| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GENERAL ATLANTIC, L.P. | $240.3M | 15.3M | ▲+28% Added · +3.3M sh | Q1 2026 | |
| 2 | North Reef Capital Management LP | $119.9M | 7.7M | ▲+264% Added · +5.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $92.2M | 5.9M | ▲+3.7% Added · +208K sh | Q1 2026 | |
| 4 | JANA Partners Management, LP | $85.1M | 5.4M | ▲+11% Added · +537K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $73.4M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $60.4M | 3.9M | ▲+20% Added · +647K sh | Q1 2026 | |
| 7 | UBS Group AG | $58.1M | 3.7M | ▲+174% Added · +2.4M sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $50.2M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 9 | Irenic Capital Management LP | $41.9M | 2.7M | ▲+27% Added · +569K sh | Q1 2026 | |
| 10 | ArrowMark Colorado Holdings LLC | $35.0M | 2.2M | ▼−15% Reduced · −379K sh | Q1 2026 | |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34.4M | 2.2M | ▲+16% Added · +304K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $28.9M | 1.8M | ▲+1.5% Added · +28K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $28.8M | 1.8M | ▼−1.1% Reduced · −20K sh | Q1 2026 | |
| 14 | Champlain Investment Partners, LLC | $25.1M | 1.6M | ▼−19% Reduced · −382K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $24.9M | 1.6M | ▲+747% Added · +1.4M sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $23.0M | 1.5M | ▼−16% Reduced · −274K sh | Q1 2026 | |
| 17 | FMR LLC | $22.9M | 1.5M | ▲+16% Added · +200K sh | Q1 2026 | |
| 18 | Praesidium Investment Management Company, LLC | $21.9M | 1.4M | ▼−39% Reduced · −891K sh | Q1 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $21.0M | 1.3M | ▼−15% Reduced · −232K sh | Q1 2026 | |
| 20 | CADIAN CAPITAL MANAGEMENT, LP | $20.9M | 1.3M | ▲+14% Added · +166K sh | Q1 2026 | |
| 21 | FRANKLIN RESOURCES INC | $18.4M | 1.2M | ▼−38% Reduced · −730K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $18.0M | 1.2M | ▲+22% Added · +208K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $17.8M | 1.1M | ▲+5.7% Added · +62K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $16.3M | 1.0M | ▲+503% Added · +868K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $13.2M | 842K | ▼−20% Reduced · −211K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 66 funds | $26.6B |
| NVIDIA CORPNVDA | 65 funds | $37.9B |
| APPLE INCAAPL | 64 funds | $32.8B |
| AMAZON.COM INCAMZN | 64 funds | $23.1B |
| JPMORGAN CHASE & COJPM | 63 funds | $9.1B |
| SERVICENOW INCNOW | 63 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 62 funds | $17.2B |
| BROADCOM INCAVGO | 62 funds | $13.3B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $11.6B |
| NETFLIX INCNFLX | 62 funds | $3.9B |
| ADVANCED MICRO DEVICESAMD | 62 funds | $3.0B |
| TESLA INCTSLA | 61 funds | $9.6B |
Ranked by how many of ALKT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 14, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 675K | $11.1M |
| May 14, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 675K | $11.1M |
| May 13, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 550K | $9.1M |
| May 13, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 550K | $9.1M |
| May 12, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 750K | $12.7M |
| May 12, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 750K | $12.7M |
| May 6, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 845K | $14.0M |
| May 6, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 845K | $14.0M |
| May 5, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 700K | $11.8M |
| May 5, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 700K | $11.8M |
| May 4, 2026 | GENERAL ATLANTIC, L.P. | Director, 10% Owner | Buy (P) | 522K | $8.8M |
| May 4, 2026 | GENERAL ATLANTIC GENPAR (BERMUDA), L.P. | Director, 10% Owner | Buy (P) | 522K | $8.8M |
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/ALKT/capital-change-brief"
Use Arkolith's capital_change_brief for ALKT. 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 ALKT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.