AXGNNasdaqElectromedical & Electrotherapeutic ApparatusFiscal year ends December 31
Axogen, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$35.24+0.62 (+1.79%)
Close on Oct 19, 2026
- Market cap
- $1.88B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
54M of 54M shares
Institutional holders
253
53 new, 18 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 41 sales
Net sold $19.26M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| First Light Asset Management, LLC | 4,625,680 | 10.51% | 13G (passive) amendment | Dec 31, 2024 |
| Mathew P. Arens | 4,072,910 | 7.58% | 13G (passive) amendment | Jun 30, 2026 |
| Divisadero Street Capital, LLC | 3,983,783 | 6.80% | 13G (passive) | Oct 2, 2026 |
| BlackRock, Inc. | 3,342,773 | 7.80% | 13G (passive) amendment | Dec 31, 2023 |
| Morgan Stanley | 2,330,406 | 5.30% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AXGN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,419,208 | 8.22% | $204.12M | +548,357 | 0.00% |
| First Light Asset Management, LLC | 2,748,361 | 5.11% | $126.95M | −1,254,407 | 7.72% |
| Morgan Stanley | 2,747,924 | 5.11% | $126.93M | −375,058 | 0.01% |
| Vanguard Capital Management LLC | 2,257,948 | 4.20% | $104.29M | −33,615 | 0.00% |
| Assenagon Asset Management S.A. | 2,087,300 | 3.88% | $96.41M | +706,037 | 0.06% |
| Polar Capital Holdings Plc | 1,500,822 | 2.79% | $69.32M | – | 0.16% |
| Artemis Investment Management LLP | 1,396,792 | 2.60% | $64.52M | +1,046,904 | 0.57% |
| Wellington Management Group Llp | 1,391,654 | 2.59% | $64.28M | +427,089 | 0.01% |
| Geode Capital Management, LLC | 1,375,240 | 2.56% | $63.54M | +155,099 | 0.00% |
| Citadel Advisors LLC | 1,360,831 | 2.53% | $62.86M | +1,115,777 | 0.01% |
| Wasatch Advisors LP | 1,295,949 | 2.41% | $59.86M | −561,401 | 0.39% |
| Goldman Sachs Group Inc | 1,261,519 | 2.35% | $58.27M | +678,556 | 0.01% |
| State Street Corp | 1,246,821 | 2.32% | $57.59M | +100,318 | 0.00% |
| FMR LLC | 1,222,864 | 2.27% | $56.48M | −91,156 | 0.00% |
| Hood River Capital Management LLC | 1,067,072 | 1.98% | $49.29M | New | 0.36% |
| Price T Rowe Associates Inc /Md/ | 1,018,042 | 1.89% | $47.03K | +967,257 | 0.00% |
| Rtw Investments, LP | 1,011,576 | 1.88% | $46.72M | New | 0.40% |
| Next Century Growth Investors LLC | 872,546 | 1.62% | $40.30M | +6,583 | 2.14% |
| UBS Group AG | 836,209 | 1.56% | $38.62M | +721,989 | 0.00% |
| Armistice Capital, LLC | 775,000 | 1.44% | $35.80M | −161,000 | 0.44% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 253 | 54M | 100.0% | 53 / 111 | 64 / 18 | 14M | 10M |
| Q1 2026 | 222 | 50M | 92.9% | 48 / 84 | 63 / 30 | 16M | 5M |
| Q4 2025 | 209 | 43M | 79.3% | 55 / 66 | 66 / 15 | 8M | 6M |
| Q3 2025 | 171 | 41M | 76.8% | 36 / 52 | 52 / 19 | 7M | 5M |
| Q2 2025 | 155 | 40M | 74.1% | 17 / 64 | 45 / 41 | 6M | 5M |
| Q1 2025 | 181 | 39M | 72.4% | 29 / 75 | 51 / 18 | 7M | 4M |
| Q4 2024 | 172 | 36M | 67.1% | 33 / 45 | 66 / 17 | 4M | 4M |
| Q3 2024 | 158 | 37M | 69.2% | 44 / 49 | 40 / 9 | 10M | 5M |
| Q2 2024 | 125 | 35M | 66.0% | 19 / 48 | 34 / 15 | 6M | 11M |
| Q1 2024 | 121 | 40M | 75.1% | 13 / 38 | 42 / 15 | 7M | 2M |
| Q4 2023 | 124 | 36M | 66.2% | 24 / 36 | 39 / 19 | 9M | 6M |
| Q3 2023 | 119 | 32M | 60.0% | 11 / 52 | 36 / 25 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AXGN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,596,149 | 2.97% | $73.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,373,784 | 2.56% | $63.46M | 0.08% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 687,859 | 1.28% | $31.77M | 0.48% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 609,728 | 1.13% | $28.16M | 0.03% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 588,200 | 1.09% | $27.17M | 0.18% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 575,481 | 1.07% | $24.29M | 0.07% | Jul 31, 2026 |
| Baron Discovery Fund | 532,900 | 0.99% | $24.61M | 1.35% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 526,000 | 0.98% | $22.20M | 0.30% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 485,943 | 0.90% | $22.45M | 0.15% | Jun 30, 2026 |
| Vanguard Explorer Fund | 428,087 | 0.80% | $18.07M | 0.08% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 374,500 | 0.70% | $17.30M | 1.07% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 309,995 | 0.58% | $14.32M | 1.22% | Jun 30, 2026 |
| Nomura Small Cap Growth Fund | 308,159 | 0.57% | $14.23M | 1.22% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 302,000 | 0.56% | $12.75M | 0.27% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 299,757 | 0.56% | $12.65M | 0.44% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Marc A. Began | EVP & General Counsel | 50,135 | 0.09% | Aug 12, 2026 |
| Jens Kemp | Chief Marketing Officer | 72,451 | 0.13% | May 8, 2026 |
| Doris Quackenbush | Sales VP | 96,294 | 0.18% | May 8, 2026 |
| Lindsey Marie Hartley | CFO | 65,146 | 0.12% | May 8, 2026 |
| Erick Wayne DeVinney | Chief Innovation Officer | 262,781 | 0.49% | Mar 18, 2026 |
| Michael D. Dale | Chief Executive Officer | 63,537 | 0.12% | Feb 27, 2026 |
| Nir Naor | CFO | 260,868 | 0.49% | Jan 6, 2025 |
| Joseph A. Tyndall | Director | 10,650 | 0.02% | Sep 4, 2026 |
| Amy McBride Wendell | Director | 107,976 | 0.20% | Aug 12, 2026 |
| Kathy Johnson Weiler | Director | 0 | – | Aug 11, 2026 |
| Alan M. Levine | Director | 50,893 | 0.09% | Jun 26, 2026 |
| William P. Mr. Burke | Director | 21,850 | 0.04% | Jun 26, 2026 |
| Paul Thomas | Director | 32,395 | 0.06% | Jun 26, 2026 |
| John Johnson | Director | 14,150 | 0.03% | Jun 26, 2026 |
| Guido J. Neels | Director | 3,457,854 | 6.43% | Jun 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph A. Tyndall Director | Sep 2, 2026 | Sale(10b5-1 plan) | −3,500 | $49.70 | $173.95K | 10,650 |
| Amy McBride Wendell Director | Aug 11, 2026 | Sale(10b5-1 plan) | −13,353 | $48.42 | $646.55K | 107,976 |
| Amy McBride Wendell Director | Aug 11, 2026 | Option exercise | +13,353 | $14.85 | $198.29K | 121,329 |
| Marc A. Began EVP & General Counsel | Aug 10, 2026 | Sale(10b5-1 plan) | −67,500 | $47.35 | $3.20M | 50,135 |
| Marc A. Began EVP & General Counsel | Aug 10, 2026 | Option exercise | +67,500 | $8.16 | $550.80K | 117,635 |
| Kathy Johnson Weiler Director | Aug 7, 2026 | Sale(10b5-1 plan) | −14,150 | $45.30 | $641.00K | 0 |
| Joseph A. Tyndall Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 14,150 |
| John Johnson Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 14,150 |
| Amy McBride Wendell Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 107,976 |
| Kathy Johnson Weiler Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 14,150 |
| Paul Thomas Director | Jun 19, 2026 | Option exercise | +18,867 | – | – | 32,395 |
| William P. Mr. Burke Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 14,250 |
| Alan M. Levine Director | Jun 19, 2026 | Option exercise | +14,150 | – | – | 50,893 |
| Amy McBride Wendell Director | May 8, 2026 | Sale | −1,647 | $42.60 | $70.16K | 93,826 |
| Amy McBride Wendell Director | May 8, 2026 | Option exercise | +1,647 | $14.85 | $24.46K | 95,473 |
| John Johnson Director | May 7, 2026 | Sale | −11,050 | $43.26 | $478.02K | 0 |
| John Johnson Director | May 7, 2026 | Option exercise | +11,050 | $7.04 | $77.79K | 11,050 |
| Doris Quackenbush Sales VP | May 7, 2026 | Sale | −3,878 | $43.51 | $168.73K | 92,416 |
| Lindsey Marie Hartley CFO | May 7, 2026 | Sale | −573 | $43.67 | $25.02K | 65,146 |
| Lindsey Marie Hartley CFO | May 7, 2026 | Option exercise | +2,500 | $8.20 | $20.50K | 63,234 |
| Lindsey Marie Hartley CFO | May 7, 2026 | Sale | −478 | $43.67 | $20.87K | 62,756 |
| Lindsey Marie Hartley CFO | May 7, 2026 | Option exercise | +2,963 | $8.27 | $24.50K | 65,719 |
| Kathy Johnson Weiler Director | May 7, 2026 | Sale | −16,344 | $44.09 | $720.61K | 0 |
| Kathy Johnson Weiler Director | May 7, 2026 | Option exercise | +16,344 | $6.95 | $113.59K | 16,344 |
| Jens Kemp Chief Marketing Officer | May 7, 2026 | Sale | −4,000 | $43.44 | $173.76K | 72,451 |
| Erick Wayne DeVinney Chief Innovation Officer | Mar 16, 2026 | Sale | −5,221 | $32.84 | $171.46K | 262,781 |
| Erick Wayne DeVinney Chief Innovation Officer | Mar 16, 2026 | Option exercise | +11,575 | – | – | 268,002 |
| Erick Wayne DeVinney Chief Innovation Officer | Mar 16, 2026 | Option exercise | +6,363 | – | – | 259,297 |
| Erick Wayne DeVinney Chief Innovation Officer | Mar 16, 2026 | Tax withholding | −2,870 | $32.84 | $94.25K | 256,427 |
| Lindsey Marie Hartley CFO | Mar 16, 2026 | Option exercise | +4,000 | – | – | 59,276 |
| Lindsey Marie Hartley CFO | Mar 16, 2026 | Option exercise | +5,000 | – | – | 62,702 |
| Lindsey Marie Hartley CFO | Mar 16, 2026 | Tax withholding | −1,968 | $32.84 | $64.63K | 60,734 |
| Lindsey Marie Hartley CFO | Mar 16, 2026 | Tax withholding | −1,574 | $32.84 | $51.69K | 57,702 |
| Jens Kemp Chief Marketing Officer | Mar 1, 2026 | Tax withholding | −2,952 | $30.65 | $90.48K | 76,451 |
| Erick Wayne DeVinney Chief Innovation Officer | Mar 1, 2026 | Tax withholding | −11,276 | $30.65 | $345.61K | 252,934 |
| Marc A. Began EVP & General Counsel | Mar 1, 2026 | Option exercise | +11,250 | – | – | 54,562 |
| Marc A. Began EVP & General Counsel | Mar 1, 2026 | Tax withholding | −4,427 | $30.65 | $135.69K | 50,135 |
| Jens Kemp Chief Marketing Officer | Feb 26, 2026 | Award | +50,670 | – | – | 94,817 |
| Jens Kemp Chief Marketing Officer | Feb 26, 2026 | Tax withholding | −15,414 | $31.90 | $491.71K | 79,403 |
| Erick Wayne DeVinney Chief Innovation Officer | Feb 26, 2026 | Award | +33,780 | – | – | 274,912 |
| Erick Wayne DeVinney Chief Innovation Officer | Feb 26, 2026 | Tax withholding | −10,702 | $31.90 | $341.39K | 264,210 |
| Marc A. Began EVP & General Counsel | Feb 26, 2026 | Award | +33,780 | – | – | 52,065 |
| Marc A. Began EVP & General Counsel | Feb 26, 2026 | Tax withholding | −8,753 | $31.90 | $279.22K | 43,312 |
| Lindsey Marie Hartley CFO | Feb 26, 2026 | Tax withholding | −6,630 | $31.90 | $211.50K | 55,276 |
| Lindsey Marie Hartley CFO | Feb 26, 2026 | Award | +17,453 | – | – | 61,906 |
| Lindsey Marie Hartley CFO | Feb 22, 2026 | Award | +17,500 | – | – | 51,157 |
| Lindsey Marie Hartley CFO | Feb 22, 2026 | Tax withholding | −6,704 | $35.38 | $237.19K | 44,453 |
| Kathy Johnson Weiler Director | Dec 16, 2025 | Sale | −21,825 | $29.55 | $644.93K | 6,580 |
| Kathy Johnson Weiler Director | Dec 16, 2025 | Sale | −18,248 | $29.55 | $539.23K | 28,405 |
| Kathy Johnson Weiler Director | Dec 16, 2025 | Sale | −6,580 | $29.55 | $194.44K | 0 |
| Kathy Johnson Weiler Director | Dec 16, 2025 | Option exercise | +21,825 | $6.95 | $151.68K | 46,653 |
| Kathy Johnson Weiler Director | Dec 16, 2025 | Option exercise | +18,248 | $7.04 | $128.47K | 24,828 |
| Amy McBride Wendell Director | Dec 16, 2025 | Option exercise | +18,248 | $7.04 | $128.47K | 137,510 |
| Amy McBride Wendell Director | Dec 16, 2025 | Sale | −20,436 | $29.31 | $598.98K | 112,074 |
| Amy McBride Wendell Director | Dec 16, 2025 | Sale | −5,000 | $29.31 | $146.55K | 132,510 |
| Amy McBride Wendell Director | Dec 16, 2025 | Sale | −18,248 | $29.31 | $534.85K | 93,826 |
| Amy McBride Wendell Director | Dec 16, 2025 | Option exercise | +5,000 | $8.95 | $44.75K | 98,826 |
| Amy McBride Wendell Director | Dec 16, 2025 | Option exercise | +20,436 | $6.30 | $128.75K | 119,262 |
| Lindsey Marie Hartley CFO | Dec 15, 2025 | Sale | −14,812 | $29.86 | $442.29K | 31,376 |
| Lindsey Marie Hartley CFO | Dec 15, 2025 | Option exercise | +14,812 | $8.27 | $122.50K | 46,188 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| A. Tyndall Joseph Director | Sep 2, 2026 | 3,500 | $174.58K | Sep 2, 2026 | Restricted Stock Units |
| McBride-Wendell Amy Director | Aug 11, 2026 | 13,353 | $643.88K | Aug 11, 2026 | Exercise of Stock Options |
| Began Marc Officer | Aug 10, 2026 | 67,500 | $3.13M | Aug 10, 2026 | Exercise of Stock Options |
| Weiler Kathy Director | Aug 7, 2026 | 14,150 | $627.55K | Aug 7, 2026 | Restricted Stock Units |
| McBride-Wendell Amy Director | May 8, 2026 | 1,647 | $70.16K | May 8, 2026 | Stock Option Exercise |
| Kemp Jens Officer | May 7, 2026 | 4,000 | $173.76K | May 7, 2026 | Restricted Stock |
| Weiler Kathy Director | May 7, 2026 | 16,344 | $720.63K | May 7, 2026 | Stock Option Exercise |
| Quackenbush Doris Vice President of Sales | May 7, 2026 | 3,878 | $168.72K | May 7, 2026 | Restricted Stock |
| H. Johnson John Director | May 7, 2026 | 11,050 | $477.97K | May 7, 2026 | Stock Option Exercise |
| McBride-Wendell Amy Director | Dec 16, 2025 | 43,684 | $1.28M | Dec 16, 2025 | Stock Option Exercise |
| Weiler Kathy Director | Dec 16, 2025 | 46,653 | $1.38M | Dec 16, 2025 | Restricted Stock |
| Marie Hartley Lindsey Officer | Dec 15, 2025 | 14,812 | $442.29K | Dec 15, 2025 | Stock Option Exercise |
| Began Marc Officer | Dec 11, 2025 | 13,222 | $396.66K | Dec 11, 2025 | Performance Shares |
| Dale Michael Officer | Dec 10, 2025 | 25,000 | $750.00K | Dec 10, 2025 | Performance Shares |
| H. Johnson John Director | Dec 9, 2025 | 21,686 | $650.19K | Dec 9, 2025 | Restricted Stock |