Follow-The-Filings

Security

AXGN

Axogen Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 3 new 2 exits max 0.1% (Ron Baron - Bamco Inc. /N...)

grid → activity →
owners 12
max % 0.1%
tracked value $229M
qoq N 3 A 4 R 2 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% New 0.1% 643,743 $21M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.01 pp 1,087,066 $36M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 433,473 $14M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 354,590 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 787,254 $26M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 265,009 $9M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 202,370 $7M hist
Mairs & Power Inc. 2026 Q1 0.0% — 22,000 $729 hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 2,869,955 $94M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 245,054 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 33,752 $1M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% New 0.0% 11,422 $378 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 61,100 $663 hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 6,217 $203 hist

12 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $159.01M $187.34M $225.21M
Gross profit $127.87M $141.98M $167.35M
Gross margin * 80.4% 75.8% 74.3%
Net income -$21.72M -$9.96M -$15.7M
Net margin * -13.7% -5.3% -7.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $88M $99.22M $120.42M
Total non-current assets * $108.82M $104.51M $101.26M
Total assets $196.83M $203.73M $221.69M
Total current liabilities $30.43M $30.61M $23.56M
Total non-current liabilities * $70.73M $69.21M $69.28M
Total equity $95.66M $103.91M $128.85M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$5.72M $4.54M $812,000
Cash from investing $19.25M -$10.3M -$5.32M
Cash from financing $1.95M $2.29M $10.5M
Net change in cash $15.49M -$3.47M $5.99M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders