38 tracked 13F filers disclose a position in ACET as of the latest SEC 13F filings, a combined $37.7M 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 | RA CAPITAL MANAGEMENT, L.P. | $8.1M | 1.2M | ▲+25% Added · +234K sh | Q1 2026 | |
| 2 | ORBIMED ADVISORS LLC | $7.0M | 1.0M | —Held | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $4.3M | 627K | —Held | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $2.6M | 382K | ▲+254% Added · +274K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 337K | →First observed position No prior filed position | Q1 2026 | |
| 6 | Woodline Partners LP | $2.1M | 313K | ▼−50% Reduced · −312K sh | Q1 2026 | |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $1.9M | 274K | —Held | Q1 2026 | |
| 8 | Prosight Management, LP | $1.7M | 250K | —Held | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $1.6M | 233K | ▼−4.3% Reduced · −10K sh | Q1 2026 | |
| 10 | Alyeska Investment Group, L.P. | $1.4M | 204K | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $689K | 101K | ▲+14% Added · +12K sh | Q1 2026 | |
| 12 | DAFNA Capital Management LLC | $639K | 94K | —Held | Q1 2026 | |
| 13 | Rangeley Capital, LLC | $381K | 56K | ▲+124% Added · +31K sh | Q1 2026 | |
| 14 | ADAR1 Capital Management, LLC | $367K | 54K | ▼−58% Reduced · −75K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $343K | 50K | →First observed position No prior filed position | Q1 2026 | |
| 16 | Trexquant Investment LP | $297K | 44K | ▲New +44K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $294K | 43K | ▼−70% Reduced · −102K sh | Q1 2026 | |
| 18 | UBS Group AG | $261K | 38K | ▲10× Added · +35K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $253K | 37K | ▲New +37K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $249K | 37K | —Held | Q1 2026 | |
| 21 | STATE STREET CORP | $247K | 36K | ▲+40% Added · +10K sh | Q1 2026 | |
| 22 | BARCLAYS PLC | $170K | 25K | —Held | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $131K | 19K | ▲+36% Added · +5K sh | Q1 2026 | |
| 24 | XTX Topco Ltd | $130K | 19K | ▲+2.8% Added · +516 sh | Q1 2026 | |
| 25 | OCCUDO QUANTITATIVE STRATEGIES LP | $114K | 15K | ▲New +15K 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, 3 funds opened a new position in ACET and 5 added to an existing one, while 4 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 | 11 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $3.5B |
| ELI LILLY & COLLY | 11 funds | $1.8B |
| BRISTOL-MYERS SQUIBB COBMY | 11 funds | $387.9M |
| AMAZON.COM INCAMZN | 10 funds | $6.7B |
| MICROSOFT CORPMSFT | 10 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $4.0B |
| MERCK & CO. INC.MRK | 10 funds | $1.3B |
| INTUITIVE SURGICAL INCISRG | 10 funds | $1.2B |
| BOSTON SCIENTIFIC CORPBSX | 10 funds | $1.0B |
| ROSS STORES INCROST | 10 funds | $842.4M |
| O'REILLY AUTOMOTIVE INCORLY | 10 funds | $716.4M |
Ranked by how many of ACET's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 8, 2026 | ORBIMED ADVISORS LLC | 10% Owner | Sell (S) | 33K | $205K |
| Apr 8, 2026 | ORBIMED ADVISORS LLC | 10% Owner | Sell (S) | 40K | $264K |
| Apr 7, 2026 | ORBIMED ADVISORS LLC | 10% Owner | Sell (S) | 29K | $191K |
| Apr 7, 2026 | ORBIMED ADVISORS LLC | 10% Owner | Sell (S) | 2K | $15K |
| Feb 20, 2026 | RA CAPITAL MANAGEMENT, L.P. | 10% Owner | Buy (P) | 75K | $543K |
| Feb 19, 2026 | RA CAPITAL MANAGEMENT, L.P. | 10% Owner | Buy (P) | 74K | $535K |
| Feb 18, 2026 | RA CAPITAL MANAGEMENT, L.P. | 10% Owner | Buy (P) | 75K | $525K |
| Oct 8, 2025 | ORBIMED ADVISORS LLC | 10% Owner | Buy (P) | 1.5M | $1.5M |
| Oct 8, 2025 | ORBIMED ADVISORS LLC | 10% Owner | Buy (P) | 3.5M | $3.5M |
| Jun 5, 2024 | Kauffman Michael | Director | Sell (S) | 6K | $8K |
| Jan 25, 2024 | GORDON CARL L | Director, 10% Owner | Buy (P) | 242K | $581K |
| Jan 25, 2024 | GORDON CARL L | Director, 10% Owner | Buy (P) | 1.0M | $2.5M |
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/ACET/capital-change-brief"
Use Arkolith's capital_change_brief for ACET. 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 ACET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.