STANDARD BIOTOOLS INC (LAB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy STANDARD BIOTOOLS INC (LAB) following the 2026 Q1 hedge fund 13F filings?

As of today, LAB has moved +17.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLV sector ETF — an outperformance of +12.5%. Since the quarter end (March 31, 2026), LAB gained +25.4% vs +3.7% 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.

STANDARD BIOTOOLS INC (LAB)

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

Smart Money Signals — LAB

Based on 151 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their LAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

151 hedge funds hold LAB 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 — +5% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

75 buying72 selling

Last quarter: 75 funds bought or added vs 72 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.

➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 28 → 14 → 22 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new

83 out of 151 hedge funds have held LAB 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 -2%, value -30%

Value

-29%

-1%

Last quarter: funds added -2% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

25 → 28 → 14 → 22 → 25 new funds/Q

New funds entering each quarter: 28 → 14 → 22 → 25. A growing number of institutions are discovering LAB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 27% new

Of 153 current holders: 84 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

39 of 151 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	149	155	-3.87%
13F Shares	297M	303M	-1.94%
Total Value	$272M	$387M	-29.63%
New Positions	24	22	+2
Increased Positions	49	45	+4
Closed Positions	30	19	+11
Reduced Positions	42	50	-8
Total Calls	1	2	-50.0%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

149

155

-3.87%

13F Shares

297M

303M

-1.94%

Total Value

$272M

$387M

-29.63%

New Positions

Increased Positions

Closed Positions

+11

Reduced Positions

-8

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q1)

149 + investors

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

QUARTER:

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

Top 25 institutional holders of LAB — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Casdin Capital, LLC	6.18%	88,783,856	$81.6M
2	MAK CAPITAL ONE LLC	3.55%	26,172,626	$24.1M
3	Peapod Lane Capital LLC	1.53%	2,028,527	$1.9M
4	Hollow Brook Wealth Management LLC	1.33%	5,653,381	$5.2M
5	Tikvah Management LLC	1.01%	3,551,152	$3.3M
6	Long Focus Capital Management, LLC	0.39%	16,015,721	$14.7M
7	QVIDTVM Management LLC	0.26%	229,338	$211K
8	VIKING GLOBAL INVESTORS LP	0.15%	58,651,170	$53.9M
9	Sone Capital Management, LLC	0.14%	1,766,781	$1.6M
10	Intellectus Partners, LLC	0.08%	404,702	$372K
11	Rangeley Capital, LLC	0.04%	50,000	$46K
12	JOHNSON & JOHNSON	0.04%	311,967	$287K
13	T3 Companies, LLC	0.03%	25,000	$23K
14	ROYCE & ASSOCIATES LP	0.03%	3,005,529	$2.8M
15	STALEY CAPITAL ADVISERS INC	0.02%	632,392	$581K
16	Slate Path Capital LP	0.02%	1,615,000	$1.5M
17	GSA CAPITAL PARTNERS LLP	0.02%	353,471	—
18	Front Street Capital Management, Inc.	0.02%	141,231	—
19	Amova Asset Management Americas, Inc.	0.01%	442,784	$407K
20	XTX Topco Ltd	0.01%	328,929	$302K
21	R Squared Ltd	0.01%	10,268	$9K
22	Platform Technology Partners	0.00%	25,000	$23K
23	DLK Investment Management, LLC	0.00%	11,380	$10K
24	OPPENHEIMER & CO INC	0.00%	350,890	$323K
25	Neuberger Berman Group LLC	0.00%	4,657,585	$4.3M

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 — STANDARD BIOTOOLS INC (LAB)

What does the Smart Money Trend signal show for LAB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LAB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LAB?

Slight buying edge — 51% buying: Last quarter: 75 funds bought or added vs 72 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 LAB holders?

Smaller funds dominant — 13% AUM from top-100: 39 of 151 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LAB?

55% of holders stayed for 2+ years: 83 out of 151 hedge funds have held LAB 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 STANDARD BIOTOOLS INC (LAB) following the 2026 Q1 hedge fund 13F filings?

As of today, LAB has moved +17.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLV sector ETF — an outperformance of +12.5%. Since the quarter end (March 31, 2026), LAB has gained +25.4% vs +3.7% 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

STANDARD BIOTOOLS INC (LAB)

Smart Money Signals — LAB

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +5% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~25 new funds per quarter

55% of holders stayed for 2+ years

Buying through price weakness — shares -2%, value -30%

Growing discovery — still being found

Deep conviction — 55% of holders stayed 2+ years

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — LAB

Hedge Fund Ownership: LAB

Market Analysis: LAB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LAB

Is It Too Late to Buy STANDARD BIOTOOLS INC (LAB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LAB

Statistics: LAB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — STANDARD BIOTOOLS INC (LAB)

Welcome to 13Foresight!