RICE HALL JAMES & ASSOCIATES, LLC BTMD — BIOTE CORP

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  ·  4 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported BIOTE CORP (BTMD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows BTMD at 0.02% 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.

What this BTMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICE HALL JAMES & ASSOCIATES, LLC's position in BIOTE CORP, 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

BTMD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

BTMD stock page RICE HALL JAMES & ASSOCIATES, LLC fund profile RICE HALL JAMES & ASSOCIATES, LLC full holdings
How RICE HALL JAMES & ASSOCIATES, LLC held BTMD — position size vs. price
% of Fund (quarterly)    BTMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 250,019 +9,190 +3.8% 0.02% $338K 2026-05-15 $1.97
2025 Q4 ADDED — — — 240,829 +13,805 +6.1% 0.03% $626K 2026-02-17 $2.06
2025 Q3 ADDED — — — 227,024 +105,369 +86.6% 0.04% $681K 2025-10-16 $2.90
2025 Q2 INITIATED — — — 121,655 — — 0.03% $489K 2025-08-11 $2.82

🏢 Other funds also holding BTMD

As of 2026 Q1 — sorted by position size

325 CAPITAL LLC 3Y 2.24% Bandera Partners LLC 3Y 7Y 1.26% GLOBEFLEX CAPITAL L P 3Y 7Y 0.06% Williams & Novak, LLC 0.03% Abel Hall, LLC 0.01% Rothschild Wealth LLC 3Y 0.0% GDS Wealth Management 3Y 0.0% First Heartland Consultants, Inc. 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About RICE HALL JAMES & ASSOCIATES, LLC and BTMD

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

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning BTMD?

RICE HALL JAMES & ASSOCIATES, LLC reported BTMD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BTMD position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for BTMD was 0.04% in 2025 Q3.

What is the latest reported BTMD position on this page?

The most recent filing on this page is 2026 Q1, when RICE HALL JAMES & ASSOCIATES, LLC reported 250,019 shares, equal to 0.02% of portfolio, with an estimated market value of $338K.

What does the chart on this BTMD ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC's quarterly BTMD 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 RICE HALL JAMES & ASSOCIATES, LLC time their BTMD position?

Based on 13F filing dates vs. subsequent BTMD price moves, RICE HALL JAMES & ASSOCIATES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BTMD relative to SPY over the holding period was -49.5%.

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