AXOGEN INC AXGN
COM · Common Stock · CUSIP 05463X106
- SectorHealth care
- IndustryElectromedical & Electrotherapeutic Apparatus
- HeadquartersAlachua, FL
- Founded2002
- Websiteaxogeninc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.5m this quarter). Holder counts are more reliable. Shares outstanding: 53.8m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $46.16. Options: 4 managers hold calls ($2.5m notional), 1 hold puts ($351.0k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 125 |
| Q4 2022 | 135 |
| Q1 2023 | 130 |
| Q2 2023 | 134 |
| Q3 2023 | 120 |
| Q4 2023 | 125 |
| Q1 2024 | 121 |
| Q2 2024 | 125 |
| Q3 2024 | 158 |
| Q4 2024 | 172 |
| Q1 2025 | 182 |
| Q2 2025 | 157 |
| Q3 2025 | 171 |
| Q4 2025 | 209 |
| Q1 2026 | 222 |
| Q2 2026 | 253 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 91 | 49 |
| Q4 2024 | 73 | 83 |
| Q1 2025 | 102 | 68 |
| Q2 2025 | 81 | 86 |
| Q3 2025 | 86 | 69 |
| Q4 2025 | 118 | 81 |
| Q1 2026 | 126 | 92 |
| Q2 2026 | 160 | 82 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.5m | $264.0k | 0.11 |
| Q4 2025 | $3.4m | $392.8k | 0.11 |
| Q1 2026 | $1.7m | $3.3k | 0.00 |
| Q2 2026 | $2.5m | $351.0k | 0.14 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.1m |
| Hood River Capital Management LLC | New | +1.1m |
| Artemis Investment Management LLP | Added | +1.0m |
| RTW INVESTMENTS, LP | New | +1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +967.3k |
| UBS Group AG | Added | +722.0k |
| Assenagon Asset Management S.A. | Added | +706.0k |
| GOLDMAN SACHS GROUP INC | Added | +678.6k |
| BlackRock, Inc. | Added | +548.4k |
| Driehaus Capital Management LLC | Added | +478.8k |
Biggest sellers
| First Light Asset Management, LLC | Reduced | -1.3m |
| ArrowMark Colorado Holdings LLC | Reduced | -1.2m |
| Divisadero Street Capital Management, LP | Reduced | -925.5k |
| Balyasny Asset Management L.P. | Reduced | -833.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -760.0k |
| Soleus Capital Management, L.P. | Reduced | -622.1k |
| WASATCH ADVISORS LP | Reduced | -561.4k |
| PERCEPTIVE ADVISORS LLC | Reduced | -450.0k |
| MORGAN STANLEY | Reduced | -375.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -362.9k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $1.6m34.4k shares |
| CITADEL ADVISORS LLC | Reduced | $434.2k9.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $388.0k8.4k shares |
| SIMPLEX TRADING, LLC | New | $92.4k2.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $351.0k7.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| First Light Asset Management, LLC 13G · institution +0.8 pts · filed 2026-08-14 | 7.6% |
| Divisadero Street Capital Management, LP 13G · passive investor new · filed 2026-10-02 | 6.8% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (5.0%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $364.5k | — |
| Q2 2025 | 0 | — | 7 | $586.0k | — |
| Q3 2025 | 0 | — | 1 | $18.5k | — |
| Q4 2025 | 0 | — | 11 | $13.4m | $2.8m |
| Q1 2026 | 0 | — | 1 | $171.5k | — |
| Q2 2026 | 0 | — | 6 | $1.7m | — |
| Q3 2026 | 0 | — | 4 | $4.7m | $4.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | TYNDALL JOSEPH A. Director | Sold plan | $173.9k3.5k shares |
| 2026-08-11 | Wendell Amy McBride Director | Sold plan | $646.6k13.4k shares |
| 2026-08-10 | Began Marc A EVP & General Counsel | Sold plan | $3.2m67.5k shares |
| 2026-08-07 | Weiler Kathy Johnson Director | Sold plan | $641.0k14.2k shares |
| 2026-05-08 | Wendell Amy McBride Director | Sold | $70.2k1.6k shares |
| 2026-05-07 | Weiler Kathy Johnson Director | Sold | $720.6k16.3k shares |
| 2026-05-07 | JOHNSON JOHN Director | Sold | $478.0k11.1k shares |
| 2026-05-07 | Kemp Jens Chief Marketing Officer | Sold | $173.8k4.0k shares |
| 2026-05-07 | Quackenbush Doris Sales VP | Sold | $168.7k3.9k shares |
| 2026-05-07 | Hartley Lindsey Marie CFO | Sold | $45.9k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.4m $204.1m | Added +548.4k |
| First Light Asset Management, LLC 7.72% of their portfolio | 2.7m $126.9m | Reduced -1.3m |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $126.9m | Reduced -375.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $104.3m | Reduced -33.6k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 2.1m $96.4m | Added +706.0k |
| Polar Capital Holdings Plc 0.20% of their portfolio | 1.5m $69.3m | Unchanged |
| Artemis Investment Management LLP 0.58% of their portfolio | 1.4m $64.5m | Added +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.4m $64.3m | Added +427.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $63.5m | Added +155.1k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.4m $62.9m | Added +1.1m |
| WASATCH ADVISORS LP 0.39% of their portfolio | 1.3m $59.9m | Reduced -561.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $58.3m | Added +678.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $57.6m | Added +100.3k |
| FMR LLC 0.00% of their portfolio | 1.2m $56.5m | Reduced -91.2k |
| Hood River Capital Management LLC 0.36% of their portfolio | 1.1m $49.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.0m $47.0m | Added +967.3k |
| RTW INVESTMENTS, LP 0.40% of their portfolio | 1.0m $46.7m | New |
| NEXT CENTURY GROWTH INVESTORS LLC 2.14% of their portfolio | 872.5k $40.3m | Added +6.6k |
| UBS Group AG 0.01% of their portfolio | 836.2k $38.6m | Added +722.0k |
| ARMISTICE CAPITAL, LLC 0.99% of their portfolio | 775.0k $35.8m | Reduced -161.0k |
| BAMCO INC /NY/ 0.05% of their portfolio | 740.2k $34.2m | Added +96.5k |
| ArrowMark Colorado Holdings LLC 1.37% of their portfolio | 711.8k $32.9m | Reduced -1.2m |
| Driehaus Capital Management LLC 0.19% of their portfolio | 707.2k $32.7m | Added +478.8k |
| TimesSquare Capital Management, LLC 0.47% of their portfolio | 689.8k $31.9m | Added +114.5k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 682.2k $31.5m | Added +327.6k |
| BESSEMER GROUP INC 0.04% of their portfolio | 679.0k $31.4m | Added +18.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 651.8k $30.1m | Added +17.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 578.3k $26.7m | Added +89.5k |
| Nuveen, LLC 0.01% of their portfolio | 545.9k $25.2m | Added +437.0k |
| Holocene Advisors, LP 0.06% of their portfolio | 536.8k $24.8m | Reduced -17.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 479.6k $22.2m | Added +60.6k |
| Capricorn Fund Managers Ltd 1.72% of their portfolio | 464.9k $21.5m | Reduced -222.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 455.9k $21.1m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 443.0k $20.5m | Added +183.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 441.5k $20.4m | Added +11.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 411.4k $19.0m | Reduced -171.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.37% of their portfolio | 388.2k $17.9m | Added +45.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 386.4k $17.8m | Added +1.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 378.7k $17.5m | Added +31.9k |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 351.4k $16.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 348.0k $16.1m | Added +231.8k |
| HighMark Wealth Management LLC 5.28% of their portfolio | 341.4k $15.8m | Reduced -3.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 337.1k $15.1m | Reduced -222.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 336.7k $15.6m | Added +234.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 319.2k $14.7m | Reduced -362.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 313.4k $14.5m | Reduced -153.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 298.3k $13.8m | Added +264.5k |
| NZS Capital, LLC 0.33% of their portfolio | 278.2k $12.8m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 277.7k $12.8m | Added +12.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 271.2k $12.5m | Added +261.3k |
| Stephens Investment Management Group LLC 0.13% of their portfolio | 258.9k $12.0m | Added +11.0k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 253.5k $11.7m | Reduced -833.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 251.9k $11.6m | Reduced -11.9k |
| PERCEPTIVE ADVISORS LLC 0.18% of their portfolio | 247.3k $11.4m | Reduced -450.0k |
| BROWN CAPITAL MANAGEMENT LLC 2.08% of their portfolio | 225.2k $10.4m | Reduced -34.3k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 224.6k $10.4m | Added +22.2k |
| Atika Capital Management LLC 1.01% of their portfolio | 221.0k $10.2m | New |
| DAFNA Capital Management LLC 1.84% of their portfolio | 209.0k $9.7m | Reduced -41.0k |
| Uniplan Investment Counsel, Inc. 0.84% of their portfolio | 193.9k $9.0m | Added +26.0k |
| F&V Capital Management, LLC 1.57% of their portfolio | 184.4k $8.5m | Added +7.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 179.0k $8.0m | Reduced -8.5k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.11% of their portfolio | 173.9k $8.0m | Reduced -211.0k |
| Divisadero Street Capital Management, LP 0.18% of their portfolio | 170.4k $7.9m | Reduced -925.5k |
| Invesco Ltd. 0.00% of their portfolio | 154.8k $7.2m | Added +15.9k |
| Trexquant Investment LP 0.04% of their portfolio | 154.6k $7.1m | Added +52.2k |
| Legal & General Group Plc 0.00% of their portfolio | 154.1k $7.1m | Reduced -12.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 153.6k $7.1m | Added +47.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 152.5k $7.0m | Added +14.3k |
| PERKINS CAPITAL MANAGEMENT INC 5.13% of their portfolio | 147.8k $6.8m | Reduced -21.0k |
| PRIMORIS WEALTH ADVISORS, LLC 2.97% of their portfolio | 141.0k $6.5m | Added +1.8k |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.10% of their portfolio | 127.9k $5.9m | Reduced -68.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 127.0k $5.9m | Added +91.9k |
| Verition Fund Management LLC 0.04% of their portfolio | 126.6k $5.8m | Added +89.8k |
| Susquehanna Portfolio Strategies, LLC 0.09% of their portfolio | 126.2k $5.8m | Added +6.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 120.1k $5.5m | Added +83.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 106.1k $4.9m | Reduced -2.8k |
| Swiss National Bank 0.00% of their portfolio | 98.9k $4.6m | Added +8.1k |
| Aubrey Capital Management Ltd 2.86% of their portfolio | 98.7k $4.6m | Added +11.7k |
| Calamos Advisors LLC 0.02% of their portfolio | 95.1k $4.4m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 94.1k $4.3m | Added +4.4k |
| Mariner, LLC 0.00% of their portfolio | 92.0k $4.2m | Reduced -44.3k |
| Lisanti Capital Growth, LLC 0.92% of their portfolio | 90.6k $4.2m | Reduced -11.8k |
| CITIGROUP INC 0.00% of their portfolio | 90.3k $4.2m | Added +77.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 88.9k $4.1m | Added +12.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.2k $4.0m | Added +58.4k |
| XTX Topco Ltd 0.05% of their portfolio | 81.2k $3.7m | Added +69.8k |
| B. Metzler seel. Sohn & Co. AG 0.03% of their portfolio | 81.1k $3.7m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 79.5k $3.7m | Added +18.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.6k $3.6m | Added +22.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.17% of their portfolio | 73.9k $3.4m | Reduced -7.2k |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 72.5k $3.3m | Reduced -41.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 70.6k $3.3m | Reduced -1.4k |
| SummitTX Capital, L.P. 0.09% of their portfolio | 70.3k $3.2m | Reduced -164.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 67.1k $3.1m | Reduced -82.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 65.1k $3.0m | Added +8.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 64.6k $2.1m | Added +12.0k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 61.7k $2.8m | New |
| GLOBEFLEX CAPITAL L P 0.35% of their portfolio | 58.5k $2.7m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 58.4k $2.7m | Added +49.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 57.6k $2.7m | Reduced -1.5k |