13F Insight
DOSSIER · 13F Holders · Q1 2026Healthcare · Electromedical & Electrotherapeutic ApparatusMost-boughtAI cap-ex
AXGN

AXOGEN INC

234 institutions still hold AXOGEN INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 05463X106·Electromedical & Electrotherapeutic Apparatus·234 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$1.0B
68.0% inst. owned
of float
Holders
234
-79 QoQ
filers reporting
Activity
+29 / −40
+1,029 added · −894 reduced
this quarter
Concentration
12.93%
First Light Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

234 institutions reported AXGN in Q1 2026. First Light Asset Management, LLC leads at 12.9% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
First Light Asset Management, LLC
CIK 0001600004
$133M4.0M11.88%Q1 202602
BlackRock, Inc.
CIK 0002012383
$128M3.9M0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$103M3.1M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$76M2.3M0.00%Q1 202605
WASATCH ADVISORS LP
CIK 0000814133
$62M1.9M0.41%Q1 202606
Polar Capital Holdings Plc
CIK 0001837309
$50M1.5M0.18%Q1 202607
ArrowMark Colorado Holdings LLC
CIK 0001483859
$48M1.5M1.06%Q4 202508
Assenagon Asset Management S.A.
CIK 0001546007
$46M1.4M0.07%Q1 202609
FMR LLC
CIK 0000315066
$44M1.3M0.00%Q1 202610
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$40M1.2M0.00%Q1 202611
STATE STREET CORP
CIK 0000093751
$38M1.1M0.00%Q1 202612
Divisadero Street Capital Management, LP
CIK 0001901865
$36M1.1M1.52%Q1 202613
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$36M1.1M0.05%Q1 202614
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$32M965K0.01%Q1 202615
ARMISTICE CAPITAL, LLC
CIK 0001601086
$31M936K0.55%Q1 202616
NEXT CENTURY GROWTH INVESTORS LLC
CIK 0001134007
$29M866K2.08%Q1 202617
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$26M787K0.01%Q1 202618
PERCEPTIVE ADVISORS LLC
CIK 0001224962
$23M697K0.45%Q1 202619
Capricorn Fund Managers Ltd
CIK 0001901361
$23M688K3.55%Q1 202620
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$23M682K0.02%Q1 2026
Page 1 of 12
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