Follow-The-Filings

Security · featured owners

AXGN Axogen Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.8%
  • $61M
  • 1 add 2 reduce

AXGN (Axogen Inc.) is held in 4 featured 13F books as of 2026 Q2. Nathan Fischel - Dafna Capital Management is the largest tracked holder by portfolio weight (1.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.8% (Nathan Fischel - Dafna Capital Management) · not free-float ownership

  1. Nathan Fischel reduce 1.8%
  2. Ron Baron add 0.05%
  3. First Eagle Investment Manage... reduce 0.03%
  4. Mairs & Power 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.05% Add +15.0% 740,210 $34M history
First Eagle Investment Management 2026 Q2 0.03% Reduce −3.8% 341,077 $16M history
Nathan Fischel - Dafna Capital Management 2026 Q2 1.8% Reduce −16.4% 208,960 $10M history
Mairs & Power 2026 Q2 0.01% Hold 22,000 $1M history

4 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,7.01,8.01,9.01 Filing Doc
8-K/A 1.01,7.01,9.01 Filing Doc
424B5 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jun 24, 2026 · 7 forms Filing Doc
4 Period Jun 19, 2026 · 7 forms Filing Doc
4 Period May 8, 2026 Filing Doc
4 Period May 7, 2026 · 5 forms Filing Doc
4 Period Mar 16, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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 $0.812M
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