Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BBNX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | EVENTIDE ASSET MANAGEMENT, LLC | 5.9M | $59.6M | +19.0% | 13.342% | 0.99% |
| 2 | Soleus Capital Management, L.P. | 4.4M | $43.6M | +71.8% | 9.772% | 1.77% |
| 3 | MORGAN STANLEY | 4.2M | $42.4M | +22.2% | 9.487% | 0.00% |
| 4 | Sands Capital Alternatives, LLC | 3.7M | $37.2M | +3.9% | 8.321% | 8.82% |
| 5 | FARALLON CAPITAL MANAGEMENT LLC | 3.6M | $36.2M | -16.4% | 8.096% | 0.24% |
| 6 | BlackRock, Inc. | 3.0M | $30.4M | +4.3% | 6.819% | 0.00% |
| 7 | Point72 Asset Management, L.P. | 2.5M | $25.3M | +155.7% | 5.666% | 0.04% |
| 8 | Vestal Point Capital, LP | 2.2M | $22.2M | +268.6% | 4.963% | 0.62% |
| 9 | RTW INVESTMENTS, LP | 2.0M | $20.0M | -20.0% | 4.488% | 0.20% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $17.3M | — | 3.878% | 0.00% |
| 11 | Eversept Partners, LP | 1.4M | $14.2M | +108.6% | 3.175% | 0.92% |
| 12 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1.3M | $13.3M | +41.1% | 2.971% | 0.16% |
| 13 | Omega Fund Management, LLC | 1.3M | $13.2M | 0.0% | 2.954% | 8.08% |
| 14 | STATE STREET CORP | 946K | $9.5M | +9.6% | 2.123% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 933K | $9.3M | +1.2% | 2.093% | 0.00% |
| 16 | MILLENNIUM MANAGEMENT LLC | 861K | $8.6M | -8.9% | 1.932% | 0.01% |
| 17 | PERCEPTIVE ADVISORS LLC | 843K | $8.4M | +39.8% | 1.892% | 0.17% |
| 18 | UBS Group AG | 623K | $6.2M | +147.9% | 1.399% | 0.00% |
| 19 | BALYASNY ASSET MANAGEMENT LLC | 618K | $6.2M | +627.2% | 1.387% | 0.02% |
| 20 | Bruce & Co., Inc. | 551K | $5.5M | — | 1.236% | 1.58% |
| 21 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 546K | $5.5M | -58.9% | 1.226% | 0.01% |
| 22 | Y-Intercept (Hong Kong) Ltd | 486K | $4.9M | +4236.8% | 1.090% | 0.09% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 322K | $3.2M | -2.8% | 0.724% | 0.00% |
| 24 | NORTHERN TRUST CORP | 296K | $3.0M | +4.0% | 0.664% | 0.00% |
| 25 | PURA VIDA INVESTMENTS, LLC | 281K | $2.8M | 0.0% | 0.631% | 18.94% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BBNX — a direct measure of their conviction.
Filings activity in BBNX during Q1 2026, grouped by how each filer changed its position.
5 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 126 | 18% | 75.77% | 124.22 pp | $491M | 65% |
| Q4 2025 | 153 | +23% | 199.99% | +54.40 pp | $1.39B | +48% |
| Q3 2025 | 124 | +6.9% | 145.59% | +45.52 pp | $943M | +45% |
| Q2 2025 | 116 | +12% | 100.07% | +21.85 pp | $648M | +28% |
| Q1 2025 | 104 | — | 78.22% | — | $506M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BBNX stock.
Based on Q1 2026 13F filings, institutional ownership of Beta Bionics, Inc. stands at 75.8%, held across 126 reporting institutions.
EVENTIDE ASSET MANAGEMENT, LLC is the largest reported institutional holder of BBNX, with approximately 5,945,488 shares worth $0.06B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BBNX, including Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BBNX is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in BBNX during Q1 2026, while 50 fully exited. 13 added to existing positions and 89 trimmed.
BBNX institutional ownership fell by 124.22 percentage points quarter-over-quarter, with a net change of -27 holders.
The top 10 institutions account for 68.1% of all reported 13F value in BBNX, and the top 25 account for 91.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.