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/CACC/capital-change-brief"
Use Arkolith's capital_change_brief for CACC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prescott General Partners LLC | $608.5M | 1.4M | —Held | Q1 2026 | |
| 2 | Boston Partners | $237.2M | 560K | ▲+23% Added · +104K sh | Q1 2026 | |
| 3 | GOBI CAPITAL LLC | $151.6M | 358K | —Held | Q1 2026 | |
| 4 | BECK MACK & OLIVER LLC | $130.8M | 309K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $98.1M | 232K | ▼−3.9% Reduced · −9K sh | Q1 2026 | |
| 6 | Universal- Beteiligungs- und Servicegesellschaft mbH | $98.0M | 231K | ▲+13% Added · +27K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $97.7M | 231K | ▲+3.0% Added · +7K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $90.2M | 213K | ▲New +213K sh | Q1 2026 | |
| 9 | Smead Capital Management, Inc. | $89.1M | 210K | ▲+12% Added · +22K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $73.0M | 172K | ▲New +172K sh | Q1 2026 | |
| 11 | Ruane, Cunniff & Goldfarb L.P. | $61.9M | 146K | ▼−73% Reduced · −390K sh | Q1 2026 | |
| 12 | GOODNOW INVESTMENT GROUP, LLC | $49.3M | 116K | ▼−0.3% Reduced · −420 sh | Q1 2026 | |
| 13 | FMR LLC | $44.1M | 104K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $43.4M | 103K | ▼−7.1% Reduced · −8K sh | Q1 2026 | |
| 15 | Twin Lions Management LLC | $41.2M | 97K | ▲+16% Added · +13K sh | Q1 2026 | |
| 16 | SMITH THOMAS W | $40.2M | 95K | —Held | Q1 2026 | |
| 17 | STATE STREET CORP | $39.9M | 94K | ▼−0.9% Reduced · −860 sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $38.8M | 92K | ▲+54% Added · +32K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.5M | 91K | ▲+4.6% Added · +4K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $37.6M | 89K | ▼−4.9% Reduced · −5K sh | Q1 2026 | |
| 21 | LONDON CO OF VIRGINIA | $33.8M | 80K | ▲+0.5% Added · +383 sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $32.4M | 76K | ▲+13% Added · +9K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $26.9M | 63K | ▲12× Added · +58K sh | Q1 2026 | |
| 24 | UBS Group AG | $26.5M | 63K | ▲+36% Added · +17K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $26.4M | 62K | ▲+159% Added · +38K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Prescott General Partners LLC | 10% Owner | Other (J) | 10K | $6.5M |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 184 | $119K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 53 | $34K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 413 | $268K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 447 | $291K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 1K | $676K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 689 | $450K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 819 | $535K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 869 | $569K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 175 | $115K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 156 | $103K |
| Jul 2, 2026 | Watson Jill Foss | 10% Owner | Sell (S) | 181 | $120K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 78 funds | $34.7B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $16.1B |
| UNITEDHEALTH GROUP INCUNH | 77 funds | $3.8B |
| TESLA INCTSLA | 76 funds | $9.0B |
| ELI LILLY & COLLY | 76 funds | $8.5B |
| NVIDIA CORPNVDA | 75 funds | $50.1B |
| APPLE INCAAPL | 75 funds | $42.0B |
| VISA INC-CLASS A SHARESV | 75 funds | $7.2B |
| COSTCO WHOLESALE CORPCOST | 75 funds | $6.2B |
| AMERICAN EXPRESS COAXP | 75 funds | $2.6B |
| AMAZON.COM INCAMZN | 74 funds | $27.2B |
| ALPHABET INC-CL AGOOGL | 74 funds | $23.8B |
Ranked by how many of CACC'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 CACC. 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.