Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
14 tracked 13F filers disclose a position in BRFH as of the latest SEC 13F filings, a combined $5.5M 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 | Ibex Investors LLC | 1.4M | $2.9M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 333K | $667K | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 303K | $852K | ▲+0.3% Added · +769 sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | 156K | $439K | —Held | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 90K | $180K | ▼−7.8% Reduced · −8K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 54K | $151K | —Held | Q1 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 43K | $87K | —Held | Q2 2026 | |
| 8 | State Street Corp | 41K | $81K | —Held | Q2 2026 | |
| 9 | Northern Trust Corp | 26K | $73K | —Held | Q1 2026 | |
| 10 | BlackRock, Inc. | 21K | $42K | ▲+12% Added · +2K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 11K | $22K | ▲New +11K sh | Q2 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 2K | $6K | ▲+13% Added · +260 sh | Q1 2026 | |
| 13 | Financial Consulate, Inc | 1K | $3K | —Held | Q2 2026 | |
| 14 | UBS Group AG | 200 | $562 | ▼−64% Reduced · −349 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.
Last quarter, 1 fund opened a new position in BRFH and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Intuit IncINTU | 4 funds | $219.3M |
| Copart IncCPRT | 4 funds | $131.1M |
| Ameriprise Financial IncAMP | 4 funds | $111.4M |
| Elf Beauty IncELF | 4 funds | $80.5M |
| Autodesk IncADSK | 4 funds | $29.5M |
| Draftkings Inc-CL ADKNG | 4 funds | $6.4M |
| Amazon.com IncAMZN | 3 funds | $2.6B |
| Nvidia CorpNVDA | 3 funds | $2.4B |
| Apple IncAAPL | 3 funds | $2.2B |
| Microsoft CorpMSFT | 3 funds | $1.5B |
| Electronic Arts IncEA | 3 funds | $1.2B |
| Warner Bros Discovery IncWBD | 3 funds | $1.2B |
Ranked by how many of BRFH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BRFH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2025 | Delle Coste Riccardo | Chief Executive Officer, Director, 10% Owner | Buy (P) 6 lots, same day | 6K | $15K |
| Dec 16, 2024 | Roger Lisa | Chief Financial Officer | Sell (S) 5 lots, same day | 5K | $12K |
| Apr 3, 2020 | Delle Coste Riccardo | Chief Executive Officer, Director, 10% Owner | Buy (P) | 53K | $27K |
| Mar 19, 2020 | Ibex Microcap Fund LLLP | 10% Owner | Buy (P) | 3.0M | $1.5M |
| Mar 10, 2020 | Cugine Joseph M. | Director | Buy (P) | 10K | $6K |
| Mar 10, 2020 | Delle Coste Riccardo | Chief Executive Officer, Director, 10% Owner | Buy (P) | 10K | $6K |
| Dec 28, 2018 | Lang Steven | Director, 10% Owner | Buy (P) | 55K | — |
| Dec 28, 2017 | Lang Steven | Director, 10% Owner | Buy (P) | 18K | — |
| Dec 19, 2017 | Ibex Investors LLC | 10% Owner | Sell (S) | 492K | $280K |
| Sep 28, 2016 | Lang Steven | Director, 10% Owner | Buy (P) | 88K | — |
| Sep 28, 2016 | Cugine Joseph M. | President Barfresh Corp Inc, Director | Buy (P) | 78K | — |
| Sep 28, 2016 | Tesoriero Joseph S. | Chief Financial Officer | Buy (P) | 39K | — |
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 | 3 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 BRFH
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/BRFH/capital-change-brief"
Use Arkolith's capital_change_brief for BRFH. 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 BRFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.