Welcome to our dedicated page for Exagen SEC filings (Ticker: XGN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Exagen Inc. (Nasdaq: XGN) is a commercial-stage diagnostics company focused on autoimmune disease testing, and its SEC filings provide detailed information on this business. As a Delaware corporation with securities registered under Commission File Number 001-39049, Exagen submits periodic and current reports to the U.S. Securities and Exchange Commission that describe its financial condition, operations, and risks as a provider of autoimmune diagnostics and autoimmune testing solutions.
On this page, you can review Exagen’s SEC filings, including current reports on Form 8-K that furnish press releases about quarterly and year-to-date financial results. For example, the company has used Form 8-K to report results for periods ended June 30 and September 30, including revenue, operating loss, net loss, adjusted EBITDA, and balance sheet data such as cash and cash equivalents, borrowings, and warrant liabilities. These filings also include discussions of non-GAAP measures like adjusted EBITDA and explanations of how management uses these metrics.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing set) typically contain more extensive disclosures about Exagen’s autoimmune testing business, its AVISE-branded portfolio, regulatory and reimbursement considerations, and risk factors related to its operations and market. Proxy materials can provide additional detail on governance and equity compensation.
Stock Titan’s tools surface Exagen’s filings as they are posted to EDGAR and add AI-powered summaries that explain key points in accessible language. Investors can quickly locate 10-K and 10-Q reports for a deeper view of revenue trends and operating metrics, and track Form 8-K disclosures related to financial results. Where applicable, insider transaction reports on Form 4 can also be accessed to see equity activity by Exagen’s officers and directors.
Exagen Inc. investor RTW Investments, LP and Managing Partner Roderick Wong reported a 4.99% beneficial stake in the company’s common stock. They disclosed beneficial ownership of 1,148,768 shares, including warrants to purchase 358,306 shares, calculated against 22,663,099 shares outstanding as of October 31, 2025.
The warrants are subject to a 4.99% beneficial ownership limitation, preventing exercises that would push their stake above that level. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Exagen. Dividends and sale proceeds accrue to the RTW Funds advised by RTW Investments.
Exagen Inc. received an updated ownership filing from investment entities NMSIC Co-Investment Fund, L.P. and its general partner, Sun Mountain Capital Partners, L.L.C. The filing reports beneficial ownership of 1,368,958 shares of Exagen common stock, representing 6.04% of the outstanding shares, based on 22,663,099 shares outstanding as of October 31, 2025. The entities state that Sun Mountain, along with its controlling members Brian Birk and Sally Corning, may be deemed to share beneficial ownership of the shares held by NMSIC, while expressly disclaiming beneficial ownership beyond their direct holdings under applicable securities rules.
Jorey Chernett has filed a Schedule 13G reporting a significant ownership stake in Exagen Inc. The filing states beneficial ownership of 1,231,438 shares of Exagen common stock, representing about 5.4% of the class, with sole voting and dispositive power over all reported shares.
The filer certifies the securities were not acquired and are not held for the purpose of changing or influencing control of Exagen, and are not held in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under the specified SEC rule.
Exagen Inc. filed a current report to share that it has issued a press release with select preliminary unaudited financial information for the three months and year ended December 31, 2025. The company explains that its financial closing procedures for this period are still in progress, so final results may differ from the preliminary figures described in the press release.
Exagen notes that its independent registered public accounting firm, BDO USA, P.C., has not audited, reviewed, compiled or applied procedures to the preliminary information and does not provide any assurance on it. The company states that the financial details under Item 2.02 are furnished rather than filed, while specific sections of the press release, including “Select Preliminary Unaudited 2025 Results,” “Cautionary Note Regarding Select Preliminary Unaudited Financial Results,” and “Forward Looking Statements,” are treated as filed under Item 8.01 and incorporated by reference.
Exagen Inc. reported Q3 2025 results showing stronger top-line performance and a larger loss. Revenue was $17.2 million, up from $12.5 million a year ago, with gross profit of $10.1 million. Operating loss narrowed to $3.1 million, but higher interest and a non-cash change in warrant liability drove a net loss of $7.1 million (vs. $5.0 million).
Cash and cash equivalents rose to $35.7 million as of September 30, 2025, supported by financing. The company completed a $18.6 million public offering in May and sold $3.4 million via its ATM. It also closed a $25.0 million initial draw under a new senior secured term loan with Perceptive, using $19.7 million to repay its 2017 loan; the facility permits draws up to $75.0 million subject to milestones. A warrant liability of $6.6 million was recorded, with a $2.7 million non-cash loss in the quarter.
Total assets were $62.8 million, liabilities $44.7 million, and stockholders’ equity $18.1 million. Shares outstanding were 22,663,099 as of October 31, 2025. A supplier agreement amendment adds minimum purchases aggregating $24.0 million through 2029. A previously disclosed qui tam matter was dismissed with prejudice on July 15, 2025.
Exagen Inc. filed a current report to note that it has released its financial results for the three and nine months ended September 30, 2025. The company issued a press release on November 4, 2025, which is attached as Exhibit 99.1 and provides the detailed figures and commentary on its results of operations and financial condition.
The report clarifies that the earnings information and the press release are being furnished rather than filed, meaning they are not subject to certain Exchange Act liabilities and are not automatically incorporated into other securities law filings unless specifically referenced.
Exagen Inc. (XGN) disclosed an insider transaction by its President and CEO, who is also a Director. On 10/16/2025, he sold 31,787 shares of common stock at $11.8161 per share, coded “S.”
According to the footnote, the sale was a mandated “sell to cover” to satisfy tax withholding on the vesting and settlement of Restricted Stock Units, and it was not a discretionary transaction by the reporting person.
Following the transaction, the reporting person beneficially owned 714,427 shares directly, plus 40,401 shares indirectly held by spouse.
Jeffrey G. Black, Chief Financial Officer of Exagen Inc. (XGN), sold 20,466 shares of common stock on 09/02/2025 at a price of $9.79 per share to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units (RSUs). The Form 4 shows the transaction was a mandatory "sell-to-cover" required by the issuer and not a discretionary sale by the reporting person. After the sale, the reporting person beneficially owned 269,026 shares, held directly. The filing is signed by the reporting person on 09/04/2025.
Exagen Inc. reporting person Laurence W. Lytton discloses beneficial ownership of 216,840 shares of common stock, representing 1.0% of the outstanding class. The filing states Mr. Lytton has sole voting and sole dispositive power over these shares, with no shared authority reported.
The statement affirms the shares are not held to influence control of the issuer and the reporting person certifies the accuracy of the disclosure. The filing indicates the position is not part of any group and no other parties are identified as holding power over the securities.
RTW Investments, LP and Roderick Wong, M.D. filed Amendment No. 5 to a Schedule 13G reporting ownership in Exagen Inc. (Common Stock, CUSIP 30068X103). The Reporting Persons disclose beneficial ownership of 1,696,866 shares, representing 7.7% of the class based on 21,998,739 shares outstanding as of June 30, 2025, per the issuer's quarterly report filed July 29, 2025. The filing shows shared voting and shared dispositive power over these shares and no sole voting or dispositive power. The RTW Funds have the right to receive dividends or proceeds. The statement is signed on 08/14/2025 and is filed as a passive Schedule 13G amendment.