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Disciplined Growth Investors’s Axogen AXGN Stock Holding History

Disciplined Growth Investors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51M Sell
196,565
-5,311
-3% -$173K 0.13% 54
2025
Q4 		$6.61M Buy
201,876
+34,299
+20% +$844K 0.13% 52
2025
Q3 		$2.99M Buy
167,577
+1,920
+1% +$27.9K 0.05% 59
2025
Q2 		$1.8M Buy
+165,657
New +$2.17M 0.03% 59

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Growth Investors's AXGN Position: Q1 2026 in Review

Disciplined Growth Investors reduced its Axogen (AXGN) stake by 2.6% in Q1 2026, selling an estimated $173K and leaving 196,565 shares worth $6.51M. The position accounts for 0.13% of the portfolio, ranked #54.

Disciplined Growth Investors first reported a position in AXGN in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.61M in Q4 2025. 220 funds tracked by Wall St. Rank hold AXGN as of Q1 2026.

  • Disciplined Growth Investors held 196,565 shares of Axogen worth $6.51M as of Q1 2026.
  • Disciplined Growth Investors sold 5,311 Axogen shares in Q1 2026, an estimated $173K.
  • Axogen made up 0.13% of Disciplined Growth Investors's portfolio in Q1 2026, its #54 holding.
  • Disciplined Growth Investors first reported a position in Axogen in Q2 2025 and has held it in 4 quarters since.
  • Disciplined Growth Investors's Axogen position peaked at $6.61M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Axogen as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.