As of the latest SEC filings, PRECIGEN, INC. (PGEN) is held by 152 institutional funds. The largest fund shareholder is Patient Opportunity Trust (LGOAX), holding an estimated $49,923,000.46 in market value, representing 2.88% of its portfolio.
Funds holding PRECIGEN, INC. (PGEN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PGEN
- CIK:
- 0001356090
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LGOAX
Patient Opportunity Trust
|
MF | Independent / Boutique | 2.88% | $49,923,000.46 | 12,900,000 | Mar 31, 2026 | Jun 1, 2026 |
|
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
ETF | State Street (SPDR) | 0.31% | $23,238,552.78 | 6,004,794 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $19,358,111.52 | 5,002,096 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,160,957.72 | 4,434,356 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,656,752.43 | 1,978,489 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,410,332.80 | 1,781,330 | Apr 30, 2026 | Jun 26, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.06% | $5,389,417.28 | 1,295,533 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $5,352,465.42 | 1,383,066 | Mar 31, 2026 | May 28, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.48% | $5,020,999.36 | 1,206,971 | Apr 30, 2026 | Jun 23, 2026 |
|
IBB
iShares Biotechnology ETF
|
ETF | BlackRock / iShares | 0.05% | $4,275,239.31 | 1,104,713 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,512,901.73 | 926,887 | Feb 28, 2026 | Apr 24, 2026 |
|
PHSTX
Putnam Global Health Care Fund
|
MF | Independent / Boutique | 0.22% | $3,451,553.00 | 910,700 | Feb 28, 2026 | Apr 23, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,387,702.87 | 893,853 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,232,525.11 | 852,909 | Feb 28, 2026 | Apr 24, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.06% | $2,732,828.80 | 656,930 | Apr 30, 2026 | Jun 26, 2026 |
|
KOMP
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
|
ETF | State Street (SPDR) | 0.11% | $2,537,497.08 | 655,684 | Mar 31, 2026 | May 28, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.18% | $2,238,820.48 | 538,178 | Apr 30, 2026 | Jun 23, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.01% | $2,016,439.18 | 532,042 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.14% | $1,757,672.73 | 454,179 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,624,779.52 | 390,572 | Apr 30, 2026 | Jun 25, 2026 |
|
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
|
ETF | Vanguard | 0.11% | $1,510,845.60 | 398,640 | Feb 28, 2026 | Apr 28, 2026 |
|
LABU
Direxion Daily S&P Biotech Bull 3X Shares
|
ETF | Direxion | 0.28% | $1,429,272.00 | 343,575 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.17% | $1,266,587.68 | 334,192 | Feb 28, 2026 | Apr 28, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $1,242,471.36 | 298,671 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,235,047.30 | 325,870 | Feb 28, 2026 | Apr 24, 2026 |
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