BBNX at a glance
Beta Bionics, Inc. (BBNX, SEC CIK 1674632) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Beta Bionics, Inc. (BBNX) reported revenue of $100.3 million (up 53.9% from FY2024) and a net loss of $73.2 million. Diluted EPS was -$1.81.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding Beta Bionics, Inc. (BBNX) shares worth $225.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hopman Mark on October 1, 2026 of 370 shares at $18.96 per share.
- In the last 90 days, BBNX insiders reported 0 open-market purchases ($0) and 13 open-market sales ($3.0M) on Form 4, a net sale of $3.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $100.3M
- +53.9% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$3.0M
- 13F holders
- 21 funds
- $225.5M · −2 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month PBP sales 37% vs 21% YoY; quarterly revenue and dollar change not provided
- MDI adoption 69% vs 71% YoY during six months ended June 30
- PBP channel generated initial negative gross margin; cumulative positive gross margin expected after third month
- $4.0M paid toward up to $5.1M additional Phase 3 development and manufacturing costs
- FDA Warning Letter cited Quality Management System, Medical Device Reporting, and Correction and Removals deficiencies
Risk Factors
- Newly effective QMSR requirements from February 2, 2026, incorporating ISO 13485:2016 and potentially increasing compliance costs
- Most material regulatory update: January 29, 2026 FDA Warning Letter citing Quality Management System, Medical Device Reporting, and Corrections and Removals deficiencies
- FDA post-market surveillance order for iLet, with potential recalls or field withdrawals if safety or performance concerns emerge
- Mint commercialization targeted by end of second quarter 2027, subject to FDA 510(k) clearance and manufacturing scale-up
- Business concentration in iLet, the company’s only commercial product for T1D in adults and children six years and older
AI summary of the BBNX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $150.0M gross public offering, comprising 7,652,175 common shares and pre-funded warrants for 1,043,484 shares
- $17.25 per share offering price, with $0.0001 exercise price on pre-funded warrants
Item EX-99.1: Item EX-99.1
- Proposed $125.0 million underwritten common-stock offering, subject to market conditions and completion risk
- Potential $18.75 million additional shares through underwriters’ 30-day option
Item 7.01: Regulation FD Disclosure
- FDA clearance of Mint patch pump, a key regulatory milestone enabling commercialization
- 510(k) submission for 3D Intelligence insulin-dosing algorithm, creating a future product catalyst
Item EX-99.1: Item EX-99.1
- FDA clearance for Mint enables U.S. commercialization, targeted for Q1 2027 through the pharmacy channel
- 2027 manufacturing capacity targets at least 1.5 million disposable units, supporting potential scale-up
Item 8.01: Other Events
- FDA-cleared Mint expands Beta Bionics’ commercial platform, with U.S. launch targeted for Q1 2027
- Planned 2027 capacity of at least 1.5 million disposable units supports potential scale, but execution remains unproven
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release Exhibit 99.1 contains the detailed financial results and management commentary
AI summaries of BBNX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BBNX
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- Fund moves. Which tracked funds opened, added or cut BBNX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hopman Mark | Sell | Oct 1, 2026 | 370 | $18.96 |
| Jones Christy | Sell | Sep 22, 2026 | 6,430 | $23.00 |
| Hopman Mark | Sell | Sep 16, 2026 | 30,779 | $20.13 |
| Mensinger Mike | Sell | Sep 16, 2026 | 2,650 | $22.00 |
| Hopman Mark | Sell | Sep 14, 2026 | 775 | $15.52 |
| Hopman Mark | Sell | Sep 9, 2026 | 35,994 | $18.46 |
| Hopman Mark | Sell | Sep 9, 2026 | 36,870 | $18.46 |
| Saint Sean | Sell | Sep 3, 2026 | 5,641 | $20.08 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $65.1M | $100.3M |
| Gross Profit | - | $35.9M | $55.5M |
| Operating Income | - | -$45.3M | -$71.7M |
| Net Income | - | -$54.8M | -$73.2M |
| Gross Margin | - | 55.1% | 55.4% |
| Op. Margin | - | -69.5% | -71.5% |
| Net Margin | - | -84.1% | -73.0% |
| Balance Sheet | |||
| Total Assets | $110.0M | $149.6M | $328.7M |
| Equity | - | -$245.4M | $287.6M |
| ROE | - | 22.3% | -25.5% |
| Per Share | |||
| EPS | $-8.31 | $-8.60 | $-1.81 |
| Cash Flow | |||
| Operating CF | - | -$48.3M | -$50.9M |
| CapEx | - | $3.4M | $5.3M |
Source: XBRL data in Beta Bionics, Inc. (BBNX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BBNX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $225.5M |
| Q1 2026 | 23 | $124.6M |
| Q4 2025 | 23 | $418.5M |
| Q3 2025 | 21 | $255.2M |
| Q2 2025 | 23 | $102.9M |
| Q1 2025 | 16 | $43.7M |
- Goldman Sachs Group+415.8K (+343%)
- Bank of America Corp+410.4K (+301%)
- JPMorgan Chase & Co+396.1K (+129%)
- BlackRock+301.6K (+10%)
- AQR Capital Management+248.2K (+412%)
- Fifth Third Bancorp−90 (-76%)
- PNC Financial Services−12 (-19%)
- Raymond James Financial−188.9K
- Two Sigma Investments−65.5K
- Citadel Advisors LLC−52.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 127 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BBNX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 24, 2026 | - | - | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - |
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BBNX SEC filings: frequently asked questions
Are BBNX insiders buying or selling?
In the last 90 days, Beta Bionics, Inc. (BBNX) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $3.0 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BBNX stock?
As of June 30, 2026, the largest Beta Bionics, Inc. (BBNX) holders among the 13F filers tracked by SignalX were Morgan Stanley ($66.9 million), BlackRock ($52.3 million), Vanguard Capital Management LLC ($27.9 million), State Street Corp ($15.2 million), Millennium Management ($15.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BBNX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Beta Bionics, Inc. (BBNX) reported revenue of $100.3 million (up 53.9% from FY2024) and a net loss of $73.2 million. Diluted EPS was -$1.81. The figures come from the XBRL data in the 10-K.
What did BBNX report in its latest 8-K?
Beta Bionics, Inc. (BBNX) filed an 8-K on September 17, 2026 reporting Item 8.01 (Other Events). $150.0M gross public offering, comprising 7,652,175 common shares and pre-funded warrants for 1,043,484 shares.
What are the latest BBNX SEC filings?
Beta Bionics, Inc. (BBNX) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on October 5, 2026.
What is BBNX's SEC CIK number?
Beta Bionics, Inc. (BBNX)'s SEC Central Index Key (CIK) is 1674632. EDGAR lists every BBNX filing under that number.
Ask anything about BBNX
The research agent reads BBNX's filings, financials, insider trades and 13F holders, then answers with sources.