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/ALEC/capital-change-brief"
Use Arkolith's capital_change_brief for ALEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TCG Crossover Management, LLC | $21.5M | 10.0M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $16.6M | 7.7M | ▲+8.3% Added · +593K sh | Q1 2026 | |
| 3 | Foresite Capital Management IV, LLC | $8.4M | 3.9M | —Held | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $7.9M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | $7.2M | 3.3M | ▲+41% Added · +968K sh | Q1 2026 | |
| 6 | 683 Capital Management, LLC | $6.9M | 3.2M | ▼−4.5% Reduced · −150K sh | Q1 2026 | |
| 7 | BALYASNY ASSET MANAGEMENT L.P. | $6.3M | 2.9M | ▼−10% Reduced · −330K sh | Q1 2026 | |
| 8 | Nantahala Capital Management, LLC | $6.1M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.6M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 2.3M | ▲+10% Added · +211K sh | Q1 2026 | |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | $4.6M | 2.2M | ▼−0.9% Reduced · −19K sh | Q1 2026 | |
| 12 | Ikarian Capital, LLC | $4.5M | 2.1M | —Held | Q1 2026 | |
| 13 | Kynam Capital Management, LP | $4.3M | 2.0M | —Held | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $4.3M | 2.0M | ▲+48% Added · +646K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $4.0M | 1.9M | ▲+2.8% Added · +51K sh | Q1 2026 | |
| 16 | FMR LLC | $3.9M | 1.8M | ▼−19% Reduced · −435K sh | Q1 2026 | |
| 17 | Eversept Partners, LP | $2.9M | 1.4M | ▲+34% Added · +345K sh | Q1 2026 | |
| 18 | Euclidean Capital LLC | $2.8M | 1.3M | —Held | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $2.8M | 1.3M | ▼−17% Reduced · −256K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $2.8M | 1.3M | ▲+23% Added · +240K sh | Q1 2026 | |
| 21 | DEUTSCHE BANK AG\ | $2.3M | 1.1M | ▲+5.6% Added · +58K sh | Q1 2026 | |
| 22 | DEERFIELD MANAGEMENT COMPANY, L.P. | $2.3M | 1.1M | —Held | Q1 2026 | |
| 23 | ADAR1 Capital Management, LLC | $2.3M | 1.1M | ▼−5.2% Reduced · −58K sh | Q1 2026 | |
| 24 | DAFNA Capital Management LLC | $2.0M | 908K | —Held | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7M | 787K | ▲+18% Added · +122K 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 9, 2026 | Wong-Sarad Grace | Principal Accounting Officer | Grant (A) | 20K | $0 |
| Jun 17, 2026 | SCHELLER RICHARD H | Director | Grant (A) | 29K | $0 |
| Jun 17, 2026 | LAVIGNE LOUIS J JR | Director | Grant (A) | 29K | $0 |
| Jun 17, 2026 | LAVIGNE LOUIS J JR | Director | Grant (A) | 9K | $0 |
| Jun 17, 2026 | DESOUZA ERROL B | Director | Grant (A) | 29K | $0 |
| Jun 17, 2026 | DESOUZA ERROL B | Director | Grant (A) | 9K | $0 |
| Jun 17, 2026 | Altmeyer Mark | Director | Grant (A) | 29K | $0 |
| Jun 17, 2026 | Altmeyer Mark | Director | Grant (A) | 9K | $0 |
| Jun 17, 2026 | Yaffe Kristine | Director | Grant (A) | 29K | $0 |
| Jun 17, 2026 | Yaffe Kristine | Director | Grant (A) | 9K | $0 |
| Jun 17, 2026 | SCHELLER RICHARD H | Director | Grant (A) | 9K | $0 |
| Jun 17, 2026 | Hammond Paula | Director | Grant (A) | 29K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 37 funds | $3.7B |
| AMAZON.COM INCAMZN | 36 funds | $12.4B |
| BRISTOL-MYERS SQUIBB COBMY | 36 funds | $1.4B |
| MICROSOFT CORPMSFT | 35 funds | $15.5B |
| BROADCOM INCAVGO | 35 funds | $8.2B |
| ALPHABET INC-CL CGOOG | 35 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 35 funds | $3.1B |
| MASTERCARD INC - AMA | 35 funds | $3.1B |
| CHEVRON CORPCVX | 35 funds | $2.3B |
| NETFLIX INCNFLX | 35 funds | $2.2B |
| UNITEDHEALTH GROUP INCUNH | 35 funds | $1.9B |
| BANK OF AMERICA CORPBAC | 35 funds | $1.8B |
Ranked by how many of ALEC'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 ALEC. 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.