297 tracked 13F filers disclose a position in ACAD as of the latest SEC 13F filings, a combined $3.7B 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 | BAKER BROS. ADVISORS LP | $954.9M | 42.9M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $479.7M | 21.6M | ▲+3.8% Added · +795K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $229.6M | 9.1M | ▲+8.9% Added · +743K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $193.0M | 8.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | RTW INVESTMENTS, LP | $180.8M | 7.1M | —Held | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $126.0M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $85.0M | 3.4M | ▼−3.1% Reduced · −107K sh | Q2 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $74.4M | 3.3M | ▲+47% Added · +1.1M sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $70.2M | 3.2M | ▲+8.0% Added · +234K sh | Q1 2026 | |
| 10 | Palo Alto Investors LP | $72.5M | 2.9M | ▼−0.3% Reduced · −9K sh | Q2 2026 | |
| 11 | Point72 Asset Management, L.P. | $57.4M | 2.6M | ▼−24% Reduced · −799K sh | Q1 2026 | |
| 12 | Pictet Asset Management Holding SA | $44.7M | 2.0M | ▲+31% Added · +479K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $38.4M | 1.7M | ▲+13% Added · +192K sh | Q1 2026 | |
| 14 | BRAIDWELL LP | $41.7M | 1.6M | ▼−33% Reduced · −825K sh | Q2 2026 | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.9M | 1.6M | ▲+4.5% Added · +67K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $34.7M | 1.6M | ▼−0.8% Reduced · −12K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $34.6M | 1.6M | ▲+27% Added · +332K sh | Q1 2026 | |
| 18 | NORGES BANK | $40.3M | 1.5M | ▲+2.6% Added · +39K sh | Q4 2025 | |
| 19 | Frazier Life Sciences Management, L.P. | $36.4M | 1.4M | —Held | Q2 2026 | |
| 20 | Artisan Partners Limited Partnership | $29.6M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 21 | FRED ALGER MANAGEMENT, LLC | $28.4M | 1.3M | ▼−18% Reduced · −283K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $28.3M | 1.3M | ▲+3.0% Added · +37K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.1M | 1.2M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 24 | Allspring Global Investments Holdings, LLC | $28.5M | 1.1M | ▲+19% Added · +178K sh | Q2 2026 | |
| 25 | MORGAN STANLEY | $24.3M | 1.1M | ▼−4.3% Reduced · −49K 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, 7 funds opened a new position in ACAD and 24 added to an existing one, while 23 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 |
|---|---|---|
| NVIDIA CORPNVDA | 157 funds | $374.2B |
| MICROSOFT CORPMSFT | 156 funds | $257.1B |
| AMAZON.COM INCAMZN | 155 funds | $190.5B |
| BROADCOM INCAVGO | 153 funds | $149.2B |
| APPLE INCAAPL | 152 funds | $285.0B |
| ALPHABET INC-CL AGOOGL | 152 funds | $158.3B |
| ELI LILLY & COLLY | 152 funds | $72.3B |
| META PLATFORMS INC-CLASS AMETA | 150 funds | $104.6B |
| MICRON TECHNOLOGY INCMU | 148 funds | $38.2B |
| LAM RESEARCH CORPLRCX | 148 funds | $36.0B |
| ALPHABET INC-CL CGOOG | 147 funds | $114.2B |
| MASTERCARD INC - AMA | 147 funds | $51.0B |
Ranked by how many of ACAD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 5K | $145K |
| Aug 6, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 9K | $273K |
| Aug 5, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 6K | $170K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. | EVP, Head of Research & Dev | Sell (S) | 17K | $431K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. | EVP, Head of Research & Dev | Sell (S) | 50 | $1K |
| Jun 26, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 11K | $298K |
| May 26, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 5K | $114K |
| May 4, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 1K | $29K |
| May 4, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 4K | $76K |
| Apr 7, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 1K | $23K |
| Apr 7, 2026 | Schneyer Mark C. | EVP, CHIEF FINANCIAL OFFICER | Sell (S) | 3K | $60K |
| Mar 26, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 1K | $24K |
Connected entities for ACAD
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/ACAD/capital-change-brief"
Use Arkolith's capital_change_brief for ACAD. 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 ACAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.