Monitor for any future conversion to a 13D or increased activism signals from Divisadero Street Capital, as the fund's 6.8% stake is material. The passive filing suggests no near-term activist intent, but the size warrants attention.
Price Chart
Executive Summary
Divisadero Street Capital Management, LP filed a new Schedule 13G disclosing a 6.8% passive stake in Axogen, Inc. as of October 2, 2026. The filing indicates no intent to influence control, but the stake is sizable and represents a new investor entering the register.
Key Financial Metrics
Key Facts
- Divisadero Street Capital Management, LP disclosed beneficial ownership of 3,983,783 shares of Axogen common stock, representing 6.8% of shares outstanding.
- The filing is a new Schedule 13G, not an amendment, indicating a new 5%+ position.
- The filing certifies the securities were not acquired with the purpose of changing or influencing control of the issuer.
- Divisadero Street Partners, L.P. holds 3,436,008 shares (5.9%) directly; the remaining shares are held for other advisory clients.
- William Zolezzi is the control person for the reporting entities.
Financial Impact
6.8% passive stake valued at undisclosed amount; no transaction details provided.
Risk Factors
- Potential future activist campaign if the fund converts to 13D.
- No financial or operational data in the filing to assess company fundamentals.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000919574-26-006645 |
| Document: p15105368_exh-b.htm | 0000919574-26-006645 |
| Document: 0000919574-26-006645-index-headers.html | 0000919574-26-006645 |
| Document: 0000919574-26-006645-index.html | 0000919574-26-006645 |
| Document: 0000919574-26-006645.txt | 0000919574-26-006645 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 24d ago | SC 13G | $37.22 $37.11 | ▼ −0.30% | ▼ −0.72% | $38.02 (+2.15%) |
Oct 1, 2026 25d ago | 8-K | $37.39 $36.13 | ▼ −3.37% | ▼ −4.53% | $38.02 (+1.68%) |
Oct 1, 2026 25d ago | Press Release | $37.39 $36.13 | ▼ −3.37% | ▼ −4.53% | $38.02 (+1.68%) |
Sep 10, 2026 6w ago | 424B5 | $42.16 $44.23 | ▲ +4.91% | ▲ +5.13% | $38.02 (−9.82%) |
Sep 10, 2026 6w ago | 8-K | $41.85 $45.29 | ▲ +8.21% | ▲ +8.71% | $38.02 (−9.15%) |
Sep 10, 2026 6w ago | Press Release | $41.85 $45.29 | ▼ −8.21% | ▼ −8.71% | $38.02 (+9.15%) |
Sep 10, 2026 6w ago | Press Release | $41.85 $45.29 | ▲ +8.21% | ▲ +8.71% | $38.02 (−9.15%) |
Aug 12, 2026 10w ago | Insider Cluster | $48.05 $46.44 | ▼ −3.35% | ▼ −1.39% | $38.02 (−20.87%) |
Aug 11, 2026 10w ago | Institutional Cluster | $49.67 $48.93 | ▼ −1.49% | ▼ −1.05% | $38.02 (−23.45%) |
Jul 29, 2026 12w ago | 8-K | $41.37 $45.22 | ▲ +9.31% | ▲ +3.78% | $38.02 (−8.10%) |
US Market Status
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