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Axogen, Inc.

AXGN Healthcare
$40.9 $-0.41 (-0.99%)
Market Cap: $2.17 B
Gurus Holding
5
Popularity Rank
#1880
% of Shares Held
1.32%
Net Activity (Q1 2026)
+$3.32 M

Guru Ownership Trend

Guru Analysis for Axogen, Inc. (AXGN)

Axogen, Inc. (AXGN), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $28.79 M.

Top institutional holders include First Eagle Investment and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $3.32 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Chuck Royce reduced exposure by 32.4%.

Key Holders

Top 5 by Value

$6.7 M
$3.76 M
$728,860
$378,411

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$7.08 M
Total Buy Value
New Buys 2
Additions 0
-$3.77 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Axogen, Inc. (AXGN)

Major holders include First Eagle Investment ($11.75 M), Steven Cohen ($6.7 M), Chuck Royce ($3.76 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 703,911 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.32 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AXGN. The total reported sell value was $3.77 M.

Yes, 2 managers opened new positions in AXGN, and 0 increased their existing holdings. The total reported buy value was $7.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -13.0% 354,590 $11.75 M Q1 2026
0.01% New Buy 202,370 $6.7 M Q1 2026
0.04% Reduce -32.4% 113,529 $3.76 M Q1 2026
0.01% 22,000 $728,860 Q1 2026
0.00% New Buy 11,422 $378,411 Q1 2026
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