Among active 13F managers last quarter, 6 opened and 18 added, while 25 reduced; the largest holder to move was Wasatch Advisors LP (−22%). Over the last 180 days, 6 insiders sold and none bought, a net -$5.1M in open-market trades.
The legs disagree, or only one of them leans.
217 tracked 13F filers disclose a position in CAMT as of the latest SEC 13F filings, a combined $2.4B 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 | Migdal Insurance & Financial Holdings Ltd. | 2.6M | $432.0M | ▲+37% Added · +720K sh | Q2 2026 | |
| 2 | Wasatch Advisors LP | 2.1M | $346.1M | ▼−22% Reduced · −606K sh | Q2 2026 | |
| 3 | Menora Mivtachim Holdings LTD. | 2.1M | $342.4M | ▲+1.3% Added · +26K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 811K | $129.4M | ▲+4.4% Added · +34K sh | Q2 2026 | |
| 5 | Y.D. More Investments Ltd | 797K | $125.9M | ▲+1.7% Added · +13K sh | Q2 2026 | |
| 6 | Federated Hermes, Inc. | 491K | $74.4M | ▼−20% Reduced · −120K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 394K | $59.7M | ▲+64% Added · +154K sh | Q1 2026 | |
| 8 | Franklin Templeton Inc | 280K | $42.4M | ▼−32% Reduced · −135K sh | Q1 2026 | |
| 9 | UBS Group AG | 273K | $41.4M | ▲+8.7% Added · +22K sh | Q1 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 257K | $41.0M | ▲+3.5% Added · +9K sh | Q2 2026 | |
| 11 | Oberweis Asset Management Inc | 253K | $41.3M | ▲+14% Added · +31K sh | Q2 2026 | |
| 12 | Phoenix Financial Ltd. | 238K | $38.7M | ▲+179% Added · +153K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 238K | $36.0M | ▲+300% Added · +178K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 231K | $35.0M | ▲20× Added · +219K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 208K | $33.9M | ▲+166% Added · +130K sh | Q2 2026 | |
| 16 | Nuveen, LLC | 184K | $27.1M | ▲+0.3% Added · +609 sh | Q1 2026 | |
| 17 | Brown Capital Management LLC | 179K | $29.2M | ▼−71% Reduced · −441K sh | Q2 2026 | |
| 18 | Bank Of America Corp | 176K | $26.7M | ▼−20% Reduced · −45K sh | Q1 2026 | |
| 19 | Royal Bank Of Canada | 147K | $22.2M | ▼−14% Reduced · −25K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | 145K | $21.3M | ▲+3.1% Added · +4K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | 137K | $20.8M | ▲+36% Added · +36K sh | Q1 2026 | |
| 22 | Sei Investments Co | 121K | $18.4M | ▼−13% Reduced · −19K sh | Q1 2026 | |
| 23 | Penn Capital Management Company, LLC | 117K | $19.1M | ▲+55% Added · +42K sh | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 115K | $16.6M | ▲+113% Added · +61K sh | Q1 2026 | |
| 25 | Aberdeen Group plc | 112K | $16.9M | ▼−27% Reduced · −41K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in CAMT and 18 added to an existing one, while 25 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 |
|---|---|---|
| Amazon.com IncAMZN | 119 funds | $102.7B |
| Microsoft CorpMSFT | 116 funds | $132.3B |
| Nvidia CorpNVDA | 115 funds | $194.0B |
| Alphabet Inc-CL AGOOGL | 114 funds | $75.8B |
| Broadcom IncAVGO | 112 funds | $83.2B |
| Alphabet Inc-CL CGOOG | 112 funds | $64.1B |
| Meta Platforms Inc-Class AMETA | 112 funds | $50.0B |
| Apple IncAAPL | 111 funds | $139.1B |
| Visa Inc-Class A SharesV | 110 funds | $26.6B |
| Eli Lilly & CoLLY | 109 funds | $38.1B |
| JPMorgan Chase & CoJPM | 109 funds | $28.3B |
| Taiwan Semiconductor-SP ADRTSM | 108 funds | $27.2B |
Ranked by how many of CAMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAMT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Geva-Dvash Orit | Vice President, HR | Sell (S) | 508 | $89K |
| Aug 14, 2026 | Andorn Karni Yarl | Director | Sell (S) | 3K | $522K |
| Aug 13, 2026 | Andorn Karni Yarl | Director | Sell (S) 2 lots, same day | 2K | $406K |
| Aug 13, 2026 | Amit Rafi | Chief Executive Officer | Sell (S) | 6K | $1.1M |
| Aug 13, 2026 | Langer Ram | Chief Operating Officer | Sell (S) | 6K | $1.1M |
| Aug 12, 2026 | Geva-Dvash Orit | Vice President, HR | Sell (S) | 415 | $72K |
| Aug 12, 2026 | Eisenberg Moshe | Chief Financial Officer | Sell (S) | 645 | $111K |
| Aug 12, 2026 | Aviram Lior | Director | Sell (S) 2 lots, same day | 3K | $582K |
| Aug 11, 2026 | Eisenberg Moshe | Chief Financial Officer | Sell (S) | 4K | $602K |
| Aug 11, 2026 | Aviram Lior | Director | Sell (S) 2 lots, same day | 3K | $546K |
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 | 46 | 38 | – |
Insiders Form 4 open-market | 0 | 6 | -$5.1M |
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 CAMT
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/CAMT/capital-change-brief"
Use Arkolith's capital_change_brief for CAMT. 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 CAMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.