DaveManuel.com · Institutional Ownership · Who Owns It
PRECIGEN INC (PGEN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
213
Reporting holders
$832.8M
Reported value
39.2%
Of shares outstanding
2.7%
Calls
1.3%
Puts
+7
Holder change
Institutions report 140,476,956 shares against 358,035,247 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Patient Capital Management, LLC | $108.5M | 19,036,976 | 3.56% | 19q | +6.8%+$7.0M |
| BlackRock, Inc. | $97.7M | 17,146,921 | 0.00% | 8q | +12.6%+$11.0M |
| STATE STREET CORP | $68.4M | 12,002,465 | 0.00% | 26q | +10.2%+$6.3M |
| Diametric Capital, LP | $60.9M incl. $8.0M options CALL | 9,269,926 | 6.42% | 5q | +36.3%+$16.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.1M | 7,906,160 | 0.00% | 2q | +10.6%+$4.3M |
| TANG CAPITAL MANAGEMENT LLC | $36.6M | 6,417,500 | 1.66% | 4q | HELD |
| Boxer Capital Management, LLC | $29.4M | 5,150,000 | 2.21% | 4q | +47.1%+$9.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $28.6M | 5,019,028 | 0.00% | 26q | +8.8%+$2.3M |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $23.0M | 4,031,963 | 7.90% | 26q | +12.2%+$2.5M |
| Occam Crest Management LP | $22.1M incl. $2.5M options CALL | 3,605,941 | 11.50% | 4q | -15.5%-$4.1M |
| MORGAN STANLEY | $19.8M | 3,469,628 | 0.00% | 26q | +43.7%+$6.0M |
| GOLDMAN SACHS GROUP INC | $19.4M | 3,406,456 | 0.00% | 26q | +1.7%+$319.1K |
| Caption Management, LLC | $14.8M incl. $9.7M options PUT | 900,000 | 0.07% | 5q | +193.5%+$9.8M |
| FMR LLC | $14.7M | 2,570,183 | 0.00% | 21q | +28.6%+$3.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12.6M | 2,211,172 | 0.00% | 2q | +4.5%+$542.4K |
| FIRST TRUST ADVISORS LP | $11.5M | 2,014,659 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $10.5M | 1,848,414 | 0.00% | 26q | +25.6%+$2.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.2M | 1,788,235 | 0.00% | 2q | +351.9%+$7.9M |
| NORTHERN TRUST CORP | $10.1M | 1,779,380 | 0.00% | 26q | +10.4%+$955.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.9M incl. $5.4M options CALL+PUT | 601,844 | 0.00% | 26q | +39.1%+$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.6M | 1,515,853 | 0.00% | 26q | +3.8%+$314.8K |
| Woodline Partners LP | $8.0M | 1,401,945 | 0.02% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $7.4M | 1,295,948 | 0.00% | 2q | +8.2%+$560.0K |
| Point72 Asset Management, L.P. | $7.2M | 1,266,679 | 0.01% | 4q | -80.9%-$30.7M |
| CITADEL ADVISORS LLC | $6.0M incl. $1.3M options CALL+PUT | 820,389 | 0.00% | 26q | -69.6%-$13.7M |
| FRANKLIN RESOURCES INC | $5.8M | 1,025,650 | 0.00% | 19q | -61.1%-$9.2M |
| BARCLAYS PLC | $5.3M | 931,368 | 0.00% | 17q | +89.4%+$2.5M |
| PRELUDE CAPITAL MANAGEMENT, LLC | $5.2M incl. $198.1K options CALL | 882,267 | 0.38% | 5q | -30.5%-$2.3M |
| JPMORGAN CHASE & CO | $5.1M | 849,298 | 0.00% | 26q | -2.7%-$143.4K |
| UBS Group AG | $4.4M | 778,763 | 0.00% | 26q | +13.5%+$528.3K |
| CITIGROUP INC | $4.1M | 724,887 | 0.00% | 26q | +90.1%+$2.0M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $4.0M | 706,294 | 0.53% | new | NEW |
| Nuveen, LLC | $4.0M | 702,834 | 0.00% | 6q | +31.6%+$962.3K |
| GMT Capital Corp | $3.8M | 668,830 | 0.20% | 2q | HELD |
| LexAurum Advisors, LLC | $3.6M | 638,413 | 0.42% | 17q | -7.4%-$290.7K |
| RENAISSANCE TECHNOLOGIES LLC | $3.5M | 605,300 | 0.00% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $3.2M | 555,230 | 0.00% | 4q | +9.2%+$266.7K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 516,332 | 0.00% | 7q | +1281.2%+$2.7M |
| CIBC Bancorp USA Inc. | $2.8M | 499,912 | 0.00% | 3q | +65.5%+$1.1M |
| Lansing Street Advisors | $2.8M | 495,422 | 0.60% | 4q | -10.5%-$332.0K |
| Bank of New York Mellon Corp | $2.7M | 474,497 | 0.00% | 26q | +9.5%+$234.8K |
| PEAK6 LLC | $2.3M incl. $2.1M options CALL | 30,000 | 0.00% | new | NEW |
| Swiss National Bank | $2.2M | 390,600 | 0.00% | 3q | +11.9%+$237.1K |
| Cetera Investment Advisers | $2.2M | 387,710 | 0.00% | 20q | +3.5%+$75.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2.2M | 381,618 | 0.01% | new | NEW |
| Persistent Asset Partners Ltd | $2.1M incl. $54.8K options CALL | 355,767 | 0.62% | 2q | +2445.2%+$2.0M |
| Squarepoint Ops LLC | $2.0M | 353,272 | 0.00% | 4q | +462.8%+$1.7M |
| KBC Group NV | $2.0M | 345,805 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $1.9M | 340,565 | 0.00% | 26q | +68.6%+$790.0K |
| SIMPLEX TRADING, LLC | $1.9M incl. $485.1K options CALL+PUT | 249,007 | 0.00% | 21q | +44.2%+$583.9K |
| Corient Private Wealth LP | $1.9M | 333,800 | 0.00% | 8q | -63.4%-$3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.9M | 333,346 | 0.00% | 3q | -6.0%-$120.9K |
| ExodusPoint Capital Management, LP | $1.8M | 311,930 | 0.01% | 2q | -9.4%-$184.8K |
| Shay Capital LLC | $1.8M incl. $684.0K options CALL | 190,000 | 0.11% | new | NEW |
| JANE STREET GROUP, LLC | $1.6M CALL+PUT | options only | 0.00% | 12q | OPTIONS |
| Virtus Investment Advisers, LLC | $1.5M | 261,322 | 0.35% | 3q | +253.6%+$1.1M |
| Legato Capital Management LLC | $1.4M | 240,047 | 0.11% | new | NEW |
| RHUMBLINE ADVISERS | $1.3M | 236,448 | 0.00% | 26q | +19.8%+$222.5K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $1.3M | 229,618 | 0.28% | new | NEW |
| LPL Financial LLC | $1.3M | 228,512 | 0.00% | 26q | +8.2%+$99.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 216,998 | 0.00% | 26q | +26.8%+$261.1K |
| DEUTSCHE BANK AG\ | $1.1M | 200,248 | 0.00% | 26q | +31.2%+$271.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 198,664 | 0.00% | 4q | HELD |
| Rafferty Asset Management, LLC | $1.1M | 196,952 | 0.00% | 4q | -38.3%-$696.9K |
| Creative Planning | $1.1M | 196,885 | 0.00% | 26q | +12.0%+$120.5K |
| OSAIC HOLDINGS, INC. | $1.1M | 188,361 | 0.00% | 26q | -15.3%-$193.8K |
| GROUP ONE TRADING LLC | $1.0M CALL+PUT | options only | 0.00% | 26q | OPTIONS |
| VICTORY CAPITAL MANAGEMENT INC | $964.3K | 169,171 | 0.00% | 26q | -16.5%-$191.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $905.0K | 158,614 | 0.00% | 26q | +14.0%+$110.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $892.0K | 156,491 | 0.00% | 2q | +33.7%+$224.7K |
| Pathstone Holdings, LLC | $891.3K | 156,377 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $877.6K | 226,778 | 0.00% | 26q | +10.0%+$80.0K |
| PRUDENTIAL FINANCIAL INC | $877.6K | 153,970 | 0.00% | 6q | +11.4%+$89.9K |
| Invesco Ltd. | $851.4K | 149,367 | 0.00% | 26q | +32.8%+$210.3K |
| ROYAL BANK OF CANADA | $837.0K | 147,016 | 0.00% | 26q | +1272.2%+$776.0K |
| AQR CAPITAL MANAGEMENT LLC | $829.9K | 145,600 | 0.00% | 10q | -21.3%-$224.5K |
| Voleon Capital Management LP | $808.8K | 141,901 | 0.01% | 4q | -48.4%-$757.9K |
| GLR Partners, LLC | $799.0K | 140,169 | 0.37% | 2q | -66.0%-$1.5M |
| TWO SIGMA INVESTMENTS, LP | $780.7K | 136,970 | 0.00% | 2q | +88.1%+$365.8K |
| DIADEMA PARTNERS LP | $771.2K | 135,293 | 0.10% | 2q | +144.7%+$456.0K |
| Legal & General Group Plc | $729.9K | 128,048 | 0.00% | 26q | +2.1%+$15.2K |
| SEI INVESTMENTS CO | $723.2K | 126,882 | 0.00% | 4q | +975.4%+$656.0K |
| Aquatic Capital Management LLC | $698.3K | 122,515 | 0.02% | new | NEW |
| Inspire Investing, LLC | $679.7K | 119,248 | 0.03% | 6q | -12.4%-$96.2K |
| Vanguard Global Advisers, LLC | $672.1K | 117,913 | 0.00% | 2q | HELD |
| GSA CAPITAL PARTNERS LLP | $667.0K | 116,964 | 0.04% | new | NEW |
| AXQ CAPITAL, LP | $666.8K | 116,978 | 0.07% | 3q | +223.7%+$460.8K |
| STIFEL FINANCIAL CORP | $658.8K | 115,571 | 0.00% | 14q | -23.7%-$204.1K |
| MetLife Investment Management, LLC | $643.6K | 112,919 | 0.00% | 6q | +35.9%+$169.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $642.2K | 111,788 | 0.00% | 9q | +4.4%+$26.9K |
| Investment Insight Wealth Management, LLC | $603.0K | 105,791 | 0.52% | 3q | HELD |
| MILLENNIUM MANAGEMENT LLC | $575.0K | 100,873 | 0.00% | 2q | +68.6%+$234.0K |
| US BANCORP \DE\ | $570.0K | 100,000 | 0.00% | new | NEW |
| PROFUND ADVISORS LLC | $568.9K | 99,803 | 0.02% | 4q | -29.9%-$242.6K |
| HighTower Advisors, LLC | $554.3K | 97,242 | 0.00% | 26q | -14.8%-$96.4K |
| Cambridge Investment Research Advisors, Inc. | $538.0K | 94,388 | 0.00% | 26q | +237.2%+$378.4K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $519.3K | 91,097 | 0.00% | 6q | +1.1%+$5.4K |
| Integrated Quantitative Investments LLC | $516.7K | 90,655 | 0.08% | new | NEW |
| Jupiter Topco LLC | $506.9K | 89,000 | 0.00% | new | FIRST |
| CARY STREET PARTNERS FINANCIAL LLC | $499.3K | 87,593 | 0.01% | 7q | HELD |
Showing the largest 100 of 213 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-29 | Sabzevari Helen | President and CEO | Sold | 346,836 | $2.0M |
| 2026-08-26 | KINDLER JEFFREY B | Director | Sold | 185,000 | $1.4M |
| 2026-07-01 | Thomasian Harry Jr. | Chief Financial Officer | Sold | 171,429 | $948.0K |
| 2026-07-31 | Thomasian Harry Jr. | Chief Financial Officer | Sold | 100,000 | $606.0K |
| 2026-08-25 | Tennant Phil | Chief Commercial Officer | Sold | 79,166 | $593.7K |
| 2026-05-28 | Sabzevari Helen | President and CEO | Sold | 119,250 | $519.9K |
| 2026-08-21 | Shah Rutul R | Chief Operating Officer | Sold | 34,658 | $259.9K |
| 2026-06-29 | Shah Rutul R | Chief Operating Officer | Sold | 42,924 | $251.1K |
| 2026-08-06 | Shah Rutul R | Chief Operating Officer | Sold | 32,739 | $224.6K |
| 2026-08-03 | Shah Rutul R | Chief Operating Officer | Sold | 33,772 | $219.5K |
| 2026-05-28 | Shah Rutul R | Chief Operating Officer | Sold | 42,703 | $186.2K |
| 2026-05-28 | Thomasian Harry Jr. | Chief Financial Officer | Sold | 41,884 | $182.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $47.7M | 5,583,080 | 11 | 13 | 9 | 0.0% |
| Q2 2026 | 213 | $832.8M | 140,476,956 | 37 | 82 | 45 | 4.0% |
| Q1 2026 | 206 | $529.0M | 133,628,821 | 36 | 64 | 46 | 2.3% |
| Q4 2025 | 183 | $583.7M | 136,441,921 | 28 | 76 | 34 | 2.3% |
| Q3 2025 | 173 | $404.6M | 112,057,830 | 39 | 48 | 40 | 8.9% |
| Q2 2025 | 149 | $119.9M | 82,446,689 | 23 | 42 | 29 | 2.3% |
| Q1 2025 | 141 | $123.5M | 80,152,544 | 23 | 30 | 41 | 3.4% |
| Q4 2024 | 134 | $85.0M | 75,797,906 | 18 | 39 | 26 | 0.3% |
| Q3 2024 | 128 | $73.1M | 76,314,645 | 17 | 36 | 30 | 0.6% |
| Q2 2024 | 131 | $98.5M | 61,801,272 | 13 | 40 | 33 | 0.9% |
| Q1 2024 | 131 | $95.3M | 65,316,022 | 11 | 30 | 43 | 0.6% |
| Q4 2023 | 136 | $87.5M | 65,202,246 | 15 | 35 | 41 | 0.1% |
| Q3 2023 | 139 | $86.2M | 60,593,577 | 13 | 40 | 37 | 0.2% |
| Q2 2023 | 139 | $66.2M | 57,393,389 | 11 | 31 | 47 | 0.3% |
| Q1 2023 | 158 | $65.8M | 61,762,551 | 21 | 66 | 31 | 0.5% |
| Q4 2022 | 161 | $65.2M | 42,317,296 | 25 | 39 | 51 | 1.3% |
| Q3 2022 | 152 | $2.3B | 1,091,669,072 | 16 | 43 | 48 | 0.1% |
| Q2 2022 | 158 | $1.5B | 1,096,169,665 | 18 | 38 | 57 | 0.0% |
| Q1 2022 | 162 | $2.3B | 1,103,369,213 | 23 | 48 | 44 | 0.1% |
| Q4 2021 | 159 | $585.1M | 155,985,584 | 18 | 56 | 47 | 1.1% |
| Q3 2021 | 166 | $5.6B | 1,114,772,820 | 28 | 42 | 41 | 0.1% |
| Q2 2021 | 148 | $7.4B | 1,126,779,378 | 16 | 55 | 35 | 0.2% |
| Q1 2021 | 156 | $1.1B | 162,419,941 | 27 | 63 | 24 | 1.1% |
| Q4 2020 | 153 | $1.5B | 141,339,714 | 24 | 33 | 53 | 2.2% |
| Q3 2020 | 154 | $513.0M | 144,426,299 | 20 | 35 | 44 | 1.4% |
| Q2 2020 | 153 | $753.5M | 148,397,903 | 28 | 36 | 46 | 1.7% |
| Q1 2020 | 146 | $659.7M | 192,240,680 | 144 | 0 | 1 | 0.9% |
| Q4 2019 | 4 | $1.1M | 227,607 | 2 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $279.0K | 42,862 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $279.0K | 42,862 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $279.0K | 42,862 | 1 | 0 | 0 | 0.0% |