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/ARQT/capital-change-brief"
Use Arkolith's capital_change_brief for ARQT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUVRETTA CAPITAL MANAGEMENT, LLC | $290.4M | 12.3M | ▲+3.0% Added · +363K sh | Q1 2026 | |
| 2 | Frazier Life Sciences Management, L.P. | $232.6M | 9.9M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $216.8M | 9.2M | ▲+1.1% Added · +101K sh | Q1 2026 | |
| 4 | Rubric Capital Management LP | $194.9M | 8.3M | —Held | Q1 2026 | |
| 5 | STATE STREET CORP | $148.3M | 6.3M | ▲+15% Added · +808K sh | Q1 2026 | |
| 6 | Polar Capital Holdings Plc | $133.5M | 5.7M | ▲+2.0% Added · +111K sh | Q1 2026 | |
| 7 | JENNISON ASSOCIATES LLC | $117.3M | 5.0M | ▼−26% Reduced · −1.8M sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $114.8M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 9 | GILDER GAGNON HOWE & CO LLC | $101.4M | 4.3M | ▼−3.4% Reduced · −150K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $99.4M | 4.2M | ▼−2.8% Reduced · −121K sh | Q1 2026 | |
| 11 | UBS Group AG | $78.4M | 3.3M | ▲+2.6% Added · +86K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $71.8M | 3.0M | ▲+11% Added · +292K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $58.8M | 2.5M | ▼−7.0% Reduced · −187K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $57.3M | 2.4M | ▲+435% Added · +2.0M sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $54.1M | 2.3M | ▲+21% Added · +398K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $52.3M | 2.2M | ▲+33% Added · +548K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $46.1M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $43.7M | 1.9M | ▲+1.3% Added · +25K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $37.8M | 1.6M | ▲+1.7% Added · +27K sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $34.5M | 1.5M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 21 | OBERWEIS ASSET MANAGEMENT INC/ | $32.2M | 1.4M | ▲+69% Added · +558K sh | Q1 2026 | |
| 22 | Ensign Peak Advisors, Inc | $29.3M | 1.2M | ▼−35% Reduced · −658K sh | Q1 2026 | |
| 23 | Perpetual Ltd | $29.1M | 1.1M | ▲+22% Added · +200K sh | Q2 2026 | |
| 24 | Squarepoint Ops LLC | $26.0M | 1.1M | ▲+142% Added · +648K sh | Q1 2026 | |
| 25 | Candriam S.C.A. | $25.6M | 1.1M | ▲+35% Added · +284K 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 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 2K | $0 |
| Jul 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 1K | $0 |
| Jul 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 822 | $0 |
| Jul 15, 2026 | Welgus Howard G. | Director | Sell (S) | 5K | $127K |
| Jul 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 2K | $19K |
| Jul 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 1K | $8K |
| Jul 15, 2026 | Welgus Howard G. | Director | Option exercise (M) | 822 | $5K |
| Jul 15, 2026 | Peetz Christopher | Director | Grant (A) | 13K | $0 |
| Jul 15, 2026 | Peetz Christopher | Director | Grant (A) | 21K | $0 |
| Jul 15, 2026 | Peetz Christopher | Director | Grant (A) | 4K | $0 |
| Jun 17, 2026 | Welgus Howard G. | Director | Sell (S) | 635 | $16K |
| Jun 15, 2026 | LIN SUE-JEAN | Director | Sell (S) | 5K | $121K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 90 funds | $40.4B |
| AMAZON.COM INCAMZN | 89 funds | $30.0B |
| NVIDIA CORPNVDA | 88 funds | $60.0B |
| ALPHABET INC-CL AGOOGL | 88 funds | $27.6B |
| ELI LILLY & COLLY | 88 funds | $10.5B |
| MICRON TECHNOLOGY INCMU | 88 funds | $9.0B |
| META PLATFORMS INC-CLASS AMETA | 87 funds | $19.6B |
| COSTCO WHOLESALE CORPCOST | 87 funds | $7.4B |
| MASTERCARD INC - AMA | 87 funds | $7.0B |
| INTUITIVE SURGICAL INCISRG | 87 funds | $3.5B |
| SERVICENOW INCNOW | 87 funds | $2.9B |
| APPLE INCAAPL | 86 funds | $46.3B |
Ranked by how many of ARQT'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 ARQT. 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.