	$465

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−797K Sold out	0	—
Acadian Asset Management LLC Active manager	−379K −55.0%	310K	$1.4M
Citadel Advisors LLC Hedge fund	−217K −93.8%	14K	$66,927
RTW Investments, LP Hedge fund	−200K −50.7%	195K	$906,750
Squarepoint Ops LLC Hedge fund	−180K −62.3%	109K	$506,817
Renaissance Technologies LLC Hedge fund	−164K −80.5%	40K	$184,140
Massar Capital Management, LP	−140K Sold out	0	—
Sei Investments Co	−135K −55.4%	109K	$506,873
Xtx Topco Ltd	−130K −53.8%	112K	$520,558
Two Sigma Investments, LP Hedge fund	−98K −62.0%	60K	$278,963
T3 Companies, LLC	−72K Sold out	0	—
Goldman Sachs Group Inc	−69K −57.1%	52K	$242,181
Vanguard Capital Management LLC Index funds	−66K −9.7%	613K	$2.8M
Bridgeway Capital Management, LLC Active manager	−57K −65.7%	30K	$139,509
Millennium Management LLC Hedge fund	−56K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−49K −57.1%	37K	$172,050
Dynamic Technology Lab Private Ltd	−46K Sold out	0	—
Gsa Capital Partners LLP	−38K −15.1%	215K	$998,000
Trexquant Investment LP Hedge fund	−33K Sold out	0	—
Susquehanna International Group, LLP	−25K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−797K Sold out	0	—
Acadian Asset Management LLC Active manager	−379K −55.0%	310K	$1.4M
Citadel Advisors LLC Hedge fund	−217K −93.8%	14K	$66,927
RTW Investments, LP Hedge fund	−200K −50.7%	195K	$906,750
Squarepoint Ops LLC Hedge fund	−180K −62.3%	109K	$506,817
Renaissance Technologies LLC Hedge fund	−164K −80.5%	40K	$184,140
Two Sigma Investments, LP Hedge fund	−98K −62.0%	60K	$278,963
Bridgeway Capital Management, LLC Active manager	−57K −65.7%	30K	$139,509
Millennium Management LLC Hedge fund	−56K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−49K −57.1%	37K	$172,050

New positions

largest by value

Institution	Shares	Value June 30, 2026
Flputnam Investment Management Co	289K	$1.3M
Gwn Securities Inc.	78K	$362,858
Invesco Ltd.	21K	$98,268
HRT Financial LP	16K	$74,000
Jump Financial, LLC	12K	$54,521
Tower Research Capital LLC (TRC)	2,968	$13,801
Geneos Wealth Management Inc.	1,000	$4,650
FMR LLCActive manager	100	$465

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Balyasny Asset Management L.P.Hedge fund	797K	$2.4M
Massar Capital Management, LP	140K	$420,000
T3 Companies, LLC	72K	$216,000
Millennium Management LLCHedge fund	56K	$168,207
Dynamic Technology Lab Private Ltd	46K	$137,880
Trexquant Investment LPHedge fund	33K	$100,182
Susquehanna International Group, LLP	25K	$76,428
Schonfeld Strategic Advisors LLCHedge fund	20K	$60,999
Point72 Asset Management, L.P.Hedge fund	19K	$58,308
Penbrook Management LLC	13K	$39,990

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 57
Ten largest holders: 65.4%
Index fund managers: 14.1%
Active managers and hedge funds: 30.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	14	1	5	−1.5M	−36.5%
Index fund managers	4	1	0	0	−29K	−2.4%
Other institutions	14	20	7	6	+70K	+1.6%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Exagen.

Only managers that filed a holdings report for both quarters are compared (68 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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