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AXGN Axogen Inc.

Health Care, filed as AXOGEN INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

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

In 2026 Q2 Ron Baron added to Axogen, while Nathan Fischel trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns AXGN

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.05% Add +15.0% 740,210 $34M History
First Eagle Investment Management 0.03% Small trim −3.8% 341,077 $16M History
Nathan Fischel, Dafna Capital Management 1.8%, was 1.9% Reduce −16.4% 208,960 $9.7M History
Mairs & Power 0.01% Hold 22,000 $1M History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AXGN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AXGN insider trades
  • None no insider bought on the open market
  • $9.2M sold by 10 insiders outside a trading plan
  • $6M sold by 5 insiders under 10b5-1 plans
  1. Joseph A. Tyndall Director
    Planned sale
    $174K 3,500 shares at $49.70 25% of stake
    Traded Sep 2 Filed Sep 4
    ↗
  2. Marc A Began EVP & General Counsel
    Planned sale
    $3.2M 67,500 shares at $47.35 57% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  3. Amy McBride Wendell Director
    Planned sale
    $647K 13,353 shares at $48.42 11% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  4. Kathy Johnson Weiler Director
    Planned sale
    $641K 14,150 shares at $45.30 100% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  5. Amy McBride Wendell Director
    Sale
    $70K 1,647 shares at $42.60 1.7% of stake
    Traded May 8 Filed May 12
    ↗
  6. John Johnson Director
    Sale
    $478K 11,050 shares at $43.26 100% of stake
    Traded May 7 Filed May 8
    ↗
  7. Kathy Johnson Weiler Director
    Sale
    $721K 16,344 shares at $44.09 100% of stake
    Traded May 7 Filed May 8
    ↗
  8. Jens Kemp Chief Marketing Officer
    Sale
    $174K 4,000 shares at $43.44 5.2% of stake
    Traded May 7 Filed May 8
    ↗
  9. Lindsey Marie Hartley CFO
    Sale
    $46K 1,051 shares at $43.67 1.6% of stake
    Traded May 7 Filed May 8
    ↗
  10. Doris Quackenbush Sales VP
    Sale
    $169K 3,878 shares at $43.51 4% of stake
    Traded May 7 Filed May 8
    ↗
  11. Amy McBride Wendell Director
    Sale
    $1.3M 43,684 shares at $29.31 32% of stake
    Traded Dec 16, 2025 Filed Dec 17, 2025
    ↗
  12. Kathy Johnson Weiler Director
    Sale
    $1.4M 46,653 shares at $29.55 100% of stake
    Traded Dec 16, 2025 Filed Dec 17, 2025
    ↗
  13. Lindsey Marie Hartley CFO
    Sale
    $442K 14,812 shares at $29.86 32% of stake
    Traded Dec 15, 2025 Filed Dec 17, 2025
    ↗
  14. Michael D Dale CEO
    Sale
    $750K 25,000 shares at $30.00 28% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
    ↗
  15. Marc A Began EVP & General Counsel
    Sale
    $397K 13,222 shares at $30.00 42% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 option exercises, 11 share withholdings for taxes, 9 stock grants, and 5 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
10-Q FORM 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
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
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — 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
SCHEDULE 13G/A — Filing Doc
DEF 14A AXGN DEFINITIVE PROXY STATEMENT Filing Doc
SCHEDULE 13G — Filing Doc
10-Q FORM 10-Q Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.