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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 $2.74B AUM 43.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

Occam Crest Management's PGEN Position: Q1 2026 in Review

Occam Crest Management increased its Precigen (PGEN) stake by 22% in Q1 2026, buying an estimated $3.15M and bringing the position to 4,269,051 shares worth $16.5M. The position accounts for 10.03% of the portfolio, ranked #2.

Occam Crest Management first reported a position in PGEN in Q3 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

  • Occam Crest Management held 4,269,051 shares of Precigen worth $16.5M as of Q1 2026.
  • Occam Crest Management bought 767,312 Precigen shares in Q1 2026, an estimated $3.15M.
  • Precigen made up 10.03% of Occam Crest Management's portfolio in Q1 2026, its #2 holding.
  • Occam Crest Management first reported a position in Precigen in Q3 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Occam Crest Management's 13F filing for Q1 2026, filed 15 May 2026.