What smart money is saying about BioLife Solutions
1 fund in our archive has pitched BioLife Solutions — most recently Diamond Hill Small Cap Fund in June 2026.
BioLife Solutions, Inc. (BLFS) operates as a global provider of specialized bioproduction tools and services, primarily catering to the cell and gene therapy industry. Its market reach extends across the United States, Canada, Europe, the Middle East, Africa, and other international regions. The company's offerings are essential for various stages of biologic-based therapy development, spanning from foundational and applied research to large-scale commercial manufacturing. Key products include proprietary biopreservation media, such as HypoThermosol FRS and CryoStor, which are engineered to minimize delayed cell damage and death typically associated with preservation. Complementing these are the ThawSTAR products, an automated line of devices for thawing vials and cryobags, designed to precisely manage the heat and timing for optimal biologic material thawing. BLFS also provides innovative cloud-connected evo shipping containers for the passive storage and secure transport of temperature-sensitive biologics and pharmaceuticals. Additionally, its comprehensive range encompasses liquid nitrogen laboratory freezers, various cryogenic equipment and accessories, and specialized storage services for biological and pharmaceutical products. Products are distributed both directly to customers and through a network of third-party distributors. Established in 1987, BioLife Solutions, Inc. maintains its headquarters in Bothell, Washington.
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Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in BioLife Solutions, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- TrimmedDiamond Hill Small Cap FundSeptember 2026
“• Shares of cell and gene therapy products and services supplier BioLife Solutions were sold after the stock price appreciated materially following the acquisition announcement by Regeneron.”
BioLife Solutions - September 2026
“3. BioLife Solutions, Inc. (BLFS) BLFS provides biopreservation media and other products used in the development and commercialization of cell and gene therapies. The stock moved sharply higher after Repligen Corp. (RGEN), a holding in Conestoga’s Small- and SMid Cap strategies, agreed to acquire the company in a transaction valued at approximately $1.5 billion, consisting of a combination of cash and RGEN shares.”
BioLife Solutions - HoldsNext century growth investor Growth StrategiesSeptember 2026
“ Top 3 contributors to absolute performance: HTFL, GH, WK Technology performance driven by software and marketplace networks holdings and offset by semiconductors and semiconductor capital equipment Sector underperformance: industrials, consumer, basic materials, health care Top 3 detractors to absolute performance: ALHC, CRS, UCTT Industrials underperformance driven by aerospace & defense, AI infrastructure, and transportation logistics Consumer underperformance driven by for-profit education and restaurant holdings Basic materials underperformance driven by aerospace and rare/critical minerals holdings Health care underperformance driven by stock specific weakness in one managed care holding 3Q Portfolio Activity Portfolio Positioning Sector Relative Weight Industry Exposure Basic Materials Overweight Aerospace, general industrial, rare/critical minerals Consumer Underweight Restaurants, consumer goods Financials Underweight Insurance (carriers and broker) Small Cap 3Q26 2 | P a g e Health Care Underweight Medical device, diagnostics, pharma, health care services, health care technology Industrials Overweight Aerospace & defense, transportation logistics, AI infrastructure, infrastructure construction, payment services Technology Overweight Semiconductors, semicap equipment, AI infrastructure, marketplace networks, software, IT services We added 15 new positions in Q3: o four in health care: HNGE, RGEN, URGN, WAY o four in technology: WK, BAND, U, BLZE o three in financials: RYAN, PLMR, KNSL o two in industrials: FEIM, ANDG o one in energy: FTK o one in consumer: WING We sold 10 positions to zero in Q3: o four in industrials: MOD, AAON, EQPT, PL o three in consumer: OLLI, LINC, UTI o one in health care: ALHC o one in technology: UCTT o one in telecommunications: AAOI Industry Classification Benchmark (ICB)* As of 09/30/2026 *Source: Factset Industry Classification Benchmark (ICB), a product of FTSE International Limited that is used under license (763) 591-4490 Fax (763) 591-4499 ncgrowth.com Two Carlson Parkway N, Suite 125 Plymouth, MN 55447 NCG MICRO CAP 3Q26 REVIEW Annualized 3Q26 YTD 1 year 3 year 5 year 10 year Since Inception^ Micro Cap Growth (%) (Net of fees) (13.68) 28.34 36.54 24.71 6.59 22.66 17.66 Russell Microcap® Growth Index (%) (12.14) 8.50 10.82 23.06 2.59 8.14 8.87 ^Inception 1/1/2003 3Q Attribution* What worked What didn’t Sector outperformance: technology, energy Top 3 contributors to absolute performance: HTFL, BLFS, ADPT”
BioLife Solutions - New positionDiamond Hill Small Cap FundJune 2026
“• Cell and gene therapy products and services supplier BioLife Solutions provides essential materials used to manufacture, store and transport living human cells. The company’s biopreservation media are supported by FDA Master Files and embedded across approved therapies and clinical trials. We initiated a position as we believe the company enjoys a distinct advantage over other players in the space, as switching providers can be difficult due to validation requirements, regulatory filings and manufacturing processes.”
BioLife Solutions
Also mentioned · 1
These funds discuss BioLife Solutions — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare Global Small CapSeptember 2026
“Most Significant Contributors Repligen Corporation (U.S.) Return: +40% · Avg. Weight: 1% · Total Effect: +48 bps Repligen provides essential precursors and reagents, often as the sole source, for manufacturing biological medicines. Shares rose after Repligen agreed to acquire BioLife Solutions, adding depth in cell therapy, and reported organic revenue growth at the upper end of its guidance, easing concerns raised by a large peer's weaker bioprocessing results, while raising its full-year organic growth outlook.”
BioLife Solutions
Fund coverage · 1 thesis
- Diamond Hill Small Cap FundJune 2026
BioLife Solutions supplies essential cell therapy materials and has a distinct advantage from regulatory and switching barriers.
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