BLLNNasdaqServices-Medical LaboratoriesFiscal year ends December 31
BillionToOne, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$101.03+2.91 (+2.97%)
Close on Oct 19, 2026
- Market cap
- $5.50B
- P/E (TTM)
- 721.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32.4%
15M of 47M shares
Institutional holders
156
77 new, 11 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
11 buys · 154 sales
Net sold $42.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Hummingbird Ventures Management NV | 7,887,237 | 19.60% | 13D (active) | Nov 6, 2025 |
| Krishna Kittu Kolluri ("Kolluri") | 4,359,505 | 10.60% | 13G (passive) | Nov 7, 2025 |
| Oguzhan Atay | 3,206,861 | 7.30% | 13G (passive) | Dec 31, 2025 |
| David Tsao | 3,035,767 | 6.90% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLLN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Adams Street Partners LLC | 1,711,430 | 3.63% | $205.34M | – | 46.39% |
| Price T Rowe Associates Inc /Md/ | 1,010,322 | 2.14% | $121.22K | +272,804 | 0.01% |
| Baillie Gifford & Co | 901,420 | 1.91% | $108.15M | −358,573 | 0.10% |
| Vanguard Portfolio Management LLC | 840,970 | 1.78% | $100.90M | +689,757 | 0.00% |
| Invesco Ltd. | 835,614 | 1.77% | $100.26M | +429,102 | 0.01% |
| Vanguard Capital Management LLC | 799,468 | 1.69% | $95.92M | +617,005 | 0.00% |
| Neuberger Berman Group LLC | 764,215 | 1.62% | $91.69M | +55,001 | 0.06% |
| Bamco Inc /Ny/ | 742,093 | 1.57% | $89.04M | +608 | 0.13% |
| Wasatch Advisors LP | 518,084 | 1.10% | $62.16M | +148,446 | 0.41% |
| Millennium Management LLC | 425,032 | 0.90% | $51.00M | New | 0.02% |
| Fuller & Thaler Asset Management, Inc. | 418,565 | 0.89% | $50.22M | New | 0.14% |
| Emerald Advisers, LLC | 375,858 | 0.80% | $45.10M | +136,296 | 1.06% |
| Next Century Growth Investors LLC | 364,467 | 0.77% | $43.73M | +273,903 | 2.32% |
| UBS Group AG | 344,287 | 0.73% | $41.31M | +222,683 | 0.01% |
| JPMorgan Chase & Co | 340,371 | 0.72% | $41.01M | +57,231 | 0.00% |
| Ameriprise Financial Inc | 320,612 | 0.68% | $38.50M | +100,577 | 0.01% |
| Oberweis Asset Management Inc/ | 299,030 | 0.63% | $35.88M | New | 0.74% |
| Wells Fargo & Company/Mn | 271,554 | 0.58% | $32.58M | +270,446 | 0.01% |
| Alliancebernstein L.P. | 262,103 | 0.56% | $20.69M | +38,852 | 0.01% |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 233,333 | 0.49% | $28.00M | – | 9.62% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 156 | 15M | 32.4% | 77 / 50 | 13 / 11 | 6M | 3M |
| Q1 2026 | 90 | 11M | 24.0% | 29 / 32 | 15 / 28 | 3M | 1M |
| Q4 2025 | 90 | 10M | 20.5% | 90 / 0 | 0 / 0 | 10M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLLN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 724,088 | 1.53% | $86.88M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 522,864 | 1.11% | $62.73M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 377,575 | 0.80% | $45.30M | 0.38% | Jun 30, 2026 |
| Baron Discovery Fund | 286,830 | 0.61% | $34.41M | 1.88% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 275,000 | 0.58% | $32.99M | 0.53% | Jun 30, 2026 |
| Oberweis Small-Cap Opportunities Fund | 264,300 | 0.56% | $31.71M | 1.12% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 204,419 | 0.43% | $24.53M | 2.08% | Jun 30, 2026 |
| Invesco Discovery Fund | 190,331 | 0.40% | $18.84M | 0.24% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 165,569 | 0.35% | $19.86M | 0.03% | Jun 30, 2026 |
| Lord Abbett Developing Growth Fund Inc | 151,245 | 0.32% | $20.96M | 0.94% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 149,863 | 0.32% | $17.98M | 0.04% | Jun 30, 2026 |
| Alger Small Cap Focus Fund | 144,165 | 0.31% | $19.98M | 2.34% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 138,948 | 0.29% | $16.67M | 0.11% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 138,412 | 0.29% | $16.61M | 0.64% | Jun 30, 2026 |
| Columbia Acorn Fund | 137,395 | 0.29% | $16.48M | 0.59% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Oguzhan Atay | Chairman and CEO, Director | 2,614,478 | 5.54% | Sep 30, 2026 |
| David Tsao | Chief Technology Officer, Director | 2,306,108 | 4.89% | Sep 28, 2026 |
| Bosch John Roderick ten | SVP of Laboratory Operations | 22,219 | 0.05% | Sep 28, 2026 |
| Thomas P. Lynch | See Remarks | 20,084 | 0.04% | Sep 21, 2026 |
| Shan Riku Sakakibara | Chief Product Officer | 196,500 | 0.42% | Sep 14, 2026 |
| Nancy JoAnn Johnson | See Remarks | 18,966 | 0.04% | Jul 20, 2026 |
| John Lister | Chief Administrative Officer | – | – | Nov 12, 2025 |
| Ross Taylor | Chief Financial Officer | – | – | Nov 12, 2025 |
| Krishna Kittu Kolluri | Director | 1,559,345 | 3.30% | Aug 28, 2026 |
| Anthony Pagano | Director | 7,913 | 0.02% | Jun 12, 2026 |
| Akshay Rai | Director | 3,582,854 | 7.59% | Jun 12, 2026 |
| Thomas S. Bremner | Director | 1,161,734 | 2.46% | Jun 12, 2026 |
| Firat Ileri | Director, 10% owner | 3,299,205 | 6.99% | Jun 12, 2026 |
| Neotribe Partners SPV I BTO, LLC | 10% owner | – | – | Jun 11, 2026 |
| NeoTribe Ventures I, L.P. | 10% owner | – | – | Jun 11, 2026 |
| NeoTribe Partners I, LLC | 10% owner | – | – | Jun 11, 2026 |
| Neotribe Ignite Partners I, LLC | 10% owner | 119,999 | 0.25% | Jun 11, 2026 |
| NeoTribe Associates I, L.P. | 10% owner | 2,168,230 | 4.59% | Jun 11, 2026 |
| Neotribe Ignite Fund I, L.P. | 10% owner | – | – | Jun 11, 2026 |
| Neotribe SPV I BTO, LLC | 10% owner | 106,263 | 0.23% | Jun 11, 2026 |
| Ventures III CommV Hummingbird | 10% owner | – | – | Jan 20, 2026 |
| Collective CommV Hummingbird | 10% owner | – | – | Jan 20, 2026 |
| den Brande Barend Van | 10% owner | – | – | Jan 20, 2026 |
| Bird Ventures Management NV Humming | 10% owner | – | – | Jan 20, 2026 |
| Nv (Hb&q Compartment Iii) Hb&q | 10% owner | 2,655,845 | 5.63% | Jan 20, 2026 |
| Opportunity Fund II CommV Hummingbird | 10% owner | – | – | Jan 20, 2026 |
| Dragons CommV Hummingbird | 10% owner | – | – | Jan 20, 2026 |
| Lukas Decoster | 10% owner | 179,999 | 0.38% | Jan 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Oguzhan Atay Chairman and CEO, Director | Sep 28, 2026 | Sale(10b5-1 plan) | −8,333 | $120.64 | $1.01M | 0 |
| Oguzhan Atay Chairman and CEO, Director | Sep 28, 2026 | Sale(10b5-1 plan) | −2,666 | $120.64 | $321.63K | 154,502 |
| Oguzhan Atay Chairman and CEO, Director | Sep 28, 2026 | Option exercise | +8,333 | $2.80 | $23.33K | 8,333 |
| Bosch John Roderick ten SVP of Laboratory Operations | Sep 24, 2026 | Sale(10b5-1 plan) | −1,416 | $120.00 | $169.92K | 22,219 |
| David Tsao Chief Technology Officer, Director | Sep 24, 2026 | Sale(10b5-1 plan) | −3,333 | $125.00 | $416.63K | 1,000 |
| David Tsao Chief Technology Officer, Director | Sep 24, 2026 | Option exercise | +3,333 | $2.80 | $9.33K | 4,333 |
| Bosch John Roderick ten SVP of Laboratory Operations | Sep 21, 2026 | Sale(10b5-1 plan) | −1,416 | $106.61 | $150.96K | 23,635 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Option exercise | +19,384 | $8.65 | $167.67K | 20,084 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Option exercise | +6,968 | $11.55 | $80.48K | 27,052 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Option exercise | +2,920 | $17.12 | $49.99K | 29,972 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Option exercise | +5,840 | $30.78 | $179.76K | 35,812 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −19,384 | $110.36 | $2.14M | 16,428 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −6,968 | $110.30 | $768.57K | 9,460 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −5,840 | $110.29 | $644.09K | 700 |
| Thomas P. Lynch See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −2,920 | $110.31 | $322.11K | 6,540 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Option exercise | +8,333 | $2.80 | $23.33K | 24,999 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −1,680 | $98.64 | $165.72K | 6,653 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −7,214 | $101.44 | $731.79K | 8,333 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,531 | $100.58 | $254.57K | 15,547 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,456 | $99.57 | $244.54K | 18,078 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,465 | $98.63 | $440.38K | 20,534 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −1,500 | $99.57 | $149.36K | 5,153 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Option exercise | +16,666 | $2.80 | $46.66K | 16,666 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,666 | $98.00 | $261.27K | 157,168 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,666 | $98.00 | $261.27K | 159,834 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −3,143 | $101.49 | $318.98K | 0 |
| Oguzhan Atay Chairman and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,010 | $100.78 | $202.57K | 3,143 |
| Shan Riku Sakakibara Chief Product Officer | Sep 10, 2026 | Gift | −3,500 | – | – | 196,500 |
| David Tsao Chief Technology Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −10,000 | $100.00 | $1.00M | 1,000 |
| David Tsao Chief Technology Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −10,000 | $97.54 | $975.40K | 11,000 |
| David Tsao Chief Technology Officer, Director | Sep 9, 2026 | Option exercise | +10,000 | $2.80 | $28.00K | 21,000 |
| David Tsao Chief Technology Officer, Director | Sep 9, 2026 | Option exercise | +10,000 | $2.80 | $28.00K | 11,000 |
| Bosch John Roderick ten SVP of Laboratory Operations | Sep 9, 2026 | Sale(10b5-1 plan) | −1,416 | $97.54 | $138.12K | 25,051 |
| Oguzhan Atay Chairman and CEO, Director | Sep 9, 2026 | Gift | −20,000 | – | – | 0 |
| Oguzhan Atay Chairman and CEO, Director | Sep 8, 2026 | Conversion | +20,000 | – | – | 20,000 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −1,944 | $98.97 | $192.40K | 18,718 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −8,285 | $100.12 | $829.49K | 10,433 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −775 | $100.83 | $78.14K | 9,658 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −38 | $96.47 | $3.67K | 20,662 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Option exercise | +1,663 | $17.12 | $28.47K | 17,374 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −614 | $99.00 | $60.79K | 9,044 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −2,997 | $100.11 | $300.03K | 6,047 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −576 | $98.89 | $56.96K | 3,450 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −147 | $101.41 | $14.91K | 4,026 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −1,131 | $100.33 | $113.47K | 4,173 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −385 | $99.22 | $38.20K | 5,304 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −2,518 | $100.20 | $252.30K | 932 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −358 | $100.82 | $36.09K | 5,689 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Option exercise | +11,042 | $8.65 | $95.51K | 11,742 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Option exercise | +3,969 | $11.55 | $45.84K | 15,711 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Sale(10b5-1 plan) | −232 | $100.92 | $23.41K | 700 |
| Thomas P. Lynch See Remarks | Sep 8, 2026 | Option exercise | +3,326 | $30.78 | $102.37K | 20,700 |
| David Tsao Chief Technology Officer, Director | Sep 8, 2026 | Gift | −20,000 | – | – | 1,000 |
| David Tsao Chief Technology Officer, Director | Sep 3, 2026 | Conversion | +20,000 | – | – | 21,000 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +7,980 | – | – | 7,980 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +15,244 | – | – | 52,195 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +1,666 | – | – | 36,951 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +5,761 | – | – | 35,285 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +719 | – | – | 2,157 |
| Krishna Kittu Kolluri Director | Aug 26, 2026 | Other | +719 | – | – | 2,157 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Oguzhan Atay Officer, Director | Oct 15, 2026 | 5,150 | $516.19K | Oct 15, 2026 | Stock Option Exercise |
| Oguzhan Atay Member of immediate family of any of the foregoing | Oct 14, 2026 | 2,667 | $261.37K | Oct 14, 2026 | Pre-IPO Shares |
| Oguzhan Atay Officer, Director | Oct 14, 2026 | 3,183 | $313.02K | Oct 14, 2026 | Stock Option Exercise |
| Oguzhan Atay Member of immediate family of any of the foregoing | Oct 13, 2026 | 2,667 | $260.33K | Oct 12, 2026 | Stock Option Exercise |
| Oguzhan Atay Officer, Director | Oct 13, 2026 | 16,667 | $1.56M | Oct 12, 2026 | Stock Option Exercise |
| Bosch John Roderick ten Officer | Oct 5, 2026 | 2,834 | $298.00K | Oct 5, 2026 | Pre IPO shares |
| David Tsao Officer, Director | Oct 5, 2026 | 20,000 | $2.16M | Oct 5, 2026 | Stock Option Exercise |
| David Tsao Officer, Director | Oct 5, 2026 | 1,750 | $184.01K | Oct 5, 2026 | Pre-IPO Shares |
| Oguzhan Atay Member of immediate family of any of the foregoing | Sep 28, 2026 | 2,666 | $321.63K | Sep 28, 2026 | Pre-IPO Shares |
| Oguzhan Atay Officer, Director | Sep 28, 2026 | 8,333 | $1.01M | Sep 28, 2026 | Stock Option Exercise |
| David Tsao Officer, Director | Sep 24, 2026 | 3,333 | $416.63K | Sep 24, 2026 | Stock Option Exercise |
| Bosch John Roderick ten Officer | Sep 24, 2026 | 1,416 | $169.92K | Sep 24, 2026 | Pre-IPO shares |
| Bosch John Roderick ten Officer | Sep 21, 2026 | 1,416 | $150.96K | Sep 21, 2026 | Pre IPO shares |
| Thomas P. Lynch Officer | Sep 17, 2026 | 35,112 | $3.87M | Sep 17, 2026 | Stock Option Exercise |
| Oguzhan Atay Member of immediate family of any of the foregoing | Sep 14, 2026 | 5,332 | $522.54K | Sep 14, 2026 | Pre-IPO shares |