MASSNasdaqLaboratory Analytical InstrumentsFiscal year ends December 31
908 Devices Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$11.43+0.17 (+1.51%)
Close on Oct 19, 2026
- Market cap
- $431.23M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
70.2%
29M of 41M shares
Institutional holders
112
15 new, 11 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 56 sales
Net sold $9.33M
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 |
|---|---|---|---|---|
| Mathew P. Arens | 6,184,739 | 17.09% | 13G (passive) amendment | Dec 31, 2025 |
| Keith Crandell | 5,824,877 | 14.10% | 13G (passive) amendment | Jun 30, 2026 |
| AWM Investment Company, Inc. | 4,879,773 | 11.80% | 13G (passive) amendment | Jun 30, 2026 |
| First Light Asset Management, LLC | 4,680,859 | 12.93% | 13G (passive) amendment | Nov 30, 2025 |
| ARK Investment Management LLC | 2,027,920 | 5.32% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 1,940,690 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MASS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 6,282,804 | 15.20% | $54.66M | +210,241 | 3.32% |
| AWM Investment Company, Inc. | 4,879,773 | 11.81% | $42.45M | −320,151 | 3.68% |
| ARK Investment Management LLC | 2,027,920 | 4.91% | $17.64M | +81,235 | 0.11% |
| BlackRock, Inc. | 1,944,236 | 4.70% | $16.91M | +176,920 | 0.00% |
| First Eagle Investment Management, LLC | 1,859,970 | 4.50% | $16.18M | +1,056,364 | 0.01% |
| Needham Investment Management LLC | 1,820,620 | 4.40% | $15.84M | +580,620 | 0.48% |
| Vanguard Capital Management LLC | 1,291,570 | 3.12% | $11.24M | +172,334 | 0.00% |
| Geode Capital Management, LLC | 761,797 | 1.84% | $6.63M | +66,342 | 0.00% |
| Granahan Investment Management, LLC | 692,092 | 1.67% | $6.02M | −2,978 | 0.21% |
| State Street Corp | 606,560 | 1.47% | $5.28M | −19,332 | 0.00% |
| Essex Investment Management Co LLC | 470,244 | 1.14% | $4.09M | −20,977 | 0.54% |
| Morgan Stanley | 404,078 | 0.98% | $3.52M | +30,820 | 0.00% |
| Prescott Group Capital Management, L.L.C. | 361,595 | 0.87% | $3.15M | – | 0.27% |
| Meros Investment Management, LP | 361,368 | 0.87% | $3.14M | −370 | 1.00% |
| American Century Companies Inc | 359,848 | 0.87% | $3.13M | +303,954 | 0.00% |
| HighMark Wealth Management LLC | 339,783 | 0.82% | $2.96M | +20,433 | 0.99% |
| Northern Trust Corp | 266,417 | 0.64% | $2.32M | +25,085 | 0.00% |
| Bank Of America Corp /De/ | 251,027 | 0.61% | $2.18M | +225,949 | 0.00% |
| Charles Schwab Investment Management Inc | 233,892 | 0.57% | $2.03M | +4,403 | 0.00% |
| Nikko Asset Management Americas, Inc. | 228,681 | 0.55% | $1.98M | −41,192 | 0.03% |
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 | 112 | 29M | 70.2% | 15 / 43 | 36 / 11 | 3M | 2M |
| Q1 2026 | 112 | 28M | 67.6% | 11 / 32 | 46 / 16 | 5M | 1M |
| Q4 2025 | 118 | 26M | 63.3% | 22 / 38 | 41 / 10 | 5M | 4M |
| Q3 2025 | 107 | 25M | 59.3% | 17 / 30 | 39 / 11 | 3M | 3M |
| Q2 2025 | 101 | 25M | 59.4% | 26 / 36 | 25 / 12 | 6M | 2M |
| Q1 2025 | 87 | 21M | 49.9% | 23 / 30 | 19 / 16 | 8M | 4M |
| Q4 2024 | 81 | 17M | 40.5% | 17 / 28 | 21 / 20 | 2M | 3M |
| Q3 2024 | 86 | 19M | 45.1% | 12 / 34 | 25 / 15 | 3M | 3M |
| Q2 2024 | 90 | 20M | 47.2% | 28 / 27 | 25 / 13 | 2M | 3M |
| Q1 2024 | 75 | 21M | 50.3% | 7 / 22 | 29 / 11 | 1M | 2M |
| Q4 2023 | 79 | 22M | 53.5% | 6 / 38 | 19 / 10 | 2M | 1M |
| Q3 2023 | 83 | 21M | 51.2% | 9 / 29 | 23 / 12 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MASS | Value | % of fund | As of |
|---|---|---|---|---|---|
| ARK Genomic Revolution ETF | 1,905,332 | 4.61% | $15.26M | 0.98% | Jul 31, 2026 |
| Needham Aggressive Growth Fund | 1,397,650 | 3.38% | $12.16M | 0.47% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 919,827 | 2.23% | $8.00M | 0.00% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 860,882 | 2.08% | $6.90M | 0.24% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 757,244 | 1.83% | $6.59M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 340,050 | 0.82% | $2.96M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 317,090 | 0.77% | $2.54M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 261,667 | 0.63% | $2.28M | 0.02% | Jun 30, 2026 |
| Needham Small Cap Growth Fund | 252,970 | 0.61% | $2.20M | 0.53% | Jun 30, 2026 |
| Victory Small Cap Stock Fund | 149,337 | 0.36% | $1.20M | 0.12% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 144,417 | 0.35% | $1.21M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 142,606 | 0.35% | $1.20M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 131,062 | 0.32% | $1.10M | 0.00% | May 31, 2026 |
| 1290 Essex Small Cap Growth Fund | 113,551 | 0.27% | $909.54K | 0.78% | Jul 31, 2026 |
| Acuitas US Microcap Fund | 100,953 | 0.24% | $878.29K | 0.74% | 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 |
|---|---|---|---|---|
| Kevin J. Knopp | President and CEO, Director | 1,097,191 | 2.65% | Aug 17, 2026 |
| John Kenneweg | SVP, Sales & Product Marketing | 57,784 | 0.14% | Sep 17, 2026 |
| Joseph H. Griffith IV | Chief Financial Officer | 121,497 | 0.29% | Aug 27, 2026 |
| Kolawole A. Otitoju | Chief Bus. & Strategy Officer | – | – | Apr 22, 2026 |
| Kevin J. McCallion | SVP, Products and Production | 44,925 | 0.11% | Apr 14, 2026 |
| Mark S. Levine | Chief Legal and Admin. Officer | – | – | Mar 5, 2026 |
| Michael S. Turner | Chief Legal & Admin Officer | 0 | – | Jun 18, 2025 |
| Christopher D. Brown | Director | 775,559 | 1.88% | Sep 4, 2026 |
| Brandi C. Vann | Director | 5,192 | 0.01% | Aug 3, 2026 |
| Michele M. Leonhart | Director | 27,054 | 0.07% | Jun 25, 2026 |
| Anthony Hunt | Director | 44,168 | 0.11% | Jun 12, 2026 |
| E. Kevin Hrusovsky | Director | 495,065 | 1.20% | Jun 12, 2026 |
| Mark Spoto | Director | 92,945 | 0.22% | Jun 12, 2026 |
| Fenel M. Eloi | Director | 40,897 | 0.10% | Jun 12, 2026 |
| Keith Crandell | Director | 5,764,419 | 13.95% | Jun 12, 2026 |
| Jeffrey P. George | Director | 26,814 | 0.06% | Jun 13, 2025 |
| Marcia Eisenberg | Director | 25,957 | 0.06% | Jun 13, 2025 |
| AWM Investment Company, Inc. | 10% owner | 9,510,546 | 23.01% | Sep 25, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| AWM Investment Company, Inc. 10% owner | Sep 24, 2026 | Sale | −24,000 | $11.36 | $272.64K | 4,754,773 |
| AWM Investment Company, Inc. 10% owner | Sep 23, 2026 | Sale | −1,000 | $11.25 | $11.25K | 4,755,773 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 17, 2026 | Sale(10b5-1 plan) | −5,257 | $10.22 | $53.73K | 57,784 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 17, 2026 | Option exercise | +5,257 | $0.96 | $5.05K | 63,041 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 16, 2026 | Sale(10b5-1 plan) | −21,399 | $10.11 | $216.34K | 57,784 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 16, 2026 | Option exercise | +21,399 | $0.96 | $20.54K | 79,183 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 15, 2026 | Sale(10b5-1 plan) | −1,000 | $10.00 | $10.00K | 57,784 |
| John Kenneweg SVP, Sales & Product Marketing | Sep 15, 2026 | Option exercise | +1,000 | $0.96 | $960 | 58,784 |
| Christopher D. Brown Director | Sep 2, 2026 | Sale(10b5-1 plan) | −30,000 | $10.58 | $317.40K | 775,559 |
| Joseph H. Griffith IV Chief Financial Officer | Aug 25, 2026 | Sale(10b5-1 plan) | −11,459 | $10.95 | $125.48K | 121,497 |
| AWM Investment Company, Inc. 10% owner | Aug 21, 2026 | Sale | −41,578 | $10.61 | $441.14K | 4,779,773 |
| AWM Investment Company, Inc. 10% owner | Aug 20, 2026 | Sale | −8,422 | $10.52 | $88.60K | 4,821,351 |
| Kevin J. Knopp President and CEO, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −20,000 | $10.35 | $207.00K | 555,968 |
| Kevin J. Knopp President and CEO, Director | Aug 13, 2026 | Sale(10b5-1 plan) | −7,622 | $10.06 | $76.68K | 575,968 |
| Kevin J. Knopp President and CEO, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −2,747 | $10.07 | $27.66K | 583,590 |
| Christopher D. Brown Director | Aug 11, 2026 | Sale(10b5-1 plan) | −8,358 | $9.23 | $77.14K | 805,559 |
| Kevin J. Knopp President and CEO, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −115,748 | $9.83 | $1.14M | 616,507 |
| Kevin J. Knopp President and CEO, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −30,170 | $10.16 | $306.53K | 586,337 |
| Christopher D. Brown Director | Aug 10, 2026 | Sale(10b5-1 plan) | −9,442 | $9.03 | $85.26K | 813,917 |
| Kevin J. Knopp President and CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −348 | $9.06 | $3.15K | 732,255 |
| Christopher D. Brown Director | Aug 5, 2026 | Sale(10b5-1 plan) | −20,000 | $8.49 | $169.80K | 823,359 |
| AWM Investment Company, Inc. 10% owner | Aug 4, 2026 | Sale | −50,000 | $8.36 | $418.00K | 4,829,773 |
| Brandi C. Vann Director | Aug 1, 2026 | Option exercise | +5,192 | – | – | 5,192 |
| Kevin J. Knopp President and CEO, Director | Jul 2, 2026 | Sale(10b5-1 plan) | −222 | $9.07 | $2.01K | 732,603 |
| Christopher D. Brown Director | Jul 2, 2026 | Sale(10b5-1 plan) | −2,200 | $9.02 | $19.84K | 843,359 |
| Christopher D. Brown Director | Jun 30, 2026 | Sale(10b5-1 plan) | −20,000 | $8.84 | $176.80K | 845,559 |
| Kevin J. Knopp President and CEO, Director | Jun 26, 2026 | Sale(10b5-1 plan) | −2,798 | $9.09 | $25.43K | 732,825 |
| Kevin J. Knopp President and CEO, Director | Jun 25, 2026 | Sale(10b5-1 plan) | −16,388 | $9.10 | $149.13K | 735,623 |
| Michele M. Leonhart Director | Jun 25, 2026 | Option exercise | +6,486 | – | – | 27,054 |
| Kevin J. Knopp President and CEO, Director | Jun 24, 2026 | Sale(10b5-1 plan) | −40,535 | $9.14 | $370.49K | 752,011 |
| Kevin J. Knopp President and CEO, Director | Jun 23, 2026 | Sale(10b5-1 plan) | −3,422 | $9.06 | $31.00K | 792,546 |
| Christopher D. Brown Director | Jun 23, 2026 | Sale(10b5-1 plan) | −9,900 | $9.04 | $89.50K | 865,559 |
| AWM Investment Company, Inc. 10% owner | Jun 23, 2026 | Sale | −3,050 | $9.00 | $27.45K | 4,879,773 |
| AWM Investment Company, Inc. 10% owner | Jun 22, 2026 | Sale | −4,668 | $8.99 | $41.97K | 4,882,823 |
| Michele M. Leonhart Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 20,568 |
| E. Kevin Hrusovsky Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 165,390 |
| Mark Spoto Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 89,346 |
| Keith Crandell Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 39,374 |
| Fenel M. Eloi Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 40,897 |
| Anthony Hunt Director | Jun 10, 2026 | Option exercise | +14,083 | – | – | 44,168 |
| Christopher D. Brown Director | Jun 4, 2026 | Sale(10b5-1 plan) | −100 | $9.00 | $900 | 875,459 |
| AWM Investment Company, Inc. 10% owner | Jun 4, 2026 | Sale | −39,782 | $8.97 | $356.84K | 4,887,491 |
| Christopher D. Brown Director | Jun 3, 2026 | Sale(10b5-1 plan) | −20,000 | $8.73 | $174.60K | 875,559 |
| AWM Investment Company, Inc. 10% owner | Jun 2, 2026 | Sale | −2,500 | $8.95 | $22.38K | 4,927,273 |
| Christopher D. Brown Director | May 28, 2026 | Sale(10b5-1 plan) | −30,000 | $9.00 | $270.00K | 895,559 |
| AWM Investment Company, Inc. 10% owner | May 28, 2026 | Sale | −170,442 | $8.66 | $1.48M | 4,929,773 |
| Joseph H. Griffith IV Chief Financial Officer | May 28, 2026 | Sale(10b5-1 plan) | −6,940 | $9.03 | $62.67K | 132,956 |
| AWM Investment Company, Inc. 10% owner | May 27, 2026 | Sale | −15,000 | $8.25 | $123.75K | 5,100,215 |
| AWM Investment Company, Inc. 10% owner | May 27, 2026 | Sale | −1,500 | $8.25 | $12.38K | 5,115,215 |
| AWM Investment Company, Inc. 10% owner | May 11, 2026 | Sale | −5,000 | $8.25 | $41.25K | 5,116,715 |
| John Kenneweg SVP, Sales & Product Marketing | May 8, 2026 | Sale | −18,255 | $8.11 | $148.05K | 57,784 |
| AWM Investment Company, Inc. 10% owner | May 8, 2026 | Sale | −3,025 | $8.20 | $24.80K | 5,121,715 |
| AWM Investment Company, Inc. 10% owner | May 7, 2026 | Sale | −12,819 | $8.20 | $105.12K | 5,124,740 |
| AWM Investment Company, Inc. 10% owner | May 6, 2026 | Sale | −5,000 | $8.00 | $40.00K | 5,194,924 |
| AWM Investment Company, Inc. 10% owner | May 6, 2026 | Sale | −57,365 | $8.06 | $462.36K | 5,137,559 |
| Christopher D. Brown Director | May 6, 2026 | Sale(10b5-1 plan) | −20,000 | $7.23 | $144.60K | 925,559 |
| John Kenneweg SVP, Sales & Product Marketing | May 1, 2026 | Option exercise | +26,042 | – | – | 83,826 |
| John Kenneweg SVP, Sales & Product Marketing | May 1, 2026 | Sale | −7,787 | $6.83 | $53.19K | 76,039 |
| Kevin J. McCallion SVP, Products and Production | Apr 10, 2026 | Sale(10b5-1 plan) | −2,693 | $7.01 | $18.88K | 44,925 |
| Kevin J. McCallion SVP, Products and Production | Apr 10, 2026 | Option exercise | +2,693 | $1.05 | $2.83K | 47,618 |
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 |
|---|---|---|---|---|---|
| Griffith Joseph Officer | Oct 6, 2026 | 5,000 | $64.00K | Oct 6, 2026 | Restricted Stock Units |
| Kenneweg John Officer | Sep 15, 2026 | 27,656 | $269.09K | Sep 15, 2026 | Exercise of Stock Options |
| Griffith Joseph Officer | Aug 25, 2026 | 11,459 | $125.13K | Aug 25, 2026 | Restricted Stock Units |
| Knopp Kevin Officer | Aug 17, 2026 | 20,000 | $205.00K | Aug 17, 2026 | Founder Shares |
| Knopp Kevin Officer | Aug 11, 2026 | 140,000 | $1.35M | Aug 11, 2026 | Founder Shares |
| Brown Christopher Director | Aug 10, 2026 | 100,000 | $888.00K | Aug 10, 2026 | Founders Shares |
| Knopp Kevin Officer | Jun 23, 2026 | 80,000 | $724.00K | Jun 23, 2026 | Founder Shares |
| Brown Christopher Officer | Jun 3, 2026 | 70,000 | $619.50K | Jun 3, 2026 | Founders Shares |
| Griffith Joseph Officer | May 28, 2026 | 6,940 | $56.63K | May 28, 2026 | Restricted Stock Units |
| Wesley Kenneweg John Officer, Director | May 8, 2026 | 18,255 | $148.08K | May 8, 2026 | Performance Stock Units |
| McCallion Kevin Officer | Apr 8, 2026 | 27,000 | $182.52K | Apr 8, 2026 | Exercise of Stock Options |
| Brown Christopher Director | Apr 8, 2026 | 100,000 | $676.00K | Apr 8, 2026 | Founders Shares |
| H. Griffith Joseph Iv Officer | Oct 2, 2025 | 5,000 | $44.95K | Oct 2, 2025 | Previously Exercised Stock Options |
| H. Griffith Joseph Iv Officer | Sep 19, 2025 | 5,000 | $34.10K | Sep 19, 2025 | Previously Exercised Stock Options |
| S. Turner Michael Officer | Jun 16, 2025 | 24,603 | $179.85K | Jun 16, 2025 | Restricted Stock Units |