Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AXGN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | First Light Asset Management, LLC | 4.0M | $132.6M | -23.5% | 7.759% | 11.88% |
| 2 | BlackRock, Inc. | 3.9M | $128.2M | +4.1% | 7.503% | 0.00% |
| 3 | MORGAN STANLEY | 3.1M | $103.5M | +20.7% | 6.053% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $75.9M | β | 4.442% | 0.00% |
| 5 | ArrowMark Colorado Holdings LLC | 1.9M | $63.5M | +29.9% | 3.713% | 1.69% |
| 6 | WASATCH ADVISORS INC | 1.9M | $61.5M | +101.1% | 3.600% | 0.41% |
| 7 | Polar Capital Holdings Plc | 1.5M | $49.7M | β | 2.909% | 0.18% |
| 8 | Assenagon Asset Management S.A. | 1.4M | $45.8M | +0.1% | 2.677% | 0.07% |
| 9 | FMR LLC | 1.3M | $43.5M | +655.2% | 2.547% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $40.4M | +11.4% | 2.365% | 0.00% |
| 11 | STATE STREET CORP | 1.1M | $38.0M | +6.6% | 2.222% | 0.00% |
| 12 | Divisadero Street Capital Management, LP | 1.1M | $36.3M | +117.5% | 2.124% | 1.70% |
| 13 | BALYASNY ASSET MANAGEMENT LLC | 1.1M | $36.0M | +28.3% | 2.107% | 0.12% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 965K | $32.0M | β | 1.870% | 0.01% |
| 15 | ARMISTICE CAPITAL, LLC | 936K | $31.0M | 0.0% | 1.814% | 0.91% |
| 16 | NEXT CENTURY GROWTH INVESTORS LLC | 866K | $28.7M | +8.3% | 1.679% | 2.08% |
| 17 | MILLENNIUM MANAGEMENT LLC | 787K | $26.1M | -18.9% | 1.526% | 0.02% |
| 18 | PERCEPTIVE ADVISORS LLC | 697K | $23.1M | -11.1% | 1.352% | 0.46% |
| 19 | Capricorn Fund Managers Ltd | 688K | $22.8M | β | 1.333% | 3.55% |
| 20 | TWO SIGMA INVESTMENTS, LP | 682K | $22.6M | +57.4% | 1.322% | 0.02% |
| 21 | Soleus Capital Management, L.P. | 679K | $22.5M | -43.7% | 1.316% | 0.91% |
| 22 | BAMCO INC /NY/ | 644K | $21.3M | β | 1.248% | 0.06% |
| 23 | DEUTSCHE BANK AG\ | 634K | $21.0M | +7.6% | 1.230% | 0.01% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 583K | $19.3M | -3.1% | 1.130% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 583K | $19.3M | +21.8% | 1.130% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AXGN β a direct measure of their conviction.
Filings activity in AXGN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AXGN position in Q1 2026
Institutions that fully closed their AXGN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 217 | +5.3% | 72.72% | +11.39 pp | $1.61B | +19% |
| Q4 2025 | 206 | +22% | 61.33% | +29.03 pp | $1.36B | +90% |
| Q3 2025 | 169 | +8.3% | 32.30% | +13.31 pp | $716M | +70% |
| Q2 2025 | 156 | 12% | 18.99% | 12.93 pp | $421M | 41% |
| Q1 2025 | 178 | +4.7% | 31.92% | +5.66 pp | $708M | +22% |
| Q4 2024 | 170 | +10% | 26.26% | +3.36 pp | $582M | +15% |
| Q3 2024 | 154 | +23% | 22.90% | +11.01 pp | $508M | +93% |
| Q2 2024 | 125 | β | 11.89% | β | $264M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AXGN stock.
Based on Q1 2026 13F filings, institutional ownership of AxoGen, Inc. stands at 72.7%, held across 217 reporting institutions.
First Light Asset Management, LLC is the largest reported institutional holder of AXGN, with approximately 4,002,768 shares worth $0.13B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of AXGN, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AXGN is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in AXGN during Q1 2026, while 37 fully exited. 109 added to existing positions and 59 trimmed.
AXGN institutional ownership rose by 11.39 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 46.2% of all reported 13F value in AXGN, and the top 25 account for 71.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AxoGen, Inc. (AXGN) Institutional Ownership