Filing Research | AXGN - AXOGEN INC Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	1.4MSH	$64.5M
2	WASATCH ADVISORS LP	Shares	1.3MSH	$59.9M
3	Assenagon Asset Management S.A.	Shares	1.0MSH	$48.2M
4	Capricorn Fund Managers Ltd	Shares	464.9KSH	$21.5M
5	PERKINS CAPITAL MANAGEMENT INC	Shares	147.8KSH	$6.8M
6	MFG WEALTH MANAGEMENT, INC.	Shares	25.9KSH	$1.2M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	25.8KSH	$1.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	15.5KSH	$717.2K
9	Yorktown Management & Research Co Inc	Shares	7.0KSH	$323.3K
10	Harbour Capital Advisors, LLC	Shares	7.6KSH	$309.4K
11	RiverPark Advisors, LLC	Shares	6.2KSH	$287.1K
12	Sequoia Financial Advisors, LLC	Shares	5.9KSH	$272.3K
13	Net Worth Advisory Group	Shares	5.0KSH	$229.2K
14	China Universal Asset Management Co., Ltd.	Shares	4.8KSH	$221.7K
15	SIGNATUREFD, LLC	Shares	2.3KSH	$105.0K
16	FIRST HORIZON CORP	Shares	942SH	$43.5K
17	Farther Finance Advisors, LLC	Shares	682SH	$31.5K
18	Curated Wealth Partners LLC	Shares	25.0KSH	$28.8K
19	Versant Capital Management, Inc	Shares	593SH	$27.4K
20	Center for Financial Planning, Inc.	Shares	500SH	$23.1K
21	GAMMA Investing LLC	Shares	359SH	$16.6K
22	SBI Securities Co., Ltd.	Shares	290SH	$13.4K
23	F&V Capital Management, LLC	Shares	184.4KSH	$8.5K
24	EverSource Wealth Advisors, LLC	Shares	166SH	$7.7K
25	IFP Advisors, Inc	Shares	100SH	$4.6K
26	Torren Management, LLC	Shares	80SH	$3.7K
27	EASTERN BANK	Shares	42SH	$1.9K
28	GHP Investment Advisors, Inc.	Shares	13SH	$601
29	True Wealth Design, LLC	Shares	11SH	$509
30	Hughes Financial Services, LLC	Shares	10SH	$462
31	MassMutual Private Wealth & Trust, FSB	Shares	6SH	$277
32	State of Alaska, Department of Revenue	Shares	2.4KSH	$111

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+1.0M	+$52.9M	$64.5M
2	Assenagon Asset Management S.A. trimmed	Shares	-337.6K	+$2.4M	$48.2M
3	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-21.0K	+$1.2M	$6.8M
4	MFG WEALTH MANAGEMENT, INC. new	Shares	+25.9K	+$1.2M	$1.2M
5	Yorktown Management & Research Co Inc new	Shares	+7.0K	+$323.3K	$323.3K
6	Harbour Capital Advisors, LLC new	Shares	+7.6K	+$309.4K	$309.4K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$275.6K	$717.2K
8	Sequoia Financial Advisors, LLC new	Shares	+5.9K	+$272.3K	$272.3K
9	Net Worth Advisory Group new	Shares	+5.0K	+$229.2K	$229.2K
10	China Universal Asset Management Co., Ltd. added	Shares	+2.3K	+$138.9K	$221.7K
11	RiverPark Advisors, LLC added	Shares	+521	+$98.4K	$287.1K
12	SIGNATUREFD, LLC added	Shares	+93	+$32.8K	$105.0K
13	Curated Wealth Partners LLC new	Shares	+25.0K	+$28.8K	$28.8K
14	FIRST HORIZON CORP added	Shares	+23	+$13.1K	$43.5K
15	SBI Securities Co., Ltd. added	Shares	+200	+$10.4K	$13.4K
16	Versant Capital Management, Inc added	Shares	+37	+$9.0K	$27.4K
17	Farther Finance Advisors, LLC unchanged	Shares	0	+$8.6K	$31.5K
18	EverSource Wealth Advisors, LLC added	Shares	+158	+$7.4K	$7.7K
19	Center for Financial Planning, Inc. unchanged	Shares	0	+$6.5K	$23.1K
20	GAMMA Investing LLC added	Shares	+3	+$4.8K	$16.6K
21	F&V Capital Management, LLC added	Shares	+7.2K	+$2.6K	$8.5K
22	IFP Advisors, Inc unchanged	Shares	0	+$1.3K	$4.6K
23	Torren Management, LLC unchanged	Shares	0	+$1.0K	$3.7K
24	EASTERN BANK unchanged	Shares	0	+$549	$1.9K
25	True Wealth Design, LLC new	Shares	+11	+$509	$509
26	Hughes Financial Services, LLC added	Shares	+6	+$329	$462
27	MassMutual Private Wealth & Trust, FSB new	Shares	+6	+$277	$277
28	GHP Investment Advisors, Inc. unchanged	Shares	0	+$170	$601
29	State of Alaska, Department of Revenue unchanged	Shares	0	+$31	$111
30	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-10.7K	-$19.4K	$1.2M
31	Diversified Trust Co exited	Shares	-13.0K	-$430.6K	$0
32	Capricorn Fund Managers Ltd trimmed	Shares	-222.7K	-$1.3M	$21.5M
33	WASATCH ADVISORS LP trimmed	Shares	-561.4K	-$1.7M	$59.9M