Among active 13F managers last quarter, 31 opened and 22 added, while 5 reduced; the largest holder to move was Baillie Gifford & Co (−0.6%). Over the last 180 days, 5 insiders sold and none bought, a net -$32.9M in open-market trades.
The legs disagree, or only one of them leans.
118 tracked 13F filers disclose a position in BLLN as of the latest SEC 13F filings, a combined $949.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Adams Street Partners LLC | 1.7M | $205.3M | —Held | Q2 2026 | |
| 2 | Baillie Gifford & Co | 1.3M | $99.5M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 3 | Price T Rowe Associates Inc | 738K | $58.2M | ▲+52% Added · +252K sh | Q1 2026 | |
| 4 | Neuberger Berman Group LLC | 709K | $37.8M | ▲+1.2% Added · +8K sh | Q1 2026 | |
| 5 | Wasatch Advisors LP | 518K | $62.2M | ▲+40% Added · +148K sh | Q2 2026 | |
| 6 | Fuller & Thaler Asset Management, Inc. | 419K | $50.2M | ▲New +419K sh | Q2 2026 | |
| 7 | Emerald Advisers, LLC | 376K | $45.1M | ▲+57% Added · +136K sh | Q2 2026 | |
| 8 | Next Century Growth Investors LLC | 364K | $43.7M | ▲+302% Added · +274K sh | Q2 2026 | |
| 9 | JPMorgan Chase & Co | 283K | $19.9M | ▼−28% Reduced · −109K sh | Q1 2026 | |
| 10 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 241K | $19.0M | ▲+5.7% Added · +13K sh | Q1 2026 | |
| 11 | Napean Trading & Investment Co (Singapore) PTE Ltd | 233K | $28.0M | —Held | Q2 2026 | |
| 12 | AllianceBernstein L.P. | 223K | $18.3M | ▲+7.0% Added · +15K sh | Q1 2026 | |
| 13 | Ameriprise Financial Inc | 220K | $17.4M | ▲+80% Added · +98K sh | Q1 2026 | |
| 14 | Emerald Mutual Fund Advisers Trust | 204K | $24.5M | ▲+54% Added · +72K sh | Q2 2026 | |
| 15 | Vanguard Capital Management LLC | 182K | $14.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 16 | Massachusetts Financial Services Co | 160K | $12.6M | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 151K | $11.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 18 | Penn Capital Management Company, LLC | 130K | $15.5M | ▲+2.6% Added · +3K sh | Q2 2026 | |
| 19 | UBS Group AG | 122K | $9.6M | ▲+285% Added · +90K sh | Q1 2026 | |
| 20 | Voloridge Investment Management, LLC | 117K | $14.0M | ▲New +117K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | 95K | $7.5M | ▲+33% Added · +24K sh | Q1 2026 | |
| 22 | Perceptive Advisors LLC | 92K | $7.2M | ▲+26% Added · +19K sh | Q1 2026 | |
| 23 | New York State Common Retirement Fund | 89K | $7.0M | ▲17× Added · +84K sh | Q1 2026 | |
| 24 | Geode Capital Management, LLC | 88K | $10.6M | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 25 | Two Sigma Investments, LP | 83K | $6.5M | ▲New +83K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 31 funds opened a new position in BLLN and 22 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 63 funds | $180.2B |
| Microsoft CorpMSFT | 60 funds | $121.4B |
| Amazon.com IncAMZN | 58 funds | $88.7B |
| Meta Platforms Inc-Class AMETA | 58 funds | $51.5B |
| Alphabet Inc-CL AGOOGL | 57 funds | $67.6B |
| Broadcom IncAVGO | 57 funds | $66.9B |
| Eli Lilly & CoLLY | 55 funds | $33.1B |
| Alphabet Inc-CL CGOOG | 54 funds | $56.1B |
| Apple IncAAPL | 53 funds | $127.7B |
| Advanced Micro DevicesAMD | 53 funds | $16.9B |
| Uber Technologies IncUBER | 53 funds | $4.8B |
| Tesla IncTSLA | 52 funds | $26.6B |
Ranked by how many of BLLN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BLLN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | ten Bosch John Roderick | SVP of Laboratory Operations | Sell (S) | 1K | $142K |
| Aug 25, 2026 | Tsao David | Chief Technology Officer, Director | Sell (S) | 10K | $1.0M |
| Aug 10, 2026 | Tsao David | Chief Technology Officer, Director | Sell (S) | 10K | $929K |
| Aug 10, 2026 | ten Bosch John Roderick | SVP of Laboratory Operations | Sell (S) | 1K | $132K |
| Aug 5, 2026 | Atay Oguzhan | Chairman and CEO, Director | Sell (S) | 16K | $2.3M |
| Aug 3, 2026 | Atay Oguzhan | Chairman and CEO, Director | Sell (S) 23 lots, same day | 45K | $6.2M |
| Jul 31, 2026 | Sakakibara Shan Riku | Chief Product Officer | Sell (S) | 4K | $561K |
| Jul 16, 2026 | Johnson Nancy JoAnn | See Remarks | Sell (S) 4 lots, same day | 14K | $1.8M |
| Jul 13, 2026 | ten Bosch John Roderick | SVP of Laboratory Operations | Sell (S) 3 lots, same day | 4K | $533K |
| Jul 13, 2026 | Tsao David | Chief Technology Officer, Director | Sell (S) 10 lots, same day | 20K | $2.5M |
| Jul 9, 2026 | Atay Oguzhan | Chairman and CEO, Director | Sell (S) 4 lots, same day | 13K | $1.6M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 34 | 10 | – |
Insiders Form 4 open-market | 0 | 5 | -$32.9M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BLLN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BLLN/capital-change-brief"
Use Arkolith's capital_change_brief for BLLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BLLN. Filings are public domain, sourced to SEC EDGAR.