Exagen Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:E08A Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Mar 25	Sell€1,068,260	Sun Mountain Capital Advisors LLC	Company	350,000	€3.05
20 Nov 24	Sell€627,698	Sun Mountain Capital Advisors LLC	Company	200,000	€3.14
15 Nov 24	Buy€62,986	Jeffrey Black	Individual	22,298	€2.82
16 May 24	Buy€71,364	John Aballi	Individual	40,401	€1.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of E08A?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	1,511,866	8.45%
Individual Insiders	1,807,597	10.1%
General Public	3,871,660	21.6%
VC/PE Firms	5,261,030	29.4%
Institutions	5,445,945	30.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	Tullis Health Investors of Florida LLC	1,805,820	€10.2m	0%	43.23%
9.83%	Sun Mountain Capital Advisors LLC	1,758,958	€10.0m	-16.6%	100.0%
9.48%	H.I.G. Capital, LLC	1,696,252	€9.6m	0%	100.0%
8.45%	RTW Investments, LP	1,511,866	€8.6m	0%	0.13%
6.44%	Laurence Lytton	1,153,488	€6.5m	0%	no data
4.98%	Cowen Inc,Private Banking and Investment Banking Investments	891,366	€5.1m	0%	0.23%
4.63%	Hunt Holdings LP	829,280	€4.7m	-18%	no data
2.99%	Silvercrest Asset Management Group LLC	535,017	€3.0m	-1.09%	0.02%
2.74%	The Vanguard Group, Inc.	490,944	€2.8m	0%	no data
2.7%	Morgan Stanley, Investment Banking and Brokerage Investments	483,720	€2.7m	0.27%	no data
2.37%	Perkins Capital Management, Inc.	423,721	€2.4m	-7.66%	2.59%
2.34%	Driehaus Capital Management LLC	418,505	€2.4m	0%	0.02%
1.81%	John Aballi	324,115	€1.8m	2.73%	no data
1.4%	Stonepine Capital Management LLC	251,049	€1.4m	-53%	0.63%
1.15%	Mark Hazeltine	205,530	€1.2m	0%	no data
1.03%	Kennedy Capital Management LLC	184,473	€1.0m	8.8%	0.03%
0.87%	Renaissance Technologies LLC	155,536	€882.7k	-11.4%	no data
0.55%	Palumbo Wealth Management LLC	99,205	€563.0k	14.4%	0.2%
0.55%	Geode Capital Management, LLC	98,057	€556.5k	11.9%	no data
0.46%	Huntleigh Advisors, Inc.	83,108	€471.7k	16.8%	0.11%
0.36%	UBS Asset Management AG	64,217	€364.4k	-18.2%	no data
0.35%	Nantahala Capital Management, LLC	62,116	€352.5k	0%	0.03%
0.29%	Kamal Adawi	52,624	€298.7k	0%	no data
0.28%	Jeffrey Black	49,492	€280.9k	-82%	no data
0.24%	Wasatch Advisors LP	42,975	€243.9k	-91.2%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/07 14:35
End of Day Share Price	2025/05/07 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Exagen Inc. is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Massaro	BTIG
Kyle Mikson	Canaccord Genuity
Charles Duncan	Cantor Fitzgerald & Co.