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/APEI/capital-change-brief"
Use Arkolith's capital_change_brief for APEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $82.5M | 1.5M | ▼−3.3% Reduced · −50K sh | Q1 2026 | |
| 2 | 325 CAPITAL LLC | $67.3M | 1.2M | ▼−23% Reduced · −345K sh | Q1 2026 | |
| 3 | Divisadero Street Capital Management, LP | $59.8M | 1.1M | ▼−37% Reduced · −619K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $52.3M | 920K | ▼−4.4% Reduced · −43K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $45.5M | 799K | ▼−5.7% Reduced · −48K sh | Q1 2026 | |
| 6 | FMR LLC | $44.8M | 788K | ▲123× Added · +782K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $43.3M | 762K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $39.9M | 701K | ▲New +701K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $37.5M | 659K | ▲+4.0% Added · +26K sh | Q1 2026 | |
| 10 | No Street GP LP | $36.8M | 648K | ▼−30% Reduced · −277K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $35.3M | 620K | ▲+4.2% Added · +25K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $27.5M | 483K | ▲+12% Added · +51K sh | Q1 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21.9M | 385K | ▼−3.0% Reduced · −12K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $20.4M | 358K | ▲+4.3% Added · +15K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.2M | 338K | ▲New +338K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $14.9M | 261K | ▲New +261K sh | Q1 2026 | |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $13.9M | 245K | ▼−6.5% Reduced · −17K sh | Q1 2026 | |
| 18 | UBS Group AG | $13.3M | 235K | ▼−11% Reduced · −29K sh | Q1 2026 | |
| 19 | Nuveen, LLC | $12.5M | 220K | ▲+547% Added · +186K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $11.6M | 203K | ▲+241% Added · +144K sh | Q1 2026 | |
| 21 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $11.1M | 195K | ▼−0.2% Reduced · −316 sh | Q1 2026 | |
| 22 | OSSIAM | $11.0M | 193K | ▲New +193K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $9.9M | 173K | ▲+2.9% Added · +5K sh | Q1 2026 | |
| 24 | Manatuck Hill Partners, LLC | $9.8M | 171K | ▲+36% Added · +45K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $8.9M | 158K | ▲+21% Added · +28K 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 1, 2026 | Pianko Daniel S. | Director | Grant (A) | 1K | $40K |
| Jun 22, 2026 | Beckett Thomas | SVP, General Counsel | Sell (S) | 2K | $108K |
| Jun 15, 2026 | Beckett Thomas | SVP, General Counsel | Sell (S) | 5K | $268K |
| Jun 15, 2026 | Beckett Thomas | SVP, General Counsel | Sell (S) | 3K | $136K |
| Jun 15, 2026 | Beckett Thomas | SVP, General Counsel | Sell (S) | 200 | $11K |
| May 22, 2026 | Pianko Daniel S. | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Blevins Granetta B. | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Fabrega Anna M. | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Statuto Richard J. | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Kenigsberg James | Int Chief Inno & Tech Officer | Tax withholding (F) | 1K | $66K |
| May 22, 2026 | Braner Michael David | Director | Grant (A) | 2K | $0 |
| May 13, 2026 | Fernandes Nuno S. | President, APUS | Sell (S) | 5K | $240K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 61 funds | $25.0B |
| AMAZON.COM INCAMZN | 60 funds | $18.9B |
| ALPHABET INC-CL AGOOGL | 60 funds | $15.5B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $11.3B |
| UNITEDHEALTH GROUP INCUNH | 59 funds | $2.5B |
| NVIDIA CORPNVDA | 58 funds | $37.2B |
| APPLE INCAAPL | 58 funds | $27.0B |
| JPMORGAN CHASE & COJPM | 58 funds | $8.3B |
| VISA INC-CLASS A SHARESV | 58 funds | $5.2B |
| BROADCOM INCAVGO | 57 funds | $14.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $4.8B |
| APPLIED MATERIALS INCAMAT | 57 funds | $3.5B |
Ranked by how many of APEI'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 APEI. 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.