Exagen Ownership

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

Recent Insider Transactions

NasdaqGM:XGN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Nov 24	SellUS$660,040	Sun Mountain Capital Advisors LLC	Company	200,000	US$3.30
15 Nov 24	BuyUS$66,448	Jeffrey Black	Individual	22,298	US$2.98
14 Nov 24	BuyUS$68,297	John Aballi	Individual	24,305	US$2.81
16 May 24	BuyUS$77,570	John Aballi	Individual	40,401	US$1.92
04 Mar 24	SellUS$24,407	Kamal Adawi	Individual	12,784	US$1.91
06 Feb 24	SellUS$13,133	Kamal Adawi	Individual	6,738	US$1.95

Insider Trading Volume

Insider Buying: XGN insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of XGN?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	1,511,866	8.57%
General Public	2,365,763	13.4%
Individual Insiders	2,435,362	13.8%
VC/PE Firms	5,611,030	31.8%
Institutions	5,713,257	32.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.5%.

Top Shareholders

Top 25 shareholders own 84.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	Sun Mountain Capital Advisors LLC	2,108,958	US$10.9m	-8.66%	100.0%
10.2%	Tullis Health Investors of Florida LLC	1,805,820	US$9.3m	0%	44.68%
9.62%	H.I.G. Capital, LLC	1,696,252	US$8.7m	0%	100.0%
8.57%	RTW Investments, LP	1,511,866	US$7.8m	0%	0.1%
6.54%	Laurence Lytton	1,153,488	US$5.9m	0%	no data
5.05%	Cowen Inc,Private Banking and Investment Banking Investments	891,366	US$4.6m	0%	0.12%
4.7%	Hunt Holdings LP	829,280	US$4.3m	-18%	no data
3.07%	Silvercrest Asset Management Group LLC	540,888	US$2.8m	-0.73%	0.02%
3.03%	Stonepine Capital Management LLC	534,398	US$2.8m	49%	0.91%
2.78%	The Vanguard Group, Inc.	490,944	US$2.5m	0%	no data
2.78%	Wasatch Advisors LP	490,205	US$2.5m	-35.7%	0.01%
2.74%	Morgan Stanley, Investment Banking and Brokerage Investments	482,420	US$2.5m	0%	no data
2.6%	Perkins Capital Management, Inc.	458,871	US$2.4m	-6.98%	1.94%
1.93%	John Aballi	339,799	US$1.7m	66.8%	no data
1.57%	Fortunato Rocca	277,562	US$1.4m	0%	no data
1.56%	Jeffrey Black	274,492	US$1.4m	8.84%	no data
1.17%	Mark Hazeltine	205,530	US$1.1m	0%	no data
1%	Renaissance Technologies LLC	175,600	US$904.3k	86.3%	no data
0.96%	Kennedy Capital Management LLC	169,553	US$873.2k	122%	0.02%
0.62%	Debra Zack	109,519	US$564.0k	0%	no data
0.5%	Geode Capital Management, LLC	87,615	US$451.2k	0%	no data
0.45%	UBS Asset Management AG	78,527	US$404.4k	25.6%	no data
0.43%	Palumbo Wealth Management LLC	76,364	US$393.3k	14.5%	0.14%
0.36%	Penbrook Management LLC	62,955	US$324.2k	-9.36%	0.19%
0.35%	Nantahala Capital Management, LLC	62,116	US$319.9k	4.72%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 16:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

Exagen Inc. is covered by 8 analysts. 6 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.