Axogen, Inc. filings document a Nasdaq-listed operating company focused on peripheral nerve repair technologies and related surgical products. Form 8-K reports furnish quarterly and annual operating results, Regulation FD investor presentations, FDA-related disclosures for Avance® (acellular nerve allograft-arwx), and material agreements tied to common stock financing and shelf registration activity.
Proxy materials describe shareholder voting matters, board governance, executive compensation, equity awards, and pay-versus-performance disclosures. The filing record also identifies Axogen’s common stock structure and corporate governance framework, while event reports record officer compensation arrangements, regulatory language for Avance, and other formal updates to the company’s public disclosure record.
Axogen, Inc. director Kathy Johnson Weiler reported selling 14,150 shares of common stock on August 7, 2026 in a sale classified as an open market or private transaction. The weighted average sale price was $45.298 per share, with individual trades ranging from $44.43 to $46.47. Following this transaction, the reporting person held 0 shares directly. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted on May 8, 2026.
Vanguard Capital Management LLC, together with certain affiliated entities and business divisions, reports beneficial ownership of Axogen Inc common stock on an amended Schedule 13G. The group reports beneficial ownership of 2,654,445 shares of common stock, representing 4.99% of the outstanding class.
Vanguard Capital Management has sole voting power over 396,497 shares and sole dispositive power over 2,654,445 shares, with no shared voting or dispositive power. The filing notes that this stake is held across Vanguard funds and managed accounts, and that no other single person has an interest in more than 5% of the class through these holdings.
Axogen, Inc. reported strong top-line growth but a GAAP loss for the period. Revenue was $69,731 (in thousands) for the quarter ended June 30, 2026, up 23.1% year over year, and $131,188 (in thousands) for the first six months, up 24.7%. Quarterly gross margin was 72.7%, slightly below 74.2% a year earlier as higher-cost biologic Avance products and longer grafts increased product costs.
The company posted a quarterly net loss of $1,516 (in thousands) and a six‑month net loss of $21,100 (in thousands), largely driven by a $16,849 (in thousands) loss on extinguishment of debt tied to the January 2026 payoff of its Oberland credit facility. Net proceeds of $133,252 (in thousands) from a 4.6 million‑share equity offering at $31.00 per share were used to pay a $69,707 (in thousands) payoff amount and terminate the facility, eliminating $48,387 (in thousands) of long‑term debt and related derivatives.
Cash, cash equivalents and investments rose to $111,412 (in thousands) at June 30, 2026, from $41,528 (in thousands) at year‑end, and the current ratio improved to 6.6x. Operating cash flow turned positive at $8,786 (in thousands). Operating expenses increased 32.4% year to date to support sales expansion, higher stock‑based compensation of $15,609 (in thousands), and clinical programs such as Nerve‑RESTORE. Subsequent to quarter‑end, Axogen invested $7,000 (in thousands) in Trace Biosciences, gaining a minority stake and limited right of first refusal on nerve‑specific imaging technology.
Axogen reported strong second-quarter 2026 growth, with revenue of $69.7 million, up 23.1% from $56.7 million a year earlier, driven by broad-based gains across Extremities, Oral Maxillofacial & Head and Neck, and Breast, where breast revenue grew more than 50% year over year. Gross margin was 72.7% versus 74.2% as mix shifted toward faster-growing breast procedures. The company posted a GAAP net loss of $1.5 million, or $0.03 per share, compared with $0.6 million of income, while adjusted net income rose to $7.3 million and Adjusted EBITDA was $8.4 million.
Through the first half of 2026, Axogen generated $4.1 million of free cash flow versus a negative $7.2 million a year earlier, ended June 30 with $113.4 million in cash, restricted cash and investments, and eliminated long‑term debt after recording a $16.8 million loss on extinguishment. The company also raised equity, increasing shares outstanding to 53.7 million. Management highlighted publication of the REPOSE study, initiation of the Nerve‑RESTORE trial, and a minority stake in Trace Biosciences to support nerve-specific imaging. Full‑year 2026 guidance now calls for at least 24% revenue growth, or $279 million, gross margin of at least 73%, and positive free cash flow.
Burke William P. Mr. reported acquisition or exercise transactions in this Form 4 filing.
Axogen, Inc. director William P. Burke received a grant of 4,392 restricted stock units as equity compensation for his service on the Board of Directors. Each restricted stock unit represents a contingent right to receive one share of Axogen common stock. The annual equity grant is based on a $185,000 valuation as of the grant date and will vest on June 24, 2027. Following this grant, Burke holds 4,392 restricted stock units directly.
JOHNSON JOHN reported acquisition or exercise transactions in this Form 4 filing.
Axogen, Inc. director John Johnson received an annual equity grant of 4,392 restricted stock units (RSUs) as compensation for serving on the Board of Directors. Each RSU represents a contingent right to receive one share of Axogen common stock. The award is based on a $185,000 valuation as of the grant date and is scheduled to vest on June 24, 2027, the one-year anniversary of the grant date, subject to the stated service conditions.
Levine Alan M reported acquisition or exercise transactions in this Form 4 filing.
Axogen, Inc. director Alan M. Levine received an annual equity award in the form of 4,392 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Axogen common stock. The grant is valued at $185,000 as of the grant date.
The RSUs were awarded for service on the Board of Directors and vest on June 24, 2027, the one-year anniversary of the grant date. Following this grant, Levine directly holds 4,392 RSUs linked to Axogen common stock.