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/AFRM/capital-change-brief"
Use Arkolith's capital_change_brief for AFRM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $995.0M | 21.7M | ▼−5.6% Reduced · −1.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $858.3M | 18.7M | ▼−0.7% Reduced · −141K sh | Q1 2026 | |
| 3 | FMR LLC | $792.4M | 17.3M | ▲+26% Added · +3.6M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $556.8M | 12.2M | ▲New +12.2M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $531.5M | 11.6M | ▲New +11.6M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $276.3M | 6.0M | ▲+3.1% Added · +184K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $252.4M | 5.5M | ▲+0.4% Added · +21K sh | Q1 2026 | |
| 8 | BAILLIE GIFFORD & CO | $243.0M | 5.3M | ▼−3.3% Reduced · −181K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $227.9M | 5.3M | ▲+185% Added · +3.4M sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $186.5M | 4.1M | ▲+874% Added · +3.7M sh | Q1 2026 | |
| 11 | NORGES BANK | $282.0M | 3.8M | ▲+43% Added · +1.1M sh | Q4 2025 | |
| 12 | BANK OF AMERICA CORP /DE/ | $127.1M | 2.8M | ▲+29% Added · +621K sh | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $124.1M | 2.7M | ▼−38% Reduced · −1.6M sh | Q1 2026 | |
| 14 | UBS Group AG | $105.5M | 2.3M | ▲+34% Added · +589K sh | Q1 2026 | |
| 15 | Foxhaven Asset Management, LP | $101.1M | 2.2M | ▲+16% Added · +299K sh | Q1 2026 | |
| 16 | D1 Capital Partners L.P. | $88.7M | 1.9M | ▲+136% Added · +1.1M sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $83.1M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $80.8M | 1.8M | ▲+7.0% Added · +115K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $78.9M | 1.7M | ▲+1.5% Added · +25K sh | Q1 2026 | |
| 20 | Spyglass Capital Management LLC | $76.2M | 1.7M | ▲+15% Added · +219K sh | Q1 2026 | |
| 21 | Allspring Global Investments Holdings, LLC | $71.8M | 1.6M | ▲+24% Added · +303K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $72.2M | 1.6M | ▲+22% Added · +280K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $72.1M | 1.6M | ▲+12% Added · +166K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $71.4M | 1.6M | ▲+27% Added · +326K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.3M | 1.5M | ▲+5.1% Added · +72K 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 |
|---|---|---|---|---|---|
| Jul 1, 2026 | Reses Jacqueline D | Director | Grant (A) | 655 | $0 |
| Jul 1, 2026 | GALANTI RICHARD A | Director | Grant (A) | 655 | $0 |
| Jul 1, 2026 | Adkins Katherine | Chief Legal Officer | Option exercise (M) | 1K | $0 |
| Jul 1, 2026 | Adkins Katherine | Chief Legal Officer | Tax withholding (F) | 635 | $53K |
| Jul 1, 2026 | Adkins Katherine | Chief Legal Officer | Option exercise (M) | 1K | $0 |
| Jul 1, 2026 | Linford Michael | Chief Operating Officer | Option exercise (M) | 2K | $0 |
| Jul 1, 2026 | Linford Michael | Chief Operating Officer | Tax withholding (F) | 972 | $82K |
| Jul 1, 2026 | Linford Michael | Chief Operating Officer | Option exercise (M) | 2K | $0 |
| Jul 1, 2026 | Schneider Ryan M. | Director | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Schneider Ryan M. | Director | Grant (A) | 655 | $0 |
| Jul 1, 2026 | Quarles Christa S | Director | Grant (A) | 655 | $0 |
| Jul 1, 2026 | Michalek Libor | President, Director | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 201 funds | $176.1B |
| NVIDIA CORPNVDA | 200 funds | $334.9B |
| META PLATFORMS INC-CLASS AMETA | 199 funds | $97.5B |
| MICROSOFT CORPMSFT | 196 funds | $222.2B |
| BROADCOM INCAVGO | 196 funds | $127.3B |
| APPLE INCAAPL | 193 funds | $241.7B |
| ALPHABET INC-CL AGOOGL | 192 funds | $136.6B |
| MASTERCARD INC - AMA | 190 funds | $43.5B |
| NETFLIX INCNFLX | 188 funds | $39.2B |
| ALPHABET INC-CL CGOOG | 187 funds | $103.9B |
| ELI LILLY & COLLY | 187 funds | $64.2B |
| VISA INC-CLASS A SHARESV | 187 funds | $47.8B |
Ranked by how many of AFRM'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 AFRM. 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.