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Root Financial Partners’s Axogen AXGN Stock Holding History

Root Financial Partners’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
Q1 		$331 Buy
+10
New +$325 ﹤0.01% 3001

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's AXGN Position: Q1 2026 in Review

Root Financial Partners opened a new position in Axogen (AXGN) in Q1 2026: 10 shares worth $331. The stake represents ﹤0.01% of the portfolio and ranks #3001 among its holdings.

220 funds tracked by Wall St. Rank hold AXGN as of Q1 2026.

  • Root Financial Partners held 10 shares of Axogen worth $331 as of Q1 2026.
  • Axogen was a new Root Financial Partners position in Q1 2026.
  • Axogen made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3001 holding.
  • 220 funds tracked by Wall St. Rank held Axogen as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.