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Dmitry Balyasny’s Axogen AXGN Stock Holding History

Dmitry Balyasny’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 		$11.7M Sell
253,498
-833,568
-77% -$33.6M 0.01% 987
2026
Q1 		$36M Buy
1,087,066
+239,612
+28% +$7.79M 0.05% 465
2025
Q4 		$27.7M Sell
847,454
-532,188
-39% -$13.1M 0.04% 572
2025
Q3 		$24.6M Sell
1,379,642
-551,516
-29% -$8M 0.03% 623
2025
Q2 		$21M Buy
1,931,158
+1,250,968
+184% +$16.4M 0.03% 648
2025
Q1 		$12.6M Buy
680,190
+380,248
+127% +$6.86M 0.02% 788
2024
Q4 		$4.94M Buy
+299,942
New +$4.25M 0.01% 1291
2023
Q3 		– Sell
-22,356
Closed -$204K – 2250
2023
Q2 		$204K Buy
+22,356
New +$208K ﹤0.01% 2070
2022
Q2 		– Sell
-139,852
Closed -$1.11M – 2738
2022
Q1 		$1.11M Sell
139,852
-169,375
-55% -$1.46M ﹤0.01% 1594
2021
Q4 		$2.9M Buy
309,227
+107,254
+53% +$1.29M 0.01% 1063
2021
Q3 		$3.19M Sell
201,973
-153,038
-43% -$2.75M 0.01% 973
2021
Q2 		$7.67M Buy
355,011
+105,760
+42% +$2.14M 0.04% 584
2021
Q1 		$5.05M Buy
249,251
+148,763
+148% +$2.94M 0.02% 693
2020
Q4 		$1.8M Buy
+100,488
New +$1.48M 0.01% 894
2019
Q3 		– Sell
-207,706
Closed -$4.11M – 1162
2019
Q2 		$4.11M Buy
207,706
+31,597
+18% +$676K 0.03% 666
2019
Q1 		$3.71M Buy
+176,109
New +$3.22M 0.02% 644
2018
Q4 		– Sell
-7,701
Closed -$284K – 1391
2018
Q3 		$284K Sell
7,701
-270,511
-97% -$11.8M ﹤0.01% 1516
2018
Q2 		$14M Buy
+278,212
New +$12.3M 0.06% 395

Other funds holding AXGN

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dmitry Balyasny's AXGN Position: Q2 2026 in Review

Dmitry Balyasny reduced its Axogen (AXGN) stake by 77% in Q2 2026, selling an estimated $33.6M and leaving 253,498 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #987.

Dmitry Balyasny first reported a position in AXGN in Q2 2018 and has held it in 18 quarters since. The position peaked at $36M in Q1 2026. 251 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Dmitry Balyasny held 253,498 shares of Axogen worth $11.7M as of Q2 2026.
  • Dmitry Balyasny sold 833,568 Axogen shares in Q2 2026, an estimated $33.6M.
  • Axogen made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #987 holding.
  • Dmitry Balyasny first reported a position in Axogen in Q2 2018 and has held it in 18 quarters since.
  • Dmitry Balyasny's Axogen position peaked at $36M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.