Tecogen Inc./Waltham MaTGEN

13F holders, Q1 2026 (March 31)
62holders −3
12new positions
17sold out
3famous investors
$2.56avg. 13F price*

At the end of Q1 2026, 62 institutions reported holding Tecogen Inc./Waltham Ma (TGEN) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 17 sold out. The largest holders were Vanguard Capital Management LLC ($2.0M), Bard Associates Inc. ($1.8M) and Clear Harbor Asset Management, LLC ($1.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$1.8M
Exits17$1.9M

All 13F filers, Q4 2025 → Q1 2026: 1,496,011 shares bought and 1,326,102 shares sold, net +169,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Vanguard Capital Management LLC 0.00% — 769,964 $2.0M
Bard Associates Inc. 0.44% Reduce -0.1% 688,309 $1.8M
Clear Harbor Asset Management, LLC 0.12% Add +6.6% 650,000 $1.7M
Portolan Capital Management, LLC 0.06% Reduce -0.5% 443,555 $1.1M
HERALD INVESTMENT MANAGEMENT Ltd 0.15% No change 420,000 $1.1M
Arosa Capital Management LP 0.59% No change 350,000 $896K
Palisades Investment Partners, LLC 0.34% Reduce -14.4% 333,907 $855K
UBS Group AG 0.00% Add +204.7% 319,836 $819K
Meros Investment Management, LP 0.32% New 291,705 $747K
Renaissance Technologies 0.00% Add +401.5% 272,300 $697K
Gendell Jeffrey L 0.01% Reduce -16.9% 245,541 $629K
Integrated Wealth Concepts LLC 0.00% New 218,380 $559K
Marshall Wace, LLP 0.00% Reduce -27.5% 207,467 $531K
Geode Capital Management, LLC 0.00% Add +7.9% 192,002 $492K
Raymond James Financial Inc. 0.00% Add +86.3% 185,794 $476K
BlackRock, Inc. 0.00% Reduce -3.4% 184,779 $473K
Citadel Advisors 0.00% Add +201.5% 147,472 $378K
New York State Common Retirement Fund 0.00% No change 137,200 $351K
HighTower Advisors, LLC 0.00% No change 132,665 $340K
Jane Street Group, LLC 0.00% Reduce -43.5% 117,342 $300K
Susquehanna International Group, LLP 0.00% Reduce -63.9% 109,457 $280K
Thompson Davis & Co., Inc. 0.17% Reduce -17.8% 99,000 $253K
Vanguard Fiduciary Trust Co. 0.00% — 96,442 $247K
Gsa Capital Partners LLP 0.01% Add +384.6% 94,170 $241K
Granahan Investment Management, LLC 0.01% Reduce -50.2% 88,496 $227K
Group One Trading LLC 0.01% Add +48.3% 83,922 $215K
Apis Capital Advisors, LLC 0.03% New 77,000 $197K
Morgan Stanley 0.00% Add +9.7% 76,736 $196K
State Street Corp. 0.00% No change 69,226 $177K
Two Sigma Investments, LP 0.00% Reduce -69.2% 67,418 $173K
PFG Investments, LLC 0.01% No change 62,523 $160K
Corsair Capital Management, L.P. 0.02% No change 55,017 $141K
Diametric Capital, LP 0.04% Reduce -0.2% 53,131 $136K
Simplex Trading, LLC 0.00% Reduce -11.2% 41,332 $106K
LPL Financial LLC 0.00% Reduce -44.1% 41,251 $106K
GAMCO Investors 0.00% No change 40,000 $102K
Harbor Capital Advisors, Inc. 0.01% Reduce -1.2% 39,973 $102K
Northern Trust Corp. 0.00% No change 37,681 $96K
Jump Financial, LLC 0.00% New 35,500 $91K
Bridgeway Capital Management, LLC 0.00% Add +29.6% 33,048 $85K
Goldman Sachs Group Inc. 0.00% Reduce -62.9% 25,106 $64K
Gabelli Funds LLC 0.00% New 20,000 $51K
Pathstone Holdings, LLC 0.00% No change 18,725 $48K
Shikiar Asset Management Inc. 0.01% Add +32.7% 17,650 $45K
Commonwealth Equity Services, LLC 0.00% Add +37.0% 16,124 $41K
HRT Financial LP 0.00% New 15,071 $38K
IMC-Chicago, LLC 0.00% Reduce -68.2% 13,650 $35K
Dimensional Fund Advisors LP 0.00% New 11,163 $29K
Tower Research Capital LLC (TRC) 0.00% New 10,189 $26K
Citizens Financial Group Inc. 0.00% New 10,000 $26K
Vanguard Global Advisers, LLC 0.00% — 5,434 $14K
NewEdge Advisors, LLC 0.00% Add +4921.6% 4,419 $11K
Royal Bank of Canada 0.00% Reduce -96.3% 3,143 $8K
EverSource Wealth Advisors, LLC 0.00% Add +150.0% 2,500 $6K
Advisory Services Network, LLC 0.00% New 2,490 $6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,583 $4K
Federation des caisses Desjardins du Quebec 0.00% No change 562 $1K
National Bank of Canada 0.00% Add +117.4% 500 $1K
State of Wyoming 0.00% Reduce -8.2% 494 $1K
Fortitude Family Office, LLC 0.00% New 181 $463
SBI Securities Co., Ltd. 0.00% Add +2.6% 120 $307
MAI Capital Management 0.00% No change 64 $164

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