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Institutional Ownership · SEC Form 13F

Who owns Beta Bionics (BBNX)


Which tracked institutional funds hold BBNX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBNX company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

132
Institutional holders
48M
Shares held (tracked funds)

How the tape is positioned

50 tracked funds added or opened BBNX while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BBNX’s largest tracked holder by dollar value, EVENTIDE ASSET MANAGEMENT, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BBNX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 132 tracked filers holding BBNX, 83 increased or opened the position and 64 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BBNX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • Divisadero Street Capital Management, LP$17M
  • Tri Locum Partners LP$8M
  • Mariner, LLC$3M
  • Squarepoint Ops LLC$3M
  • Archon Capital Management LLC$844K
  • Aquatic Capital Management LLC$646K

Full exits 10

  • First Eagle Investment Management, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$2M
  • BRIDGER MANAGEMENT, LLC$2M
  • Jump Financial, LLC$860K
  • TWO SIGMA INVESTMENTS, LP$656K
  • Schonfeld Strategic Advisors LLC$597K

Largest adds

  • EVENTIDE ASSET MANAGEMENT, LLC$38M
  • Soleus Capital Management, L.P.$25M
  • MORGAN STANLEY$25M
  • BlackRock, Inc.$22M
  • Sands Capital Alternatives, LLC$21M
  • VANGUARD CAPITAL MANAGEMENT LLC$11M

Largest trims

  • FARALLON CAPITAL MANAGEMENT, L.L.C.$27M
  • Y-Intercept (Hong Kong) Ltd$4M
  • TUDOR INVESTMENT CORP ET AL$1M
  • Engineers Gate Manager LP$1M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$792K
  • ALLIANCEBERNSTEIN L.P.$512K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
EVENTIDE ASSET MANAGEMENT, LLC added6,253,673$98M13.0%2026-Q2
Soleus Capital Management, L.P. added4,393,714$69M9.2%2026-Q2
MORGAN STANLEY added4,266,822$67M8.9%2026-Q2
Sands Capital Alternatives, LLC3,708,043$58M7.7%2026-Q2
BlackRock, Inc. added3,340,171$52M7.0%2026-Q2
Point72 Asset Management, L.P. trimmed2,254,683$35M4.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,782,346$28M3.7%2026-Q2
Vestal Point Capital, LP trimmed1,600,000$25M3.3%2026-Q2
RTW INVESTMENTS, LP trimmed1,500,000$24M3.1%2026-Q2
DEERFIELD MANAGEMENT COMPANY, L.P.1,324,000$21M2.8%2026-Q2
Omega Fund Management, LLC1,316,183$21M2.7%2026-Q2
Eversept Partners, LP trimmed1,249,441$20M2.6%2026-Q2
Divisadero Street Capital Management, LP added1,113,802$17M2.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,073,452$17M2.2%2026-Q2
STATE STREET CORP added970,192$15M2.0%2026-Q2
MILLENNIUM MANAGEMENT LLC added956,244$15M2.0%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added855,682$13M1.8%2026-Q2
PERCEPTIVE ADVISORS LLC trimmed832,944$13M1.7%2026-Q2
JPMORGAN CHASE & CO added703,356$12M1.6%2026-Q2
Bruce & Co., Inc. added665,700$10M1.4%2026-Q2
FARALLON CAPITAL MANAGEMENT, L.L.C. trimmed595,000$9M1.2%2026-Q2
BANK OF AMERICA CORP /DE/ added546,650$9M1.1%2026-Q2
GOLDMAN SACHS GROUP INC added537,105$8M1.1%2026-Q2
Trexquant Investment LP added494,435$8M1.0%2026-Q2
Tri Locum Partners LP new493,344$8M1.0%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed409,300$6M0.9%2026-Q2
UBS Group AG trimmed386,623$6M0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added350,873$5M0.7%2026-Q2
NORTHERN TRUST CORP added331,956$5M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added308,468$5M0.6%2026-Q2
Granahan Investment Management, LLC added299,632$5M0.6%2026-Q2
PURA VIDA INVESTMENTS, LLC trimmed281,164$4M0.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added272,984$4M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed267,915$4M0.6%2026-Q2
Mariner, LLC added220,359$3M0.5%2026-Q2
Jain Global LLC added172,584$3M0.4%2026-Q2
Squarepoint Ops LLC added161,098$3M0.3%2026-Q2
Bank of New York Mellon Corp added122,897$2M0.3%2026-Q2
LAZARD ASSET MANAGEMENT LLC added95,554$1M0.2%2026-Q2
Nuveen, LLC added91,371$1M0.2%2026-Q2
CITIGROUP INC added74,055$1M0.2%2026-Q2
Bellevue Group AG72,152$1M0.2%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed69,959$1M0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed63,809$1,000K0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed63,039$988K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added56,600$567K0.1%2026-Q2
Archon Capital Management LLC new53,873$844K0.1%2026-Q2
RHUMBLINE ADVISERS added51,254$803K0.1%2026-Q2
DEUTSCHE BANK AG\ added48,222$756K0.1%2026-Q2
Creative Planning added46,353$726K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added43,450$681K0.1%2026-Q2
Aquatic Capital Management LLC new41,254$646K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added35,577$557K0.1%2026-Q2
Brevan Howard Capital Management LP added33,654$527K0.1%2026-Q2
Evanson Financial, LLC new31,272$490K0.1%2026-Q2
EntryPoint Capital, LLC new27,372$429K0.1%2026-Q2
Man Group plc trimmed26,770$419K0.1%2026-Q2
MetLife Investment Management, LLC added26,148$410K0.1%2026-Q2
Quantinno Capital Management LP trimmed24,064$377K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC new23,599$370K0.0%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed22,843$358K0.0%2026-Q2
Invesco Ltd. added21,021$329K0.0%2026-Q2
Regatta Research & Money Management new19,034$298K0.0%2026-Q2
Caprock Group, LLC trimmed18,346$287K0.0%2026-Q2
LPL Financial LLC trimmed17,278$271K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed16,893$265K0.0%2026-Q2
Quantbot Technologies LP trimmed16,819$264K0.0%2026-Q2
Vanguard Global Advisers, LLC15,558$244K0.0%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed15,360$241K0.0%2026-Q2
INTREPID FAMILY OFFICE LLC new15,000$235K0.0%2026-Q2
BARCLAYS PLC added14,936$234K0.0%2026-Q2
IEQ CAPITAL, LLC new14,597$229K0.0%2026-Q2
BANK OF MONTREAL /CAN/ added14,278$224K0.0%2026-Q2
Gladstone Institutional Advisory LLC added14,201$223K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added13,388$210K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND12,200$191K0.0%2026-Q2
BROWN ADVISORY INC11,946$187K0.0%2026-Q2
Engineers Gate Manager LP trimmed11,808$185K0.0%2026-Q2
Russell Investments Group, Ltd. trimmed11,752$184K0.0%2026-Q2
Focus Partners Wealth added11,428$179K0.0%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed11,300$177K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added10,981$172K0.0%2026-Q2
XTX Topco Ltd trimmed10,895$171K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added10,323$162K0.0%2026-Q2
IAMS WEALTH MANAGEMENT, LLC new10,000$157K0.0%2026-Q2
ROYAL BANK OF CANADA added6,993$110K0.0%2026-Q2
Arax Advisory Partners added6,262$98K0.0%2026-Q2
Legal & General Group Plc trimmed3,955$62K0.0%2026-Q2
Ameritas Investment Partners, Inc. added3,697$58K0.0%2026-Q2
FMR LLC added3,512$55K0.0%2026-Q2
EverSource Wealth Advisors, LLC added3,356$53K0.0%2026-Q2
Tower Research Capital LLC (TRC) added3,129$49K0.0%2026-Q2
Steward Partners Investment Advisory, LLC3,003$47K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC added1,406$22K0.0%2026-Q2
Integrated Wealth Concepts LLC new1,370$21K0.0%2026-Q2
Rockefeller Capital Management L.P. added1,305$20K0.0%2026-Q2
CoreCap Advisors, LLC trimmed1,095$17K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP1,054$18K0.0%2026-Q2
Sterling Capital Management LLC added821$13K0.0%2026-Q2
Values First Advisors, Inc. trimmed5$798K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership