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/BCAX/capital-change-brief"
Use Arkolith's capital_change_brief for BCAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $144.3M | 7.3M | ▲+4.3% Added · +300K sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 6.6M | ▲+104% Added · +3.4M sh | Q1 2026 | |
| 3 | Siren, L.L.C. | $115.4M | 5.8M | ▲+11% Added · +586K sh | Q1 2026 | |
| 4 | Vestal Point Capital, LP | $107.9M | 5.4M | ▲+52% Added · +1.9M sh | Q1 2026 | |
| 5 | Deep Track Capital, LP | $80.8M | 4.1M | ▲+55% Added · +1.4M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $66.4M | 3.3M | ▲+26% Added · +693K sh | Q1 2026 | |
| 7 | TPG GP A, LLC | $59.9M | 3.0M | —Held | Q1 2026 | |
| 8 | BlackRock, Inc. | $56.6M | 2.8M | ▲+12% Added · +315K sh | Q1 2026 | |
| 9 | Omega Fund Management, LLC | $47.6M | 2.4M | ▲+8.5% Added · +188K sh | Q1 2026 | |
| 10 | FMR LLC | $41.8M | 2.1M | ▼−37% Reduced · −1.2M sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $35.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $33.0M | 1.7M | ▲+115% Added · +887K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $32.3M | 1.6M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $28.2M | 1.4M | ▼−14% Reduced · −230K sh | Q1 2026 | |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | $27.4M | 1.4M | ▼−12% Reduced · −183K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $16.5M | 831K | ▲+2.4% Added · +20K sh | Q1 2026 | |
| 17 | FIL Ltd | $13.5M | 680K | ▼−10% Reduced · −79K sh | Q1 2026 | |
| 18 | ORBIMED ADVISORS LLC | $13.3M | 667K | ▲+219% Added · +458K sh | Q1 2026 | |
| 19 | ACORN CAPITAL ADVISORS, LLC | $12.8M | 643K | —Held | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $11.1M | 559K | ▲+1.2% Added · +7K sh | Q1 2026 | |
| 21 | Palo Alto Investors LP | $10.9M | 550K | ▲+84% Added · +252K sh | Q1 2026 | |
| 22 | Rock Springs Capital Management LP | $9.7M | 489K | ▲+14% Added · +60K sh | Q1 2026 | |
| 23 | DAFNA Capital Management LLC | $8.4M | 422K | ▲+61% Added · +160K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $8.4M | 421K | ▲+285% Added · +312K sh | Q1 2026 | |
| 25 | Ensign Peak Advisors, Inc | $8.0M | 401K | —Held | 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 10, 2026 | Mazumdar Claire | Chief Executive Officer, Director | Option exercise (M) | 10K | $0 |
| Jul 10, 2026 | Mazumdar Claire | Chief Executive Officer, Director | Sell (S) | 28 | $831 |
| Jul 10, 2026 | Mazumdar Claire | Chief Executive Officer, Director | Sell (S) | 10K | $283K |
| Jul 10, 2026 | Mazumdar Claire | Chief Executive Officer, Director | Option exercise (M) | 10K | $38K |
| Jul 9, 2026 | Cohlhepp Ryan | President and COO, Director | Sell (S) | 536 | $16K |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Option exercise (M) | 908 | $0 |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Option exercise (M) | 12K | $0 |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Sell (S) | 830 | $25K |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Sell (S) | 4K | $132K |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Sell (S) | 23K | $651K |
| Jul 8, 2026 | Hyep Ivan | Chief Financial Officer | Option exercise (M) | 13K | $47K |
| Jul 8, 2026 | Cohlhepp Ryan | President and COO, Director | Option exercise (M) | 19K | $71K |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 43 funds | $1.4B |
| ELI LILLY & COLLY | 42 funds | $5.0B |
| INTUITIVE SURGICAL INCISRG | 42 funds | $1.9B |
| MICROSOFT CORPMSFT | 41 funds | $18.0B |
| AMAZON.COM INCAMZN | 41 funds | $13.9B |
| ALPHABET INC-CL AGOOGL | 41 funds | $12.1B |
| BROADCOM INCAVGO | 41 funds | $10.6B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $8.2B |
| UNITEDHEALTH GROUP INCUNH | 41 funds | $2.3B |
| GILEAD SCIENCES INCGILD | 41 funds | $1.9B |
| NVIDIA CORPNVDA | 40 funds | $27.6B |
| TESLA INCTSLA | 40 funds | $6.8B |
Ranked by how many of BCAX'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 BCAX. 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.