AGX

Argan Inc$547.51 10.13%
IndustrialsUSCUSIP 04010E109· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
348
+58 QoQ
13F Value (tracked)
$7.0B
Insider Net · 180d
-$132.4M
0↑ 10↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)29 adding · 28 trimming
Insider net (180d)-$132.4M

Price & smart-money activity

$547.51 10.13%5Y +1126.0%
$29.34$234.67$439.99$645.32$850.6520212022202320242025202611223211420202122615175251714231421222262132519645211211593664757575051683511890741180891148814111215
Hover for who · click for detailEnd-of-day closing prices52w $203.84 – $798.55
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Ask your agent what changed in AGX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AGX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AGX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

348 tracked 13F filers
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.2B
2.1M
+80%
Added · +944K sh
Q1 2026
2FIRST TRUST ADVISORS LP
$431.0M
791K
+32%
Added · +192K sh
Q1 2026
3RENAISSANCE TECHNOLOGIES LLC
$332.7M
611K
+2.0%
Added · +12K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$320.0M
587K
New
+587K sh
Q1 2026
5STATE STREET CORP
$281.9M
518K
+66%
Added · +206K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$281.9M
518K
New
+518K sh
Q1 2026
7MAVERICK CAPITAL LTD
$253.1M
465K
+5.9%
Added · +26K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$250.2M
459K
+15%
Added · +59K sh
Q1 2026
9AMERICAN CENTURY COMPANIES INC
$229.7M
422K
−7.8%
Reduced · −36K sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$216.7M
398K
+1.3%
Added · +5K sh
Q1 2026
11LONE PINE CAPITAL LLC
$214.1M
393K
New
+393K sh
Q1 2026
12UBS Group AG
$176.5M
324K
+112%
Added · +171K sh
Q1 2026
13Bank of New York Mellon Corp
$163.6M
300K
+20%
Added · +51K sh
Q1 2026
14JACOBS LEVY EQUITY MANAGEMENT, INC
$130.0M
239K
−8.1%
Reduced · −21K sh
Q1 2026
15TD ASSET MANAGEMENT INC
$113.1M
208K
+6.7%
Added · +13K sh
Q1 2026
16Epoch Investment Partners, Inc.
$110.3M
202K
+4.5%
Added · +9K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$95.4M
175K
+67%
Added · +70K sh
Q1 2026
18MORGAN STANLEY
$87.1M
160K
+14%
Added · +20K sh
Q1 2026
19NORTHERN TRUST CORP
$76.2M
140K
+9.8%
Added · +12K sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$76.0M
140K
+7.0%
Added · +9K sh
Q1 2026
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$71.3M
131K
−41%
Reduced · −90K sh
Q1 2026
22FULLER & THALER ASSET MANAGEMENT, INC.
$62.6M
115K
New
+115K sh
Q1 2026
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$58.9M
108K
−38%
Reduced · −65K sh
Q1 2026
24AQR CAPITAL MANAGEMENT LLC
$58.1M
107K
−11%
Reduced · −14K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$52.1M
96K
New
+96K 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.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
23
funds
Reduced
28
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$132.4M
10 insiders
Net
-$132.4M
27 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 30, 2026Jeffrey John Ronald Jr.DirectorOption exercise (M)5K$170K
Jun 30, 2026Jeffrey John Ronald Jr.DirectorOption exercise (M)944$41K
Jun 30, 2026Jeffrey John Ronald Jr.DirectorOption exercise (M)5K$179K
Jun 30, 2026Jeffrey John Ronald Jr.DirectorOption exercise (M)1K$44K
Jun 22, 2026Griffin William F JrDirectorSell (S)20K$15.2M
Jun 18, 2026Griffin William F JrDirectorSell (S)30K$21.8M
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerOption exercise (M)455$28K
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerSell (S)455$333K
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerSell (S)305$224K
Jun 17, 2026Baugher Joshua ScottChief Financial OfficerOption exercise (M)1K$61K
Jun 17, 2026Sweeney KarenDirectorSell (S)300$212K
Jun 17, 2026Getsinger Peter WDirectorSell (S)2K$1.4M

Institutional ownership over time

342 funds+183 since Q3 2024
0171342Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $7.0B · 2 values withheld

Funds that own AGX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT175 funds$65.3B
AMAZON.COM INCAMZN173 funds$51.3B
BROADCOM INCAVGO172 funds$35.4B
NVIDIA CORPNVDA171 funds$92.8B
ALPHABET INC-CL AGOOGL170 funds$45.0B
META PLATFORMS INC-CLASS AMETA169 funds$30.1B
ELI LILLY & COLLY167 funds$19.2B
VISA INC-CLASS A SHARESV165 funds$16.0B
GE VERNOVA INCGEV165 funds$6.3B
APPLE INCAAPL164 funds$77.0B
MASTERCARD INC - AMA164 funds$14.4B
MICRON TECHNOLOGY INCMU164 funds$11.3B

Ranked by how many of AGX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGX. 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.