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Security record

PGEN

Precigen, Inc. · Healthcare · Biotechnology

7.54 -1.6% mkt cap $2.69B quote delayed (FMP) · as of Oct 13 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
79Tracked holders
+1Δ holders
77.23MShares held
$440.02MReported value
+8New positions
−8Exits
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 0.0% — 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 79 +1 77.23M $440.02M +8 −8
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 BlackRock ✦ (passive) 17.15M +12.6% $97.74M 0.0% ▲ Add 5 SEC ↗ ×13
2 State Street Global Advisors ✦ (passive) 12.00M +10.2% $68.41M 0.0% ▲ Add 7 SEC ↗
3 Vanguard Capital Management Llc 7.91M +10.6% $45.07M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management ✦ (passive) 5.02M +8.8% $28.61M 0.0% ▲ Add 9 SEC ↗ ×2
5 Morgan Stanley ✦ 3.47M +43.7% $19.78M 0.0% ▲ Add 4 SEC ↗ ×7
6 Goldman Sachs Group ✦ 3.41M +1.7% $19.42M 0.0% ▲ Add 4 SEC ↗ ×2
7 Fidelity (FMR) ✦ 2.57M +28.6% $14.65M 0.0% ▲ Add 5 SEC ↗ ×2
8 First Trust Advisors Lp 2.01M New $11.48M 0.0% New 1 SEC ↗
9 Bank Of America Corp /De/ 1.85M +25.6% $10.54M 0.0% ▲ Add 3 SEC ↗ ×3
10 Arrowstreet Capital ✦ 1.79M +351.9% $10.19M 0.0% ▲ Add 2 SEC ↗
11 Northern Trust Corp 1.78M +10.4% $10.14M 0.0% ▲ Add 3 SEC ↗ ×4
12 Charles Schwab Investment… 1.52M +3.8% $8.64M 0.0% ▲ Add 3 SEC ↗
13 Point72 Asset Management ✦ 1.27M -80.9% $7.22M 0.0% ▼ Trim 4 SEC ↗
14 Franklin Resources Inc 1.03M -61.1% $5.85M 0.0% ▼ Trim 3 SEC ↗ ×4
15 Barclays Plc 931.37K +89.4% $5.31M 0.0% ▲ Add 3 SEC ↗ ×2
16 JPMorgan Chase ✦ 849.30K -2.8% $5.08M 0.0% ▼ Trim 4 SEC ↗ ×5
17 Citadel Advisors ✦ 820.39K -69.6% $4.68M 0.0% ▼ Trim 5 SEC ↗
18 UBS Group AG 778.76K +13.5% $4.44M 0.0% ▲ Add 3 SEC ↗ ×4
19 Citigroup Inc 724.89K +90.1% $4.13M 0.0% ▲ Add 3 SEC ↗ ×2
20 Nuveen, LLC 702.83K +31.6% $4.01M 0.0% ▲ Add 3 SEC ↗ ×3
21 Renaissance Technologies ✦ 605.30K New $3.45M 0.0% New 1 SEC ↗
22 Susquehanna International Group, Llp 601.84K +39.1% $3.43M 0.0% ▲ Add 3 SEC ↗
23 Wellington Management ✦ 555.23K +9.2% $3.16M 0.0% ▲ Add 4 SEC ↗ ×3
24 Raymond James Financial Inc 516.33K +1281.2% $2.94M 0.0% ▲ Add 3 SEC ↗ ×3
25 CIBC Bancorp USA Inc. 499.91K +65.5% $2.85M 0.0% ▲ Add 2 SEC ↗ ×2
26 Bank of New York Mellon Corp 474.50K +9.5% $2.70M 0.0% ▲ Add 3 SEC ↗ ×5
27 Swiss National Bank 390.60K +11.9% $2.23M 0.0% ▲ Add 3 SEC ↗
28 Cetera Investment Advisers 387.71K +3.5% $2.21M 0.0% ▲ Add 3 SEC ↗
29 Squarepoint Ops LLC 353.27K +462.8% $2.01M 0.0% ▲ Add 3 SEC ↗
30 Wells Fargo & Company/Mn 340.56K +68.6% $1.94M 0.0% ▲ Add 3 SEC ↗ ×3
31 Corient Private Wealth LP 334.80K -63.3% $1.91M 0.0% ▼ Trim 3 SEC ↗
32 UBS AM, a distinct business unit of… 333.35K -6.0% $1.90M 0.0% ▼ Trim 3 SEC ↗ ×5
33 Simplex Trading, Llc 249.01K +44.2% $1.42M 0.0% ▲ Add 3 SEC ↗
34 Rhumbline Advisers 236.45K +19.8% $1.35M 0.0% ▲ Add 3 SEC ↗
35 LPL Financial LLC 228.51K +8.2% $1.30M 0.0% ▲ Add 3 SEC ↗
36 Deutsche Bank Ag\ 200.25K +31.2% $1.14M 0.0% ▲ Add 3 SEC ↗ ×2
37 State Of Wisconsin Investment Board 198.66K -0.1% $1.13M 0.0% ▼ Trim 3 SEC ↗
38 Creative Planning 196.88K +12.0% $1.12M 0.0% ▲ Add 3 SEC ↗ ×2
39 Osaic Holdings, Inc. 188.36K -15.3% $1.07M 0.0% ▼ Trim 3 SEC ↗ ×4
40 Victory Capital Management Inc 169.17K -16.5% $964,275 0.0% ▼ Trim 3 SEC ↗
41 T. Rowe Price ✦ 158.61K +14.0% $905,000 0.0% ▲ Add 9 SEC ↗
42 Alliancebernstein L.P. 226.78K +10.0% $877,631 0.0% ▲ Add 3 SEC ↗
43 Prudential Financial Inc 153.97K +11.4% $877,629 0.0% ▲ Add 3 SEC ↗ ×2
44 Invesco Ltd. 149.37K +32.8% $851,391 0.0% ▲ Add 3 SEC ↗ ×4
45 Royal Bank Of Canada 147.02K +1272.2% $837,000 0.0% ▲ Add 3 SEC ↗ ×5
46 AQR Capital Management ✦ 145.60K -21.3% $829,920 0.0% ▼ Trim 9 SEC ↗ ×6
47 Two Sigma Investments ✦ 136.97K +88.2% $780,729 0.0% ▲ Add 2 SEC ↗
48 Legal & General Group Plc 128.05K +2.1% $729,874 0.0% ▲ Add 3 SEC ↗ ×3
49 Sei Investments Co 126.88K +975.4% $723,227 0.0% ▲ Add 3 SEC ↗ ×2
50 Stifel Financial Corp 115.57K -23.7% $658,755 0.0% ▼ Trim 3 SEC ↗ ×2
51 MIRAE ASSET GLOBAL ETFS HOLDINGS… 111.79K +4.4% $642,225 0.0% ▲ Add 3 SEC ↗ ×2
52 Millennium Management ✦ 100.87K +68.6% $574,976 0.0% ▲ Add 2 SEC ↗
53 Us Bancorp \De\ 100.00K New $570,000 0.0% New 1 SEC ↗
54 Manufacturers Life Insurance… 91.10K +1.1% $519,253 0.0% ▲ Add 3 SEC ↗
55 Rockefeller Capital Management L.P. 61.50K +2180.5% $350,573 0.0% ▲ Add 3 SEC ↗ ×3
56 Russell Investments Group, Ltd. 56.88K +357.8% $324,227 0.0% ▲ Add 3 SEC ↗ ×2
57 Mitsubishi UFJ Asset Management… 53.83K +11.2% $306,848 0.0% ▲ Add 3 SEC ↗
58 Envestnet Asset Management Inc 52.76K +6.9% $300,749 0.0% ▲ Add 3 SEC ↗
59 New York State Common Retirement… 50.94K +33.9% $290,347 0.0% ▲ Add 3 SEC ↗
60 Commonwealth Equity Services, Llc 49.62K +8.1% $282,850 0.0% ▲ Add 3 SEC ↗
61 Zurcher Kantonalbank (Zurich… 41.98K -41.5% $239,280 0.0% ▼ Trim 3 SEC ↗
62 Bnp Paribas Financial Markets 38.90K -35.5% $221,747 0.0% ▼ Trim 3 SEC ↗
63 Voya Investment Management Llc 37.72K +21.1% $214,987 0.0% ▲ Add 3 SEC ↗
64 Mitsubishi UFJ Trust & Banking Corp 37.29K New $212,530 0.0% New 1 SEC ↗
65 ProShare Advisors LLC 36.97K -11.9% $210,752 0.0% ▼ Trim 3 SEC ↗
66 Pictet Asset Management Holding SA 35.89K 0.0% $204,579 0.0% Held 3 SEC ↗
67 Balyasny Asset Management L.P. 32.28K -75.0% $184,013 0.0% ▼ Trim 2 SEC ↗
68 Peak6 Llc 30.00K New $171,000 0.0% New 1 SEC ↗
69 Cerity Partners LLC 22.46K +5.7% $128,052 0.0% ▲ Add 3 SEC ↗ ×3
70 Mirae Asset Global Investments Co.… 15.94K -13.6% $90,881 0.0% ▼ Trim 3 SEC ↗
71 Principal Financial Group Inc 14.76K +14.9% $84,155 0.0% ▲ Add 3 SEC ↗
72 Universal- Beteiligungs- und… 11.83K New $67,425 0.0% New 1 SEC ↗
73 CIBC Asset Management Inc 10.94K New $62,369 0.0% New 1 SEC ↗
74 Optiver Holding B.V. 5.87K +206.6% $33,465 0.0% ▲ Add 3 SEC ↗
75 Pacer Advisors, Inc. 3.29K New $19,000 0.0% New 1 SEC ↗
76 BNP Paribas Asset Management… 2.38K +0.1% $13,594 0.0% ▲ Add 3 SEC ↗
77 Northwestern Mutual Wealth… 1.63K -1.9% $9,268 0.0% ▼ Trim 3 SEC ↗
78 National Bank Of Canada /Fi/ 567 +1.6% $3,226 0.0% ▲ Add 3 SEC ↗
79 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%
Mitsubishi UFJ Trust &… $212,530 0.0%
Peak6 Llc $171,000 0.0%
Universal- Beteiligungs- und… $67,425 0.0%
CIBC Asset Management Inc $62,369 0.0%
Pacer Advisors, Inc. $19,000 0.0%

Exited

Jane Street Group, Llc $7.05M was 0.0%
Adage Capital Partners $3.27M was 0.0%
Hrt Financial Lp $2.75M was 0.0%
Group One Trading Llc $693,206 was 0.0%
HighTower Advisors, LLC $441,768 was 0.0%
Man Group plc $291,949 was 0.0%
Marshall Wace $220,447 was 0.0%
Focus Partners Wealth $49,439 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 26 KINDLER JEFFREY B

Director · 185.00K sh · $1.38M

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