Among active 13F managers last quarter, 11 opened and 17 added, while 20 reduced; the largest holder to move was General Atlantic, L.P. (+26%). Over the last 180 days, 7 insiders bought and none sold, a net +$225.5M in open-market trades.
Funds lean in and no leg opposes.
175 tracked 13F filers disclose a position in ALKT as of the latest SEC 13F filings, a combined $1.6B in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | General Atlantic, L.P. | 19.4M | $351.1M | ▲+26% Added · +4.0M sh | Q2 2026 | |
| 2 | North Reef Capital Management LP | 7.7M | $119.9M | ▲+264% Added · +5.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 5.9M | $92.2M | ▲+3.7% Added · +208K sh | Q1 2026 | |
| 4 | JANA Partners Management, LP | 5.4M | $85.1M | ▲+11% Added · +537K sh | Q1 2026 | |
| 5 | Vanguard Portfolio Management LLC | 4.7M | $73.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | Janus Henderson Group Ltd. | 3.9M | $60.4M | ▲+20% Added · +647K sh | Q1 2026 | |
| 7 | UBS Group AG | 3.7M | $58.1M | ▲+174% Added · +2.4M sh | Q1 2026 | |
| 8 | Algebris (UK) Ltd | 3.4M | $62.0M | ▲+9.7% Added · +303K sh | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 3.2M | $50.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | Irenic Capital Management LP | 2.7M | $48.5M | —Held | Q2 2026 | |
| 11 | Long Path Partners LP | 2.2M | $40.6M | ▲+24% Added · +440K sh | Q2 2026 | |
| 12 | ArrowMark Colorado Holdings LLC | 2.2M | $35.0M | ▼−15% Reduced · −379K sh | Q1 2026 | |
| 13 | Manufacturers Life Insurance Company, The | 2.2M | $34.4M | ▲+16% Added · +304K sh | Q1 2026 | |
| 14 | Geode Capital Management, LLC | 1.9M | $35.2M | ▲+5.6% Added · +103K sh | Q2 2026 | |
| 15 | State Street Corp | 1.9M | $34.9M | ▲+5.1% Added · +94K sh | Q2 2026 | |
| 16 | Citadel Advisors LLC | 1.6M | $28.4M | ▼−1.2% Reduced · −19K sh | Q2 2026 | |
| 17 | Morgan Stanley | 1.5M | $23.0M | ▼−16% Reduced · −274K sh | Q1 2026 | |
| 18 | FMR LLC | 1.5M | $22.9M | ▲+16% Added · +200K sh | Q1 2026 | |
| 19 | Praesidium Investment Management Company, LLC | 1.4M | $21.9M | ▼−39% Reduced · −891K sh | Q1 2026 | |
| 20 | Massachusetts Financial Services Co | 1.3M | $21.0M | ▼−15% Reduced · −232K sh | Q1 2026 | |
| 21 | Cadian Capital Management, LP | 1.3M | $20.9M | ▲+14% Added · +166K sh | Q1 2026 | |
| 22 | Franklin Templeton Inc | 1.2M | $18.4M | ▼−38% Reduced · −730K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 1.2M | $18.0M | ▲+22% Added · +208K sh | Q1 2026 | |
| 24 | Bank Of America Corp | 1.1M | $17.8M | ▲+5.7% Added · +62K sh | Q1 2026 | |
| 25 | Marshall Wace, LLP | 1.0M | $16.3M | ▲+503% Added · +868K 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.
Last quarter, 11 funds opened a new position in ALKT and 17 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 83 funds | $264.8B |
| Microsoft CorpMSFT | 82 funds | $182.3B |
| Amazon.com IncAMZN | 80 funds | $129.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 79 funds | $23.3B |
| Meta Platforms Inc-Class AMETA | 78 funds | $76.0B |
| JPMorgan Chase & CoJPM | 78 funds | $39.6B |
| Apple IncAAPL | 77 funds | $196.7B |
| Alphabet Inc-CL AGOOGL | 77 funds | $99.6B |
| Visa Inc-Class A SharesV | 77 funds | $40.3B |
| Eli Lilly & CoLLY | 76 funds | $52.0B |
| Abbvie IncABBV | 76 funds | $21.2B |
| Micron Technology IncMU | 76 funds | $20.2B |
Ranked by how many of ALKT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALKT.
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 36 | – |
Insiders Form 4 open-market | 7 | 0 | +$225.5M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for ALKT
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 + the live filing stream, joined for ALKT. Filings are public domain, sourced to SEC EDGAR.