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/BBIO/capital-change-brief"
Use Arkolith's capital_change_brief for BBIO. 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. | $1.1B | 14.2M | ▼−2.3% Reduced · −342K sh | Q1 2026 | |
| 2 | JANUS HENDERSON GROUP PLC | $978.6M | 13.2M | ▲+20% Added · +2.2M sh | Q1 2026 | |
| 3 | VIKING GLOBAL INVESTORS LP | $879.4M | 11.8M | ▼−18% Reduced · −2.6M sh | Q1 2026 | |
| 4 | FARALLON CAPITAL MANAGEMENT LLC | $695.5M | 9.4M | ▲+4.1% Added · +367K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $600.1M | 8.1M | ▲New +8.1M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $576.2M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $366.4M | 4.9M | ▼−0.6% Reduced · −29K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $371.9M | 4.9M | ▲+11% Added · +506K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $282.3M | 3.8M | ▼−0.7% Reduced · −27K sh | Q1 2026 | |
| 10 | Frazier Life Sciences Management, L.P. | $256.1M | 3.4M | ▼−2.7% Reduced · −97K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $235.7M | 3.2M | ▲+355% Added · +2.5M sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $231.7M | 3.1M | ▲+60% Added · +1.2M sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $189.0M | 2.5M | ▲+15% Added · +331K sh | Q1 2026 | |
| 14 | Polar Capital Holdings Plc | $187.1M | 2.5M | ▲+94% Added · +1.2M sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $181.1M | 2.4M | ▲+13% Added · +274K sh | Q1 2026 | |
| 16 | FMR LLC | $174.0M | 2.3M | ▼−1.9% Reduced · −47K sh | Q1 2026 | |
| 17 | UBS Group AG | $150.5M | 2.0M | ▲+8.1% Added · +151K sh | Q1 2026 | |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $146.8M | 2.0M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $146.7M | 2.0M | ▲+0.6% Added · +12K sh | Q1 2026 | |
| 20 | ALLIANCEBERNSTEIN L.P. | $146.0M | 1.9M | ▼−6.9% Reduced · −142K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $140.9M | 1.9M | ▲+6.4% Added · +115K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $139.4M | 1.9M | ▲+34% Added · +478K sh | Q1 2026 | |
| 23 | SC US (TTGP), LTD. | $138.2M | 1.9M | —Held | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $130.5M | 1.8M | ▲+414% Added · +1.4M sh | Q1 2026 | |
| 25 | NORGES BANK | $116.8M | 1.5M | ▼−22% Reduced · −430K sh | Q4 2025 |
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 | Cook Jennifer E. | Director | Option exercise (M) | 17K | $0 |
| Jul 9, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 112K | $0 |
| Jul 9, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 19K | $0 |
| Jul 9, 2026 | Cook Jennifer E. | Director | Sell (S) | 112K | $10.1M |
| Jul 9, 2026 | Cook Jennifer E. | Director | Sell (S) | 36K | $3.0M |
| Jul 9, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 17K | $288K |
| Jul 9, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 112K | $3.3M |
| Jul 9, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 19K | $161K |
| Jul 9, 2026 | Ellis Andrea | Director | Option exercise (M) | 17K | $0 |
| Jul 9, 2026 | Ellis Andrea | Director | Sell (S) | 17K | $1.4M |
| Jul 9, 2026 | Ellis Andrea | Director | Option exercise (M) | 17K | $288K |
| Jun 24, 2026 | Cook Jennifer E. | Director | Option exercise (M) | 17K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 140 funds | $62.5B |
| NVIDIA CORPNVDA | 137 funds | $86.6B |
| AMAZON.COM INCAMZN | 137 funds | $45.2B |
| ELI LILLY & COLLY | 137 funds | $16.3B |
| APPLE INCAAPL | 135 funds | $70.2B |
| BROADCOM INCAVGO | 135 funds | $32.8B |
| ALPHABET INC-CL AGOOGL | 134 funds | $41.5B |
| META PLATFORMS INC-CLASS AMETA | 133 funds | $27.8B |
| VISA INC-CLASS A SHARESV | 132 funds | $14.0B |
| COSTCO WHOLESALE CORPCOST | 132 funds | $10.2B |
| TESLA INCTSLA | 131 funds | $17.6B |
| MASTERCARD INC - AMA | 131 funds | $12.5B |
Ranked by how many of BBIO'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 BBIO. 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.