Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Biolife Solutions Inc (BLFS)

183 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BLFS

Based on 184 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (97% of max)

97% of all-time peak
184 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BLFS is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

102 buying83 selling
Last quarter: 102 funds bought or added vs 83 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BLFS position: 30 → 29 → 25 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
108 out of 184 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.
💎

Buying through price weakness — shares +13%, value -23%

Value
-23%
Shares
+12%
Last quarter: funds added +13% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~32 new funds/quarter

33 → 30 → 29 → 25 → 32 new funds/Q
New funds entering each quarter: 30 → 29 → 25 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 184 holders: 114 (62%) are 2+ year veterans, 20 entered 1–2 years ago, and 50 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
38 of 184 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 102 hedge funds were net buyers of BLFS (32 opened a new position, 70 added to an existing one), while 83 reduced or exited (53 trimmed, 30 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 35% of total institutional value in BLFS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 184.

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.

Is It Too Late to Buy Biolife Solutions Inc (BLFS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BLFS has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BLFS
nan%
XLV
+2.1%

BLFS outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BLFS
nan%
XLV
+3.2%

Since the filing became public, BLFS outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BLFS
183 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 183 182 0.55%
13F Shares 50M 44M 12.74%
Total Value $817M $1.06B -23.12%
New Positions 32 25 +7
Increased Positions 69 57 +12
Closed Positions 31 31 -
Reduced Positions 53 73 -20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BLFS

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

183 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Casdin Capital, LLC 8.61% 5,957,165 $113.7M
2 Heights Point Management, LP 4.12% 232,978 $4.4M
3 Gagnon Advisors, LLC 3.85% 274,217 $5.2M
4 Gagnon Securities LLC 2.36% 536,512 $10.2M
5 Summit Creek Advisors LLC 1.21% 309,350 $5.9M
6 Cramer Rosenthal Mcglynn LLC 0.89% 632,812 $12.1M
7 Granahan Investment Management, LLC 0.67% 722,057 $13.8M
8 Next Century Growth Investors LLC 0.50% 361,940 $6.9M
9 Palisade Capital Management, LP 0.48% 758,659 $14.5M
10 Ranger Investment Management, L.P. 0.37% 269,365 $5.1M
11 Uniplan Investment Counsel, Inc. 0.36% 182,837 $3.5M
12 Penbrook Management LLC 0.33% 23,155 $442K
13 Geneva Capital Management LLC 0.30% 739,803 $14.1M
14 Isthmus Partners, LLC 0.28% 137,952 $2.6M
15 Peregrine Capital Management LLC 0.24% 341,847 $6.5M
16 Perkins Capital Management Inc 0.22% 12,500 $238K
17 Stephens Investment Management Group LLC 0.18% 673,129 $12.8M
18 Curi Capital, LLC 0.14% 426,015 $8.1M
19 Mutual of America Capital Management LLC 0.12% 572,729 $10.9M
20 Diametric Capital, LP 0.12% 23,650 $451K
21 Royce & Associates LP 0.11% 584,011 $11.1M
22 Fred Alger Management, LLC 0.09% 1,079,935 $20.6M
23 EntryPoint Capital, LLC 0.08% 15,107 $288K
24 Conestoga Capital Advisors, LLC 0.04% 92,472 $1.8M
25 1620 Investment Advisors, INC. 0.03% 2,274 $43K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 102 funds bought or added vs 83 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 BLFS holders?

Strong quality — 35% AUM from major funds: 38 of 184 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BLFS?

59% of holders stayed for 2+ years: 108 out of 184 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.

Is it too late to buy Biolife Solutions Inc (BLFS) following the 2026 Q1 hedge fund 13F filings?

As of today, BLFS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BLFS has gained nan% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

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.

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