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.
| # | 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 | VANGUARD PORTFOLIO MANAGEMENT LLC | $193.0M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $185.5M | 8.3M | ▲+5.3% Added · +422K sh | Q1 2026 | |
| 5 | RTW INVESTMENTS, LP | $159.0M | 7.1M | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $126.0M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $77.1M | 3.5M | ▲+7.0% Added · +225K sh | Q1 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 | $63.9M | 2.9M | ▲+16% Added · +389K sh | Q1 2026 | |
| 11 | Point72 Asset Management, L.P. | $57.4M | 2.6M | ▼−24% Reduced · −799K sh | Q1 2026 | |
| 12 | BRAIDWELL LP | $55.0M | 2.5M | ▲+22% Added · +439K sh | Q1 2026 | |
| 13 | Pictet Asset Management Holding SA | $44.7M | 2.0M | ▲+31% Added · +479K sh | Q1 2026 | |
| 14 | RENAISSANCE TECHNOLOGIES LLC | $38.4M | 1.7M | ▲+13% Added · +192K sh | Q1 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. | $32.0M | 1.4M | ▲+11% Added · +141K sh | Q1 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 | MORGAN STANLEY | $24.3M | 1.1M | ▼−4.3% Reduced · −49K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $23.1M | 1.0M | ▼−1.9% Reduced · −21K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 26, 2026 | Kihara James | PRINCIPAL ACCOUNTING OFFICER | Sell (S) | 11K | $298K |
| May 29, 2026 | HARRIGAN EDMUND | Director | Option exercise (M) | 8K | — |
| May 29, 2026 | HARRIGAN EDMUND | Director | Option exercise (M) | 8K | $0 |
| May 29, 2026 | HARRIGAN EDMUND | Director | Grant (A) | 16K | $0 |
| May 29, 2026 | HARRIGAN EDMUND | Director | Grant (A) | 9K | $0 |
| May 29, 2026 | Brege Laura | Director | Option exercise (M) | 8K | — |
| May 29, 2026 | Brege Laura | Director | Option exercise (M) | 8K | $0 |
| May 29, 2026 | Brege Laura | Director | Grant (A) | 16K | $0 |
| May 29, 2026 | Brege Laura | Director | Grant (A) | 9K | $0 |
| May 29, 2026 | Daly James M | Director | Option exercise (M) | 8K | — |
| May 29, 2026 | Daly James M | Director | Option exercise (M) | 8K | $0 |
| May 29, 2026 | Daly James M | Director | Grant (A) | 16K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 99 funds | $46.3B |
| META PLATFORMS INC-CLASS AMETA | 99 funds | $21.3B |
| ELI LILLY & COLLY | 99 funds | $11.5B |
| NVIDIA CORPNVDA | 97 funds | $68.3B |
| AMAZON.COM INCAMZN | 97 funds | $35.0B |
| BROADCOM INCAVGO | 97 funds | $25.2B |
| BRISTOL-MYERS SQUIBB COBMY | 96 funds | $3.3B |
| BOSTON SCIENTIFIC CORPBSX | 96 funds | $2.7B |
| APPLE INCAAPL | 95 funds | $54.2B |
| ALPHABET INC-CL AGOOGL | 95 funds | $30.6B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $7.5B |
| MICRON TECHNOLOGY INCMU | 94 funds | $9.9B |
Ranked by how many of ACAD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.