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Security record · archived quarter

AXGN

AxoGen, Inc. · Healthcare · Medical - Devices

38.06 +3.8% mkt cap $2.23B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
88Tracked holders
+4Δ holders
26.93MShares held
$890.85MReported value
+13New positions
−9Exits
Strongly Rising Conviction score 64/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow +17.3% · net new positions +4.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 411.71K $17.26M n/a n/a
Q2 2026 97 +13 31.59M $1.46B +13 −1
Q1 2026 88 +4 26.93M $890.85M +13 −9
Q4 2025 84 +1 23.54M $770.31M +1 n/a
Q3 2025 15 0 12.88M $229.79M +1 −2
Q2 2025 13 -3 10.16M $110.24M n/a −3
Q1 2025 13 +1 4.00M $74.03M +1 n/a
Q4 2024 12 +1 2.94M $48.52M +2 −1
Q3 2024 10 +4 2.95M $41.31M +4 n/a
Q2 2024 6 n/a 2.53M $18.31M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 3.87M +4.1% $128.24M 0.0% ▲ Add 4 SEC ↗ ×13
2 Morgan Stanley ✦ 3.12M +20.7% $103.46M 0.0% ▲ Add 3 SEC ↗ ×7
3 Vanguard Capital Management Llc 2.29M n/a $75.92M 0.0% n/c 1 SEC ↗
4 Assenagon Asset Management S.A. 1.38M +0.1% $45.76M 0.1% ▲ Add 2 SEC ↗
5 Fidelity (FMR) ✦ 1.31M +655.2% $43.53M 0.0% ▲ Add 4 SEC ↗ ×3
6 Geode Capital Management ✦ (passive) 1.22M +11.4% $40.43M 0.0% ▲ Add 8 SEC ↗ ×2
7 State Street Global Advisors ✦ (passive) 1.15M +6.6% $37.98M 0.0% ▲ Add 6 SEC ↗
8 Balyasny Asset Management L.P. 1.09M +28.3% $36.01M 0.1% ▲ Add 2 SEC ↗ ×2
9 Wellington Management ✦ 964.57K New $31.96M 0.0% New 1 SEC ↗ ×4
10 Millennium Management ✦ 787.25K -18.9% $26.08M 0.0% ▼ Trim 8 SEC ↗
11 Two Sigma Investments ✦ 682.10K +57.4% $22.60M 0.0% ▲ Add 5 SEC ↗
12 Bamco Inc /Ny/ 643.74K New $21.33M 0.1% New 1 SEC ↗
13 Deutsche Bank Ag\ 634.40K +7.7% $21.02M 0.0% ▲ Add 2 SEC ↗ ×2
14 Dimensional Fund Advisors Lp 583.19K -3.1% $19.32M 0.0% ▼ Trim 2 SEC ↗ ×4
15 Goldman Sachs Group ✦ 582.96K +21.8% $19.31M 0.0% ▲ Add 3 SEC ↗ ×2
16 Holocene Advisors, LP 553.80K New $18.35M 0.0% New 1 SEC ↗
17 Wcm Investment Management, Llc 559.53K +39.7% $17.52M 0.0% ▲ Add 2 SEC ↗
18 Bank Of America Corp /De/ 466.82K -0.5% $15.47M 0.0% ▼ Trim 2 SEC ↗
19 Charles Schwab Investment… 429.94K +6.4% $14.24M 0.0% ▲ Add 2 SEC ↗
20 Northern Trust Corp 418.97K +9.0% $13.88M 0.0% ▲ Add 2 SEC ↗ ×5
21 First Eagle Investment Management… 354.59K -13.0% $11.75M 0.0% ▼ Trim 2 SEC ↗ ×2
22 D. E. Shaw & Co. ✦ 265.01K +64.8% $8.78M 0.0% ▲ Add 8 SEC ↗
23 Arrowstreet Capital ✦ 259.30K -63.5% $8.59M 0.0% ▼ Trim 7 SEC ↗
24 Citadel Advisors ✦ 245.05K +64.8% $8.12M 0.0% ▲ Add 3 SEC ↗ ×2
25 Point72 Asset Management ✦ 202.37K New $6.70M 0.0% New 1 SEC ↗
26 JPMorgan Chase ✦ 187.54K -34.5% $5.87M 0.0% ▼ Trim 3 SEC ↗ ×4
27 Legal & General Group Plc 166.04K +0.3% $5.50M 0.0% ▲ Add 2 SEC ↗ ×3
28 Connor, Clark & Lunn Investment… 149.33K -62.7% $4.95M 0.0% ▼ Trim 2 SEC ↗
29 Invesco Ltd. 138.90K -26.6% $4.60M 0.0% ▼ Trim 2 SEC ↗ ×4
30 Bank of New York Mellon Corp 138.13K +2.5% $4.58M 0.0% ▲ Add 2 SEC ↗ ×4
31 Mariner, LLC 136.30K -8.7% $4.52M 0.0% ▼ Trim 2 SEC ↗
32 Healthcare Of Ontario Pension Plan… 116.11K New $3.85M 0.0% New 1 SEC ↗
33 UBS Group AG 114.22K +25.8% $3.78M 0.0% ▲ Add 2 SEC ↗ ×2
34 Franklin Resources Inc 108.96K +33.8% $3.61M 0.0% ▲ Add 2 SEC ↗ ×4
35 Nuveen, LLC 108.94K -9.9% $3.61M 0.0% ▼ Trim 2 SEC ↗ ×2
36 Victory Capital Management Inc 105.88K New $3.51M 0.0% New 1 SEC ↗
37 Raymond James Financial Inc 101.81K -16.3% $3.32M 0.0% ▼ Trim 2 SEC ↗ ×3
38 Swiss National Bank 90.80K 0.0% $3.01M 0.0% Held 2 SEC ↗
39 Principal Financial Group Inc 89.75K +1.4% $2.97M 0.0% ▲ Add 2 SEC ↗ ×2
40 New York State Common Retirement… 76.83K +3.7% $2.55M 0.0% ▲ Add 2 SEC ↗
41 Sei Investments Co 71.81K +38.3% $2.38M 0.0% ▲ Add 2 SEC ↗ ×2
42 UBS AM, a distinct business unit of… 60.77K +0.9% $2.01M 0.0% ▲ Add 2 SEC ↗ ×3
43 California State Teachers… 59.13K +51.9% $1.96M 0.0% ▲ Add 2 SEC ↗
44 Ameriprise Financial Inc 57.63K -21.8% $1.91M 0.0% ▼ Trim 2 SEC ↗ ×3
45 Rhumbline Advisers 56.44K +1.3% $1.87M 0.0% ▲ Add 2 SEC ↗
46 Royal Bank Of Canada 55.00K -12.5% $1.82M 0.0% ▼ Trim 2 SEC ↗ ×2
47 Alliancebernstein L.P. 52.62K +2.7% $1.72M 0.0% ▲ Add 2 SEC ↗
48 T. Rowe Price ✦ 50.78K +16.6% $1.68M 0.0% ▲ Add 8 SEC ↗
49 Universal- Beteiligungs- und… 39.37K New $1.30M 0.0% New 1 SEC ↗
50 Russell Investments Group, Ltd. 35.12K +5.3% $1.16M 0.0% ▲ Add 2 SEC ↗ ×6
51 Susquehanna International Group, Llp 34.99K +454.1% $1.16M 0.0% ▲ Add 2 SEC ↗
52 Marshall Wace ✦ 33.75K -77.6% $1.12M 0.0% ▼ Trim 7 SEC ↗ ×3
53 Voya Investment Management Llc 29.76K +74.9% $986,016 0.0% ▲ Add 2 SEC ↗ ×2
54 Bnp Paribas Financial Markets 29.42K +200.8% $974,751 0.0% ▲ Add 2 SEC ↗
55 Wells Fargo & Company/Mn 27.80K -53.3% $921,061 0.0% ▼ Trim 2 SEC ↗ ×3
56 Hsbc Holdings Plc 23.01K New $753,709 0.0% New 1 SEC ↗
57 MIRAE ASSET GLOBAL ETFS HOLDINGS… 22.65K +9.8% $750,494 0.0% ▲ Add 2 SEC ↗
58 Manufacturers Life Insurance… 22.17K +66.4% $734,360 0.0% ▲ Add 2 SEC ↗
59 Allspring Global Investments… 21.65K -16.1% $727,041 0.0% ▼ Trim 2 SEC ↗ ×2
60 Commonwealth Equity Services, Llc 21.59K +0.5% $715,110 0.0% ▲ Add 2 SEC ↗
61 Zurcher Kantonalbank (Zurich… 20.87K +17.7% $691,423 0.0% ▲ Add 2 SEC ↗
62 Janus Henderson Group Plc 18.10K 0.0% $600,196 0.0% Held 2 SEC ↗
63 State Board Of Administration Of… 16.93K 0.0% $560,990 0.0% Held 2 SEC ↗
64 Creative Planning 15.46K -10.1% $512,355 0.0% ▼ Trim 2 SEC ↗
65 LPL Financial LLC 14.39K -2.3% $476,608 0.0% ▼ Trim 2 SEC ↗
66 Mml Investors Services, Llc 13.83K +42.0% $458,221 0.0% ▲ Add 2 SEC ↗
67 Mercer Global Advisors Inc /Adv 13.47K -15.1% $446,195 0.0% ▼ Trim 2 SEC ↗
68 Citigroup Inc 12.52K +701.0% $414,754 0.0% ▲ Add 2 SEC ↗ ×2
69 AQR Capital Management ✦ 11.42K New $378,411 0.0% New 1 SEC ↗ ×4
70 State Of Wisconsin Investment Board 10.94K -38.5% $362,542 0.0% ▼ Trim 2 SEC ↗
71 First Trust Advisors Lp 9.88K New $327,225 0.0% New 1 SEC ↗
72 Envestnet Asset Management Inc 9.79K +0.1% $324,343 0.0% ▲ Add 2 SEC ↗
73 Barclays Plc 9.15K -86.8% $303,272 0.0% ▼ Trim 2 SEC ↗ ×3
74 Pnc Financial Services Group, Inc. 8.94K +6.2% $296,282 0.0% ▲ Add 2 SEC ↗ ×3
75 Quantinno Capital Management LP 8.89K -12.2% $294,658 0.0% ▼ Trim 2 SEC ↗
76 Bank Of Montreal /Can/ 7.67K New $254,107 0.0% New 1 SEC ↗ ×2
77 Prudential Financial Inc 7.64K New $253,279 0.0% New 1 SEC ↗
78 ProShare Advisors LLC 7.00K -13.8% $231,876 0.0% ▼ Trim 2 SEC ↗
79 Fifth Third Bancorp 4.84K -3.2% $160,415 0.0% ▼ Trim 2 SEC ↗
80 Rockefeller Capital Management L.P. 2.92K +24.7% $96,806 0.0% ▲ Add 2 SEC ↗ ×3
81 Osaic Holdings, Inc. 1.92K -94.7% $63,575 0.0% ▼ Trim 2 SEC ↗
82 Us Bancorp \De\ 966 -39.0% $32,004 0.0% ▼ Trim 2 SEC ↗ ×2
83 BNP Paribas Asset Management… 886 +31.6% $29,353 0.0% ▲ Add 2 SEC ↗
84 Jones Financial Companies Lllp 333 -4.0% $10,416 0.0% ▼ Trim 2 SEC ↗
85 Group One Trading Llc 200 -92.6% $6,626 0.0% ▼ Trim 2 SEC ↗
86 Optiver Holding B.V. 177 +14.2% $5,864 0.0% ▲ Add 2 SEC ↗
87 Cwm, Llc 160 +37.9% $5,301 0.0% ▲ Add 2 SEC ↗
88 Simplex Trading, Llc 85 New $2,816 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Jane Street Group, Llc $8.66M was 0.0%
Qube Research & Technologies… $4.65M was 0.0%
Hrt Financial Lp $2.39M was 0.0%
Squarepoint Ops LLC $1.21M was 0.0%
IMC-Chicago, LLC $423,363 was 0.0%
Lazard Asset Management Llc $318,430 was 0.0%
Pictet Asset Management… $270,284 was 0.0%
Gotham Asset Management $203,482 was 0.0%
National Bank Of Canada /Fi/ $1,699 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 49.68M shares, $1.61B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 02 TYNDALL JOSEPH A.

Director · 3.50K sh · $173,940

Aug 11 Wendell Amy McBride

Director · 13.35K sh · $646,592

Aug 10 Began Marc A

Officer · 67.50K sh · $3.20M

Aug 07 Weiler Kathy Johnson

Director · 14.15K sh · $640,967

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 02 SC 13G: Divisadero Street Capital Management, LP

View original SEC filing ↗

Aug 14 SC 13G/A: First Light Asset Management, LLC

View original SEC filing ↗

Jul 31 SC 13G/A: VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API