Tecogen Inc./Waltham MaTGEN

13F holders, Q2 2026 (June 30)
69holders +7
20new positions
13sold out
3famous investors
$5.22avg. 13F price*

At the end of Q2 2026, 69 institutions reported holding Tecogen Inc./Waltham Ma (TGEN) in their 13F filings, up 7 from Q1 2026. 20 opened new positions and 13 sold out. The largest holders were Portolan Capital Management, LLC ($8.1M), Vanguard Capital Management LLC ($4.1M) and Bard Associates Inc. ($3.6M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Tecogen Inc./Waltham Ma
CUSIP
87876P201
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2025: 1Q1 2025Q2 2025: 30Q2 2025Q3 2025: 70Q3 2025Q4 2025: 65Q4 2025Q1 2026: 62Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$5.1M
Exits13$1.4M

All 13F filers, Q1 2026 → Q2 2026: 3,207,761 shares bought and 1,515,171 shares sold, net +1,692,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

Portolan Capital Management, LLC 0.30% Add +249.7% 1,551,113 $8.1M
Vanguard Capital Management LLC 0.00% Add +2.4% 788,670 $4.1M
Bard Associates Inc. 0.79% Reduce -0.9% 682,221 $3.6M
Clear Harbor Asset Management, LLC 0.21% No change 650,000 $3.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.30% No change 420,000 $2.2M
Gratia Capital, LLC 2.33% New 388,660 $2.0M
UBS Group AG 0.00% Add +13.5% 363,049 $1.9M
Meros Investment Management, LP 0.59% Add +21.2% 353,487 $1.8M
Palisades Investment Partners, LLC 0.48% Reduce -3.2% 323,090 $1.7M
Susquehanna International Group, LLP 0.00% Add +188.5% 315,831 $1.6M
Morgan Stanley 0.00% Add +293.2% 301,695 $1.6M
Raymond James Financial Inc. 0.00% Add +56.2% 290,260 $1.5M
BlackRock, Inc. 0.00% Add +36.1% 251,464 $1.3M
Citadel Advisors 0.00% Add +64.3% 242,276 $1.3M
Huntleigh Advisors, Inc. 0.16% New 220,074 $1.1M
Heartland Advisors Inc. 0.04% New 182,100 $951K
Geode Capital Management, LLC 0.00% Reduce -5.8% 180,870 $945K
Thompson Davis & Co., Inc. 0.45% Add +46.3% 144,840 $756K
New York State Common Retirement Fund 0.00% No change 137,200 $716K
Gsa Capital Partners LLP 0.04% Add +34.3% 126,451 $660K
Arosa Capital Management LP 0.58% Reduce -64.3% 125,000 $653K
Integrated Wealth Concepts LLC 0.00% Reduce -48.7% 112,080 $585K
Apis Capital Advisors, LLC 0.06% Add +45.5% 112,000 $585K
Vanguard Fiduciary Trust Co. 0.00% Add +9.9% 105,956 $553K
Goldman Sachs Group Inc. 0.00% Add +176.9% 69,530 $363K
State Street Corp. 0.00% No change 69,226 $361K
Diametric Capital, LP 0.04% Add +24.8% 66,326 $346K
PFG Investments, LLC 0.01% No change 62,523 $326K
IMC-Chicago, LLC 0.00% Add +352.8% 61,800 $323K
HRT Financial LP 0.00% Add +293.4% 59,285 $309K
Corsair Capital Management, L.P. 0.04% No change 55,017 $287K
Marshall Wace, LLP 0.00% Reduce -73.6% 54,806 $286K
Shikiar Asset Management Inc. 0.08% Add +206.2% 54,050 $282K
Group One Trading LLC 0.01% Reduce -40.6% 49,872 $260K
Gendell Jeffrey L 0.00% Reduce -79.7% 49,823 $260K
Jane Street Group, LLC 0.00% Reduce -58.2% 49,087 $256K
GAMCO Investors 0.00% No change 40,000 $209K
HighTower Advisors, LLC 0.00% Reduce -70.2% 39,500 $206K
Northern Trust Corp. 0.00% Reduce -0.3% 37,569 $196K
Bridgeway Capital Management, LLC 0.00% No change 33,048 $173K
XTX Topco Ltd 0.00% New 32,411 $169K
Centiva Capital, LP 0.00% New 27,528 $144K
Crewe Advisors LLC 0.01% New 23,000 $120K
Gabelli Funds LLC 0.00% No change 20,000 $104K
Jefferies Financial Group Inc. 0.00% New 19,300 $101K
Pathstone Holdings, LLC 0.00% No change 18,725 $98K
Virtu Financial LLC 0.00% New 16,377 $85K
D. E. Shaw & Co. 0.00% New 15,339 $80K
Belvedere Trading LLC 0.01% New 15,206 $79K
Quadrature Capital Ltd 0.00% New 14,061 $73K
Commonwealth Equity Services, LLC 0.00% Reduce -15.5% 13,624 $71K
Wealthspire Advisors, LLC 0.00% New 11,711 $61K
Dimensional Fund Advisors LP 0.00% No change 11,163 $58K
Citizens Financial Group Inc. 0.00% No change 10,000 $52K
Vanguard Global Advisers, LLC 0.00% No change 5,434 $28K
Persistent Asset Partners Ltd 0.00% New 2,271 $12K
Citigroup Inc. 0.00% New 1,602 $8K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,583 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 562 $3K
Simplex Trading, LLC 0.00% Reduce -98.8% 479 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 266 $1K
Royal Bank of Canada 0.00% Reduce -92.8% 227 $1K
Fortitude Family Office, LLC 0.00% No change 181 $945
Bogart Wealth, LLC 0.00% New 118 $616
SBI Securities Co., Ltd. 0.00% Reduce -8.3% 110 $574
Bare Financial Services, Inc 0.00% New 103 $538
FMR LLC 0.00% New 53 $279
Hollencrest Capital Management 0.00% New 15 $78
Caitong International Asset Management Co., Ltd 0.00% New 1 $5

"% of holder's portfolio" is TGEN's weight in each manager's 13F, not the share of Tecogen Inc./Waltham Ma the manager owns.