56 tracked 13F filers disclose a position in CNTX as of the latest SEC 13F filings, a combined $163.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MPM BioImpact LLC | $28.0M | 10.7M | —Held | Q1 2026 | |
| 2 | Deep Track Capital, LP | $19.4M | 7.4M | —Held | Q1 2026 | |
| 3 | Nextech Invest Ltd. | $19.4M | 7.4M | —Held | Q1 2026 | |
| 4 | Soleus Capital Management, L.P. | $3.9M | 7.1M | ▲+1.4% Added · +100K sh | Q2 2026 | |
| 5 | Octagon Capital Advisors LP | $13.8M | 5.3M | ▲New +5.3M sh | Q1 2026 | |
| 6 | Avidity Partners Management LP | $13.1M | 5.0M | ▼−9.2% Reduced · −507K sh | Q1 2026 | |
| 7 | FRANKLIN TEMPLETON INC | $10.0M | 3.8M | ▼−5.0% Reduced · −200K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $9.0M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 9 | MARSHALL WACE, LLP | $7.7M | 2.9M | ▲+14% Added · +355K sh | Q1 2026 | |
| 10 | Blue Owl Capital Holdings LP | $1.6M | 2.9M | ▼−42% Reduced · −2.2M sh | Q2 2026 | |
| 11 | TCG Crossover Management, LLC | $7.0M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 12 | GREAT POINT PARTNERS LLC | $5.9M | 2.2M | ▼−52% Reduced · −2.4M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $1.0M | 1.8M | ▲+203% Added · +1.2M sh | Q2 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $3.7M | 1.4M | ▼−45% Reduced · −1.2M sh | Q1 2026 | |
| 15 | STATE STREET CORP | $783K | 1.4M | ▲+505% Added · +1.2M sh | Q2 2026 | |
| 16 | Squadron Capital Management LLC | $2.9M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 18 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $2.2M | 847K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 20 | Cormorant Asset Management, LP | $1.4M | 530K | ▲New +530K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $1.1M | 437K | ▲New +437K sh | Q1 2026 | |
| 22 | ADAR1 Capital Management, LLC | $920K | 351K | —Held | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $894K | 341K | →First observed position No prior filed position | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $753K | 287K | ▲New +287K sh | Q1 2026 | |
| 25 | Woodline Partners LP | $655K | 250K | ▲New +250K 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, 14 funds opened a new position in CNTX and 4 added to an existing one, while 9 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 22 funds | $17.6B |
| UNITEDHEALTH GROUP INCUNH | 22 funds | $3.8B |
| ADVANCED MICRO DEVICESAMD | 22 funds | $3.0B |
| NVIDIA CORPNVDA | 21 funds | $42.9B |
| ALPHABET INC-CL AGOOGL | 21 funds | $20.9B |
| ELI LILLY & COLLY | 21 funds | $8.9B |
| MICRON TECHNOLOGY INCMU | 21 funds | $6.2B |
| BANK OF AMERICA CORPBAC | 21 funds | $5.7B |
| CAPITAL ONE FINANCIAL CORPCOF | 21 funds | $4.3B |
| BOSTON SCIENTIFIC CORPBSX | 21 funds | $2.9B |
| CULLINAN THERAPEUTICS INCCGEM | 21 funds | $209.5M |
| MICROSOFT CORPMSFT | 20 funds | $28.0B |
Ranked by how many of CNTX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2025 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 100K | $70K |
| Jun 6, 2025 | Minai-Azary Jennifer Lynn | Chief Financial Officer | Buy (P) | 40K | $26K |
| Jun 6, 2025 | Levit Alex C. | Chief Legal Officer, Corp. Sec | Buy (P) | 20K | $12K |
| Feb 21, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 6K | $5K |
| Feb 13, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 6K | $5K |
| Feb 6, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 5K | $5K |
| Jan 30, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 7K | $5K |
| Jan 23, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 7K | $5K |
| Jan 17, 2023 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 7K | $5K |
| Dec 16, 2022 | Lehr Martin A. | Chief Executive Officer, Director | Buy (P) | 20K | $15K |
| Dec 16, 2022 | Minai-Azary Jennifer Lynn | Chief Financial Officer | Buy (P) | 25K | $19K |
| Dec 9, 2022 | Levit Alex C. | Chief Legal Officer, Corp. Sec | Buy (P) | 6K | $5K |
Connected entities for CNTX
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/CNTX/capital-change-brief"
Use Arkolith's capital_change_brief for CNTX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CNTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.