908 DEVICES INC MASS
COM · Common Stock · CUSIP 65443P102
- SectorTechnology
- IndustryLaboratory Analytical Instruments
- HeadquartersBurlington, MA
- 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 ($1.7m this quarter). Holder counts are more reliable. Shares outstanding: 37.4m as of 2026-03-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.12. Options: 0 managers hold calls (— notional), 1 hold puts ($62.4k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 81 |
| Q4 2022 | 93 |
| Q1 2023 | 85 |
| Q2 2023 | 87 |
| Q3 2023 | 84 |
| Q4 2023 | 80 |
| Q1 2024 | 76 |
| Q2 2024 | 91 |
| Q3 2024 | 87 |
| Q4 2024 | 82 |
| Q1 2025 | 88 |
| Q2 2025 | 103 |
| Q3 2025 | 107 |
| Q4 2025 | 118 |
| Q1 2026 | 112 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 53 | 38 |
| Q3 2024 | 44 | 40 |
| Q4 2024 | 44 | 41 |
| Q1 2025 | 51 | 34 |
| Q2 2025 | 62 | 37 |
| Q3 2025 | 47 | 51 |
| Q4 2025 | 55 | 51 |
| Q1 2026 | 39 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $508.6k | $105.6k | 0.21 |
| Q3 2025 | $592.5k | $141.9k | 0.24 |
| Q4 2025 | $241.0k | $8.9k | 0.04 |
| Q1 2026 | $0 | $62.4k | — |
Biggest buyers
| First Light Asset Management, LLC | Added | +1.2m |
| Granahan Investment Management, LLC | Added | +603.9k |
| NEEDHAM INVESTMENT MANAGEMENT LLC | Added | +470.0k |
| First Eagle Investment Management, LLC | Added | +179.7k |
| Russell Investments Group, Ltd. | Added | +143.1k |
| GSA CAPITAL PARTNERS LLP | Added | +128.9k |
| SEI INVESTMENTS CO | Added | +82.9k |
| HighMark Wealth Management LLC | Added | +78.3k |
| Trexquant Investment LP | New | +73.2k |
| Brooklyn Investment Group | New | +46.3k |
Biggest sellers
| MARSHALL WACE, LLP | Sold out | -190.6k |
| HRT FINANCIAL LP | Sold out | -154.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -127.9k |
| CITADEL ADVISORS LLC | Reduced | -119.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -88.1k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -81.9k |
| MORGAN STANLEY | Reduced | -67.2k |
| Point72 Asset Management, L.P. | Sold out | -55.9k |
| Campbell & CO Investment Adviser LLC | Reduced | -50.9k |
| GM Advisory Group, LLC | Reduced | -40.6k |
Biggest calls
| None |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $62.4k10.2k 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 |
|---|---|
| First Light Asset Management, LLC 13G · institution +4.2 pts · filed 2026-02-17 | 17.1% |
| ARCH Venture Fund VII, L.P. 13G · exempt (held before listing) -1.2 pts · filed 2026-08-14 | 14.1% |
| AWM Investment Company, Inc. 13G · institution -2.9 pts · filed 2026-08-14 | 11.8% |
| ARK Investment Management LLC 13G · institution +0.4 pts · filed 2026-08-14 | 5.3% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.9%, 2026-10-27), STATE STREET CORP (1.6%, 2026-02-09)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 1 | $293.4k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 4 | $101.8k | — |
| Q2 2025 | 2 | $174.2k | 2 | $233.9k | — |
| Q3 2025 | 0 | — | 1 | $35.4k | $35.4k |
| Q4 2025 | 0 | — | 1 | $45.2k | $45.2k |
| Q1 2026 | 0 | — | 3 | $358.1k | $49 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-02 | McCallion Kevin J. SVP, Products and Production | Sold plan | $497 shares |
| 2026-02-02 | Knopp Kevin J. President and CEO, director | Sold | $214.8k34.8k shares |
| 2026-02-02 | Griffith Joseph H. IV Chief Financial Officer | Sold | $143.2k23.2k shares |
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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| First Light Asset Management, LLC 3.33% of their portfolio | 6.1m $37.2m | Added +1.2m |
| AWM Investment Company, Inc. 3.52% of their portfolio | 5.2m $31.8m | Unchanged |
| ARK Investment Management LLC 0.09% of their portfolio | 1.9m $11.9m | Reduced -39.3k |
| BlackRock, Inc. 0.00% of their portfolio | 1.8m $10.8m | Reduced -34.5k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 1.2m $7.6m | Added +470.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $6.8m | First filing |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 803.6k $4.9m | Added +179.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 695.5k $4.3m | Added +6.9k |
| Granahan Investment Management, LLC 0.21% of their portfolio | 695.1k $4.3m | Added +603.9k |
| STATE STREET CORP 0.00% of their portfolio | 625.9k $3.8m | Added +29.6k |
| Tao Capital Management LP 2.93% of their portfolio | 569.0k $3.5m | Unchanged |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.48% of their portfolio | 491.2k $3.0m | Added +8.6k |
| MORGAN STANLEY 0.00% of their portfolio | 373.3k $2.3m | Reduced -67.2k |
| Meros Investment Management, LP 0.96% of their portfolio | 361.7k $2.2m | Added +14.7k |
| Prescott Group Capital Management, L.L.C. 0.22% of their portfolio | 361.6k $2.2m | Unchanged |
| HighMark Wealth Management LLC 0.80% of their portfolio | 319.4k $2.0m | Added +78.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 269.9k $1.7m | Reduced -18.2k |
| Amova Asset Management Americas, Inc. 0.02% of their portfolio | 269.9k $1.7m | Reduced -18.2k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 251.0k $1.5m | Added +128.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 241.3k $1.5m | Added +11.0k |
| GM Advisory Group, LLC 0.06% of their portfolio | 238.2k $1.5m | Reduced -40.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 230.2k $1.4m | Added +8.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 229.5k $1.4m | Reduced -11.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 213.2k $1.3m | Reduced -5.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 180.2k $1.1m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 176.5k $1.1m | Reduced -1.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 164.9k $1.0m | Added +82.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 163.7k $1.0m | First filing |
| Legato Capital Management LLC 0.09% of their portfolio | 153.4k $939.1k | Reduced -2.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 145.3k $889.4k | Added +143.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 144.5k $884.6k | Reduced -119.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 142.4k $871.6k | Reduced -15.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 132.5k $810.7k | Reduced -8.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.69% of their portfolio | 120.0k $734.4k | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 118.8k $725.7k | Reduced -127.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 111.2k $680.6k | Reduced -88.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 104.4k $639.0k | Reduced -400 |
| Nuveen, LLC 0.00% of their portfolio | 101.1k $618.6k | Added +1.1k |
| UBS Group AG 0.00% of their portfolio | 93.4k $571.9k | Reduced -19.2k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% of their portfolio | 89.8k $549.4k | Added +11.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 87.4k $534.7k | Reduced -3.5k |
| Trexquant Investment LP 0.00% of their portfolio | 73.2k $447.9k | New |
| Cassaday & Co Wealth Management LLC 0.01% of their portfolio | 71.6k $438.4k | Unchanged |
| Bruce & Co., Inc. 0.12% of their portfolio | 68.3k $417.9k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 67.8k $414.9k | Reduced -772 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 59.0k $361.3k | Reduced -2.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 55.9k $342.1k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 50.5k $309.1k | Unchanged |
| Brooklyn Investment Group 0.01% of their portfolio | 46.3k $283.1k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 44.1k $270.1k | Reduced -28.2k |
| XTX Topco Ltd 0.00% of their portfolio | 41.4k $253.2k | Added +21.5k |
| Old Port Advisors 0.05% of their portfolio | 38.6k $236.4k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.5k $211.4k | Reduced -223 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 33.8k $207.1k | Added +12.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 33.1k $174.0k | Reduced -8.4k |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 29.7k $181.5k | Reduced -50.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 26.2k $160.3k | Reduced -6.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 25.1k $153.5k | Reduced -1.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.7k $145.2k | Added +499 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.4k $119.0k | Added +5.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 18.4k $112.8k | Unchanged |
| 49 WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 17.1k $104.7k | Reduced -480 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.0k $104.2k | Added +6.1k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 16.3k $100.0k | Reduced -10.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 14.3k $87.5k | Reduced -22.5k |
| Invesco Ltd. 0.00% of their portfolio | 14.1k $86.5k | Reduced -300 |
| Dynamic Technology Lab Private Ltd 0.01% of their portfolio | 13.9k $85.1k | New |
| Graham Capital Management, L.P. 0.00% of their portfolio | 13.2k $81.1k | Reduced -7.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.0k $79.7k | Added +306 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 11.9k $72.8k | Added +158 |
| PCM Encore, LLC 0.01% of their portfolio | 11.8k $72.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.3k $65.0k | Added +307 |
| FMR LLC 0.00% of their portfolio | 10.5k $64.5k | Reduced -8 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.5k $64.1k | Reduced -20.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 10.3k $63.0k | First filing |
| Intelligence Driven Advisers, LLC 0.01% of their portfolio | 10.0k $61.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 8.5k $52.2k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.5k $51.9k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 6.6k $40.4k | Reduced -200 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.9k $36.4k | Reduced -1.6k |
| Allworth Financial LP 0.00% of their portfolio | 5.3k $32.7k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.1k $31.2k | Added +5.0k |
| BARCLAYS PLC 0.00% of their portfolio | 5.0k $30.5k | Reduced -39.5k |
| ANTIPODES PARTNERS Ltd 0.00% of their portfolio | 4.4k $26.9k | Reduced -692 |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 4.2k $25.6k | Reduced -178 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.1k $25.3k | Added +2.2k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $17.1k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 2.5k $15.3k | Reduced -242 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 2.0k $12.0k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.9k $11.9k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.5k $9.4k | Added +1.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.5k $9.1k | Reduced -204 |
| CITIGROUP INC 0.00% of their portfolio | 1.4k $8.7k | Added +809 |
| Versant Capital Management, Inc 0.00% of their portfolio | 1.1k $6.5k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 684 $4.2k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 606 $3.7k | Added +133 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 418 $2.0k | Reduced -363 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 393 $2.4k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 360 $2.2k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 348 $2.1k | Reduced -230 |