Among active 13F managers last quarter, 14 opened and 22 added, while 12 reduced; the largest holder to move was Hood River Capital Management LLC (+53%). Over the last 180 days, 8 insiders sold and 1 insider bought, a net -$98.3M in open-market trades.
The legs disagree, or only one of them leans.
223 tracked 13F filers disclose a position in BFLY as of the latest SEC 13F filings, a combined $992.2M 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 | BlackRock, Inc. | 18.8M | $158.5M | ▲+18% Added · +2.9M sh | Q2 2026 | |
| 2 | Hood River Capital Management LLC | 13.2M | $111.1M | ▲+53% Added · +4.6M sh | Q2 2026 | |
| 3 | Fosun International Ltd | 10.2M | $86.2M | ▼−4.5% Reduced · −482K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 8.6M | $72.1M | ▲+4.5% Added · +367K sh | Q2 2026 | |
| 5 | State Street Corp | 5.8M | $48.5M | ▲+4.0% Added · +223K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 5.3M | $45.0M | ▲+11% Added · +537K sh | Q2 2026 | |
| 7 | ARK Investment Management LLC | 5.1M | $42.8M | ▼−2.7% Reduced · −142K sh | Q2 2026 | |
| 8 | FMR LLC | 4.9M | $41.3M | ▲11× Added · +4.5M sh | Q2 2026 | |
| 9 | AWM Investment Company, Inc. | 4.4M | $37.3M | —Held | Q2 2026 | |
| 10 | Bank Of America Corp | 4.2M | $16.8M | ▲+71% Added · +1.7M sh | Q1 2026 | |
| 11 | Nuveen, LLC | 3.7M | $15.1M | ▲+579% Added · +3.2M sh | Q1 2026 | |
| 12 | Millennium Management LLC | 3.5M | $14.1M | ▲+9.9% Added · +315K sh | Q1 2026 | |
| 13 | First Light Asset Management, LLC | 2.6M | $22.2M | ▼−0.7% Reduced · −18K sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 2.4M | $20.1M | ▲+30% Added · +545K sh | Q2 2026 | |
| 15 | Dimensional Fund Advisors LP | 2.4M | $9.5M | ▲+31% Added · +557K sh | Q1 2026 | |
| 16 | Sei Investments Co | 2.3M | $9.3M | ▲+31% Added · +539K sh | Q1 2026 | |
| 17 | Marshall Wace, LLP | 2.3M | $9.2M | ▲+444% Added · +1.9M sh | Q1 2026 | |
| 18 | Deutsche Bank AG | 2.3M | $9.1M | ▲+37% Added · +611K sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 1.9M | $7.8M | ▲+123% Added · +1.1M sh | Q1 2026 | |
| 20 | Algert Global LLC | 1.8M | $15.3M | ▼−32% Reduced · −848K sh | Q2 2026 | |
| 21 | Morgan Stanley | 1.7M | $7.0M | ▼−26% Reduced · −605K sh | Q1 2026 | |
| 22 | Kingdon Capital Management, L.L.C. | 1.7M | $14.3M | ▲New +1.7M sh | Q2 2026 | |
| 23 | Charles Schwab Investment Management Inc | 1.7M | $6.8M | ▼−5.4% Reduced · −96K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 1.6M | $6.3M | ▲+5.6% Added · +82K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 1.5M | $12.7M | ▲+6.7% Added · +94K sh | Q2 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 14 funds opened a new position in BFLY and 22 added to an existing one, while 12 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 | 107 funds | $281.5B |
| Microsoft CorpMSFT | 107 funds | $188.7B |
| Meta Platforms Inc-Class AMETA | 107 funds | $79.2B |
| Amazon.com IncAMZN | 106 funds | $138.5B |
| Eli Lilly & CoLLY | 105 funds | $59.7B |
| Advanced Micro DevicesAMD | 105 funds | $24.1B |
| Alphabet Inc-CL AGOOGL | 104 funds | $112.8B |
| Apple IncAAPL | 103 funds | $210.7B |
| Visa Inc-Class A SharesV | 103 funds | $44.1B |
| JPMorgan Chase & CoJPM | 102 funds | $46.4B |
| Costco Wholesale CorpCOST | 102 funds | $28.5B |
| Intel CorpINTC | 102 funds | $11.8B |
Ranked by how many of BFLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BFLY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Caezza Nicholas | Deputy General Counsel | Sell (S) | 2K | $14K |
| Aug 17, 2026 | Robbins Larry | Director | Sell (S) | 583K | $5.2M |
| Aug 14, 2026 | Robbins Larry | Director | Sell (S) | 825K | $7.2M |
| Aug 14, 2026 | Phanstiel S. Louise | Director | Buy (P) | 115K | $1000K |
| Aug 13, 2026 | Robbins Larry | Director | Sell (S) 3 lots, same day | 891K | $8.2M |
| Aug 11, 2026 | Caezza Nicholas | Deputy General Counsel | Sell (S) | 10K | $98K |
| Aug 10, 2026 | Devivo Joseph | President & CEO, Director | Sell (S) | 68K | $684K |
| Aug 3, 2026 | Robbins Larry | Director | Sell (S) | 156K | $1.3M |
| Jul 31, 2026 | Robbins Larry | Director | Sell (S) | 1.7M | $12.7M |
| Jul 31, 2026 | Carlson Megan | CAO and SVP, Finance | Sell (S) | 69K | $541K |
| Jul 22, 2026 | Rothberg Jonathan M | Director | Sell (S) 4 lots, same day | 660K | $4.3M |
| Jul 21, 2026 | Rothberg Jonathan M | Director, 10% Owner | Sell (S) | 753K | $5.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 52 | 23 | – |
Insiders Form 4 open-market | 1 | 8 | -$98.3M |
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.
Connected entities for BFLY
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/BFLY/capital-change-brief"
Use Arkolith's capital_change_brief for BFLY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BFLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.