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.

TECOGEN INC.

CIK 0001537435TGEN· quarter ending 2026-06-30

Shares outstanding

30,187,822

as of 2026-08-13 · 10-Q cover page, filed 2026-08-13

Held by 13F filers

9,481,299

31.4% of shares outstanding

Holders

+7 vs 2026-03-31 · 20 new, 13 exited

Value

$49.5M

shares +21.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-08-13)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	TGEN · NYSEAMER	30,187,822	9,481,299	31.4%	69	87876P201

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
	87876P201	COM NEW	69	9,481,299	30,187,822	31.4%	$49.5M	5 call / 3 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 (69 of 69 · 87876P201)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Portolan Capital Management, LLC	1,551,113	5.14%	$8.1M	+1,107,558 (+249.7%)
2	VANGUARD CAPITAL MANAGEMENT LLC	788,670	2.61%	$4.1M	+18,706 (+2.4%)
3	BARD ASSOCIATES INC	682,221	2.26%	$3.6M	-6,088 (-0.9%)
4	Clear Harbor Asset Management, LLC	650,000	2.15%	$3.4M	—
5	HERALD INVESTMENT MANAGEMENT Ltd	420,000	1.39%	$2.2M	—
6	GRATIA CAPITAL, LLC	388,660	1.29%	$2.0M	NEW
7	UBS Group AG	363,049	1.20%	$1.9M	+43,213 (+13.5%)
8	Meros Investment Management, LP	353,487	1.17%	$1.8M	+61,782 (+21.2%)
9	Palisades Investment Partners, LLC	323,090	1.07%	$1.7M	-10,817 (-3.2%)
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	315,831	1.05%	$1.6M	+206,374 (+188.5%)
11	MORGAN STANLEY	301,695	1.00%	$1.6M	+224,959 (+293.2%)
12	RAYMOND JAMES FINANCIAL INC	290,260	0.96%	$1.5M	+104,466 (+56.2%)
13	BlackRock, Inc.	251,464	0.83%	$1.3M	+66,685 (+36.1%)
14	CITADEL ADVISORS LLC	242,276	0.80%	$1.3M	+94,804 (+64.3%)
15	Huntleigh Advisors, Inc.	220,074	0.73%	$1.1M	NEW
16	HEARTLAND ADVISORS INC	182,100	0.60%	$951K	NEW
17	GEODE CAPITAL MANAGEMENT, LLC	180,870	0.60%	$945K	-11,132 (-5.8%)
18	THOMPSON DAVIS & CO., INC.	144,840	0.48%	$756K	+45,840 (+46.3%)
19	NEW YORK STATE COMMON RETIREMENT FUND	137,200	0.45%	$716K	—
20	GSA CAPITAL PARTNERS LLP	126,451	0.42%	$660K	+32,281 (+34.3%)
21	Arosa Capital Management LP	125,000	0.41%	$653K	-225,000 (-64.3%)
22	Integrated Wealth Concepts LLC	112,080	0.37%	$585K	-106,300 (-48.7%)
23	Apis Capital Advisors, LLC	112,000	0.37%	$585K	+35,000 (+45.5%)
24	VANGUARD FIDUCIARY TRUST CO	105,956	0.35%	$553K	+9,514 (+9.9%)
25	GOLDMAN SACHS GROUP INC	69,530	0.23%	$363K	+44,424 (+176.9%)
26	STATE STREET CORP	69,226	0.23%	$361K	—
27	Diametric Capital, LP	66,326	0.22%	$346K	+13,195 (+24.8%)
28	PFG Investments, LLC	62,523	0.21%	$326K	—
29	IMC-Chicago, LLC	61,800	0.20%	$323K	+48,150 (+352.7%)
30	HRT FINANCIAL LP	59,285	0.20%	$309K	+44,214 (+293.4%)
31	CORSAIR CAPITAL MANAGEMENT, L.P.	55,017	0.18%	$287K	—
32	MARSHALL WACE, LLP	54,806	0.18%	$286K	-152,661 (-73.6%)
33	SHIKIAR ASSET MANAGEMENT INC	54,050	0.18%	$282K	+36,400 (+206.2%)
34	GROUP ONE TRADING LLC	49,872	0.17%	$260K	-34,050 (-40.6%)
35	GENDELL JEFFREY L	49,823	0.17%	$260K	-195,718 (-79.7%)
36	JANE STREET GROUP, LLC	49,087	0.16%	$256K	-68,255 (-58.2%)
37	GAMCO INVESTORS, INC. ET AL	40,000	0.13%	$209K	—
38	HighTower Advisors, LLC	39,500	0.13%	$206K	-93,165 (-70.2%)
39	NORTHERN TRUST CORP	37,569	0.12%	$196K	-112 (-0.3%)
40	BRIDGEWAY CAPITAL MANAGEMENT, LLC	33,048	0.11%	$173K	—
41	XTX Topco Ltd	32,411	0.11%	$169K	NEW
42	Centiva Capital, LP	27,528	0.09%	$144K	NEW
43	Crewe Advisors LLC	23,000	0.08%	$120K	NEW
44	GABELLI FUNDS LLC	20,000	0.07%	$104K	—
45	Jefferies Financial Group Inc.	19,300	0.06%	$101K	NEW
46	Pathstone Holdings, LLC	18,725	0.06%	$98K	—
47	Virtu Financial LLC	16,377	0.05%	$85K	NEW
48	D. E. Shaw & Co., Inc.	15,339	0.05%	$80K	NEW
49	Belvedere Trading LLC	15,206	0.05%	$79K	NEW
50	Quadrature Capital Ltd	14,061	0.05%	$73K	NEW
51	COMMONWEALTH EQUITY SERVICES, LLC	13,624	0.05%	$71K	-2,500 (-15.5%)
52	Wealthspire Advisors, LLC	11,711	0.04%	$61K	NEW
53	DIMENSIONAL FUND ADVISORS LP	11,163	0.04%	$58K	—
54	CITIZENS FINANCIAL GROUP INC/RI	10,000	0.03%	$52K	—
55	Vanguard Global Advisers, LLC	5,434	0.02%	$28K	—
56	Persistent Asset Partners Ltd	2,271	0.01%	$12K	NEW
57	CITIGROUP INC	1,602	0.01%	$8K	NEW
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,583	0.01%	$8K	—
59	Federation des caisses Desjardins du Quebec	562	0.00%	$3K	—
60	SIMPLEX TRADING, LLC	479	0.00%	$3K	-40,853 (-98.8%)
61	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	266	0.00%	$1K	NEW
62	ROYAL BANK OF CANADA	227	0.00%	$1K	-2,916 (-92.8%)
63	Fortitude Family Office, LLC	181	0.00%	$945	—
64	Bogart Wealth, LLC	118	0.00%	$616	NEW
65	SBI Securities Co., Ltd.	110	0.00%	$574	-10 (-8.3%)
66	Bare Financial Services, Inc	103	0.00%	$538	NEW
67	FMR LLC	53	0.00%	$279	NEW
68	HOLLENCREST CAPITAL MANAGEMENT	15	0.00%	$78	NEW
69	Caitong International Asset Management Co., Ltd	1	0.00%	$5	NEW

Exited since 2026-03-31 (13 filers; largest 13 shown)

RENAISSANCE TECHNOLOGIES LLC	−272,300
Granahan Investment Management, LLC	−88,496
TWO SIGMA INVESTMENTS, LP	−67,418
LPL Financial LLC	−41,251
HARBOR CAPITAL ADVISORS, INC.	−39,973
Jump Financial, LLC	−35,500
Tower Research Capital LLC (TRC)	−10,189
NewEdge Advisors, LLC	−4,419
EverSource Wealth Advisors, LLC	−2,500
Advisory Services Network, LLC	−2,490
NATIONAL BANK OF CANADA /FI/	−500
State of Wyoming	−494
MAI Capital Management	−64

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
George McCabe	SCHEDULE 13G	2026-06-10	2026-06-03	1,552,232	5.19%
Portolan Capital Management, LLC	SCHEDULE 13G	2026-06-10	2026-06-03	1,552,232	5.19%
Tryfon Natsis and Depoina Pantopoulou, as Joint Tenants with the Right of Survivorship	SCHEDULE 13G/A	2025-08-14	2025-06-30	460,300	1.8%

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.