274 tracked 13F filers disclose a position in BLBD as of the latest SEC 13F filings, a combined $1.8B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $147.1M | 2.6M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 2 | FMR LLC | $144.3M | 2.5M | ▼−16% Reduced · −483K sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $100.0M | 1.8M | ▼−1.8% Reduced · −32K sh | Q1 2026 | |
| 4 | WESTWOOD HOLDINGS GROUP INC | $94.0M | 1.7M | ▼−13% Reduced · −240K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $79.0M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $62.7M | 1.1M | ▲+42% Added · +325K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $69.0M | 874K | ▲+5.7% Added · +47K sh | Q2 2026 | |
| 8 | STATE STREET CORP | $63.5M | 804K | ▲+6.8% Added · +52K sh | Q2 2026 | |
| 9 | 325 CAPITAL LLC | $56.2M | 711K | ▲+4.6% Added · +32K sh | Q2 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $39.1M | 689K | ▲+7.5% Added · +48K sh | Q1 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | $51.6M | 663K | ▲+31% Added · +156K sh | Q2 2026 | |
| 12 | NEUMEIER POMA INVESTMENT COUNSEL LLC | $51.1M | 648K | ▲+3.6% Added · +22K sh | Q2 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $32.6M | 573K | ▲+4.0% Added · +22K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $31.7M | 558K | ▲+108% Added · +289K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $30.1M | 529K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $29.9M | 526K | ▼−26% Reduced · −187K sh | Q1 2026 | |
| 17 | ALLIANCEBERNSTEIN L.P. | $23.2M | 495K | ▼−5.0% Reduced · −26K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $24.2M | 425K | →First observed position No prior filed position | Q1 2026 | |
| 19 | Empowered Funds, LLC | $23.2M | 409K | ▲New +409K sh | Q1 2026 | |
| 20 | OBERWEIS ASSET MANAGEMENT INC/ | $22.1M | 389K | ▲+1.7% Added · +7K sh | Q1 2026 | |
| 21 | AQR CAPITAL MANAGEMENT LLC | $21.6M | 379K | ▲+56% Added · +136K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $20.9M | 368K | ▼−12% Reduced · −48K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $19.0M | 334K | ▼−26% Reduced · −118K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $18.5M | 325K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 25 | BLAIR WILLIAM & CO/IL | $25.3M | 321K | ▲+0.1% Added · +230 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.
Last quarter, 2 funds opened a new position in BLBD and 26 added to an existing one, while 30 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 153 funds | $224.9B |
| NVIDIA CORPNVDA | 148 funds | $329.6B |
| AMAZON.COM INCAMZN | 148 funds | $164.5B |
| APPLE INCAAPL | 144 funds | $245.4B |
| META PLATFORMS INC-CLASS AMETA | 144 funds | $94.2B |
| ALPHABET INC-CL AGOOGL | 143 funds | $142.9B |
| JPMORGAN CHASE & COJPM | 142 funds | $52.1B |
| BROADCOM INCAVGO | 141 funds | $133.0B |
| ELI LILLY & COLLY | 141 funds | $65.6B |
| LAM RESEARCH CORPLRCX | 140 funds | $29.0B |
| MICRON TECHNOLOGY INCMU | 139 funds | $31.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 138 funds | $28.0B |
Ranked by how many of BLBD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Thau Daniel Mark | Director | Buy (P) | 350 | $23K |
| May 19, 2026 | Thau Daniel Mark | Director | Buy (P) | 300 | $20K |
| Mar 4, 2026 | Sanfrey Jeffrey Scott | Chief Operating Officer | Sell (S) | 5K | $304K |
| Feb 19, 2026 | Radulescu Razvan | Chief Financial Officer | Sell (S) | 4K | $239K |
| Dec 17, 2025 | Radulescu Razvan | Chief Financial Officer | Sell (S) | 7K | $361K |
| Dec 12, 2025 | Horlock Phil | Director | Sell (S) | 7K | $356K |
| Dec 12, 2025 | Horlock Phil | Director | Sell (S) | 8K | $420K |
| Dec 10, 2025 | Radulescu Razvan | Chief Financial Officer | Sell (S) | 8K | $402K |
| Dec 4, 2025 | Thau Daniel Mark | Director | Buy (P) | 400 | $20K |
| Sep 12, 2025 | Horlock Phil | Director | Sell (S) | 14K | $788K |
| Sep 2, 2025 | Radulescu Razvan | Chief Financial Officer | Sell (S) | 7K | $385K |
| Aug 28, 2025 | Horlock Phil | Director | Sell (S) | 13K | $767K |
Connected entities for BLBD
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/BLBD/capital-change-brief"
Use Arkolith's capital_change_brief for BLBD. 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 BLBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.