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Intrinsic Edge Capital Management’s Neogen NEOG Stock Holding History

Intrinsic Edge Capital Management’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.74M Buy
750,000
+647,508
+632% +$5.94M 0.7% 63
2026
Q1 		$952K Buy
+102,492
New +$1.01M 0.16% 99

Other funds holding NEOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Intrinsic Edge Capital Management's NEOG Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its Neogen (NEOG) stake by 632% in Q2 2026, buying an estimated $5.94M and bringing the position to 750,000 shares worth $6.74M. The position accounts for 0.7% of the portfolio, ranked #63.

Intrinsic Edge Capital Management first reported a position in NEOG in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold NEOG as of Q2 2026.

  • Intrinsic Edge Capital Management held 750,000 shares of Neogen worth $6.74M as of Q2 2026.
  • Intrinsic Edge Capital Management bought 647,508 Neogen shares in Q2 2026, an estimated $5.94M.
  • Neogen made up 0.7% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #63 holding.
  • Intrinsic Edge Capital Management first reported a position in Neogen in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Neogen as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.