Root Financial Partners
AXGN icon

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
Q3 		$419 Buy
+10
New +$449 ﹤0.01% 3279
2026
Q2 		– Sell
-10
Closed -$331 – 665
2026
Q1 		$331 Buy
+10
New +$325 ﹤0.01% 3001

Other funds holding AXGN

Artemis Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Root Financial Partners's AXGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Axogen (AXGN) in Q3 2026: 10 shares worth $419. The stake represents ﹤0.01% of the portfolio and ranks #3279 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AXGN as recently as Q1 2026.

Root Financial Partners first reported a position in AXGN in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AXGN as of Q3 2026.

  • Root Financial Partners held 10 shares of Axogen worth $419 as of Q3 2026.
  • Axogen was a new Root Financial Partners position in Q3 2026.
  • Axogen made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3279 holding.
  • Root Financial Partners first reported a position in Axogen in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Axogen as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.