Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Axogen, Inc.

CIK 0000805928AXGN· quarter ending 2026-06-30

Shares outstanding

53,761,513

as of 2026-07-27 · 10-Q cover page, filed 2026-07-29

Held by 13F filers

54,025,546

100.5% of shares outstanding

Holders

253

+31 vs 2026-03-31 · 52 new, 21 exited

Value

$2.5B

shares +8.2% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AXGN · NASDAQ	53,761,513	54,025,546	100.5%	253	05463X106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	05463X106	COM	253	54,025,546	53,761,513	100.5%	$2.5B	3 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 253 · 05463X106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,419,208	8.22%	$204.1M	+548,357 (+14.2%)
2	First Light Asset Management, LLC	2,748,361	5.11%	$126.9M	-1,254,407 (-31.3%)
3	MORGAN STANLEY	2,747,924	5.11%	$126.9M	-375,058 (-12.0%)
4	VANGUARD CAPITAL MANAGEMENT LLC	2,257,948	4.20%	$104.3M	-33,615 (-1.5%)
5	Assenagon Asset Management S.A.	2,087,300	3.88%	$96.4M	+706,037 (+51.1%)
6	Polar Capital Holdings Plc	1,500,822	2.79%	$69.3M	—
7	Artemis Investment Management LLP	1,396,792	2.60%	$64.5M	+1,046,904 (+299.2%)
8	WELLINGTON MANAGEMENT GROUP LLP	1,391,654	2.59%	$64.3M	+427,089 (+44.3%)
9	GEODE CAPITAL MANAGEMENT, LLC	1,375,240	2.56%	$63.5M	+155,099 (+12.7%)
10	CITADEL ADVISORS LLC	1,360,831	2.53%	$62.9M	+1,115,777 (+455.3%)
11	WASATCH ADVISORS LP	1,295,949	2.41%	$59.9M	-561,401 (-30.2%)
12	GOLDMAN SACHS GROUP INC	1,261,519	2.35%	$58.3M	+678,556 (+116.4%)
13	STATE STREET CORP	1,246,821	2.32%	$57.6M	+100,318 (+8.7%)
14	FMR LLC	1,222,864	2.27%	$56.5M	-91,156 (-6.9%)
15	Hood River Capital Management LLC	1,067,072	1.98%	$49.3M	NEW
16	PRICE T ROWE ASSOCIATES INC /MD/	1,018,042	1.89%	$47.0M	+967,257 (+1904.6%)
17	RTW INVESTMENTS, LP	1,011,576	1.88%	$46.7M	NEW
18	NEXT CENTURY GROWTH INVESTORS LLC	872,546	1.62%	$40.3M	+6,583 (+0.8%)
19	UBS Group AG	836,209	1.56%	$38.6M	+721,989 (+632.1%)
20	ARMISTICE CAPITAL, LLC	775,000	1.44%	$35.8M	-161,000 (-17.2%)
21	BAMCO INC /NY/	740,210	1.38%	$34.2M	+96,467 (+15.0%)
22	ArrowMark Colorado Holdings LLC	711,795	1.32%	$32.9M	-1,203,644 (-62.8%)
23	Driehaus Capital Management LLC	707,234	1.32%	$32.7M	+478,797 (+209.6%)
24	TimesSquare Capital Management, LLC	689,833	1.28%	$31.9M	+114,469 (+19.9%)
25	First Eagle Investment Management, LLC	682,154	1.27%	$31.5M	+327,564 (+92.4%)
26	BESSEMER GROUP INC	678,970	1.26%	$31.4M	+18,417 (+2.8%)
27	DEUTSCHE BANK AG\	651,784	1.21%	$30.1M	+17,387 (+2.7%)
28	VANGUARD PORTFOLIO MANAGEMENT LLC	578,265	1.08%	$26.7M	+89,458 (+18.3%)
29	Nuveen, LLC	545,892	1.02%	$25.2M	+436,951 (+401.1%)
30	Holocene Advisors, LP	536,765	1.00%	$24.8M	-17,038 (-3.1%)
31	NORTHERN TRUST CORP	479,573	0.89%	$22.2M	+60,604 (+14.5%)
32	Capricorn Fund Managers Ltd	464,863	0.86%	$21.5M	-222,737 (-32.4%)
33	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	455,900	0.85%	$21.1M	NEW
34	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	443,025	0.82%	$20.5M	+183,728 (+70.9%)
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	441,520	0.82%	$20.4M	+11,576 (+2.7%)
36	DIMENSIONAL FUND ADVISORS LP	411,361	0.77%	$19.0M	-171,829 (-29.5%)
37	OBERWEIS ASSET MANAGEMENT INC/	388,194	0.72%	$17.9M	+45,800 (+13.4%)
38	JACOBS LEVY EQUITY MANAGEMENT, INC	386,423	0.72%	$17.8M	+1,769 (+0.5%)
39	VANGUARD FIDUCIARY TRUST CO	378,699	0.70%	$17.5M	+31,944 (+9.2%)
40	FRED ALGER MANAGEMENT, LLC	351,439	0.65%	$16.2M	NEW
41	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	347,952	0.65%	$16.1M	+231,844 (+199.7%)
42	HighMark Wealth Management LLC	341,390	0.64%	$15.8M	-3,550 (-1.0%)
43	WCM INVESTMENT MANAGEMENT, LLC	337,099	0.63%	$15.1M	-222,431 (-39.8%)
44	RAYMOND JAMES FINANCIAL INC	336,662	0.63%	$15.6M	+234,849 (+230.7%)
45	TWO SIGMA INVESTMENTS, LP	319,203	0.59%	$14.7M	-362,901 (-53.2%)
46	BANK OF AMERICA CORP /DE/	313,399	0.58%	$14.5M	-153,425 (-32.9%)
47	MARSHALL WACE, LLP	298,301	0.55%	$13.8M	+264,549 (+783.8%)
48	NZS Capital, LLC	278,170	0.52%	$12.8M	NEW
49	D. E. Shaw & Co., Inc.	277,738	0.52%	$12.8M	+12,729 (+4.8%)
50	FIRST TRUST ADVISORS LP	271,164	0.50%	$12.5M	+261,287 (+2645.4%)
51	Stephens Investment Management Group LLC	258,905	0.48%	$12.0M	+11,019 (+4.4%)
52	Balyasny Asset Management L.P.	253,498	0.47%	$11.7M	-833,568 (-76.7%)
53	SILVERCREST ASSET MANAGEMENT GROUP LLC	251,895	0.47%	$11.6M	-11,895 (-4.5%)
54	PERCEPTIVE ADVISORS LLC	247,312	0.46%	$11.4M	-450,000 (-64.5%)
55	BROWN CAPITAL MANAGEMENT LLC	225,207	0.42%	$10.4M	-34,342 (-13.2%)
56	Point72 Asset Management, L.P.	224,618	0.42%	$10.4M	+22,248 (+11.0%)
57	Atika Capital Management LLC	221,000	0.41%	$10.2M	NEW
58	DAFNA Capital Management LLC	208,960	0.39%	$9.7M	-41,000 (-16.4%)
59	Uniplan Investment Counsel, Inc.	193,905	0.36%	$9.0M	+25,995 (+15.5%)
60	F&V Capital Management, LLC	184,385	0.34%	$8.5M	+7,210 (+4.1%)
61	JPMORGAN CHASE & CO	179,001	0.33%	$8.0M	-8,538 (-4.6%)
62	TOCQUEVILLE ASSET MANAGEMENT L.P.	173,900	0.32%	$8.0M	-211,000 (-54.8%)
63	Divisadero Street Capital Management, LP	170,416	0.32%	$7.9M	-925,465 (-84.4%)
64	Invesco Ltd.	154,833	0.29%	$7.2M	+15,933 (+11.5%)
65	Trexquant Investment LP	154,642	0.29%	$7.1M	+52,183 (+50.9%)
66	Legal & General Group Plc	154,060	0.29%	$7.1M	-11,981 (-7.2%)
67	VICTORY CAPITAL MANAGEMENT INC	153,552	0.29%	$7.1M	+47,673 (+45.0%)
68	Bank of New York Mellon Corp	152,451	0.28%	$7.0M	+14,321 (+10.4%)
69	PERKINS CAPITAL MANAGEMENT INC	147,842	0.27%	$6.8M	-21,000 (-12.4%)
70	PRIMORIS WEALTH ADVISORS, LLC	141,009	0.26%	$6.5M	+1,809 (+1.3%)
71	DISCIPLINED GROWTH INVESTORS INC /MN	127,859	0.24%	$5.9M	-68,706 (-35.0%)
72	Russell Investments Group, Ltd.	126,986	0.24%	$5.9M	+91,861 (+261.5%)
73	Verition Fund Management LLC	126,641	0.24%	$5.8M	+89,777 (+243.5%)
74	Susquehanna Portfolio Strategies, LLC	126,184	0.23%	$5.8M	+6,412 (+5.4%)
75	SG Americas Securities, LLC	120,102	0.22%	$5.5M	+83,458 (+227.8%)
76	FRANKLIN RESOURCES INC	106,128	0.20%	$4.9M	-2,829 (-2.6%)
77	Swiss National Bank	98,900	0.18%	$4.6M	+8,100 (+8.9%)
78	Aubrey Capital Management Ltd	98,700	0.18%	$4.6M	+11,700 (+13.4%)
79	Calamos Advisors LLC	95,146	0.18%	$4.4M	NEW
80	PRINCIPAL FINANCIAL GROUP INC	94,145	0.18%	$4.3M	+4,400 (+4.9%)
81	Mariner, LLC	91,996	0.17%	$4.2M	-44,303 (-32.5%)
82	Lisanti Capital Growth, LLC	90,565	0.17%	$4.2M	-11,760 (-11.5%)
83	CITIGROUP INC	90,298	0.17%	$4.2M	+77,779 (+621.3%)
84	NEW YORK STATE COMMON RETIREMENT FUND	88,857	0.17%	$4.1M	+12,028 (+15.7%)
85	WELLS FARGO & COMPANY/MN	86,162	0.16%	$4.0M	+58,361 (+209.9%)
86	XTX Topco Ltd	81,160	0.15%	$3.7M	+69,777 (+613.0%)
87	B. Metzler seel. Sohn & Co. AG	81,098	0.15%	$3.7M	—
88	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	79,524	0.15%	$3.7M	+18,754 (+30.9%)
89	ROYAL BANK OF CANADA	77,583	0.14%	$3.6M	+22,587 (+41.1%)
90	RICE HALL JAMES & ASSOCIATES, LLC	73,903	0.14%	$3.4M	-7,240 (-8.9%)
91	ROYCE & ASSOCIATES LP	72,516	0.13%	$3.3M	-41,013 (-36.1%)
92	KENNEDY CAPITAL MANAGEMENT LLC	70,619	0.13%	$3.3M	-1,381 (-1.9%)
93	SummitTX Capital, L.P.	70,255	0.13%	$3.2M	-164,240 (-70.0%)
94	Connor, Clark & Lunn Investment Management Ltd.	67,118	0.12%	$3.1M	-82,210 (-55.1%)
95	RHUMBLINE ADVISERS	65,068	0.12%	$3.0M	+8,628 (+15.3%)
96	ALLIANCEBERNSTEIN L.P.	64,620	0.12%	$2.1M	+12,000 (+22.8%)
97	Janney Montgomery Scott LLC	61,676	0.11%	$2.8M	NEW
98	GLOBEFLEX CAPITAL L P	58,497	0.11%	$2.7M	—
99	BARCLAYS PLC	58,414	0.11%	$2.7M	+49,260 (+538.1%)
100	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	57,610	0.11%	$2.7M	-1,519 (-2.6%)
101	AMERIPRISE FINANCIAL INC	57,501	0.11%	$2.7M	-133 (-0.2%)
102	Soleus Capital Management, L.P.	57,036	0.11%	$2.6M	-622,134 (-91.6%)
103	SEI INVESTMENTS CO	53,404	0.10%	$2.5M	-18,404 (-25.6%)
104	Legato Capital Management LLC	45,855	0.09%	$2.1M	+8,350 (+22.3%)
105	Public Sector Pension Investment Board	45,660	0.08%	$2.1M	-21,035 (-31.5%)
106	GABELLI FUNDS LLC	45,500	0.08%	$2.1M	-5,000 (-9.9%)
107	Informed Momentum Co LLC	44,907	0.08%	$2.1M	-699 (-1.5%)
108	Universal- Beteiligungs- und Servicegesellschaft mbH	44,544	0.08%	$2.1M	+5,172 (+13.1%)
109	OSAIC HOLDINGS, INC.	44,525	0.08%	$2.1M	+42,606 (+2220.2%)
110	ExodusPoint Capital Management, LP	43,628	0.08%	$2.0M	NEW
111	WHITE PINE CAPITAL LLC	43,238	0.08%	$2.0M	-40,474 (-48.3%)
112	VOYA INVESTMENT MANAGEMENT LLC	37,426	0.07%	$1.7M	+7,664 (+25.8%)
113	VANGUARD ASSET MANAGEMENT, Ltd	35,783	0.07%	$1.7M	+4,510 (+14.4%)
114	EDMOND DE ROTHSCHILD HOLDING S.A.	31,800	0.06%	$1.5M	—
115	PANAGORA ASSET MANAGEMENT INC	31,686	0.06%	$1.5M	-42,297 (-57.2%)
116	HSBC HOLDINGS PLC	31,009	0.06%	$1.4M	+8,002 (+34.8%)
117	MetLife Investment Management, LLC	30,679	0.06%	$1.4M	+4,098 (+15.4%)
118	Vanguard Global Advisers, LLC	30,113	0.06%	$1.4M	+4,555 (+17.8%)
119	Burkehill Global Management, LP	30,000	0.06%	$1.4M	—
120	State of New Jersey Common Pension Fund D	27,766	0.05%	$1.3M	NEW
121	MILLENNIUM MANAGEMENT LLC	27,240	0.05%	$1.3M	-760,014 (-96.5%)
122	MANUFACTURERS LIFE INSURANCE COMPANY, THE	26,382	0.05%	$1.2M	+4,216 (+19.0%)
123	MFG WEALTH MANAGEMENT, INC.	25,876	0.05%	$1.2M	NEW
124	EXCHANGE TRADED CONCEPTS, LLC	25,775	0.05%	$1.2M	-10,747 (-29.4%)
125	Cambridge Investment Research Advisors, Inc.	25,296	0.05%	$1.2M	+14,504 (+134.4%)
126	BRADLEY FOSTER & SARGENT INC/CT	24,577	0.05%	$1.1M	+598 (+2.5%)
127	Jupiter Topco LLC	24,500	0.05%	$1.1M	NEW
128	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	24,245	0.05%	$1.1M	+1,592 (+7.0%)
129	Allspring Global Investments Holdings, LLC	22,439	0.04%	$988K	+788 (+3.6%)
130	Westover Capital Advisors, LLC	22,343	0.04%	$1.0M	-373 (-1.6%)
131	MAIRS & POWER INC	22,000	0.04%	$1.0M	—
132	AQR CAPITAL MANAGEMENT LLC	21,217	0.04%	$980K	+9,795 (+85.8%)
133	Zurcher Kantonalbank (Zurich Cantonalbank)	20,870	0.04%	$964K	—
134	VIRGINIA RETIREMENT SYSTEMS ET Al	20,650	0.04%	$954K	+7,900 (+62.0%)
135	COMMONWEALTH EQUITY SERVICES, LLC	20,443	0.04%	$944K	-1,142 (-5.3%)
136	Brevan Howard Capital Management LP	19,143	0.04%	$884K	+5,973 (+45.4%)
137	Quantinno Capital Management LP	18,996	0.04%	$877K	+10,102 (+113.6%)
138	Creative Planning	18,355	0.03%	$848K	+2,890 (+18.7%)
139	ENVESTNET ASSET MANAGEMENT INC	18,279	0.03%	$844K	+8,489 (+86.7%)
140	GSA CAPITAL PARTNERS LLP	17,441	0.03%	$806K	NEW
141	OCCUDO QUANTITATIVE STRATEGIES LP	17,163	0.03%	$793K	NEW
142	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	16,933	0.03%	$782K	—
143	Symmetry Investments LP	16,900	0.03%	$781K	+4,799 (+39.7%)
144	Longaeva Partners L.P.	16,371	0.03%	$756K	NEW
145	Police & Firemen's Retirement System of New Jersey	15,527	0.03%	$717K	+2,198 (+16.5%)
146	Blackstone Inc.	15,461	0.03%	$714K	NEW
147	BNP PARIBAS FINANCIAL MARKETS	13,860	0.03%	$640K	-15,562 (-52.9%)
148	ARIZONA STATE RETIREMENT SYSTEM	13,604	0.03%	$628K	+966 (+7.6%)
149	MERCER GLOBAL ADVISORS INC /ADV	13,400	0.02%	$619K	-68 (-0.5%)
150	STATE OF WISCONSIN INVESTMENT BOARD	13,339	0.02%	$616K	+2,396 (+21.9%)
151	GWN SECURITIES INC.	13,020	0.02%	$601K	+639 (+5.2%)
152	INTECH INVESTMENT MANAGEMENT LLC	12,707	0.02%	$587K	-972 (-7.1%)
153	Cornerstone Investment Partners, LLC	12,620	0.02%	$583K	-606 (-4.6%)
154	Jain Global LLC	12,454	0.02%	$575K	NEW
155	LPL Financial LLC	11,890	0.02%	$549K	-2,496 (-17.4%)
156	KLP KAPITALFORVALTNING AS	11,500	0.02%	$531K	+1,600 (+16.2%)
157	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,429	0.02%	$528K	-23,565 (-67.3%)
158	Vanguard Investments Australia, Ltd.	11,319	0.02%	$523K	—
159	STRS OHIO	10,400	0.02%	$480K	NEW
160	Marex Group Ltd	10,131	0.02%	$468K	NEW
161	Koss-Olinger Consulting, LLC	10,116	0.02%	$467K	-250 (-2.4%)
162	PNC Financial Services Group, Inc.	9,230	0.02%	$426K	+287 (+3.2%)
163	TWINBEECH CAPITAL LP	9,200	0.02%	$425K	NEW
164	Corient Private Wealth LP	9,051	0.02%	$418K	NEW
165	WEDBUSH SECURITIES INC	8,952	0.02%	$413K	-1,512 (-14.4%)
166	NORDEA INVESTMENT MANAGEMENT AB	8,867	0.02%	$389K	NEW
167	PRUDENTIAL FINANCIAL INC	8,745	0.02%	$404K	+1,100 (+14.4%)
168	Vident Advisory, LLC	8,674	0.02%	$401K	+1,313 (+17.8%)
169	IMC-Chicago, LLC	8,349	0.02%	$386K	NEW
170	Advisor Resource Council	8,193	0.02%	$377K	+614 (+8.1%)
171	BANK OF MONTREAL /CAN/	7,784	0.01%	$360K	+114 (+1.5%)
172	Pictet Asset Management Holding SA	7,728	0.01%	$357K	NEW
173	Harbour Capital Advisors, LLC	7,625	0.01%	$309K	NEW
174	BRIGHTON JONES LLC	7,435	0.01%	$343K	+44 (+0.6%)
175	FourThought Financial Partners, LLC	7,024	0.01%	$324K	-4,653 (-39.8%)
176	Yorktown Management & Research Co Inc	7,000	0.01%	$323K	NEW
177	ProShare Advisors LLC	6,893	0.01%	$318K	-106 (-1.5%)
178	STIFEL FINANCIAL CORP	6,879	0.01%	$318K	NEW
179	CAPSTONE INVESTMENT ADVISORS, LLC	6,387	0.01%	$295K	NEW
180	RiverPark Advisors, LLC	6,216	0.01%	$287K	+521 (+9.1%)
181	Advisory Alpha, LLC	6,200	0.01%	$286K	-3,000 (-32.6%)
182	State of Wyoming	6,093	0.01%	$281K	+1,056 (+21.0%)
183	Sequoia Financial Advisors, LLC	5,896	0.01%	$272K	NEW
184	VAN ECK ASSOCIATES CORP	5,889	0.01%	$272K	NEW
185	AMERICAN CENTURY COMPANIES INC	5,831	0.01%	$269K	NEW
186	ACADIAN ASSET MANAGEMENT LLC	5,656	0.01%	$260K	+3,385 (+149.1%)
187	Granite Investment Partners, LLC	5,638	0.01%	$260K	NEW
188	CANADA LIFE ASSURANCE Co	5,530	0.01%	$255K	+1,320 (+31.4%)
189	NISA INVESTMENT ADVISORS, LLC	5,208	0.01%	$241K	+12 (+0.2%)
190	XPONANCE LLC	5,171	0.01%	$239K	NEW
191	FIFTH THIRD BANCORP	5,096	0.01%	$235K	+254 (+5.2%)
192	GREAT VALLEY ADVISOR GROUP, INC.	5,020	0.01%	$232K	NEW
193	MANGROVE PARTNERS IM, LLC	5,013	0.01%	$232K	NEW
194	Net Worth Advisory Group	4,963	0.01%	$229K	NEW
195	Tidal Investments LLC	4,864	0.01%	$225K	NEW
196	China Universal Asset Management Co., Ltd.	4,800	0.01%	$222K	+2,300 (+92.0%)
197	Ameritas Investment Partners, Inc.	4,778	0.01%	$221K	+1,076 (+29.1%)
198	Qube Research & Technologies Ltd	4,693	0.01%	$217K	NEW
199	MACKENZIE FINANCIAL CORP	4,500	0.01%	$208K	NEW
200	MML INVESTORS SERVICES, LLC	4,409	0.01%	$204K	-9,422 (-68.1%)
201	CANADA PENSION PLAN INVESTMENT BOARD	4,400	0.01%	$203K	NEW
202	Tower Research Capital LLC (TRC)	3,968	0.01%	$183K	-5,905 (-59.8%)
203	SIMPLEX TRADING, LLC	2,947	0.01%	$136K	+2,862 (+3367.1%)
204	State of Alaska, Department of Revenue	2,424	0.00%	$111K	—
205	SIGNATUREFD, LLC	2,273	0.00%	$105K	+93 (+4.3%)
206	Rockefeller Capital Management L.P.	1,730	0.00%	$80K	-1,192 (-40.8%)
207	KBC Group NV	1,243	0.00%	$57K	—
208	MCF Advisors LLC	1,062	0.00%	$49K	+50 (+4.9%)
209	HARBOUR INVESTMENTS, INC.	1,000	0.00%	$46K	—
210	FIRST HORIZON CORP	942	0.00%	$44K	+23 (+2.5%)
211	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	844	0.00%	$39K	-42 (-4.7%)
212	US BANCORP \DE\	813	0.00%	$38K	-153 (-15.8%)
213	Arax Advisory Partners	764	0.00%	$35K	NEW
214	Farther Finance Advisors, LLC	682	0.00%	$32K	—
215	Nykredit A/S	642	0.00%	$30K	NEW
216	SMA Capital LLC	606	0.00%	$28K	NEW
217	Smartleaf Asset Management LLC	597	0.00%	$27K	—
218	Versant Capital Management, Inc	593	0.00%	$27K	+37 (+6.7%)
219	Bayforest Capital Ltd	533	0.00%	$25K	NEW
220	JONES FINANCIAL COMPANIES LLLP	514	0.00%	$23K	+181 (+54.4%)
221	Center for Financial Planning, Inc.	500	0.00%	$23K	—
222	Allworth Financial LP	475	0.00%	$22K	+139 (+41.4%)
223	iA Global Asset Management Inc.	468	0.00%	$22K	—
224	GAMMA Investing LLC	359	0.00%	$17K	+3 (+0.8%)
225	Kemnay Advisory Services Inc.	336	0.00%	$16K	NEW
226	GROUP ONE TRADING LLC	325	0.00%	$15K	+125 (+62.5%)
227	Caitong International Asset Management Co., Ltd	293	0.00%	$14K	-1,058 (-78.3%)
228	SBI Securities Co., Ltd.	290	0.00%	$13K	+200 (+222.2%)
229	Larson Financial Group LLC	190	0.00%	$9K	+22 (+13.1%)
230	Optiver Holding B.V.	187	0.00%	$9K	+10 (+5.6%)
231	Sterling Capital Management LLC	185	0.00%	$9K	-129 (-41.1%)
232	Truvestments Capital LLC	170	0.00%	$8K	—
233	LOS ANGELES CAPITAL MANAGEMENT LLC	166	0.00%	$8K	—
234	EverSource Wealth Advisors, LLC	166	0.00%	$8K	+158 (+1975.0%)
235	ROTHSCHILD INVESTMENT LLC	149	0.00%	$7K	—
236	IFP Advisors, Inc	100	0.00%	$5K	—
237	Torren Management, LLC	80	0.00%	$4K	—
238	Silver Grove Financial Group, Inc.	64	0.00%	$3K	NEW
239	Institute for Wealth Management, LLC.	57	0.00%	$3K	NEW
240	Quarry LP	54	0.00%	$2K	+40 (+285.7%)
241	EASTERN BANK	42	0.00%	$2K	—
242	Parkside Financial Bank & Trust	40	0.00%	$2K	—
243	Private Wealth Management Group, LLC	38	0.00%	$2K	—
244	Global Retirement Partners, LLC	22	0.00%	$1K	NEW
245	Covestor Ltd	14	0.00%	$1K	+4 (+40.0%)
246	NATIONAL BANK OF CANADA /FI/	14	0.00%	$647	NEW
247	Stone House Investment Management, LLC	14	0.00%	$647	+3 (+27.3%)
248	GHP Investment Advisors, Inc.	13	0.00%	$601	—
249	True Wealth Design, LLC	11	0.00%	$509	NEW
250	Hughes Financial Services, LLC	10	0.00%	$462	+6 (+150.0%)

Exited since 2026-03-31 (21 filers; largest 21 shown)

Parkman Healthcare Partners LLC	−268,160
Sofinnova Investments, Inc.	−210,665
Aquatic Capital Management LLC	−78,715
SEVEN GRAND MANAGERS, LLC	−75,000
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	−51,918
Brooklyn Investment Group	−21,700
JANUS HENDERSON GROUP PLC	−18,100
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	−16,273
Diversified Trust Co	−12,998
Centiva Capital, LP	−11,711
Verdad Advisers, LP	−11,507
Covalis Capital LLP	−10,000
Voleon Capital Management LP	−9,279
EntryPoint Capital, LLC	−7,336
Advisory Services Network, LLC	−391
CWM, LLC	−160
Aster Capital Management (DIFC) Ltd	−98
Parallel Advisors, LLC	−92
QUADRANT CAPITAL GROUP LLC	−66
MAI Capital Management	−62
Root Financial Partners, LLC	−10

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Divisadero Street Capital, LLC	SCHEDULE 13G	2026-10-02	2026-10-02	3,983,783	6.8%
Divisadero Street Capital Management, LP	SCHEDULE 13G	2026-10-02	2026-10-02	3,983,783	6.8%
Divisadero Street Partners GP, LLC	SCHEDULE 13G	2026-10-02	2026-10-02	3,436,008	5.9%
Divisadero Street Partners, L.P.	SCHEDULE 13G	2026-10-02	2026-10-02	3,436,008	5.9%
William Zolezzi	SCHEDULE 13G	2026-10-02	2026-10-02	3,983,783	6.8%
First Light Asset Management, LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	3,746,380	6.97%
Mathew P. Arens	SCHEDULE 13G/A	2026-08-14	2026-06-30	4,072,910	7.58%
Vanguard Capital Management	SCHEDULE 13G/A	2026-07-31	2026-06-30	2,654,445	4.99%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
ArrowMark Colorado Holdings, LLC	SCHEDULE 13G/A	2025-05-15	2025-03-31	1,591,103	3.59%
Soleus Capital Management, L.P.	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Soleus Capital, LLC	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Soleus Capital Group, LLC	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Soleus Capital Master Fund, L.P.	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Soleus GP, LLC	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Guy Levy	SCHEDULE 13G/A	2025-05-02	2025-03-31	1,446,117	3.7%
Morgan Stanley Capital Services LLC	SCHEDULE 13G/A	2025-02-03	2024-12-31	1,605,019	3.6%
Morgan Stanley	SCHEDULE 13G/A	2025-02-03	2024-12-31	2,330,406	5.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.