Among active 13F managers last quarter, 9 opened and 26 added, while 21 reduced; the largest holder to move was Deerfield Management Company, L.P. (−8.8%). Over the last 180 days, 7 insiders sold and none bought, a net -$12.4M in open-market trades.
The legs disagree, or only one of them leans.
192 tracked 13F filers disclose a position in CDNA as of the latest SEC 13F filings, a combined $1.2B 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 | BlackRock, Inc. | 4.8M | $137.2M | ▲+6.5% Added · +293K sh | Q2 2026 | |
| 2 | State Street Corp | 2.5M | $70.4M | ▼−11% Reduced · −292K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 2.2M | $62.6M | ▲+1.7% Added · +37K sh | Q2 2026 | |
| 4 | Deerfield Management Company, L.P. | 2.0M | $56.9M | ▼−8.8% Reduced · −193K sh | Q2 2026 | |
| 5 | ARK Investment Management LLC | 2.0M | $55.7M | ▼−12% Reduced · −274K sh | Q2 2026 | |
| 6 | Boston Partners | 1.9M | $32.7M | ▲+109% Added · +982K sh | Q1 2026 | |
| 7 | Gagnon Securities LLC | 1.8M | $50.5M | ▲+0.5% Added · +9K sh | Q2 2026 | |
| 8 | Sumitomo Mitsui Trust Group, Inc. | 1.5M | $25.6M | ▲+2.0% Added · +29K sh | Q1 2026 | |
| 9 | Amova Asset Management Americas, Inc. | 1.5M | $25.6M | ▲+2.0% Added · +29K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 1.5M | $25.4M | ▲+12% Added · +152K sh | Q1 2026 | |
| 11 | Chevy Chase Trust Holdings, LLC | 1.4M | $41.0M | ▼−4.4% Reduced · −67K sh | Q2 2026 | |
| 12 | Geode Capital Management, LLC | 1.3M | $37.9M | ▲+5.9% Added · +74K sh | Q2 2026 | |
| 13 | Ophir Asset Management Pty Ltd | 1.3M | $36.0M | ▲+28% Added · +277K sh | Q2 2026 | |
| 14 | Braidwell LP | 1.2M | $34.8M | ▼−44% Reduced · −953K sh | Q2 2026 | |
| 15 | Blue Water Life Science Advisors, LP | 1.2M | $33.9M | ▲+27% Added · +255K sh | Q2 2026 | |
| 16 | Renaissance Technologies LLC | 1.2M | $20.6M | ▲+7.2% Added · +79K sh | Q1 2026 | |
| 17 | Jacobs Levy Equity Management, Inc | 996K | $28.4M | ▲+15% Added · +131K sh | Q2 2026 | |
| 18 | Vanguard Portfolio Management LLC | 990K | $28.2M | ▲+16% Added · +138K sh | Q2 2026 | |
| 19 | D. E. Shaw & Co., Inc. | 875K | $15.2M | ▼−16% Reduced · −164K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 733K | $12.7M | ▼−9.6% Reduced · −78K sh | Q1 2026 | |
| 21 | Divisadero Street Capital Management, LP | 701K | $20.0M | ▲New +701K sh | Q2 2026 | |
| 22 | Portolan Capital Management, LLC | 685K | $19.5M | ▲+101% Added · +344K sh | Q2 2026 | |
| 23 | First Eagle Investment Management, LLC | 598K | $17.1M | ▲+4.0% Added · +23K sh | Q2 2026 | |
| 24 | Russell Investments Group, Ltd. | 558K | $9.7M | ▲+33% Added · +138K sh | Q1 2026 | |
| 25 | Gagnon Advisors, LLC | 547K | $15.6M | ▲+2.6% Added · +14K 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, 9 funds opened a new position in CDNA and 26 added to an existing one, while 21 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 |
|---|---|---|
| Nvidia CorpNVDA | 96 funds | $283.0B |
| Microsoft CorpMSFT | 96 funds | $176.1B |
| Meta Platforms Inc-Class AMETA | 96 funds | $78.5B |
| Amazon.com IncAMZN | 95 funds | $136.8B |
| Alphabet Inc-CL AGOOGL | 90 funds | $116.0B |
| Eli Lilly & CoLLY | 90 funds | $58.9B |
| Lam Research CorpLRCX | 90 funds | $31.2B |
| Apple IncAAPL | 89 funds | $201.6B |
| Visa Inc-Class A SharesV | 89 funds | $41.1B |
| Alphabet Inc-CL CGOOG | 88 funds | $96.4B |
| Micron Technology IncMU | 88 funds | $41.6B |
| Advanced Micro DevicesAMD | 88 funds | $40.8B |
Ranked by how many of CDNA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDNA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 5, 2026 | Novack Jeffrey Adam | Secretary and General Counsel | Sell (S) 2 lots, same day | 3K | $124K |
| Aug 5, 2026 | Bickerstaff George | Director | Sell (S) | 20K | $926K |
| Aug 4, 2026 | Goldberg Michael | Director | Sell (S) | 45K | $2.1M |
| Aug 4, 2026 | Cournoyer Christine | Director | Sell (S) | 16K | $751K |
| Jul 16, 2026 | Valantine Hannah | Director | Sell (S) 2 lots, same day | 29K | $1.0M |
| Jul 16, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) 2 lots, same day | 118K | $4.5M |
| Jun 29, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) | 40K | $1.2M |
| Jun 26, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) | 100 | $3K |
| Jun 15, 2026 | Valantine Hannah | Director | Sell (S) | 12K | $280K |
| Jun 15, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) | 18K | $425K |
| Jun 11, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) | 22K | $528K |
| Jun 4, 2026 | Hanna John Walter JR | President and CEO, Director | Sell (S) | 5K | $116K |
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 | 48 | 36 | – |
Insiders Form 4 open-market | 0 | 7 | -$12.4M |
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 CDNA
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/CDNA/capital-change-brief"
Use Arkolith's capital_change_brief for CDNA. 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 CDNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.