BLLN in the 13F filings

BillionToOne Inc · CUSIP 090168105

Sector · Health care services and research

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 8 May 2026
Managers listing it: 15; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed: 3,697,597; combined, among listed positions
Reported value: $274m; combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 11 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +406,328.

Managers listing BLLN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

15 of 15 holders

				Action		Filing
Baillie Gifford & Co	1,259,993	$99m	0.10%	Trimmed	-8,170	8 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	737,518	$58m	under 0.1%	Added	+252,235	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC† Value as filed implies a price far from other filers'.	709,214	$38m	under 0.1%	Added	+8,347	27 Oct 2026 (the filing on sec.gov)
Invesco Ltd	406,512	$32m	under 0.1%	Added	+216,693	12 May 2026 (the filing on sec.gov)
AllianceBernstein LP	223,251	$18m	under 0.1%	Added	+14,657	15 May 2026 (the filing on sec.gov)
MFS Investment Management	159,573	$13m	under 0.1%	Trimmed	-3,827	14 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	82,776	$6.5m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	51,254	$4.0m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	22,946	$1.8m	under 0.1%	Added	+15,055	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	14,500	$1.1m	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	12,486	$986k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	7,716	$609k	under 0.1%	Added	+3,159	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	5,956	$470k	under 0.1%	Trimmed	-4	13 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	3,862	$305k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP	40	$3k	under 0.1%	New	new	13 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

T. Rowe Price Associates Incexisting position · 737,518 shares now+252,235
Invesco Ltdexisting position · 406,512 shares now+216,693
Two Sigma Investments LPnew position · 82,776 shares now+82,776
Renaissance Technologies LLCnew position · 51,254 shares now+51,254
Squarepoint Ops LLCexisting position · 22,946 shares now+15,055

Reductions

Baillie Gifford & Coexisting position · 1,259,993 shares now-8,170
MFS Investment Managementexisting position · 159,573 shares now-3,827
Walleye Capital LLCexisting position · 5,956 shares now-4

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Two Sigma Investments LP$6.5m
Renaissance Technologies LLC$4.0m
Susquehanna International Group LLP$986k
D. E. Shaw & Co.$305k
Quantbot Technologies LP$3k

Exited (7)

Citadel Advisors LLCwas $12m
Verition Fund Management LLCwas $2.7m
Marshall Wace LLPwas $1.7m
Woodline Partners LPwas $1.4m
Millennium Management LLCwas $467k
Schonfeld Strategic Advisors LLCwas $347k
Fidelity (FMR LLC)was $57k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

3 in Q4 2025 to 5 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BLLN and UNH →BLLN and ELV →BLLN and CI →Choose a stock to compare with BLLN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BLLN, latest filings →Back to the 13F Explorer →

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BLLN by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q4 2025	3	$162m	17	0
Q1 2026	2	$101m	11	10
Q2 2026	5	$219m	18	7