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Security record

PGEN

Precigen, Inc. · Healthcare · Biotechnology

7.28 +1.5% mkt cap $2.60B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
80Tracked holders
+1Δ holders
77.32MShares held
$440.58MReported value
+8New positions
−7Exits
Stable Conviction score 47/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.3% · share flow +0.6% · net new positions +1.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 80 +1 77.32M $440.58M +8 −7
Q1 2026 82 +6 77.19M $298.23M +8 −2
Q4 2025 75 -2 85.66M $358.05M −2
Q3 2025 16 +1 41.97M $138.07M +2 −1
Q2 2025 12 +2 40.00M $56.80M +2
Q1 2025 7 0 18.74M $27.92M +1 −1
Q4 2024 7 -3 18.78M $21.04M −3
Q3 2024 9 +1 17.66M $16.73M +1
Q2 2024 8 6.84M $10.80M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 12.00M +10.2% $68.41M 0.0% ▲ Add 7 SEC ↗
2 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
8 Morgan Stanley 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗
9 Goldman Sachs Group 3.41M +1.7% $19.42M 0.0% ▲ Add 4 SEC ↗
10 Goldman Sachs Group 3.41M +1.7% $19.42M 0.0% ▲ Add 4 SEC ↗
11 Fidelity (FMR) 2.57M +28.6% $14.65M 0.0% ▲ Add 5 SEC ↗
12 Fidelity (FMR) 2.57M +28.6% $14.65M 0.0% ▲ Add 5 SEC ↗
13 First Trust Advisors Lp 2.01M New $11.48M 0.0% New 1 SEC ↗
14 Bank Of America Corp /De/ 1.85M +25.6% $10.54M 0.0% ▲ Add 3 SEC ↗
15 Bank Of America Corp /De/ 1.85M +25.6% $10.54M 0.0% ▲ Add 3 SEC ↗
16 Bank Of America Corp /De/ 1.85M +25.6% $10.54M 0.0% ▲ Add 3 SEC ↗
17 Northern Trust Corp 1.78M +10.4% $10.14M 0.0% ▲ Add 3 SEC ↗
18 Northern Trust Corp 1.78M +10.4% $10.14M 0.0% ▲ Add 3 SEC ↗
19 Northern Trust Corp 1.78M +10.4% $10.14M 0.0% ▲ Add 3 SEC ↗
20 Northern Trust Corp 1.78M +10.4% $10.14M 0.0% ▲ Add 3 SEC ↗
21 Charles Schwab Investment… 1.52M +3.8% $8.64M 0.0% ▲ Add 3 SEC ↗
22 Franklin Resources Inc 1.03M -61.1% $5.85M 0.0% ▼ Trim 3 SEC ↗
23 Franklin Resources Inc 1.03M -61.1% $5.85M 0.0% ▼ Trim 3 SEC ↗
24 Franklin Resources Inc 1.03M -61.1% $5.85M 0.0% ▼ Trim 3 SEC ↗
25 Franklin Resources Inc 1.03M -61.1% $5.85M 0.0% ▼ Trim 3 SEC ↗
26 Barclays Plc 931.37K +89.4% $5.31M 0.0% ▲ Add 3 SEC ↗
27 Barclays Plc 931.37K +89.4% $5.31M 0.0% ▲ Add 3 SEC ↗
28 JPMorgan Chase 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗
29 JPMorgan Chase 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗
30 JPMorgan Chase 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗
31 JPMorgan Chase 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗
32 JPMorgan Chase 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗
33 Citigroup Inc 724.89K +90.1% $4.13M 0.0% ▲ Add 3 SEC ↗
34 Citigroup Inc 724.89K +90.1% $4.13M 0.0% ▲ Add 3 SEC ↗
35 Renaissance Technologies 605.30K New $3.45M 0.0% New 1 SEC ↗
36 Wellington Management 555.23K +9.2% $3.16M 0.0% ▲ Add 4 SEC ↗
37 Wellington Management 555.23K +9.2% $3.16M 0.0% ▲ Add 4 SEC ↗
38 Wellington Management 555.23K +9.2% $3.16M 0.0% ▲ Add 4 SEC ↗
39 Raymond James Financial Inc 516.33K +1281.2% $2.94M 0.0% ▲ Add 3 SEC ↗
40 Raymond James Financial Inc 516.33K +1281.2% $2.94M 0.0% ▲ Add 3 SEC ↗
41 Raymond James Financial Inc 516.33K +1281.2% $2.94M 0.0% ▲ Add 3 SEC ↗
42 Wells Fargo & Company/Mn 340.56K +68.6% $1.94M 0.0% ▲ Add 3 SEC ↗
43 Wells Fargo & Company/Mn 340.56K +68.6% $1.94M 0.0% ▲ Add 3 SEC ↗
44 Wells Fargo & Company/Mn 340.56K +68.6% $1.94M 0.0% ▲ Add 3 SEC ↗
45 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗
46 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗
47 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗
48 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗
49 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗
50 Rhumbline Advisers 236.45K +19.8% $1.35M 0.0% ▲ Add 3 SEC ↗
51 Deutsche Bank Ag\ 200.25K +31.2% $1.14M 0.0% ▲ Add 3 SEC ↗
52 Deutsche Bank Ag\ 200.25K +31.2% $1.14M 0.0% ▲ Add 3 SEC ↗
53 State Of Wisconsin Investment Board 198.66K -0.1% $1.13M 0.0% ▼ Trim 3 SEC ↗
54 Victory Capital Management Inc 169.17K -16.5% $964,275 0.0% ▼ Trim 3 SEC ↗
55 T. Rowe Price 158.61K +14.0% $905,000 0.0% ▲ Add 9 SEC ↗
56 Alliancebernstein L.P. 226.78K +10.0% $877,631 0.0% ▲ Add 3 SEC ↗
57 Prudential Financial Inc 153.97K +11.4% $877,629 0.0% ▲ Add 3 SEC ↗
58 Prudential Financial Inc 153.97K +11.4% $877,629 0.0% ▲ Add 3 SEC ↗
59 Invesco Ltd. 149.37K +32.8% $851,391 0.0% ▲ Add 3 SEC ↗
60 Invesco Ltd. 149.37K +32.8% $851,391 0.0% ▲ Add 3 SEC ↗
61 Invesco Ltd. 149.37K +32.8% $851,391 0.0% ▲ Add 3 SEC ↗
62 Invesco Ltd. 149.37K +32.8% $851,391 0.0% ▲ Add 3 SEC ↗
63 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗
64 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗
65 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗
66 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗
67 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗
68 Legal & General Group Plc 128.05K +2.1% $729,874 0.0% ▲ Add 3 SEC ↗
69 Legal & General Group Plc 128.05K +2.1% $729,874 0.0% ▲ Add 3 SEC ↗
70 Legal & General Group Plc 128.05K +2.1% $729,874 0.0% ▲ Add 3 SEC ↗
71 Sei Investments Co 126.88K +975.4% $723,227 0.0% ▲ Add 3 SEC ↗
72 Sei Investments Co 126.88K +975.4% $723,227 0.0% ▲ Add 3 SEC ↗
73 Stifel Financial Corp 115.57K -23.7% $658,755 0.0% ▼ Trim 3 SEC ↗
74 Stifel Financial Corp 115.57K -23.7% $658,755 0.0% ▼ Trim 3 SEC ↗
75 Us Bancorp \De\ 100.00K New $570,000 0.0% New 1 SEC ↗
76 Manufacturers Life Insurance… 91.10K +1.1% $519,253 0.0% ▲ Add 3 SEC ↗
77 New York State Common Retirement… 50.94K +33.9% $290,347 0.0% ▲ Add 3 SEC ↗
78 Commonwealth Equity Services, Llc 49.62K +8.1% $282,850 0.0% ▲ Add 3 SEC ↗
79 Voya Investment Management Llc 37.72K +21.1% $214,987 0.0% ▲ Add 3 SEC ↗
80 Principal Financial Group Inc 14.76K +14.9% $84,155 0.0% ▲ Add 3 SEC ↗
81 CIBC Asset Management Inc 10.94K New $62,369 0.0% New 1 SEC ↗
82 National Bank Of Canada /Fi/ 567 +1.6% $3,226 0.0% ▲ Add 3 SEC ↗
83 Jones Financial Companies Lllp 181 0.0% $1,061 0.0% Held 3 SEC ↗

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

New buyers

First Trust Advisors Lp $11.48M 0.0%
Renaissance Technologies $3.45M 0.0%
Us Bancorp \De\ $570,000 0.0%
CIBC Asset Management Inc $62,369 0.0%

Exited

Group One Trading Llc $693,206 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 132.74M shares, $508.64M 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)

Aug 21 AGEE NANCY H

Director · 3.41K sh @ 7.23 · $24,662

Open-market sales (S)

Aug 25 Shah Rutul R

Officer · 15.34K sh · $115,065

Aug 25 Tennant Phil

Officer · 79.17K sh · $593,745

Aug 21 Shah Rutul R

Officer · 34.66K sh · $259,935

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

Beneficial ownership
Aug 07 SC 13G/A — Merck KGaA

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: Q2 2026 · Methodology · Get this via the API