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5%+ stakes · Schedule 13D and 13G

Exagen Inc.: 5%+ holders

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Who has reported owning 5% or more of Exagen Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Exagen Inc. The largest reported stake is Chernett Jorey's, at 9.9%. 7 filings are on record since August 14, 2025 (Schedule 13G/A, May 20, 2026).

Parian Ultreia LP also filed stake reports on 2 other companies ↓

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Key facts

  • · Reporting person: Parian Ultreia LP · Sole voting: 1,292,000 · Shared voting: 0 · Sole dispositive: 1,292,000 · Shared dispositive: 0 · SCHEDULE 13G, 2026-05-27
  • · Reporting person: Chernett Jorey · Sole voting: 2,413,901 · Shared voting: 0 · Sole dispositive: 2,413,901 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-05-20
  • · Reporting person: RTW Investments, LP · Sole voting: 0 · Shared voting: 1,148,768 · Sole dispositive: 0 · Shared dispositive: 1,148,768 · SCHEDULE 13G/A, 2026-02-17
  • · Reporting person: NMSIC Co-Investment Fund, L.P. · Sole voting: 1,368,958 · Shared voting: 0 · Sole dispositive: 1,368,958 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-02-11
  • · Holder: Chernett Jorey · Percent: 5.4% · SCHEDULE 13G
At 5% or more3
Filings7
Latest filing2026-05-27

Exagen Inc. has 7 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of exagen, inc.. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
9.9%2,413,901SCHEDULE 13G/A, 2026-05-202026-03-31
NMSIC Co-Investment Fund, L.P.6.04%1,368,958SCHEDULE 13G/A, 2026-02-112025-12-31
Parian Ultreia LP5.3%1,292,000SCHEDULE 13G, 2026-05-272026-05-22
RTW Investments, LP4.9%1,148,768SCHEDULE 13G/A, 2026-02-172025-12-31
1%216,840SCHEDULE 13G/A, 2025-08-142025-06-30

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More on Exagen Inc. and the records around it.

Exagen Inc. elsewhere on the record

Companies that share a holder

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on Exagen Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    7 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Chernett Jorey2,413,90102,413,9010SCHEDULE 13G/A, 2026-05-20
NMSIC Co-Investment Fund, L.P.1,368,95801,368,9580SCHEDULE 13G/A, 2026-02-11
Sun Mountain Capital Partners, L.L.C.1,368,95801,368,9580SCHEDULE 13G/A, 2026-02-11
Parian Ultreia LP1,292,00001,292,0000SCHEDULE 13G, 2026-05-27
RTW Investments, LP01,148,76801,148,768SCHEDULE 13G/A, 2026-02-17
Roderick Wong01,148,76801,148,768SCHEDULE 13G/A, 2026-02-17

The latest filing identifies Exagen Inc. by CUSIP 30068X103 and gives its principal executive office as 1261 LIBERTY WAY, VISTA, CA 92081 (SCHEDULE 13G, 2026-05-27).

What the percentages are based on

The aggregate percentage of Shares owned by the Reporting Person is based upon 24,159,839 Shares outstanding as of May 6, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q, filed with the U.S. Securities and Exchange Commission (the "SEC") on May 11, 2026. As of the close of business on May 19, 2026, the Reporting Person may be deemed to beneficially own 9.9% of the outstanding Shares.Chernett Jorey, SCHEDULE 13G/A, 2026-05-20
Each of the Reporting Persons may be deemed to be the beneficial owner of 6.04% of the outstanding shares of the Common Stock.NMSIC Co-Investment Fund, L.P., SCHEDULE 13G/A, 2026-02-11

Timeline

FiledHolderPercentFiling
2025-08-14Lytton Laurence W1%SCHEDULE 13G/A
2025-08-14RTW Investments, LP7.7%SCHEDULE 13G/A
2026-02-04Chernett Jorey5.4%SCHEDULE 13G
2026-02-11NMSIC Co-Investment Fund, L.P.6.04%SCHEDULE 13G/A
2026-02-17RTW Investments, LP4.9%SCHEDULE 13G/A
2026-05-20Chernett Jorey9.9%SCHEDULE 13G/A
2026-05-27Parian Ultreia LP5.3%SCHEDULE 13G

Questions about who owns Exagen Inc.

Who owns Exagen Inc.?

On this page, 3 holders' latest ownership filings report 5% or more of Exagen Inc.: Chernett Jorey (9.9%, Schedule 13G/A, filed 2026-05-20), NMSIC Co-Investment Fund, L.P. (6.04%, Schedule 13G/A, filed 2026-02-11) and Parian Ultreia LP (5.3%, Schedule 13G, filed 2026-05-27).

Who are the largest shareholders of Exagen Inc.?

By the share each holder's latest filing reports, the largest holders of Exagen Inc. on this page are Chernett Jorey (9.9%), NMSIC Co-Investment Fund, L.P. (6.04%) and Parian Ultreia LP (5.3%).

When did Chernett Jorey buy into Exagen Inc.?

The filings give report dates, not purchase dates. The earliest filing from Chernett Jorey on this page is the Schedule 13G, filed 2026-02-04, reporting 5.4%; its latest, Schedule 13G/A filed 2026-05-20, reports 9.9%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/exagen
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Exagen Inc.? 3 holders at 5% or more, largest Chernett Jorey 9.9%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/exagen