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/AIP/capital-change-brief"
Use Arkolith's capital_change_brief for AIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | $65.0M | 4.0M | ▲+16% Added · +541K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $34.5M | 2.1M | ▲+4.2% Added · +84K sh | Q1 2026 | |
| 3 | FRANKLIN RESOURCES INC | $29.1M | 1.8M | ▲+1.4% Added · +25K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $22.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 5 | Samjo Management, LLC | $18.8M | 1.1M | ▲+11% Added · +117K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $15.6M | 948K | ▼−6.4% Reduced · −65K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $13.4M | 817K | ▲+7.5% Added · +57K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $13.0M | 791K | ▲+4.1% Added · +31K sh | Q1 2026 | |
| 9 | Nuveen, LLC | $12.7M | 774K | ▲+5.0% Added · +37K sh | Q1 2026 | |
| 10 | Granahan Investment Management, LLC | $11.7M | 713K | ▲+201% Added · +476K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $11.3M | 686K | ▲+40% Added · +195K sh | Q1 2026 | |
| 12 | FEDERATED HERMES, INC. | $10.5M | 636K | ▲+45% Added · +198K sh | Q1 2026 | |
| 13 | G2 Investment Partners Management LLC | $10.2M | 623K | ▲+56% Added · +223K sh | Q1 2026 | |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | $10.0M | 608K | ▲+170% Added · +383K sh | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $9.2M | 560K | ▲+167% Added · +350K sh | Q1 2026 | |
| 16 | WESTERLY CAPITAL MANAGEMENT, LLC | $7.6M | 465K | ▼−64% Reduced · −830K sh | Q1 2026 | |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $7.6M | 465K | ▼−9.4% Reduced · −48K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $6.1M | 373K | ▲+53% Added · +129K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.1M | 371K | ▲New +371K sh | Q1 2026 | |
| 20 | Trexquant Investment LP | $5.7M | 345K | ▼−8.9% Reduced · −34K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $4.0M | 242K | ▲+6.3% Added · +14K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $3.5M | 213K | ▲New +213K sh | Q1 2026 | |
| 23 | APIS CAPITAL ADVISORS, LLC | $3.1M | 190K | ▲New +190K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $2.8M | 170K | ▲+43% Added · +51K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | $2.7M | 162K | ▲+5.5% Added · +8K 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 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 5K | $187K |
| Jul 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 2K | $89K |
| Jul 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 3K | $108K |
| Jul 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 29K | $1.1M |
| Jul 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 28K | $1.0M |
| Jul 6, 2026 | JANAC K CHARLES | President and CEO, Director, 10% Owner | Sell (S) | 69K | $2.4M |
| Jul 6, 2026 | Bayview Legacy, LLC | 10% Owner | Sell (S) | 29K | $1.1M |
| Jul 6, 2026 | Bayview Legacy, LLC | 10% Owner | Sell (S) | 28K | $1.0M |
| Jul 6, 2026 | Bayview Legacy, LLC | 10% Owner | Sell (S) | 69K | $2.4M |
| Jul 6, 2026 | Alpern Paul L | VP and General Counsel | Sell (S) | 2K | $68K |
| Jul 6, 2026 | Alpern Paul L | VP and General Counsel | Sell (S) | 1K | $47K |
| Jul 6, 2026 | Alpern Paul L | VP and General Counsel | Sell (S) | 3K | $101K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 38 funds | $14.9B |
| AMAZON.COM INCAMZN | 38 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 38 funds | $10.0B |
| BROADCOM INCAVGO | 38 funds | $9.2B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $7.4B |
| MICRON TECHNOLOGY INCMU | 38 funds | $4.8B |
| ELI LILLY & COLLY | 38 funds | $3.9B |
| LAM RESEARCH CORPLRCX | 38 funds | $2.5B |
| CHEVRON CORPCVX | 38 funds | $2.4B |
| BANK OF AMERICA CORPBAC | 38 funds | $2.0B |
| LOCKHEED MARTIN CORPLMT | 38 funds | $2.0B |
| UNITEDHEALTH GROUP INCUNH | 38 funds | $1.9B |
Ranked by how many of AIP'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 AIP. 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.