Among active 13F managers last quarter, 21 opened and 14 added, while 10 reduced; the largest holder to move was 325 Capital LLC (+58%). Over the last 180 days, 6 insiders sold and none bought, a net -$1.9M in open-market trades.
The legs disagree, or only one of them leans.
100 tracked 13F filers disclose a position in SPIR as of the latest SEC 13F filings, a combined $168.8M 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 | 325 Capital LLC | 3.0M | $55.2M | ▲+58% Added · +1.1M sh | Q2 2026 | |
| 2 | State Street Corp | 1.6M | $29.4M | ▲+175% Added · +1.0M sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 829K | $15.4M | ▲+16% Added · +111K sh | Q2 2026 | |
| 4 | Stifel Financial Corp | 518K | $6.5M | ▼−1.2% Reduced · −6K sh | Q1 2026 | |
| 5 | AWM Investment Company, Inc. | 429K | $5.4M | ▲+2.5% Added · +11K sh | Q1 2026 | |
| 6 | Nuveen, LLC | 305K | $3.8M | ▲+68% Added · +123K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 289K | $3.6M | ▼−18% Reduced · −65K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 283K | $3.6M | ▲+554% Added · +240K sh | Q1 2026 | |
| 9 | Herald Investment Management Ltd | 253K | $4.7M | ▼−26% Reduced · −87K sh | Q2 2026 | |
| 10 | Millennium Management LLC | 230K | $2.9M | ▲+68% Added · +93K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 220K | $2.8M | ▲+6.3% Added · +13K sh | Q1 2026 | |
| 12 | Vontobel Holding Ltd. | 208K | $3.9M | ▲New +208K sh | Q2 2026 | |
| 13 | Jump Financial, LLC | 179K | $2.2M | ▼−0.3% Reduced · −530 sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 178K | $3.3M | ▲+21% Added · +31K sh | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 151K | $1.8M | ▲+809% Added · +135K sh | Q1 2026 | |
| 16 | Two Sigma Investments, LP | 102K | $1.3M | ▲+90% Added · +48K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 96K | $1.2M | ▲+36% Added · +26K sh | Q1 2026 | |
| 18 | Defiance ETFs, LLC | 96K | $1.2M | ▲New +96K sh | Q1 2026 | |
| 19 | UBS Group AG | 81K | $1.0M | ▼−19% Reduced · −19K sh | Q1 2026 | |
| 20 | Royal Bank Of Canada | 79K | $989K | ▲+9.9% Added · +7K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 78K | $986K | ▼−5.1% Reduced · −4K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 76K | $957K | ▲+27% Added · +16K sh | Q1 2026 | |
| 23 | BNP Paribas Financial Markets | 70K | $881K | ▲+16% Added · +10K sh | Q1 2026 | |
| 24 | Manatuck Hill Partners, LLC | 70K | $1.3M | ▲New +70K sh | Q2 2026 | |
| 25 | AQR Capital Management LLC | 68K | $859K | ▲+506% Added · +57K 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, 21 funds opened a new position in SPIR and 14 added to an existing one, while 10 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 |
|---|---|---|
| Microsoft CorpMSFT | 50 funds | $98.5B |
| Nvidia CorpNVDA | 48 funds | $143.9B |
| Amazon.com IncAMZN | 48 funds | $66.4B |
| Alphabet Inc-CL AGOOGL | 48 funds | $54.9B |
| General ElectricGE | 47 funds | $14.1B |
| Micron Technology IncMU | 47 funds | $12.6B |
| Chevron CorpCVX | 47 funds | $10.0B |
| Oracle CorpORCL | 47 funds | $7.1B |
| Intel CorpINTC | 47 funds | $6.8B |
| Apple IncAAPL | 46 funds | $107.6B |
| Meta Platforms Inc-Class AMETA | 46 funds | $44.8B |
| Mastercard Inc - AMA | 46 funds | $20.6B |
Ranked by how many of SPIR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPIR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Messer Stephen | Director | Sell (S) | 18K | $253K |
| Aug 20, 2026 | Platzer Peter | Executive Chairman, Director | Sell (S) | 5K | $72K |
| Aug 20, 2026 | Pelez Perez Celia | Chief Operating Officer | Sell (S) | 4K | $63K |
| Aug 20, 2026 | Oehme Johann Gabriel | Chief Technology Officer | Sell (S) | 3K | $42K |
| Aug 20, 2026 | Engel Alison K | Chief Financial Officer | Sell (S) | 4K | $60K |
| Aug 20, 2026 | Condor Theresa | Chief Executive Officer, Director | Sell (S) | 23K | $317K |
| May 20, 2026 | Condor Theresa | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 25K | $470K |
| May 20, 2026 | Oehme Johann Gabriel | Chief Technology Officer | Sell (S) | 3K | $59K |
| May 20, 2026 | Engel Alison K | Chief Financial Officer | Sell (S) | 13K | $242K |
| May 20, 2026 | Platzer Peter | Executive Chairman, Director | Sell (S) 2 lots, same day | 7K | $137K |
| May 20, 2026 | Pelez Perez Celia | Chief Operating Officer | Sell (S) | 5K | $89K |
| Apr 20, 2026 | Platzer Peter | Executive Chairman, Director | Sell (S) | 2K | $33K |
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 | 37 | 24 | – |
Insiders Form 4 open-market | 0 | 6 | -$1.9M |
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.
| Class | 13F holders | Value held |
|---|---|---|
| SPIRthis pagecs | 117 funds | $214.8M |
| NSHEURStock | 5 funds | $9.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPIR
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/SPIR/capital-change-brief"
Use Arkolith's capital_change_brief for SPIR. 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 SPIR. Filings are public domain, sourced to SEC EDGAR.