Argan, Inc.
US ˙ NYSE ˙ US04010E1091

SecurityAGX / Argan, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership17,439 shares
Latest Disclosed Value $ 9,498,151
Franklin Resources Inc reports 4.41% decrease in ownership of AGX / Argan, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 17,439 shares of Argan, Inc. (US:AGX) valued at $9,498,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 18,243 shares of Argan, Inc.. This represents a change in shares of -4.41% during the quarter. The current value of the position is $11,969,606 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ARGAN COM 04010E109 17,439 -804 -4.41 9,498 66.19 0.0004
2026-02-11 2025-12-31 13F ARGAN COM 04010E109 18,243 -4,005 -18.00 5,716 -4.88 0.0014
2025-11-13 2025-09-30 13F ARGAN COM 04010E109 22,248 -749 -3.26 6,008 18.50 0.0015
2025-08-12 2025-06-30 13F ARGAN COM 04010E109 22,997 -2,839 -10.99 5,070 49.65 0.0013
2025-05-13 2025-03-31 13F ARGAN COM 04010E109 25,836 -2,425 -8.58 3,389 -12.50 0.0010
2025-02-12 2024-12-31 13F ARGAN COM 04010E109 28,261 5,855 26.13 3,873 51.84 0.0011
2024-11-27 2024-09-30 13F/A-1 ARGAN COM 04010E109 22,406 7,564 50.96 2,551 135.02 0.0007
2024-11-12 2024-09-30 13F ARGAN COM 04010E109 22,406 7,564 2,551 0.0001
2024-08-14 2024-06-30 13F ARGAN COM 04010E109 14,842 -152 -1.01 1,086 43.33 0.0003
2024-05-13 2024-03-31 13F ARGAN COM 04010E109 14,994 7,809 108.68 758 125.30 0.0002
2024-02-09 2023-12-31 13F ARGAN COM 04010E109 7,185 -16 -0.22 336 2.75 0.0002
2023-11-13 2023-09-30 13F ARGAN COM 04010E109 7,201 -1,795 -19.95 328 -7.63 0.0002
2023-08-11 2023-06-30 13F ARGAN COM 04010E109 8,996 -13 -0.14 355 -2.75 0.0002
2023-05-12 2023-03-31 13F ARGAN COM 04010E109 9,009 0 0.00 365 9.64 0.0002
2023-02-10 2022-12-31 13F ARGAN COM 04010E109 9,009 17 0.19 332 14.88 0.0002
2022-11-14 2022-09-30 13F ARGAN COM 04010E109 8,992 343 3.97 289 -10.53 0.0002
2022-08-11 2022-06-30 13F ARGAN COM 04010E109 8,649 -4,214 -32.76 323 -38.12 0.0002
2022-05-13 2022-03-31 13F ARGAN COM 04010E109 12,863 -471,129 -97.34 522 -97.21 0.0002
2022-02-11 2021-12-31 13F ARGAN COM 04010E109 483,992 -580,535 -54.53 18,726 -59.72 0.0068
2021-11-12 2021-09-30 13F ARGAN COM 04010E109 1,064,527 -335,414 -23.96 46,488 -30.51 0.0175
2021-08-13 2021-06-30 13F ARGAN COM 04010E109 1,399,941 177,879 14.56 66,903 2.62 0.0256
2021-05-13 2021-03-31 13F ARGAN COM 04010E109 1,222,062 519,493 73.94 65,197 108.58 0.0265
2021-02-10 2020-12-31 13F ARGAN COM 04010E109 702,569 553,678 371.87 31,257 400.91 0.0132
2020-11-12 2020-09-30 13F ARGAN COM 04010E109 148,891 148,891 6,240 0.0030
2018-05-10 2018-03-31 13F ARGAN COM 04010E109 0 -64,840 -100.00 0 -100.00
2018-02-14 2017-12-31 13F ARGAN COM 04010E109 64,840 0 0.00 2,918 -33.07 0.0014
2017-11-13 2017-09-30 13F ARGAN COM 04010E109 64,840 0 0.00 4,360 12.08 0.0021
2017-08-10 2017-06-30 13F ARGAN COM 04010E109 64,840 0 0.00 3,890 -9.30 0.0019
2017-05-12 2017-03-31 13F ARGAN COM 04010E109 64,840 -57,060 -46.81 4,289 -50.13 0.0022
2017-02-14 2016-12-31 13F ARGAN COM 04010E109 121,900 0 0.00 8,600 19.20 0.0045
2016-11-14 2016-09-30 13F ARGAN COM 04010E109 121,900 81,200 199.51 7,215 324.91 0.0038
2016-08-11 2016-06-30 13F ARGAN COM 04010E109 40,700 40,700 1,698 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.