Assenagon Asset Management S.A. has opened a new $47.8M position in $EXAS, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $EXAS.
$EXAS Hedge Fund Activity
We have seen 277 institutional investors add shares of $EXAS stock to their portfolio, and 240 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 8,241,935 shares (-30.6%) from their portfolio in Q3 2025, for an estimated $450,916,263
- WELLINGTON MANAGEMENT GROUP LLP removed 6,677,809 shares (-55.6%) from their portfolio in Q3 2025, for an estimated $365,342,930
- CITADEL ADVISORS LLC added 3,506,084 shares (+805.1%) to their portfolio in Q3 2025, for an estimated $191,817,855
- CANADA PENSION PLAN INVESTMENT BOARD added 2,500,056 shares (+2439.1%) to their portfolio in Q3 2025, for an estimated $136,778,063
- AMERIPRISE FINANCIAL INC added 2,270,039 shares (+102.1%) to their portfolio in Q3 2025, for an estimated $124,193,833
- ARK INVESTMENT MANAGEMENT LLC added 2,186,132 shares (+6072588.9%) to their portfolio in Q3 2025, for an estimated $119,603,281
- CAPITAL WORLD INVESTORS removed 2,059,161 shares (-11.3%) from their portfolio in Q3 2025, for an estimated $112,656,698
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$EXAS Insider Trading Activity
$EXAS insiders have traded $EXAS stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $EXAS stock by insiders over the last 6 months:
- KATHERINE S ZANOTTI sold 12,000 shares for an estimated $780,000
- JACOB A ORVILLE (EVP, GM, Screening) sold 5,000 shares for an estimated $375,000
- JAMES HERRIOTT (SVP, General Counsel & Sec) has made 0 purchases and 3 sales selling 4,000 shares for an estimated $265,120.
- BRIAN BARANICK (EVP, GM, Precision Oncology) sold 2,858 shares for an estimated $200,288
- JAMES EDWARD DOYLE has made 0 purchases and 2 sales selling 3,485 shares for an estimated $182,399.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$EXAS Government Contracts
We have seen $766,678 of award payments to $EXAS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TESTING SERVICES FOR PATIENT CARE: $323,800
- ONCOTYPE IQ GENOMIC TESTING: $145,066
- ONCOTYPE CANCER TESTING - OY 5 POP: 16 MARCH 2025 TO 15 MARCH 2026: $124,588
- ONCOTYPE GENETIC TESTING SERVICES: $114,305
- GENETIC TESTING PREVENTIONGENETICS LLC:1126164 [25-010421]: $58,918
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$EXAS Analyst Ratings
Wall Street analysts have issued reports on $EXAS in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 11/11/2025
- Baird issued a "Outperform" rating on 11/04/2025
- TD Cowen issued a "Buy" rating on 11/04/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- Craig-Hallum issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for $EXAS, check out Quiver Quantitative's $EXAS forecast page.
$EXAS Price Targets
Multiple analysts have issued price targets for $EXAS recently. We have seen 15 analysts offer price targets for $EXAS in the last 6 months, with a median target of $85.0.
Here are some recent targets:
- Vijay Kumar from Evercore ISI Group set a target price of $105.0 on 01/05/2026
- Kyle Mikson from Canaccord Genuity set a target price of $105.0 on 11/25/2025
- Brandon Couillard from Jefferies set a target price of $105.0 on 11/24/2025
- Brandon Couillard from Wells Fargo set a target price of $105.0 on 11/21/2025
- Luke Sergott from Barclays set a target price of $105.0 on 11/21/2025
- David Westenberg from Piper Sandler set a target price of $80.0 on 11/11/2025
- Subbu Nambi from Guggenheim set a target price of $75.0 on 11/04/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $EXAS ticker page for more data.
