Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Biolife Solutions Inc (BLFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — BLFS

Based on 213 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 BLFS 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
213 hedge funds hold BLFS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

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

fund count last 6Q
+22 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.
🟢

More buyers than sellers — 63% buying

140 buying83 selling
Last quarter: 140 funds were net buyers (58 opened a brand new position + 82 added to an existing one). Only 83 were sellers (54 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new BLFS position: 29 → 26 → 32 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
117 out of 213 hedge funds have held BLFS 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 +51% but shares only +2% — price-driven

Value
+51%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +2%. 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.
🚀

Acceleration phase — new buyers rushing in

31 → 29 → 26 → 32 → 58 new funds/Q
New funds entering each quarter: 29 → 26 → 32 → 58. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 27% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 217 holders: 129 (59%) are 2+ year veterans, 29 entered 1–2 years ago, and 59 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
47 of 213 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BLFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — BLFS

In 2026 Q2, 140 hedge funds were net buyers of BLFS (58 opened a new position, 82 added to an existing one), while 83 reduced or exited (54 trimmed, 29 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in BLFS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 213.

Hedge Fund Ownership: BLFS

How many hedge funds hold BLFS — quarterly history vs. share price
Quarterly hedge fund ownership of BLFS vs. share price

Market Analysis: BLFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLFS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: BLFS
211 + Investors

Track Smart Money conviction in BLFS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 211 184 14.67%
13F Shares 50M 50M -0.21%
Total Value $1.19B $817M 46.17%
New Positions 58 32 +26
Increased Positions 81 70 +11
Closed Positions 31 31 -
Reduced Positions 52 53 -1
Total Calls 2 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BLFS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

211 + investors

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

QUARTER:
Top 25 BLFS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Casdin Capital, LLC 6.58% 4,655,000 $131.5M
2 Heights Point Management, LP 5.37% 238,850 $6.7M
3 Gagnon Advisors, LLC 4.92% 274,217 $7.7M
4 Roubaix Capital, LLC 3.14% 309,618 $8.7M
5 Gagnon Securities LLC 2.92% 535,906 $15.1M
6 Summit Creek Advisors LLC 1.74% 180,544 $5.1M
7 Next Century Growth Investors LLC 0.84% 558,829 $15.8M
8 Cramer Rosenthal Mcglynn LLC 0.82% 575,792 $16.3M
9 Penbrook Management LLC 0.72% 39,705 $1.1M
10 Granahan Investment Management, LLC 0.52% 521,430 $14.7M
11 Uniplan Investment Counsel, Inc. 0.50% 188,330 $5.3M
12 Palisade Capital Management, LP 0.43% 352,737 $10.0M
13 Ranger Investment Management, L.P. 0.43% 238,521 $6.7M
14 Isthmus Partners, LLC 0.38% 140,987 $4.0M
15 Geneva Capital Management LLC 0.38% 582,141 $16.4M
16 Harvest Management LLC 0.36% 32,000 $904K
17 Peregrine Capital Management LLC 0.30% 325,382 $9.2M
18 Harvest Management LLC 0.23% 21,000 $593K
19 Stephens Investment Management Group LLC 0.21% 708,666 $20.0M
20 Fox Run Management, L.L.C. 0.17% 36,709 $1.0M
21 Kings Path Partners LLC 0.16% 16,570 $423K
22 Numerai GP LLC 0.14% 62,256 $1.8M
23 Royce & Associates LP 0.14% 623,875 $17.6M
24 Mutual of America Capital Management LLC 0.14% 496,511 $14.0M
25 Hodges Capital Management Inc. 0.14% 73,000 $2.1M
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 — Biolife Solutions Inc (BLFS)

What does the Smart Money Trend signal show for BLFS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BLFS 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 BLFS?

More buyers than sellers — 63% buying: Last quarter: 140 funds were net buyers (58 opened a brand new position + 82 added to an existing one). Only 83 were sellers (54 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BLFS holders?

Elite ownership — 54% AUM from top-100 funds: 47 of 213 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BLFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BLFS?

55% of holders stayed for 2+ years: 117 out of 213 hedge funds have held BLFS 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →