Insider Trading May 27, 2026 06:01 PM

10x Genomics CEO Sells Over $709K in Shares Amid Market Activity

Analysis of recent insider transactions and current market sentiment for TXG.

By Marcus Reed TXG

Serge Saxonov, Chief Executive Officer of 10x Genomics, Inc. (NASDAQ:TXG), executed two separate sales last week, disposing of a total of 28,893 shares of Class A Common Stock valued at approximately $709,057. These transactions occurred while the stock trades near its annual high and following various analyst assessments.

10x Genomics CEO Sells Over $709K in Shares Amid Market Activity
TXG

Key Points

  • Analyst upgrades suggest strong operational performance, with William Blair raising the rating to 'Outperform' due to 10x Genomics' role in AI-driven drug discovery.
  • The company has demonstrated robust financial health, evidenced by five consecutive top-line beats and achieving adjusted EBITDA breakeven status. Furthermore, Stifel raised its price target for TXG to $25, citing favorable product adoption.
  • New partnerships are emerging, such as the launch of the Spatial Tissue Embedding Learning Atlas (STELA) by Bioptimus in collaboration with 10x Genomics and Broad Clinical Labs, which aims to scale spatial biology data generation.

Serge Saxonov, Chief Executive Officer of 10x Genomics, Inc. (NASDAQ:TXG), recently completed two distinct sales of company stock, totaling 28,893 shares of Class A Common Stock. These dispositions amounted to approximately $709,057 over the course of last week's trading activity.

The specific sale prices during these transactions ranged from a low of $24.4415 per share up to $24.7092 per share. For context, 10x Genomics stock currently trades at $25.53, positioning it close to its 52-week high of $26.45. This recent performance follows a notable 197% gain recorded over the past year.

Details of Recent Transactions

The first sale took place on May 22, 2026. On this date, Mr. Saxonov disposed of 18,175 shares at a price of $24.4415 per share. The stated purpose for selling these particular shares was to cover tax withholding obligations related to the vesting of restricted stock units.

A second transaction followed on May 26, 2026. During this period, an additional 10,718 shares were sold at a weighted average price of $24.7092 per share. Importantly, this second sale was structured pursuant to a Rule 10b5-1 trading plan that Mr. Saxonov had initially adopted on November 29, 2025. It should be noted that the shares in this specific transaction were executed across multiple trades with prices varying between $24.45 and $24.88.

Current Holdings and Valuation Context

Following these recent sales, Mr. Saxonov's direct holdings of 10x Genomics Class A Common Stock total 1,138,380 shares. His indirect stake is managed through various trusts where he serves as trustee. These include 27 shares held via the Andromeda Trust, 213,250 shares through the Y/S Descendants’ Trust, and 71,644 shares administered by the Y/S Pot Trust.

From an external valuation perspective, InvestingPro analysis suggests that the stock may be overvalued at its current price levels, assigning a Fair Value of $22.11 according to their metrics.

Market Signals and Analyst Commentary

The company has received positive attention from several industry observers. William Blair recently upgraded 10X Genomics to an

Risks

  • Concerns regarding future demand for spatial proteomics have been noted by Wolfe Research. This apprehension stems from a tweet by Microsoft's CEO concerning the GigaTIME AI model, potentially impacting investor sentiment about clinical applications in spatialomics.
  • A strategic shift within the investment community was observed when ARK Invest sold over 473,000 shares of 10x Genomics, suggesting a potential move toward focusing on gene-editing platforms rather than current areas.

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