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 ($2.1m this quarter). Holder counts are more reliable. Shares outstanding: 41.3m as of 2026-08-07, 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 ≈ $8.70. Options: 2 managers hold calls ($917.9k notional), 0 hold puts (—).
Trends to Q2 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 |
| Q2 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 |
|---|---|---|
| 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 |
| Q2 2026 | 57 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $592.5k | $141.9k | 0.24 |
| Q4 2025 | $241.0k | $8.9k | 0.04 |
| Q1 2026 | $0 | $62.4k | — |
| Q2 2026 | $917.9k | $0 | 0.00 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +1.1m |
| NEEDHAM INVESTMENT MANAGEMENT LLC | Added | +580.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +304.0k |
| BANK OF AMERICA CORP /DE/ | Added | +225.9k |
| First Light Asset Management, LLC | Added | +210.2k |
| BlackRock, Inc. | Added | +176.9k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +172.3k |
| Campbell & CO Investment Adviser LLC | Added | +81.5k |
| ARK Investment Management LLC | Added | +81.2k |
| D. E. Shaw & Co., Inc. | New | +75.4k |
Biggest sellers
| Tao Capital Management LP | Sold out | -569.0k |
| AWM Investment Company, Inc. | Reduced | -320.2k |
| GSA CAPITAL PARTNERS LLP | Reduced | -201.9k |
| Squarepoint Ops LLC | Reduced | -175.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -142.4k |
| SEI INVESTMENTS CO | Reduced | -87.2k |
| CITADEL ADVISORS LLC | Reduced | -81.8k |
| Trexquant Investment LP | Sold out | -73.2k |
| Cassaday & Co Wealth Management LLC | Sold out | -71.6k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -44.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $777.8k89.4k shares |
| SIMPLEX TRADING, LLC | New | $140.1k16.1k shares |
Biggest puts
| None |
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 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 | — | 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 |
| Q2 2026 | 0 | — | 5 | $2.2m | $2.0m |
| Q3 2026 | 0 | — | 4 | $2.8m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-24 | AWM Investment Company, Inc. 10% owner · By Limited Partnership | Sold | $272.6k24.0k shares |
| 2026-09-23 | AWM Investment Company, Inc. 10% owner · By Limited Partnershp | Sold | $11.2k1.0k shares |
| 2026-09-17 | Kenneweg John SVP, Sales & Product Marketing | Sold plan | $53.7k5.3k shares |
| 2026-09-16 | Kenneweg John SVP, Sales & Product Marketing | Sold plan | $216.3k21.4k shares |
| 2026-09-15 | Kenneweg John SVP, Sales & Product Marketing | Sold plan | $10.0k1.0k shares |
| 2026-09-02 | Brown Christopher D. Director | Sold plan | $317.4k30.0k shares |
| 2026-08-25 | Griffith Joseph H. IV Chief Financial Officer | Sold plan | $125.5k11.5k shares |
| 2026-08-21 | AWM Investment Company, Inc. 10% owner · By Limited Partnership | Sold | $441.1k41.6k shares |
| 2026-08-20 | AWM Investment Company, Inc. 10% owner · By Limited Partnership | Sold | $88.6k8.4k shares |
| 2026-08-17 | Knopp Kevin J. President and CEO, director | Sold plan | $207.0k20.0k shares |
| 2026-08-13 | Knopp Kevin J. President and CEO, director | Sold plan | $76.7k7.6k shares |
| 2026-08-12 | Knopp Kevin J. President and CEO, director | Sold plan | $27.7k2.7k shares |
| 2026-08-11 | Knopp Kevin J. President and CEO, director | Sold plan | $1.4m145.9k shares |
| 2026-08-11 | Brown Christopher D. Director | Sold plan | $77.1k8.4k shares |
| 2026-08-10 | Brown Christopher D. Director | Sold plan | $85.3k9.4k shares |
| 2026-08-10 | Knopp Kevin J. President and CEO, director | Sold plan | $3.2k348 shares |
| 2026-08-05 | Brown Christopher D. Director | Sold plan | $169.8k20.0k shares |
| 2026-08-04 | AWM Investment Company, Inc. 10% owner · By Limited Partnership | Sold | $418.0k50.0k shares |
| 2026-07-02 | Brown Christopher D. Director | Sold plan | $19.8k2.2k shares |
| 2026-07-02 | Knopp Kevin J. President and CEO, director | Sold plan | $2.0k222 shares |
| 2026-06-30 | Brown Christopher D. Director | Sold plan | $176.8k20.0k shares |
| 2026-06-26 | Knopp Kevin J. President and CEO, director | Sold plan | $25.4k2.8k shares |
| 2026-06-25 | Knopp Kevin J. President and CEO, director | Sold plan | $149.1k16.4k shares |
| 2026-06-24 | Knopp Kevin J. President and CEO, director | Sold plan | $370.5k40.5k shares |
| 2026-06-23 | Brown Christopher D. Director | Sold plan | $89.5k9.9k shares |
| 2026-06-23 | Knopp Kevin J. President and CEO, director | Sold plan | $31.0k3.4k shares |
| 2026-06-23 | AWM Investment Company, Inc. 10% owner · By Limited Partnerships | Sold | $27.4k3.0k shares |
| 2026-06-22 | AWM Investment Company, Inc. 10% owner · By Limited Partnerships | Sold | $42.0k4.7k shares |
| 2026-06-04 | AWM Investment Company, Inc. 10% owner · By Limited Partnership · 908 DEVICES, INC. | Sold | $356.8k39.8k shares |
| 2026-06-04 | Brown Christopher D. Director | Sold plan | $900100 shares |
The latest 30 of 49 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 |
|---|---|---|
| First Light Asset Management, LLC 3.32% of their portfolio | 6.3m $54.7m | Added +210.2k |
| AWM Investment Company, Inc. 3.68% of their portfolio | 4.9m $42.5m | Reduced -320.2k |
| ARK Investment Management LLC 0.11% of their portfolio | 2.0m $17.6m | Added +81.2k |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $16.9m | Added +176.9k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 1.9m $16.2m | Added +1.1m |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.48% of their portfolio | 1.8m $15.8m | Added +580.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $11.2m | Added +172.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 761.8k $6.6m | Added +66.3k |
| Granahan Investment Management, LLC 0.21% of their portfolio | 692.1k $6.0m | Reduced -3.0k |
| STATE STREET CORP 0.00% of their portfolio | 606.6k $5.3m | Reduced -19.3k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.54% of their portfolio | 470.2k $4.1m | Reduced -21.0k |
| MORGAN STANLEY 0.00% of their portfolio | 404.1k $3.5m | Added +30.8k |
| Prescott Group Capital Management, L.L.C. 0.27% of their portfolio | 361.6k $3.1m | Unchanged |
| Meros Investment Management, LP 1.00% of their portfolio | 361.4k $3.1m | Reduced -370 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 359.8k $3.1m | Added +304.0k |
| HighMark Wealth Management LLC 0.99% of their portfolio | 339.8k $3.0m | Added +20.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 266.4k $2.3m | Added +25.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 251.0k $2.2m | Added +225.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 233.9k $2.0m | Added +4.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 228.7k $2.0m | Reduced -41.2k |
| Amova Asset Management Americas, Inc. 0.03% of their portfolio | 228.7k $2.0m | Reduced -41.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 194.9k $1.7m | Added +31.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 191.9k $1.7m | Reduced -38.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 186.1k $1.6m | Added +5.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 167.3k $1.5m | Reduced -9.2k |
| Legato Capital Management LLC 0.11% of their portfolio | 158.1k $1.4m | Added +4.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 149.7k $1.3m | Added +4.3k |
| Nuveen, LLC 0.00% of their portfolio | 141.7k $1.2m | Added +40.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 124.5k $1.1m | Added +5.7k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 111.2k $967.4k | Added +81.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 110.6k $961.8k | Reduced -21.9k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.72% of their portfolio | 107.5k $935.2k | Reduced -12.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 103.9k $904.0k | Reduced -497 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% of their portfolio | 98.7k $858.6k | Added +8.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 87.3k $759.9k | Reduced -29 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 77.7k $676.2k | Reduced -87.2k |
| UBS Group AG 0.00% of their portfolio | 77.4k $673.5k | Reduced -16.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 76.2k $663.2k | Reduced -35.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 75.4k $656.4k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 72.8k $633.0k | Added +13.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 70.4k $609.0k | New |
| Bruce & Co., Inc. 0.16% of their portfolio | 68.3k $594.1k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 62.7k $545.9k | Reduced -81.8k |
| LPL Financial LLC 0.00% of their portfolio | 55.5k $482.4k | Reduced -12.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 50.5k $439.4k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 49.2k $428.0k | Reduced -201.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.5k $242.0k | Added +6.4k |
| Old Port Advisors 0.07% of their portfolio | 38.6k $336.1k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.7k $328.3k | Reduced -175.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.8k $320.1k | Added +2.2k |
| Quantinno Capital Management LP 0.00% of their portfolio | 31.1k $270.8k | Added +7.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.4k $247.2k | Added +10.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 27.2k $236.4k | Added +972 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.4k $212.0k | Added +13.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.4k $203.4k | Reduced -10.5k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 20.7k $180.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 20.4k $178.0k | Added +1.0k |
| FMR LLC 0.00% of their portfolio | 19.4k $168.8k | Added +8.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.3k $150.4k | Added +270 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 16.3k $142.2k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 15.0k $130.2k | Added +832 |
| Graham Capital Management, L.P. 0.00% of their portfolio | 14.8k $129.0k | Added +1.6k |
| PIER 88 INVESTMENT PARTNERS LLC 0.03% of their portfolio | 14.2k $123.5k | New |
| Magnetar Financial LLC 0.00% of their portfolio | 13.8k $120.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 13.4k $116.8k | Added +12.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.4k $116.6k | Added +373 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 12.6k $110.6k | Added +1.3k |
| Advyzon Investment Management, LLC 0.01% of their portfolio | 12.3k $107.3k | New |
| GAINLINE FINANCIAL PARTNERS, LLC 0.10% of their portfolio | 12.3k $107.3k | First filing |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 12.3k $106.6k | New |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 11.9k $103.6k | Unchanged |
| PCM Encore, LLC 0.02% of their portfolio | 11.8k $102.9k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 11.4k $99.6k | Reduced -2.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.3k $91.7k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 11.1k $96.9k | New |
| AXQ CAPITAL, LP 0.01% of their portfolio | 10.7k $93.1k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 10.3k $89.5k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 8.5k $74.2k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.5k $73.8k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.6k $48.9k | Added +525 |
| BARCLAYS PLC 0.00% of their portfolio | 5.1k $44.4k | Added +128 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.4k $37.9k | Reduced -1.6k |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 4.2k $36.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.2k $37.0k | Added +3.8k |
| ANTIPODES PARTNERS Ltd 0.00% of their portfolio | 4.0k $34.7k | Reduced -408 |
| Allworth Financial LP 0.00% of their portfolio | 3.4k $29.3k | Reduced -2.0k |
| Legal & General Group Plc 0.00% of their portfolio | 3.0k $26.5k | Added +557 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $24.3k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.5k $13.4k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.4k $12.6k | Reduced -519 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $9.9k | Reduced -3.0k |
| Versant Capital Management, Inc 0.00% of their portfolio | 1.1k $9.3k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 684 $6.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 668 $5.8k | Added +62 |
| Parallel Advisors, LLC 0.00% of their portfolio | 634 $5.5k | Reduced -1.3k |
| Sterling Capital Management LLC 0.00% of their portfolio | 587 $5.1k | Added +239 |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 510 $4.4k | Added +150 |
| Arax Advisory Partners 0.00% of their portfolio | 405 $3.5k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 389 $3.4k | Reduced -1.1k |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 229 $2.0k | New |