Among active 13F managers last quarter, 8 opened and 4 added, while 7 reduced; the largest holder to move was Balyasny Asset Management L.P. (+8.0%). Over the last 180 days, 2 insiders sold and 4 insiders bought, a net -$2.4M in open-market trades.
The legs disagree, or only one of them leans.
49 tracked 13F filers disclose a position in CAMP as of the latest SEC 13F filings, a combined $169.1M 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 | Janus Henderson Group Ltd. | 6.3M | $27.9M | —Held | Q1 2026 | |
| 2 | 5AM Venture Management, LLC | 5.9M | $25.6M | —Held | Q2 2026 | |
| 3 | FMR LLC | 4.9M | $21.4M | ▼−0.6% Reduced · −29K sh | Q2 2026 | |
| 4 | Vivo Capital, LLC | 4.2M | $18.6M | —Held | Q2 2026 | |
| 5 | Balyasny Asset Management L.P. | 2.6M | $11.6M | ▲+8.0% Added · +196K sh | Q1 2026 | |
| 6 | Adage Capital Partners GP, L.L.C. | 2.0M | $8.6M | ▼−10% Reduced · −221K sh | Q1 2026 | |
| 7 | Trails Edge Capital Partners, LP | 1.9M | $8.4M | ▼−0.3% Reduced · −7K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 1.6M | $7.2M | ▲+260% Added · +1.2M sh | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 1.5M | $6.7M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 10 | Enavate Sciences GP, LLC | 1.4M | $6.2M | ▼−35% Reduced · −765K sh | Q2 2026 | |
| 11 | Stonepine Capital Management, LLC | 1.4M | $6.1M | —Held | Q2 2026 | |
| 12 | Harbourvest Partners LLC | 1.3M | $5.6M | —Held | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 796K | $3.5M | ▲+108% Added · +413K sh | Q2 2026 | |
| 14 | Silverarc Capital Management, LLC | 654K | $2.9M | —Held | Q2 2026 | |
| 15 | State Street Corp | 362K | $1.6M | ▲+147% Added · +215K sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 336K | $1.5M | ▲New +336K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 226K | $988K | ▲+16% Added · +31K sh | Q2 2026 | |
| 18 | Vanguard Portfolio Management LLC | 221K | $965K | ▲New +221K sh | Q2 2026 | |
| 19 | Birchview Capital, LP | 120K | $524K | ▲New +120K sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 109K | $480K | ▲+15% Added · +14K sh | Q1 2026 | |
| 21 | Millennium Management LLC | 86K | $379K | ▲+751% Added · +76K sh | Q1 2026 | |
| 22 | Victory Capital Management Inc | 82K | $364K | ▼−0.4% Reduced · −340 sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 78K | $346K | ▲+316% Added · +60K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 71K | $312K | ▼−5.2% Reduced · −4K sh | Q1 2026 | |
| 25 | Barclays PLC | 35K | $153K | ▼−53% Reduced · −39K 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, 8 funds opened a new position in CAMP and 4 added to an existing one, while 7 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 |
|---|---|---|
| Bristol-Myers Squibb CoBMY | 20 funds | $3.9B |
| Nvidia CorpNVDA | 19 funds | $104.8B |
| Amazon.com IncAMZN | 19 funds | $43.2B |
| Eli Lilly & CoLLY | 19 funds | $24.6B |
| Lam Research CorpLRCX | 19 funds | $14.3B |
| JPMorgan Chase & CoJPM | 19 funds | $14.1B |
| Bank Of America CorpBAC | 19 funds | $8.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $8.2B |
| Cisco Systems IncCSCO | 19 funds | $7.3B |
| Oracle CorpORCL | 19 funds | $5.5B |
| United Therapeutics CorpUTHR | 19 funds | $917.7M |
| Apple IncAAPL | 18 funds | $66.6B |
Ranked by how many of CAMP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAMP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Gold Kelly | Chief Financial Officer | Buy (P) | 10K | $40K |
| Aug 27, 2026 | Schwab Andrew J. | Director | Sell (S) | 400K | $1.6M |
| Aug 24, 2026 | Schwab Andrew J. | Director | Sell (S) | 10 | $45 |
| Aug 21, 2026 | Schwab Andrew J. | Director | Sell (S) | 32K | $144K |
| Aug 20, 2026 | Schwab Andrew J. | Director | Sell (S) | 115K | $521K |
| Aug 19, 2026 | Schwab Andrew J. | Director | Sell (S) | 45K | $215K |
| Aug 19, 2026 | Tardiff Daniel | Chief Scientific Officer | Sell (S) | 2K | $8K |
| Aug 3, 2026 | Mandel-Brehm Josh | Chief Executive Officer, Director | Buy (P) | 7K | $11K |
| Aug 3, 2026 | Gold Kelly | Chief Financial Officer | Buy (P) | 7K | $11K |
| Aug 3, 2026 | Maricich Yuri | Chief Medical Officer | Buy (P) | 7K | $11K |
| Aug 3, 2026 | Young Richard A | Director | Buy (P) | 16K | $27K |
| Sep 11, 2025 | Nashat Amir | Director, 10% Owner | Buy (P) 2 lots, same day | 1.3M | $2.0M |
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 | 13 | 13 | – |
Insiders Form 4 open-market | 4 | 2 | -$2.4M |
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 CAMP
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/CAMP/capital-change-brief"
Use Arkolith's capital_change_brief for CAMP. 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 CAMP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.