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Institutional Ownership · SEC Form 13F

Who owns Beta Bionics, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

130
Institutional holders
49M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BBNX is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 87 trimmed or exited — on balance reducing.

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, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 130 tracked filers holding BBNX, 71 increased or opened the position and 99 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 9

  • VANGUARD CAPITAL MANAGEMENT LLC$17M
  • Bruce & Co., Inc.$6M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • BRIDGER MANAGEMENT, LLC$2M
  • LAZARD ASSET MANAGEMENT LLC$720K

Full exits 28

  • VANGUARD GROUP INC$59M
  • Driehaus Capital Management LLC$29M
  • Walleye Capital LLC$20M
  • 12 West Capital Management LP$18M
  • LORD, ABBETT & CO. LLC$13M
  • NORGES BANK$10M

Largest adds

  • Y-Intercept (Hong Kong) Ltd$5M
  • Vestal Point Capital, LP$4M
  • BALYASNY ASSET MANAGEMENT L.P.$4M
  • Engineers Gate Manager LP$1M

Largest trims

  • FARALLON CAPITAL MANAGEMENT LLC$95M
  • EVENTIDE ASSET MANAGEMENT, LLC$93M
  • Sands Capital Alternatives, LLC$72M
  • MORGAN STANLEY$63M
  • BlackRock, Inc.$58M
  • RTW INVESTMENTS, LP$56M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
EVENTIDE ASSET MANAGEMENT, LLC added5,945,488$60M7.4%2026-Q1
Soleus Capital Management, L.P. added4,354,501$44M5.4%2026-Q1
MORGAN STANLEY added4,227,634$42M5.2%2026-Q1
Sands Capital Alternatives, LLC added3,708,043$37M4.6%2026-Q1
FARALLON CAPITAL MANAGEMENT LLC trimmed3,607,920$36M4.5%2026-Q1
BlackRock, Inc. added3,038,595$30M3.8%2026-Q1
Point72 Asset Management, L.P. added2,525,040$25M3.1%2026-Q1
Vestal Point Capital, LP added2,211,518$22M2.7%2026-Q1
RTW INVESTMENTS, LP trimmed2,000,000$20M2.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,727,977$17M2.1%2026-Q1
Eversept Partners, LP added1,414,838$14M1.8%2026-Q1
DEERFIELD MANAGEMENT COMPANY, L.P. added1,324,000$13M1.6%2026-Q1
Omega Fund Management, LLC1,316,183$13M1.6%2026-Q1
STATE STREET CORP added946,087$9M1.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added932,678$9M1.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed860,866$9M1.1%2026-Q1
PERCEPTIVE ADVISORS LLC added842,944$8M1.0%2026-Q1
UBS Group AG added623,253$6M0.8%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added617,915$6M0.8%2026-Q1
Bruce & Co., Inc. new550,700$6M0.7%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed546,132$5M0.7%2026-Q1
Y-Intercept (Hong Kong) Ltd added485,854$5M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed322,467$3M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed307,229$3M0.4%2026-Q1
NORTHERN TRUST CORP added295,818$3M0.4%2026-Q1
PURA VIDA INVESTMENTS, LLC281,250$3M0.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new272,086$3M0.3%2026-Q1
Granahan Investment Management, LLC added248,449$2M0.3%2026-Q1
First Eagle Investment Management, LLC trimmed242,000$2M0.3%2026-Q1
Trexquant Investment LP added241,601$2M0.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new229,042$2M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed218,094$2M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed188,883$2M0.2%2026-Q1
BRIDGER MANAGEMENT, LLC new163,124$2M0.2%2026-Q1
Engineers Gate Manager LP added136,343$1M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed136,215$1M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed121,334$1M0.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added114,719$1M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.35,400$1M0.1%2026-Q1
Bank of New York Mellon Corp trimmed98,804$990K0.1%2026-Q1
Nuveen, LLC added85,928$861K0.1%2026-Q1
Jump Financial, LLC trimmed85,800$860K0.1%2026-Q1
Bellevue Group AG trimmed72,152$723K0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC new71,905$720K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added71,211$714K0.1%2026-Q1
Quantinno Capital Management LP added67,879$680K0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed65,495$656K0.1%2026-Q1
Schonfeld Strategic Advisors LLC trimmed59,624$597K0.1%2026-Q1
Qube Research & Technologies Ltd added58,156$583K0.1%2026-Q1
Jain Global LLC trimmed56,616$567K0.1%2026-Q1
Corient Private Wealth LLC new56,082$562K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added55,100$552K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed52,142$522K0.1%2026-Q1
MARSHALL WACE, LLP trimmed50,982$511K0.1%2026-Q1
XTX Topco Ltd added48,063$482K0.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP3,901,599$78M9.6%2025-Q3 stale
VANGUARD GROUP INC trimmed1,933,538$59M7.3%2025-Q4 stale
Driehaus Capital Management LLC trimmed956,784$29M3.6%2025-Q4 stale
Walleye Capital LLC added646,539$20M2.4%2025-Q4 stale
12 West Capital Management LP new575,000$18M2.2%2025-Q4 stale
LORD, ABBETT & CO. LLC added430,403$13M1.6%2025-Q4 stale
JANUS HENDERSON GROUP PLC trimmed650,825$13M1.6%2025-Q3 stale
NORGES BANK new339,300$10M1.3%2025-Q4 stale
RA CAPITAL MANAGEMENT, L.P.500,000$7M0.9%2025-Q2 stale
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed217,796$7M0.8%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added151,647$5M0.6%2025-Q4 stale
SG Americas Securities, LLC new150,277$5M0.6%2025-Q4 stale
JANE STREET GROUP, LLC added140,592$4M0.5%2025-Q4 stale
Freestone Grove Partners LP new138,138$4M0.5%2025-Q4 stale
TWO SIGMA ADVISERS, LP added137,200$4M0.5%2025-Q4 stale
Clearbridge Investments, LLC trimmed197,052$4M0.5%2025-Q3 stale
GILDER GAGNON HOWE & CO LLC trimmed162,649$3M0.4%2025-Q3 stale
Rakuten Investment Management, Inc. added35,512$3M0.3%2025-Q3 stale
Legato Capital Management LLC added85,660$3M0.3%2025-Q4 stale
Squarepoint Ops LLC added83,421$3M0.3%2025-Q4 stale
Longaeva Partners L.P. trimmed125,483$2M0.3%2025-Q3 stale
Kent Lake PR LLC new125,000$2M0.3%2025-Q3 stale
First Turn Management, LLC new157,194$2M0.3%2025-Q2 stale
Caisse de depot et placement du Quebec added114,666$2M0.3%2025-Q3 stale
Holocene Advisors, LP trimmed71,777$2M0.3%2025-Q4 stale
Woodline Partners LP125,000$2M0.2%2025-Q2 stale
BRAIDWELL LP new140,000$2M0.2%2025-Q1 stale
Jefferies Financial Group Inc. new51,400$2M0.2%2025-Q4 stale
SEI INVESTMENTS CO new48,074$1M0.2%2025-Q4 stale
Meridiem Capital Partners LP new73,386$1M0.2%2025-Q3 stale
Lisanti Capital Growth, LLC new42,985$1M0.2%2025-Q4 stale
Divisadero Street Capital Management, LP trimmed39,606$1M0.1%2025-Q4 stale
Calamos Advisors LLC added36,091$1M0.1%2025-Q4 stale
Alyeska Investment Group, L.P.75,000$1M0.1%2025-Q2 stale
Lighthouse Investment Partners, LLC new35,000$1M0.1%2025-Q4 stale
Numerai GP LLC new34,285$1M0.1%2025-Q4 stale
AMERIPRISE FINANCIAL INC trimmed32,409$988K0.1%2025-Q4 stale
VOYA INVESTMENT MANAGEMENT LLC new30,366$925K0.1%2025-Q4 stale
JENNISON ASSOCIATES LLC trimmed59,185$862K0.1%2025-Q2 stale
Vontobel Holding Ltd. new24,152$736K0.1%2025-Q4 stale
Point72 (DIFC) Ltd new57,158$700K0.1%2025-Q1 stale
DARK FOREST CAPITAL MANAGEMENT LP trimmed20,906$637K0.1%2025-Q4 stale
Mariner, LLC trimmed20,671$630K0.1%2025-Q4 stale
GSA CAPITAL PARTNERS LLP added18,744$571K0.1%2025-Q4 stale
Ghisallo Capital Management LLC trimmed25,000$497K0.1%2025-Q3 stale

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