Biodesix Inc (BDSX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Biodesix Inc (BDSX) following the 2026 Q2 hedge fund 13F filings?

As of today, BDSX has moved +21.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.7% for the XLV sector ETF — an outperformance of +19.6%. Since the quarter end (June 30, 2026), BDSX gained +29.0% vs +7.3% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Biodesix Inc (BDSX)

45 + Investors. Track Smart Money conviction in BDSX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BDSX

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BDSX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 75% of 3.0Y peak

75% of all-time peak

45 funds currently hold this stock — 75% of the 3.0-year high of 60 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

26 buying19 selling

Last quarter: 26 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 7 → 7 → 23 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 29% medium ■ 24% new

21 out of 45 hedge funds have held BDSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +73% but shares only +12% — price-driven

Value

+73%

+11%

Last quarter: the total dollar value of institutional holdings rose +73%, but actual share count only changed +12%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

6 → 7 → 7 → 23 → 11 new funds/Q

New funds entering each quarter: 7 → 7 → 23 → 11. A growing number of institutions are discovering BDSX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 27% new

Entry-cohort mix of 45 holders: 26 (58%) are 2+ year veterans, 7 entered 1–2 years ago, and 12 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds

14 of 45 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.1

out of 10

Low Exit Risk

Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	45	40	12.5%
13F Shares	4M	4M	11.55%
Total Value	$97M	$56M	73.35%
New Positions	11	23	-12
Increased Positions	15	7	+8
Closed Positions	6	10	-4
Reduced Positions	13	2	+11
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

12.5%

13F Shares

11.55%

Total Value

$97M

$56M

73.35%

New Positions

-12

Increased Positions

Closed Positions

-4

Reduced Positions

+11

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BDSX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BDSX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Birchview Capital, LP	3.02%	286,804	$6.5M
2	AIGH Capital Management LLC	0.96%	678,328	$15.3M
3	Telemark Asset Management, LLC	0.80%	489,824	$11.0M
4	Perkins Capital Management Inc	0.76%	44,618	$1.0M
5	Essex Investment Management Co LLC	0.71%	241,915	$5.5M
6	Soleus Capital Management, L.P.	0.46%	585,958	$13.2M
7	Opaleye Management Inc.	0.37%	180,000	$4.1M
8	Stempoint Capital LP	0.27%	70,000	$1.6M
9	Thompson Davis & CO., INC.	0.15%	11,350	$256K
10	Legato Capital Management LLC	0.15%	81,381	$1.8M
11	Perceptive Advisors LLC	0.04%	108,694	$2.5M
12	Aberdeen Group plc	0.01%	388,639	$8.8M
13	Bridgeway Capital Management, LLC	0.01%	26,035	$587K
14	Trexquant Investment LP	0.01%	57,972	$1.3M
15	Walleye Capital LLC	0.01%	74,447	$1.7M
16	Quadrature Capital Ltd	0.00%	24,766	$558K
17	Cannell & Spears LLC	0.00%	8,921	$201K
18	Blair William & Co/Il	0.00%	41,548	$937K
19	Pflug Koory, LLC	0.00%	250	$6K
20	Marshall Wace, LLP	0.00%	116,199	$2.6M
21	Two Sigma Investments, LP	0.00%	86,824	$2.0M
22	Renaissance Technologies LLC	0.00%	28,648	$646K
23	Fortitude Family Office, LLC	0.00%	171	$4K
24	Sei Investments Co	0.00%	37,295	$841K
25	Allworth Financial LP	0.00%	4,965	$112K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Biodesix Inc (BDSX)

What does the Smart Money Trend signal show for BDSX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BDSX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BDSX?

Slight buying edge — 58% buying: Last quarter: 26 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BDSX holders?

Smaller funds dominant — 7% AUM from top-100: 14 of 45 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BDSX?

47% of holders stayed for 2+ years: 21 out of 45 hedge funds have held BDSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Biodesix Inc (BDSX) following the 2026 Q2 hedge fund 13F filings?

As of today, BDSX has moved +21.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.7% for the XLV sector ETF — an outperformance of +19.6%. Since the quarter end (June 30, 2026), BDSX has gained +29.0% vs +7.3% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Biodesix Inc (BDSX)

Smart Money Signals — BDSX

Buying streak — 2 quarters in a row

High ownership — 75% of 3.0Y peak

Steady growth — +12% more funds vs a year ago

Slight buying edge — 58% buying

Fewer new buyers each quarter (-12 vs last Q)

47% of holders stayed for 2+ years

Value +73% but shares only +12% — price-driven

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 27% newcomers

Smaller funds dominant — 7% AUM from top-100

Institutional Sentiment Summary — BDSX

Hedge Fund Ownership: BDSX

Market Analysis: BDSX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BDSX

Is It Too Late to Buy Biodesix Inc (BDSX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BDSX

Statistics: BDSX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Biodesix Inc (BDSX)

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