NAGENasdaqMedicinal Chemicals & Botanical ProductsFiscal year ends December 31
Niagen Bioscience, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$2.50+0.01 (+0.40%)
Close on Oct 19, 2026
- Market cap
- $206.26M
- P/E (TTM)
- 13.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
40.4%
32M of 79M shares
Institutional holders
140
24 new, 26 sold out
Net institutional buying
-5M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $45.62K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 4,161,626 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Chau Hoi Shuen Solina Holly | 19,294,356 | 25.41% | 13D (active) amendment | Aug 20, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NAGE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,184,659 | 5.29% | $13.35M | +313,040 | 0.00% |
| SteelPeak Wealth, LLC | 3,500,129 | 4.42% | $11.17M | +127,129 | 0.29% |
| Vanguard Capital Management LLC | 2,147,018 | 2.71% | $6.85M | −2,259 | 0.00% |
| Tieton Capital Management, LLC | 2,008,470 | 2.54% | $6.41K | −20,685 | 0.00% |
| Qube Research & Technologies Ltd | 1,625,016 | 2.05% | $5.18M | −89,623 | 0.00% |
| Geode Capital Management, LLC | 1,478,603 | 1.87% | $4.72M | +133,682 | 0.00% |
| UBS Group AG | 1,283,296 | 1.62% | $4.09M | −122,235 | 0.00% |
| Goldman Sachs Group Inc | 1,262,743 | 1.60% | $4.03M | +10,784 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,171,215 | 1.48% | $3.74M | −1,207,222 | 0.00% |
| Vanguard Portfolio Management LLC | 1,166,233 | 1.47% | $3.72M | −55,261 | 0.00% |
| State Street Corp | 1,082,752 | 1.37% | $3.45M | −1,813 | 0.00% |
| Renaissance Technologies LLC | 659,584 | 0.83% | $2.10M | −669,259 | 0.00% |
| Citadel Advisors LLC | 630,109 | 0.80% | $2.01M | +99,632 | 0.00% |
| Dimensional Fund Advisors LP | 605,326 | 0.77% | $1.93M | −465,807 | 0.00% |
| Morgan Stanley | 504,772 | 0.64% | $1.61M | +123,683 | 0.00% |
| Victory Capital Management Inc | 473,372 | 0.60% | $1.51M | +47,950 | 0.00% |
| Aqr Capital Management LLC | 472,056 | 0.60% | $1.51M | −559,279 | 0.00% |
| Sei Investments Co | 471,934 | 0.60% | $1.51M | −499,640 | 0.00% |
| Northern Trust Corp | 466,720 | 0.59% | $1.49M | +70,653 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 458,614 | 0.58% | $1.46M | −123,834 | 0.00% |
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 | 140 | 32M | 40.4% | 24 / 39 | 60 / 26 | 2M | 7M |
| Q1 2026 | 143 | 37M | 46.4% | 23 / 54 | 49 / 47 | 13M | 5M |
| Q4 2025 | 169 | 32M | 40.7% | 35 / 60 | 55 / 28 | 5M | 4M |
| Q3 2025 | 162 | 32M | 40.6% | 33 / 68 | 38 / 24 | 8M | 4M |
| Q2 2025 | 155 | 29M | 36.8% | 38 / 74 | 25 / 21 | 7M | 3M |
| Q1 2025 | 139 | 25M | 31.5% | 35 / 50 | 32 / 15 | 5M | 3M |
| Q4 2024 | 123 | 22M | 28.4% | 41 / 33 | 27 / 7 | 6M | 1M |
| Q3 2024 | 91 | 18M | 22.7% | 21 / 26 | 17 / 8 | 5M | 1M |
| Q2 2024 | 79 | 17M | 21.3% | 29 / 20 | 16 / 16 | 5M | 2M |
| Q1 2024 | 67 | 13M | 16.8% | 20 / 20 | 11 / 6 | 2M | 0M |
| Q4 2023 | 53 | 12M | 14.6% | 6 / 18 | 7 / 7 | 1M | 1M |
| Q3 2023 | 54 | 11M | 14.2% | 5 / 7 | 17 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NAGE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 1,490,011 | 1.88% | $4.75M | 0.01% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,470,818 | 1.86% | $4.69M | 0.00% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 655,465 | 0.83% | $2.53M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 629,411 | 0.80% | $2.01M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 625,759 | 0.79% | $2.13M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 543,478 | 0.69% | $1.73M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 321,267 | 0.41% | $1.24M | 0.00% | May 31, 2026 |
| Victory Small Cap Stock Fund | 282,651 | 0.36% | $961.01K | 0.10% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 271,998 | 0.34% | $1.05M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 265,987 | 0.34% | $1.03M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 194,574 | 0.25% | $620.69K | 0.04% | Jun 30, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 173,467 | 0.22% | $553.36K | 0.09% | Jun 30, 2026 |
| Vanguard Explorer Fund | 168,651 | 0.21% | $573.41K | 0.00% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 141,013 | 0.18% | $479.44K | 0.01% | Jul 31, 2026 |
| Amplify Etho Climate Leadership U.S. ETF | 123,506 | 0.16% | $393.98K | 0.21% | Jun 30, 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 |
|---|---|---|---|---|
| Robert N. Fried | Chief Executive Officer, Director | 1,667,834 | 2.11% | Jul 8, 2026 |
| Carlos Luis Lopez | SVP, General Counsel | 4,565 | 0.01% | Jul 8, 2026 |
| Ozan Pamir | Chief Financial Officer | 13,848 | 0.02% | Jul 8, 2026 |
| Wing Tak Wendy YU | Director | – | – | Jun 26, 2026 |
| Wang Yu Gary Ng | Director | – | – | Jun 26, 2026 |
| Ann Cohen | Director | – | – | Jun 26, 2026 |
| Steven D. Rubin | Director | 7,000 | 0.01% | Jun 26, 2026 |
| Hamed Shahbazi | Director | – | – | Jun 26, 2026 |
| Kristin Patrick | Director | 3,000 | 0.00% | Jun 26, 2026 |
| Frank L. Jaksch Jr | Director | 2,319,231 | 2.93% | Jun 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carlos Luis Lopez SVP, General Counsel | Jun 30, 2026 | Award | +2,314 | $2.71 | $6.27K | 4,565 |
| Robert N. Fried Chief Executive Officer, Director | Jun 30, 2026 | Award | +1,106 | $2.71 | $3.00K | 1,060,087 |
| Ozan Pamir Chief Financial Officer | Jun 30, 2026 | Award | +4,255 | $2.71 | $11.53K | 11,627 |
| Robert N. Fried Chief Executive Officer, Director | Apr 24, 2026 | Option exercise | +20,000 | $2.61 | $52.20K | 1,058,981 |
| Ozan Pamir Chief Financial Officer | Nov 14, 2025 | Buy | +2,220.44 | $6.85 | $15.21K | 2,220 |
| Ozan Pamir Chief Financial Officer | Nov 14, 2025 | Buy | +4,464.96 | $6.81 | $30.41K | 7,372 |
| Robert N. Fried Chief Executive Officer, Director | Apr 9, 2025 | Option exercise | +66,667 | $3.30 | $220.00K | 1,038,981 |
| Carlos Luis Lopez SVP, General Counsel | Mar 7, 2025 | Buy | +273 | $7.86 | $2.15K | 2,251 |
| Frank L. Jaksch Jr Director | Dec 13, 2024 | Sale | −37,161 | $6.19 | $230.03K | 244,179 |
| Frank L. Jaksch Jr Director | Dec 13, 2024 | Option exercise | +50,001 | $3.66 | $183.00K | 281,340 |
| Ozan Pamir Chief Financial Officer | Nov 22, 2024 | Buy | +2,907.2 | $7.36 | $21.40K | 2,907 |
| Kristin Patrick Director | Aug 23, 2024 | Option exercise | +3,000 | $1.64 | $4.92K | 3,000 |
| Kristin Patrick Director | Aug 23, 2024 | Option exercise | +20,000 | $1.67 | $33.40K | 23,000 |
| Kristin Patrick Director | Aug 23, 2024 | Sale | −23,000 | $3.57 | $82.11K | 0 |
| Ka Shing Li 10% owner | Aug 20, 2024 | Sale | −11,408,715 | – | – | 0 |
| Resources Ltd Winsave 10% owner | Aug 20, 2024 | Buy | +11,408,715 | – | – | 19,294,356 |
| Brianna Gerber Chief Financial Officer | Dec 1, 2023 | Buy | +5,000 | $1.41 | $7.05K | 27,436 |
| River Ventures Ltd Champion Director, 10% owner | Sep 6, 2023 | Buy | +3,467,778 | – | – | 11,408,715 |
| Brianna Gerber Chief Financial Officer | Aug 12, 2023 | Option exercise | +22,436 | – | – | 22,436 |
| Frank L. Jaksch Jr Director | Jun 12, 2023 | Buy | +7,000 | $1.69 | $11.83K | 231,339 |
| Robert N. Fried Chief Executive Officer, Director | May 31, 2023 | Buy | +7,000 | $1.42 | $9.94K | 95,001 |
| Steven D. Rubin Director | May 25, 2023 | Buy | +7,000 | $1.46 | $10.22K | 7,000 |
| Robert N. Fried Cheif Executive Officer, Director | Sep 30, 2022 | Buy | +80,000 | $1.25 | $100.00K | 972,314 |
| Step Holdings Ltd Pioneer 10% owner | Sep 30, 2022 | Buy | +960,000 | $1.25 | $1.20M | 7,885,641 |
| Hoi Shuen Solina Holly Chau 10% owner | Jun 16, 2022 | Buy | +60,037 | $1.66 | $99.66K | 6,925,641 |
| Robert N. Fried CEO, Director | Mar 16, 2022 | Buy | +25,000 | $2.16 | $54.00K | 88,001 |
| Robert N. Fried CEO, Director | May 13, 2021 | Buy | +10,000 | $6.65 | $66.50K | 63,001 |
| Stephen A. Block Director | Mar 16, 2021 | Sale | −20,000 | $13.17 | $263.40K | 16,667 |
| Stephen A. Block Director | Mar 16, 2021 | Option exercise | +20,000 | $2.61 | $52.20K | 36,667 |
| Stephen A. Block Director | Mar 15, 2021 | Option exercise | +32,500 | $1.92 | $62.40K | 49,167 |
| Stephen A. Block Director | Mar 15, 2021 | Sale | −32,500 | $11.15 | $362.38K | 16,667 |
| Frank L. Jaksch Jr EXECUTIVE CHAIRMAN OF BOARD, Director | Dec 10, 2020 | Sale | −37,829 | $5.19 | $196.33K | 224,339 |
| Frank L. Jaksch Jr EXECUTIVE CHAIRMAN OF BOARD, Director | Dec 10, 2020 | Option exercise | +41,667 | $4.62 | $192.50K | 262,168 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Nov 6, 2020 | Buy | +5,000 | $4.43 | $22.15K | 41,625 |
| Robert N. Fried CEO, Director | May 19, 2020 | Buy | +1,000 | $4.69 | $4.69K | 1,393,314 |
| Robert N. Fried CEO, Director | Apr 17, 2020 | Gift | −500,000 | – | – | 882,561 |
| Robert N. Fried CEO, Director | Nov 14, 2019 | Buy | +10,000 | $3.09 | $30.90K | 1,444,315 |
| Robert N. Fried CEO, Director | Aug 23, 2019 | Buy | +2,500 | $4.03 | $10.08K | 1,436,327 |
| Robert N. Fried CEO, Director | May 21, 2019 | Buy | +2,253 | $4.43 | $9.98K | 1,433,827 |
| Robert N. Fried CEO, Director | Mar 15, 2019 | Buy | +5,000 | $3.80 | $19.00K | 1,431,574 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Mar 15, 2019 | Buy | +6,900 | $3.85 | $26.57K | 36,625 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Mar 14, 2019 | Buy | +6,725 | $3.99 | $26.83K | 29,725 |
| Robert N. Fried CEO, Director | Mar 13, 2019 | Award | +166,666 | – | – | 1,426,574 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Mar 12, 2019 | Buy | +7,300 | $3.62 | $26.43K | 23,000 |
| Frank L. Jaksch Jr EXECUTIVE CHAIRMAN OF BOARD, Director | Mar 11, 2019 | Sale | −14,390 | $3.50 | $50.37K | 220,501 |
| Frank L. Jaksch Jr EXECUTIVE CHAIRMAN OF BOARD, Director | Mar 11, 2019 | Option exercise | +33,334 | $1.50 | $50.00K | 234,891 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Mar 11, 2019 | Buy | +5,700 | $3.49 | $19.89K | 15,700 |
| Stephen A. Block Director | Mar 11, 2019 | Option exercise | +10,000 | $1.50 | $15.00K | 26,667 |
| Stephen A. Block Director | Mar 11, 2019 | Sale | −10,000 | $3.52 | $35.20K | 16,667 |
| Robert N. Fried CEO, Director | Feb 15, 2019 | Gift | −52,001 | – | – | 1,392,314 |
| Robert N. Fried CEO, Director | Feb 15, 2019 | Gift | +52,001 | – | – | 52,001 |
| Robert N. Fried CEO, Director | Nov 7, 2018 | Award | +166,667 | – | – | 1,259,908 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | Sep 11, 2018 | Buy | +5,000 | $3.50 | $17.50K | 10,000 |
| Robert N. Fried CEO, Director | Jun 22, 2018 | Award | +166,667 | – | – | 1,093,241 |
| Kevin M. Farr CHIEF FINANCIAL OFFICER | May 18, 2018 | Buy | +5,000 | $3.83 | $19.15K | 5,000 |
| Mark J. Friedman GENERAL COUNSEL | May 17, 2018 | Buy | +3,000 | $3.60 | $10.80K | 3,000 |
| Frank L. Jaksch Jr CEO, Director | May 16, 2018 | Buy | +4,300 | $3.56 | $15.31K | 211,357 |
| Robert N. Fried PRESIDENT, COO, Director | May 15, 2018 | Buy | +10,000 | $3.63 | $36.30K | 926,574 |
| Frank L. Jaksch Jr CEO, Director | May 15, 2018 | Buy | +5,500 | $3.61 | $19.86K | 207,057 |
| Robert N. Fried PRESIDENT, COO, Director | May 15, 2018 | Award | +10,000 | $3.63 | $36.30K | 926,574 |
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 |
|---|---|---|---|---|---|
| Jaksch Frank Jr. affiliate | Dec 13, 2024 | 37,161 | $229.96K | Dec 13, 2024 | Same Day Cashless Option Exercise and Sale |
| Patrick Kristin affiliate | Aug 23, 2024 | 23,000 | $84.81K | Aug 23, 2024 | Same Day Cashless Option Exercise and Sale |