Juniper Investment Company, LLC BVS BIOVENTUS INC

Ownership history in Juniper Investment Company, LLC  ·  19 quarters on record

AI Ownership Summary

Juniper Investment Company, LLC reported BIOVENTUS INC (BVS) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 34.62% in 2024 Q3. The latest visible filing shows BVS at 20.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Juniper Investment Company, LLC's position in BIOVENTUS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BVS was reported at 20.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
34.62% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Juniper Investment Company, LLC held BVS — position size vs. price
% of Fund (quarterly)    BVS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,939,357 0% 20.22% $63.4M 2026-05-15 $10.58
2025 Q4 UNCHANGED 6,939,357 0% 17.75% $51.6M 2026-02-17 $8.38
2025 Q3 UNCHANGED 6,939,357 0% 17.76% $46.4M 2025-11-14 $7.35
2025 Q2 UNCHANGED 6,939,357 0% 18.89% $45.9M 2025-08-14 $7.34
2025 Q1 UNCHANGED 6,939,357 0% 28.55% $63.5M 2025-05-15 $6.54
2024 Q4 UNCHANGED 6,939,357 0% 28.71% $72.9M 2025-02-14 $10.41
2024 Q3 ADDED 6,939,357 +105,500 +1.5% 34.62% $82.9M 2024-11-14 $11.13
2024 Q2 UNCHANGED 6,833,857 0% 18.84% $39.3M 2024-08-14 $8.00
2024 Q1 UNCHANGED 6,833,857 0% 17.68% $35.5M 2024-05-15 $6.35
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BVS

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Juniper Investment Company, LLC and BVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Juniper Investment Company, LLC reported owning BVS?

Juniper Investment Company, LLC reported BVS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BVS position in Juniper Investment Company, LLC's portfolio?

The largest reported portfolio weight for BVS was 34.62% in 2024 Q3.

What is the latest reported BVS position on this page?

The most recent filing on this page is 2026 Q1, when Juniper Investment Company, LLC reported 6,939,357 shares, equal to 20.22% of portfolio, with an estimated market value of $63.4M.

What does the chart on this BVS ownership page compare?

The chart compares Juniper Investment Company, LLC's quarterly BVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Juniper Investment Company, LLC time their BVS position?

Based on 13F filing dates vs. subsequent BVS price moves, Juniper Investment Company, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on BVS relative to SPY over the holding period was -18.5%.

← Back to Juniper Investment Company, LLC Holdings