51% buyers of institutions opening or closing positions this quarter
1 more new buyers than exits, ownership rose 0.76 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
51% buyers of institutions opening or closing positions this quarter
17.4% institutional ownership
ADAMS STREET PARTNERS portfolio allocation
Institutional ownership vs industry peers
No Form 4 insider transactions on file
Latest positioning in BLLN across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BLLN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ADAMS STREET PARTNERS LLC | 1.7M | $135.1M | 0.0% | 3.721% | 51.90% |
| 2 | BAILLIE GIFFORD & CO | 1.3M | $99.5M | -0.6% | 2.739% | 0.10% |
| 3 | Civilization Ventures Management, LLC | 1.1M | $86.8M | — | 2.390% | 34.18% |
| 4 | BAMCO INC /NY/ | 741K | $58.5M | +336.2% | 1.612% | 0.18% |
| 5 | NVP Associates, LLC | 513K | $40.5M | 0.0% | 1.116% | 23.00% |
| 6 | Neuberger Berman Group LLC | 709K | $37.8M | +1.2% | 1.542% | 0.03% |
| 7 | Invesco Ltd. | 407K | $32.1M | +114.2% | 0.884% | 0.00% |
| 8 | WASATCH ADVISORS INC | 370K | $29.2M | — | 0.804% | 0.19% |
| 9 | UBS ASSET MANAGEMENT AMERICAS INC | 241K | $19.0M | +5.7% | 0.523% | 0.00% |
| 10 | EMERALD ADVISERS, LLC | 240K | $18.9M | +26.8% | 0.521% | 0.60% |
| 11 | Napean Trading & Investment Co (Singapore) PTE Ltd | 233K | $18.4M | 0.0% | 0.507% | 7.91% |
| 12 | ALLIANCEBERNSTEIN L.P. | 223K | $18.3M | +7.0% | 0.485% | 0.01% |
| 13 | AMERIPRISE FINANCIAL INC | 220K | $17.4M | +80.0% | 0.478% | 0.00% |
| 14 | VANGUARD CAPITAL MANAGEMENT LLC | 182K | $14.4M | — | 0.397% | 0.00% |
| 15 | Capital International Investors | 178K | $14.1M | 0.0% | 0.387% | 0.00% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 160K | $12.6M | -2.3% | 0.347% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 151K | $11.9M | — | 0.329% | 0.00% |
| 18 | EMERALD MUTUAL FUND ADVISERS TRUST | 132K | $10.4M | +11.9% | 0.287% | 0.51% |
| 19 | Penn Capital Management Company, LLC | 126K | $10.0M | — | 0.275% | 0.77% |
| 20 | UBS Group AG | 122K | $9.6M | +284.8% | 0.264% | 0.00% |
| 21 | BlackRock, Inc. | 95K | $7.5M | +33.3% | 0.207% | 0.00% |
| 22 | PERCEPTIVE ADVISORS LLC | 92K | $7.2M | +26.1% | 0.200% | 0.14% |
| 23 | NEXT CENTURY GROWTH INVESTORS LLC | 91K | $7.1M | +147.0% | 0.197% | 0.52% |
| 24 | GEODE CAPITAL MANAGEMENT, LLC | 89K | $7.0M | +8.6% | 0.194% | 0.00% |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | 89K | $7.0M | +1633.1% | 0.193% | 0.01% |
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 BLLN — a direct measure of their conviction.
Filings activity in BLLN during Q1 2026, grouped by how each filer changed its position.
8 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 | 89 | +1.1% | 17.42% | +0.76 pp | $798M | +23% |
| Q4 2025 | 88 | +8700% | 16.66% | +16.66 pp | $647M | +32363188300% |
| Q3 2025 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +0.0% |
| Q2 2025 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | 60% |
| Q1 2025 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +0.0% |
| Q4 2024 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +0.0% |
| Q3 2024 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +0.0% |
| Q2 2024 | 1 | — | 0.00% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for BLLN.
Quick answers to the most common questions about buying BLLN stock.
Based on Q1 2026 13F filings, institutional ownership of BillionToOne, Inc. stands at 17.4%, held across 89 reporting institutions.
ADAMS STREET PARTNERS LLC is the largest reported institutional holder of BLLN, with approximately 1,711,430 shares worth $0.14B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BLLN.
Our composite Smart Money Score for BLLN is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in BLLN during Q1 2026, while 29 fully exited. 29 added to existing positions and 29 trimmed.
BLLN institutional ownership rose by 0.76 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 69.8% of all reported 13F value in BLLN, and the top 25 account for 91.5%.
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.