A new 9.9% passive stake by a known healthcare-focused investor signals conviction at current depressed levels, but the 13G designation rules out near-term activist pressure. The large warrant overhang (2.37M shares) could become dilutive if exercised, but beneficial ownership limits currently cap the holder below 10%. Monitor for any future conversion to 13D or changes in the warrant exercise limitations.
Price Chart
Executive Summary
Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC) filed a new Schedule 13G disclosing a 9.9% passive stake in Bionano Genomics as of September 30, 2026. The filing confirms 1,165,000 shares of common stock held directly and indirectly, with an additional 2,374,000 shares underlying warrants excluded due to beneficial ownership limitations. This is a new 13G filing by this filer, indicating a significant passive position in the company.
Key Financial Metrics
Key Facts
- Orin Hirschman and affiliates filed a new Schedule 13G (not an amendment), disclosing beneficial ownership of 1,165,000 shares of Bionano Genomics common stock.
- The stake represents 9.9% of shares outstanding as of September 30, 2026.
- An additional 2,374,000 shares issuable upon exercise of warrants are excluded due to beneficial ownership limitations on exercise.
- The filing certifies passive intent under Rule 13d-1(b) — no intent to change or influence control.
- Filers include Orin Hirschman (individual), AIGH Capital Management LLC (investment adviser), and AIGH Investment Partners LLC.
Financial Impact
9.9% passive stake valued at approximately $1.2 million based on 1,165,000 shares at ~$1.00/share (approximate recent trading level).
Risk Factors
- Passive 13G could be converted to activist 13D if the investor changes intent, though no current indication.
- Warrant overhang of 2,374,000 shares represents potential future dilution if beneficial ownership limitations are removed or waived.
- Bionano Genomics is a small-cap with volatile stock price; the stake's value is subject to significant fluctuation.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001493152-26-047549 |
| Document: 0001493152-26-047549-index.html | 0001493152-26-047549 |
| Document: 0001493152-26-047549.txt | 0001493152-26-047549 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | S-1 | $1.18 | awaiting T+5 | — | $1.22 (+3.39%) |
Oct 19, 2026 8d ago | SC 13G | $1.22 $1.16 | ▼ −4.92% | ▼ −4.77% | $1.22 (+0.00%) |
Sep 14, 2026 6w ago | Press Release | $1.33 $1.83 | ▲ +37.59% | ▲ +37.49% | $1.22 (−8.27%) |
Sep 14, 2026 6w ago | 8-K | $1.33 $1.83 | ▲ +37.59% | ▲ +37.49% | $1.22 (−8.27%) |
Aug 10, 2026 11w ago | 8-K | $1.19 $1.18 | ▼ −0.84% | ▼ −0.44% | $1.22 (+2.52%) |
Jun 5, 2026 20w ago | 8-K | $1.17 $1.16 | ▲ +0.85% | ▲ +2.97% | $1.22 (−4.27%) |
May 28, 2026 21w ago | 8-K | $1.25 $1.30 | ▲ +4.00% | ▲ +4.05% | $1.22 (−2.40%) |
Mar 23, 2026 31w ago | Press Release | $1.18 $1.17 | ▲ +0.85% | ▲ +0.42% | $1.22 (−3.39%) |
US Market Status
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