Among active 13F managers last quarter, 6 opened and 11 added, while 9 reduced; the largest holder to move was Doma Perpetual Capital Management LLC (+5.1%). Over the last 180 days, 6 insiders sold and none bought, a net -$3.2M in open-market trades.
The legs disagree, or only one of them leans.
51 tracked 13F filers disclose a position in AFYA as of the latest SEC 13F filings, a combined $111.9M 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 | FMR LLC | 2.6M | $38.8M | ▼−3.3% Reduced · −88K sh | Q2 2026 | |
| 2 | Doma Perpetual Capital Management LLC | 2.4M | $35.6M | ▲+5.1% Added · +116K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 379K | $5.6M | ▼−15% Reduced · −67K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 324K | $4.8M | ▼−3.2% Reduced · −11K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 322K | $4.8M | ▲+83% Added · +146K sh | Q1 2026 | |
| 6 | Swedbank AB | 189K | $2.8M | —Held | Q1 2026 | |
| 7 | State Street Corp | 128K | $1.9M | ▼−0.4% Reduced · −571 sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 109K | $1.6M | ▲+122% Added · +60K sh | Q2 2026 | |
| 9 | D. E. Shaw & Co., Inc. | 105K | $1.6M | ▼−31% Reduced · −48K sh | Q1 2026 | |
| 10 | Morgan Stanley | 96K | $1.4M | ▲+7.7% Added · +7K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 84K | $1.3M | ▼−3.5% Reduced · −3K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 83K | $1.2M | ▼−0.2% Reduced · −177 sh | Q1 2026 | |
| 13 | Geode Capital Management, LLC | 63K | $939K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 51K | $763K | ▲New +51K sh | Q1 2026 | |
| 15 | Dodge & Cox | 51K | $763K | ▲+45% Added · +16K sh | Q1 2026 | |
| 16 | Lazard Asset Management LLC | 49K | $725K | ▼−1.7% Reduced · −836 sh | Q1 2026 | |
| 17 | UBS Group AG | 48K | $718K | ▲+130% Added · +27K sh | Q1 2026 | |
| 18 | Renaissance Group LLC | 47K | $693K | ▼−0.2% Reduced · −100 sh | Q2 2026 | |
| 19 | Campbell & CO Investment Adviser LLC | 45K | $673K | ▲+14% Added · +6K sh | Q1 2026 | |
| 20 | R Squared Ltd | 44K | $651K | ▲+12% Added · +5K sh | Q2 2026 | |
| 21 | Erste Asset Management GmbH | 41K | $613K | —Held | Q2 2026 | |
| 22 | Jump Financial, LLC | 31K | $459K | ▼−0.1% Reduced · −39 sh | Q1 2026 | |
| 23 | Pictet Asset Management Holding SA | 30K | $447K | ▼−8.8% Reduced · −3K sh | Q1 2026 | |
| 24 | Engineers Gate Manager LP | 22K | $325K | ▲New +22K sh | Q2 2026 | |
| 25 | Exchange Traded Concepts, LLC | 20K | $290K | ▲New +20K sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in AFYA and 11 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 30 funds | $59.1B |
| Microsoft CorpMSFT | 29 funds | $34.0B |
| Broadcom IncAVGO | 29 funds | $26.8B |
| Alphabet Inc-CL AGOOGL | 29 funds | $23.1B |
| Eli Lilly & CoLLY | 29 funds | $10.5B |
| JPMorgan Chase & CoJPM | 29 funds | $9.3B |
| Union Pacific CorpUNP | 29 funds | $2.3B |
| Apple IncAAPL | 28 funds | $36.2B |
| Amazon.com IncAMZN | 28 funds | $28.9B |
| Meta Platforms Inc-Class AMETA | 28 funds | $15.0B |
| Taiwan Semiconductor-SP ADRTSM | 28 funds | $14.1B |
| Costco Wholesale CorpCOST | 28 funds | $6.6B |
Ranked by how many of AFYA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AFYA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Junior Lelio de Souza | Vice President | Sell (S) | 36K | $543K |
| Jun 26, 2026 | Junior Lelio de Souza | Vice President | Sell (S) | 42K | $623K |
| Jun 26, 2026 | Basolli Gomiero Mirella | Vice President | Sell (S) | 10K | $148K |
| Apr 17, 2026 | Ferreira Santos Welder | Controller | Sell (S) | 3K | $53K |
| Apr 13, 2026 | Grifo De Sousa Anibal Jose | VP Legal, Comp., & Gov Rel. | Sell (S) 3 lots, same day | 14K | $216K |
| Apr 9, 2026 | Junior Lelio de Souza | Vice President | Sell (S) | 16K | $237K |
| Apr 8, 2026 | Blanco Luis Andre Carpintero | Chief Financial Officer | Sell (S) | 10K | $152K |
| Apr 7, 2026 | Grifo De Sousa Anibal Jose | VP Legal, Comp., & Gov Rel. | Sell (S) | 5K | $76K |
| Apr 7, 2026 | Junior Lelio de Souza | Vice President | Sell (S) | 27K | $400K |
| Apr 6, 2026 | Gibbon Virgilio Deloy Capobianco | Chief Executive Officer | Sell (S) | 770 | $11K |
| Apr 2, 2026 | Gibbon Virgilio Deloy Capobianco | Chief Executive Officer | Sell (S) | 21K | $312K |
| Apr 1, 2026 | Gibbon Virgilio Deloy Capobianco | Chief Executive Officer | Sell (S) | 20K | $292K |
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 | 13 | 22 | – |
Insiders Form 4 open-market | 0 | 6 | -$3.2M |
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.
Connected entities for AFYA
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/AFYA/capital-change-brief"
Use Arkolith's capital_change_brief for AFYA. 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 AFYA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.