| 4 | Diametric Capital, LP | 10.7M | $60.9M | +57.0% | 2.996% | 6.42% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 7.9M | $45.1M | +10.6% | 2.218% | 0.00% |
| 6 | TANG CAPITAL MANAGEMENT LLC | 6.4M | $36.6M | 0.0% | 1.800% | 1.66% |
| 7 | Boxer Capital Management, LLC | 5.2M | $29.4M | +47.1% | 1.445% | 2.21% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.0M | $28.6M | +8.8% | 1.408% | 0.00% |
| 9 | IRIDIAN ASSET MANAGEMENT LLC/CT | 4.0M | $23.0M | +12.2% | 1.131% | 7.90% |
| 10 | MORGAN STANLEY | 3.5M | $19.8M | +43.7% | 0.973% | 0.00% |
| 11 | Occam Crest Management LP | 3.6M | $19.7M | -15.5% | 1.012% | 10.20% |
| 12 | GOLDMAN SACHS GROUP INC | 3.4M | $19.4M | +1.7% | 0.955% | 0.00% |
| 13 | Caption Management, LLC | 2.6M | $14.8M | +43.9% | 0.729% | 0.07% |
| 14 | FMR LLC | 2.6M | $14.7M | +28.6% | 0.721% | 0.00% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $12.6M | +4.5% | 0.620% | 0.00% |
| 16 | FIRST TRUST ADVISORS LP | 2.0M | $11.5M | — | 0.565% | 0.01% |
| 17 | BANK OF AMERICA CORP /DE/ | 1.8M | $10.5M | +25.6% | 0.519% | 0.00% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8M | $10.2M | +351.9% | 0.502% | 0.00% |
| 19 | NORTHERN TRUST CORP | 1.8M | $10.1M | +10.4% | 0.499% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $8.9M | +51.4% | 0.436% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $8.6M | +3.8% | 0.425% | 0.00% |
| 22 | Woodline Partners LP | 1.4M | $8.0M | +0.0% | 0.393% | 0.02% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $7.4M | +8.2% | 0.364% | 0.00% |
| 24 | Point72 Asset Management, L.P. | 1.3M | $7.2M | -81.2% | 0.355% | 0.01% |
| 25 | CITADEL ADVISORS LLC | 1.0M | $6.0M | -65.2% | 0.293% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PGEN — a direct measure of their conviction.
| 27.58% |
| +1.59 pp |
| $124M |
| +49% |
| Q4 2024 | 130 | +1.6% | 25.99% | +0.20 pp | $84M | +19% |
| Q3 2024 | 128 | — | 25.79% | — | $71M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
33 institutions opened new positions in PGEN during Q2 2026, while 26 fully exited. 155 added to existing positions and 18 trimmed.
PGEN institutional ownership rose by 2.27 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 63.0% of all reported 13F value in PGEN, and the top 25 account for 83.6%.
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.