BNGO

Bionano Genomics Inc Cross-source read$1.22 1.67%
Health CareCUSIP 09075F404· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 4 added, while none reduced or exited; the largest holder to move was Carret Asset Management, LLC (+79%). Over the last 180 days, 1 insider bought and none sold, a net +$10K in open-market trades.

Tracked 13F holders
27
14 in Q2 2026 filings
13F value (tracked)
$545K
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
5 adding · 0 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$10K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$1.22 1.67%5Y -100.0%
$0.98$985.67$1,970$2,955$3,94020212022202320242025202633433436453422
Hover for who · click for detailEnd-of-day closing prices52w $1.06 – $4.06

Who owns BNGO?

27 tracked 13F filers · ranked by shares held

27 tracked 13F filers disclose a position in BNGO as of the latest SEC 13F filings, a combined $545K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Carret Asset Management, LLC125K
$141K
+79%
Added · +55K sh
Q2 2026
2Geode Capital Management, LLC90K
$102K
−46%
Reduced · −78K sh
Q2 2026
3Vanguard Capital Management LLC82K
$93K
+21%
Added · +14K sh
Q2 2026
4Vanguard Fiduciary Trust Co52K
$58K
Held
Q2 2026
5Renaissance Technologies LLC49K
$57K
+32%
Added · +12K sh
Q1 2026
6Prudential Financial Inc28K
$33K
New
+28K sh
Q1 2026
7Northern Trust Corp21K
$24K
Held
Q1 2026
8Engineers Gate Manager LP12K
$14K
+1.1%
Added · +135 sh
Q2 2026
9BlackRock, Inc.10K
$11K
Held
Q2 2026
10Osaic Holdings, Inc.7K
$8K
+19%
Added · +1K sh
Q1 2026
11Concord Wealth Partners1K
$1K
New
+1K sh
Q2 2026
12Group One Trading LLC957
$1K
Held
Q2 2026
13Morgan Stanley927
$1K
−58%
Reduced · −1K sh
Q1 2026
14SBI Securities Co., Ltd.246
$278
+5.1%
Added · +12 sh
Q2 2026
15Wells Fargo & Company113
$132
+277%
Added · +83 sh
Q1 2026
16UBS Group AG16
$19
−100%
Reduced · −9K sh
Q1 2026
17BNP Paribas Financial Markets13
$15
Held
Q1 2026
18JPMorgan Chase & Co11
$12
Held
Q1 2026
19Royal Bank Of Canada11
$0
−8.3%
Reduced · −1 sh
Q1 2026
20Allworth Financial LP6
$8
Held
Q1 2026
21TD Waterhouse Canada Inc.5
$6
Held
Q2 2026
22Caitong International Asset Management Co., Ltd5
$6
New
+5 sh
Q2 2026
23Activest Wealth Management3
$3
Held
Q2 2026
24National Bank Of Canada2
$2
Held
Q1 2026
25Citigroup Inc1
$1
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BNGO being bought or sold by institutions?

Last quarter, 1 fund opened a new position in BNGO and 4 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
4
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BNGO also own

CompanyCo-held byTheir position there
Apple IncAAPL5 funds$1.0B
Nvidia CorpNVDA5 funds$955.6M
Chevron CorpCVX5 funds$459.1M
Intel CorpINTC5 funds$409.2M
Alphabet Inc-CL AGOOGL5 funds$351.9M
Unitedhealth Group IncUNH5 funds$327.4M
Taiwan Semiconductor-SP ADRTSM5 funds$263.6M
JPMorgan Chase & CoJPM5 funds$263.0M
Boeing CoBA5 funds$251.8M
Visa Inc-Class A SharesV5 funds$244.3M
Colgate-Palmolive CoCL5 funds$209.9M
Mastercard Inc - AMA5 funds$194.8M

Ranked by how many of BNGO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BNGO.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10K
1 insider
Net · 180d
$10K
2 open-market transactions
DateInsiderRoleActionSharesValue
Sep 4, 2026Luderer AlbertInterim Chief Executive, DirectorBuy (P)4K$5K
Aug 21, 2026Luderer AlbertInterim Chief Executive, DirectorBuy (P)4K$5K
Jun 13, 2023Mamuszka HannahDirectorBuy (P)66K$50K
May 16, 2023Holmlin R. ErikPresident and CEO, DirectorBuy (P)15K$10K
May 12, 2023Stewart Christopher P.Chief Financial OfficerBuy (P)50K$34K
Aug 15, 2022Linney YvonneDirectorSell (S)20K$72K
May 16, 2022Barker David LDirectorBuy (P)10K$16K
Nov 29, 2021Holmlin R. ErikPresident and CEO, DirectorBuy (P)
3 lots, same day
5K$20K
Aug 23, 2018Blair James C10% OwnerBuy (P)15K$92K
Aug 23, 2018Twomey Christopher JDirectorBuy (P)10K$61K
Aug 23, 2018Borodkin MarkChief Operating OfficerBuy (P)815$5K
Aug 23, 2018Holmlin R. ErikPresident and CEO, DirectorBuy (P)2K$10K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
74
Insiders
Form 4 open-market
10+$10K
US House
STOCK Act trades
00$0
Sector rotation
BNGO is in Health Care, which smart money is rotating OUT OF
$5.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

14 tracked filers in Q2 2026 filingsstill filing
01530Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $422K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BNGOthis pageEquity27 funds$545K
BNGOUSDCOM1 funds$1

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for BNGO

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Ask your agent what changed in BNGO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BNGO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BNGO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BNGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.