BILLIONTOONE INC BLLN
CL A · Common Stock · CUSIP 090168105
Company in Menlo Park, United States
- SectorHealth care
- IndustryServices-Medical Laboratories
- HeadquartersMenlo Park, CA
- Founded2016
- Websitebilliontoone.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($289.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $119.29. Options: 6 managers hold calls ($10.6m notional), 5 hold puts ($10.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 90 |
| Q1 2026 | 90 |
| Q2 2026 | 156 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 57 | 42 |
| Q2 2026 | 126 | 24 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $1.7m | $3.8m | 2.27 |
| Q2 2026 | $10.6m | $10.4m | 0.98 |
Biggest buyers
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +689.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +617.0k |
| Invesco Ltd. | Added | +429.1k |
| MILLENNIUM MANAGEMENT LLC | New | +425.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +418.6k |
| OBERWEIS ASSET MANAGEMENT INC/ | New | +299.0k |
| NEXT CENTURY GROWTH INVESTORS LLC | Added | +273.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +272.8k |
| WELLS FARGO & COMPANY/MN | Added | +270.4k |
| UBS Group AG | Added | +222.7k |
Biggest sellers
| Civilization Ventures Management, LLC | Reduced | -1.1m |
| NVP ASSOCIATES, LLC | Sold out | -513.3k |
| BAILLIE GIFFORD & CO | Reduced | -358.6k |
| Capital International Investors | Sold out | -178.0k |
| PFM Health Sciences, LP | Sold out | -88.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -80.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -52.6k |
| Deep Track Capital, LP | Sold out | -50.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold out | -19.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -16.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m27.1k shares |
| JANE STREET GROUP, LLC | New | $2.8m23.0k shares |
| CITADEL ADVISORS LLC | Added | $2.6m21.6k shares |
| IMC-Chicago, LLC | New | $1.4m11.3k shares |
| SIMPLEX TRADING, LLC | Added | $335.9k2.8k shares |
| GROUP ONE TRADING LLC | New | $311.9k2.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.7m64.5k shares |
| JANE STREET GROUP, LLC | New | $1.1m9.1k shares |
| CITADEL ADVISORS LLC | New | $743.9k6.2k shares |
| IMC-Chicago, LLC | New | $539.9k4.5k shares |
| SIMPLEX TRADING, LLC | New | $252.0k2.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Humming Bird Ventures Management NV
13D · may seek influence
new · filed 2026-01-20
Stated purposeThe Shares reported herein as being beneficially owned by the Reporting Persons were acquired for investment purposes. The Reporting Persons acquired beneficial ownership of the shares as described in this Schedule 13D for investment purposes and intend to review their investment in the Issuer on a continuing basis. Depending on various factors, including but not limited to the Issuer's business, prospects, financial position and strategic direction, price levels of the shares, conditions in the securities markets, and general economic and industry conditions, each Reporting Person may in the future take such actions with respect to its investment in the Issuer as it deems appropriate, including changing its current intentions, with respect to any or all matters required to be disclosed i… Full filing |
19.6% |
| NeoTribe Ventures I, L.P. 13G · exempt (held before listing) new · filed 2026-02-13 | 10.6% |
| Atay Oguzhan 13G · exempt (held before listing) new · filed 2026-02-17 | 7.3% |
| Tsao David 13G · exempt (held before listing) new · filed 2026-02-17 | 6.9% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 6 | $3.2m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 5 | $9.4m | $9.4m |
| Q3 2026 | 0 | — | 6 | $36.6m | $36.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Atay Oguzhan Chairman and CEO, director | Sold plan | $1.0m8.3k shares |
| 2026-09-28 | Atay Oguzhan Chairman and CEO, director | Sold plan | $321.6k2.7k shares |
| 2026-09-24 | Tsao David Chief Technology Officer, director | Sold plan | $416.6k3.3k shares |
| 2026-09-24 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $169.9k1.4k shares |
| 2026-09-21 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $151.0k1.4k shares |
| 2026-09-17 | Lynch Thomas P. Officer | Sold plan | $3.9m35.1k shares |
| 2026-09-14 | Atay Oguzhan Chairman and CEO, director | Sold plan | $2.5m25.0k shares |
| 2026-09-14 | Atay Oguzhan Chairman and CEO, director | Sold plan | $522.5k5.3k shares |
| 2026-09-09 | Tsao David Chief Technology Officer, director | Sold plan | $2.0m20.0k shares |
| 2026-09-09 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $138.1k1.4k shares |
| 2026-09-08 | Lynch Thomas P. Officer | Sold plan | $2.0m20.0k shares |
| 2026-08-25 | Tsao David Chief Technology Officer, director | Sold plan | $1.0m10.0k shares |
| 2026-08-25 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $141.7k1.4k shares |
| 2026-08-10 | Tsao David Chief Technology Officer, director | Sold plan | $928.6k10.0k shares |
| 2026-08-10 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $131.6k1.4k shares |
| 2026-08-05 | Atay Oguzhan Chairman and CEO, director | Sold plan | $2.3m15.5k shares |
| 2026-08-03 | Atay Oguzhan Chairman and CEO, director | Sold plan | $4.5m32.5k shares |
| 2026-08-03 | Atay Oguzhan Chairman and CEO, director | Sold plan | $1.7m12.5k shares |
| 2026-07-31 | Sakakibara Shan Riku Chief Product Officer | Sold plan | $560.8k4.0k shares |
| 2026-07-16 | Johnson Nancy JoAnn Officer | Sold plan | $1.8m14.2k shares |
| 2026-07-13 | Tsao David Chief Technology Officer, director | Sold plan | $2.5m20.0k shares |
| 2026-07-13 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $533.3k4.3k shares |
| 2026-07-09 | Atay Oguzhan Chairman and CEO, director | Sold plan | $1.6m12.5k shares |
| 2026-07-09 | Sakakibara Shan Riku Chief Product Officer | Sold plan | $1.0m8.0k shares |
| 2026-07-06 | Atay Oguzhan Chairman and CEO, director | Sold plan | $3.0m24.4k shares |
| 2026-07-06 | Atay Oguzhan Chairman and CEO, director | Sold plan | $1.5m12.5k shares |
| 2026-07-06 | Atay Oguzhan Chairman and CEO, director | Sold plan | $227.5k1.8k shares |
| 2026-07-01 | Johnson Nancy JoAnn Officer | Sold plan | $100.1k801 shares |
| 2026-06-29 | ten Bosch John Roderick SVP of Laboratory Operations | Sold plan | $169.9k1.4k shares |
| 2026-06-24 | Sakakibara Shan Riku Chief Product Officer | Sold plan | $880.0k8.0k shares |
The latest 30 of 37 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ADAMS STREET PARTNERS LLC 46.39% of their portfolio | 1.7m $205.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.0m $121.2m | Added +272.8k |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 901.4k $108.2m | Reduced -358.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 841.0k $100.9m | Added +689.8k |
| Invesco Ltd. 0.01% of their portfolio | 835.6k $100.3m | Added +429.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 799.5k $95.9m | Added +617.0k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 764.2k $91.7m | Added +55.0k |
| BAMCO INC /NY/ 0.13% of their portfolio | 742.1k $89.0m | Added +608 |
| WASATCH ADVISORS LP 0.41% of their portfolio | 518.1k $62.2m | Added +148.4k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 425.0k $51.0m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.14% of their portfolio | 418.6k $50.2m | New |
| EMERALD ADVISERS, LLC 1.06% of their portfolio | 375.9k $45.1m | Added +136.3k |
| NEXT CENTURY GROWTH INVESTORS LLC 2.32% of their portfolio | 364.5k $43.7m | Added +273.9k |
| UBS Group AG 0.01% of their portfolio | 344.3k $41.3m | Added +222.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 340.4k $41.0m | Added +57.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 320.6k $38.5m | Added +100.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.74% of their portfolio | 299.0k $35.9m | New |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 271.6k $32.6m | Added +270.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 262.1k $20.7m | Added +38.9k |
| Napean Trading & Investment Co (Singapore) PTE Ltd 9.62% of their portfolio | 233.3k $28.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 223.9k $26.9m | Reduced -16.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.86% of their portfolio | 204.0k $24.5m | Added +71.8k |
| Penn Capital Management Company, LLC 0.99% of their portfolio | 129.6k $15.5m | Added +3.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 122.5k $14.7m | Added +122.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.3k $14.4m | Added +116.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 117.8k $14.1m | Added +29.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 117.1k $14.0m | New |
| BlackRock, Inc. 0.00% of their portfolio | 114.3k $13.7m | Added +19.1k |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 114.1k $13.7m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 96.6k $11.6m | Added +45.3k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 93.0k $11.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 87.9k $10.6m | Reduced -1.2k |
| PERCEPTIVE ADVISORS LLC 0.16% of their portfolio | 86.8k $10.4m | Reduced -5.0k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 86.3k $10.4m | Added +42.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 83.3k $10.0m | New |
| HRT FINANCIAL LP 0.02% of their portfolio | 80.7k $9.7m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 79.0k $9.5m | Reduced -80.6k |
| Greenwich Wealth Management LLC 0.31% of their portfolio | 71.6k $8.6m | New |
| Blue Water Life Science Advisors, LP 5.29% of their portfolio | 70.0k $8.4m | Added +50.0k |
| TD Asset Management Inc 0.01% of their portfolio | 63.5k $7.6m | Added +20.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 59.0k $7.1m | Added +46.3k |
| Verition Fund Management LLC 0.05% of their portfolio | 57.0k $6.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 54.6k $6.6m | Added +42.1k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 51.4k $6.2m | Reduced -74 |
| Jump Financial, LLC 0.05% of their portfolio | 46.3k $5.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 44.7k $5.4m | New |
| Fox Hill Wealth Management 2.10% of their portfolio | 43.7k $5.2m | New |
| F/m Investments LLC 0.27% of their portfolio | 43.6k $5.2m | Added +26.7k |
| Weiss Asset Management LP 0.06% of their portfolio | 43.1k $5.2m | Not comparable |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 42.9k $5.1m | Added +15.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 41.7k $5.0m | Added +11.2k |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA 0.11% of their portfolio | 40.9k $4.9m | New |
| STATE STREET CORP 0.00% of their portfolio | 35.7k $4.3m | Added +16.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 32.5k $3.9m | Added +11.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 30.2k $3.6m | Reduced -52.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 29.1k $3.5m | Added +10.4k |
| Trexquant Investment LP 0.02% of their portfolio | 28.1k $3.4m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 26.6k $3.2m | Reduced -1.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 26.0k $3.1m | Added +22.1k |
| SEVEN GRAND MANAGERS, LLC 0.12% of their portfolio | 25.0k $3.0m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 25.0k $3.0m | Added +20.2k |
| Quantbot Technologies LP 0.12% of their portfolio | 24.7k $3.0m | Added +24.6k |
| OpenArc Corporate Advisory, LLC 0.03% of their portfolio | 24.5k $2.9m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 21.5k $2.6m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 21.4k $2.6m | New |
| One Wealth Advisors, LLC 0.26% of their portfolio | 19.9k $2.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 18.4k $2.2m | Added +5.8k |
| XTX Topco Ltd 0.03% of their portfolio | 18.2k $2.2m | Added +5.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 17.5k $2.1m | New |
| BARCLAYS PLC 0.00% of their portfolio | 17.4k $2.1m | Added +14.7k |
| POLEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 17.0k $2.0m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 15.2k $1.8m | New |
| Vontobel Holding Ltd. 0.01% of their portfolio | 15.1k $1.8m | New |
| Scientech Research LLC 1.41% of their portfolio | 14.5k $1.7m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.6k $1.6m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 13.5k $1.6m | Added +13.1k |
| SIERRA SUMMIT ADVISORS LLC 0.16% of their portfolio | 11.9k $1.4m | New |
| Caerus Investment Advisors, LLC 0.46% of their portfolio | 11.5k $1.4m | New |
| Bellevue Group AG 0.03% of their portfolio | 10.6k $1.3m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 9.6k $1.2m | Reduced -3.8k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 9.1k $1.1m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 8.8k $1.1m | Reduced -14.2k |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 8.0k $956.7k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 7.5k $901.1k | Added +7.4k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 7.0k $837.2k | New |
| LPL Financial LLC 0.00% of their portfolio | 6.8k $815.3k | New |
| Entropy Technologies, LP 0.03% of their portfolio | 6.7k $803.9k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 6.5k $777.5k | Added +6.2k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 6.2k $744.0k | New |
| TWO SIGMA SECURITIES, LLC 0.06% of their portfolio | 6.0k $718.9k | New |
| BRANDYWINE MANAGERS, LLC 0.34% of their portfolio | 5.8k $689.9k | Unchanged |
| CERTUITY, LLC 0.03% of their portfolio | 5.3k $641.0k | New |
| Green Alpha Advisors, LLC 0.42% of their portfolio | 5.2k $623.5k | Added +29 |
| Jasper Ridge Partners, L.P. 0.01% of their portfolio | 5.1k $615.1k | New |
| MIC Capital Management UK LLP 0.15% of their portfolio | 4.9k $586.9k | New |
| SummitTX Capital, L.P. 0.01% of their portfolio | 4.4k $529.7k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 4.3k $518.6k | Added +66 |
| LAVELLE CAPITAL LP 0.25% of their portfolio | 4.1k $490.2k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 4.0k $476.7k | New |
| CONNABLE OFFICE INC 0.04% of their portfolio | 3.9k $461.9k | Unchanged |