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Occam Crest Management’s Precigen PGEN Stock Holding History

Occam Crest Management’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$658K – 32
2025
Q3 		$658K Buy
+2,000
New +$5.65K 0.4% 29

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Occam Crest Management's PGEN Position: Q2 2026 in Review

Occam Crest Management reduced its Precigen (PGEN) stake by 16% in Q2 2026, selling an estimated $2.87M and leaving 3,605,941 shares worth $19.7M. The position accounts for 10.2% of the portfolio, ranked #2.

Occam Crest Management first reported a position in PGEN in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Occam Crest Management held 3,605,941 shares of Precigen worth $19.7M as of Q2 2026.
  • Occam Crest Management sold 663,110 Precigen shares in Q2 2026, an estimated $2.87M.
  • Precigen made up 10.2% of Occam Crest Management's portfolio in Q2 2026, its #2 holding.
  • Occam Crest Management first reported a position in Precigen in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

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