Institutional Ownership Exagen Inc. (XGN)

This table provides information about the institutional ownership of Exagen Inc. (XGN). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Marshall Wace, LLP London, X0	Feb 13, 2025 Q4 2024	16,048 shares	$104,312 0.0% of portfolio	Q4 2024 New holding
Israel Englander Millennium Management LLC \| New York, Ny	Feb 14, 2025 Q4 2024	15,862 shares	$103,103 0.0% of portfolio	Q4 2024 Reduced 29.54%
Ci Private Wealth, LLC Miami, FL	May 14, 2025 Q1 2025	14,555 shares	$94,607 0.0% of portfolio	Q1 2025 Added 31.21%
Gsa Capital Partners LLP London, X0	May 08, 2025 Q1 2025	12,287 shares	$79,865 0.0% of portfolio	Q1 2025 New holding
Allworth Financial LP	Apr 30, 2025 Q1 2025	7,015 shares	$45,597 0.0% of portfolio	Q3 2022 New holding
Bank Of America Corp Charlotte, NC	Feb 14, 2025 Q4 2024	6,089 shares	$39,578 0.0% of portfolio	Q4 2024 Reduced 2.31%
Barclays PLC London, X0	Feb 13, 2025 Q4 2024	5,145 shares	$33,442 0.0% of portfolio	Q4 2022 Reduced 1.36%
Bergan Kdv Wealth Management, LLC	Jul 24, 2023 Q2 2023	2,500 shares	$16,250 0.0% of portfolio	Q2 2023 New holding
Wells Fargo & Company San Francisco, CA	May 13, 2025 Q1 2025	2,387 shares	$15,515 0.0% of portfolio	Q2 2024 Reduced 2.85%
Tower Research Capital LLC (Trc) New York, NY	Feb 13, 2025 Q4 2024	1,327 shares	$8,625 0.0% of portfolio	Q4 2024 Added 1.14%
Advisor Group Holdings, Inc. Phoenix, AZ	May 12, 2025 Q1 2025	1,000 shares	$6,500 0.0% of portfolio	Q3 2024 New holding
Royal Bank Of Canada Toronto, A6	Feb 14, 2025 Q4 2024	335 shares	$2,177 0.0% of portfolio	Q4 2024 New holding
Jpmorgan Chase & CO New York, NY	May 12, 2025 Q1 2025	5 shares	$32 0.0% of portfolio	Q4 2024 Reduced 85.71%
Concourse Financial Group Securities, Inc. Birmingham, AL	Feb 13, 2025 Q4 2024	0 shares	$0 0.0% of portfolio	Q4 2024 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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