Divisadero Street Capital Management’s Axogen AXGN Stock Holding History

Divisadero Street Capital Management’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 Q2	$7.87M	Sell	170,416 -925,465	-84%	-$37.3M	0.18%	66
2026 Q1	$36.3M	Buy	1,095,881 +592,059	+118%	+$19.3M	1.52%	21
2025 Q4	$16.5M	Buy	503,822 +477,550	+1,818%	+$11.7M	0.77%	30
2025 Q3	$469K	Hold	26,272	–	–	0.02%	144
2025 Q2	$285K	Hold	26,272	–	–	0.02%	121
2025 Q1	$486K	Sell	26,272 -700	-3%	-$12.6K	0.05%	77
2024 Q4	$444K	Buy	26,972 +700	+3%	+$9.91K	0.05%	73
2024 Q3	$368K	Sell	26,272 -660,722	-96%	-$7.31M	0.04%	64
2024 Q2	$4.97M	Buy	686,994 +587,024	+587%	+$4.01M	0.75%	36
2024 Q1	$807K	Buy	99,970 +54,001	+117%	+$484K	0.19%	46
2023 Q4	$314K	Buy	+45,969	New	+$256K	0.07%	53

Other funds holding AXGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Divisadero Street Capital Management's AXGN Position: Q2 2026 in Review

Divisadero Street Capital Management reduced its Axogen (AXGN) stake by 84% in Q2 2026, selling an estimated $37.3M and leaving 170,416 shares worth $7.87M. The position accounts for 0.18% of the portfolio, ranked #66.

Divisadero Street Capital Management first reported a position in AXGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.3M in Q1 2026. 253 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

Divisadero Street Capital Management held 170,416 shares of Axogen worth $7.87M as of Q2 2026.
Divisadero Street Capital Management sold 925,465 Axogen shares in Q2 2026, an estimated $37.3M.
Axogen made up 0.18% of Divisadero Street Capital Management's portfolio in Q2 2026, its #66 holding.
Divisadero Street Capital Management first reported a position in Axogen in Q4 2023 and has held it in 11 quarters since.
Divisadero Street Capital Management's Axogen position peaked at $36.3M in Q1 2026.
253 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.