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/AGIO/capital-change-brief"
Use Arkolith's capital_change_brief for AGIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $194.7M | 5.8M | ▲+9.9% Added · +520K sh | Q1 2026 | |
| 2 | FARALLON CAPITAL MANAGEMENT LLC | $192.3M | 5.7M | ▲+10% Added · +524K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $113.7M | 3.4M | ▲+8.3% Added · +257K sh | Q1 2026 | |
| 4 | ARMISTICE CAPITAL, LLC | $91.9M | 2.7M | ▼−11% Reduced · −320K sh | Q1 2026 | |
| 5 | Erste Asset Management GmbH | $80.1M | 2.7M | ▼−3.6% Reduced · −100K sh | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $90.7M | 2.7M | ▲+46% Added · +844K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $89.1M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $88.3M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 9 | BNP Paribas Asset Management Holding S.A. | $53.5M | 1.6M | ▲+16% Added · +220K sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 1.5M | ▲2k× Added · +1.5M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $49.7M | 1.5M | ▲+3.8% Added · +54K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $45.5M | 1.3M | ▲+18% Added · +203K sh | Q1 2026 | |
| 13 | MPM BioImpact LLC | $44.2M | 1.3M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 14 | Frazier Life Sciences Management, L.P. | $42.5M | 1.3M | ▼−1.8% Reduced · −24K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $38.9M | 1.2M | ▲+15% Added · +147K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $32.7M | 968K | ▲+8.2% Added · +73K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $27.3M | 806K | ▼−22% Reduced · −228K sh | Q1 2026 | |
| 18 | Rock Springs Capital Management LP | $27.0M | 799K | —Held | Q1 2026 | |
| 19 | Nuveen, LLC | $24.4M | 722K | ▲+142% Added · +424K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $23.2M | 685K | ▼−39% Reduced · −436K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $21.0M | 620K | ▼−54% Reduced · −729K sh | Q1 2026 | |
| 22 | SCS Capital Management LLC | $20.7M | 613K | ▲+2.4% Added · +14K sh | Q1 2026 | |
| 23 | Foresite Capital Management VI LLC | $17.8M | 525K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $17.2M | 509K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $17.2M | 508K | ▼−5.8% Reduced · −31K 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 8, 2026 | Backstrom Jay T. | Director | Option exercise (M) | 1K | $0 |
| Jul 8, 2026 | Backstrom Jay T. | Director | Grant (A) | 1K | $0 |
| Jul 1, 2026 | Gheuens Sarah | Chief Medical Officer | Option exercise (M) | 8K | $0 |
| Jul 1, 2026 | Gheuens Sarah | Chief Medical Officer | Sell (S) | 4K | $151K |
| Jul 1, 2026 | Gheuens Sarah | Chief Medical Officer | Option exercise (M) | 8K | $0 |
| Jun 18, 2026 | Owen Adams Catherine | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Owen Adams Catherine | Director | Grant (A) | 3K | $0 |
| Jun 18, 2026 | Owen Adams Catherine | Director | Option exercise (M) | 3K | $0 |
| Jun 18, 2026 | Owen Adams Catherine | Director | Option exercise (M) | 3K | $0 |
| Jun 18, 2026 | Scadden David | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Scadden David | Director | Grant (A) | 3K | $0 |
| Jun 18, 2026 | Scadden David | Director | Option exercise (M) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 70 funds | $34.6B |
| ELI LILLY & COLLY | 70 funds | $8.8B |
| AMAZON.COM INCAMZN | 69 funds | $25.7B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $15.5B |
| BOSTON SCIENTIFIC CORPBSX | 69 funds | $2.1B |
| DANAHER CORPDHR | 69 funds | $1.8B |
| BROADCOM INCAVGO | 68 funds | $18.8B |
| UNITEDHEALTH GROUP INCUNH | 68 funds | $3.8B |
| NVIDIA CORPNVDA | 67 funds | $51.6B |
| TESLA INCTSLA | 67 funds | $11.7B |
| MICRON TECHNOLOGY INCMU | 67 funds | $8.1B |
| COSTCO WHOLESALE CORPCOST | 67 funds | $5.5B |
Ranked by how many of AGIO'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 AGIO. 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.