As of the latest SEC filings, Inogen Inc (INGN) is held by 147 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $4,572,989.88 in market value, representing a significant portion of its portfolio.
Funds holding Inogen Inc (INGN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- INGN
- CIK:
- 0001294133
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,572,989.88 | 739,966 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.19% | $4,302,339.21 | 605,111 | Apr 30, 2026 | Jun 25, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,598,131.96 | 582,222 | Mar 31, 2026 | May 28, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.14% | $2,640,504.69 | 371,379 | Apr 30, 2026 | Jun 23, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $1,665,894.33 | 234,303 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,637,211.78 | 264,921 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,241,926.62 | 200,959 | Mar 31, 2026 | May 28, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.10% | $1,132,132.41 | 159,231 | Apr 30, 2026 | Jun 22, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $857,750.40 | 120,640 | Apr 30, 2026 | Jun 24, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.91% | $775,905.18 | 125,551 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $768,520.70 | 125,987 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.19% | $745,493.40 | 120,630 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $715,639.80 | 117,318 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $643,654.08 | 90,528 | Apr 30, 2026 | Jun 29, 2026 |
|
JSCZX
JPMorgan U.S. Small Company Fund
|
MF | JPMorgan | 0.07% | $627,084.60 | 101,470 | Mar 31, 2026 | May 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $601,299.81 | 84,571 | Apr 30, 2026 | Jun 24, 2026 |
|
-
AST PGIM Aggressive Multi-Asset Portfolio
|
ETF | Independent / Boutique | 0.00% | $593,898.00 | 96,100 | Mar 31, 2026 | May 27, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.02% | $547,374.96 | 88,572 | Mar 31, 2026 | May 28, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.07% | $530,406.00 | 74,600 | Apr 30, 2026 | Jun 22, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $366,220.62 | 59,259 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $365,482.44 | 51,404 | Apr 30, 2026 | Jun 25, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $296,728.40 | 48,644 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $295,128.99 | 41,509 | Apr 30, 2026 | Jun 29, 2026 |
|
-
NVIT Multi-Manager Small Company Fund
|
ETF | Independent / Boutique | 0.08% | $291,825.78 | 47,221 | Mar 31, 2026 | May 18, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $291,695.90 | 47,819 | Feb 28, 2026 | Apr 24, 2026 |
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