84 tracked 13F filers disclose a position in CDNL as of the latest SEC 13F filings, a combined $519.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $78.8M | 2.0M | ▲+21% Added · +338K sh | Q1 2026 | |
| 2 | ALLIANCEBERNSTEIN L.P. | $22.5M | 932K | ▼−1.0% Reduced · −10K sh | Q1 2026 | |
| 3 | ACK Asset Management LLC | $34.7M | 874K | ▲+3.5% Added · +29K sh | Q1 2026 | |
| 4 | Ophir Asset Management Pty Ltd | $31.8M | 803K | ▼−19% Reduced · −184K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $27.6M | 697K | ▲New +697K sh | Q1 2026 | |
| 6 | FRED ALGER MANAGEMENT, LLC | $27.2M | 687K | ▲+180% Added · +442K sh | Q1 2026 | |
| 7 | EMERALD ADVISERS, LLC | $22.9M | 579K | ▲+13% Added · +65K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $20.4M | 515K | →First observed position No prior filed position | Q1 2026 | |
| 9 | Conversant Capital LLC | $18.7M | 472K | ▲New +472K sh | Q1 2026 | |
| 10 | Schonfeld Strategic Advisors LLC | $17.4M | 440K | ▼−66% Reduced · −846K sh | Q1 2026 | |
| 11 | PRINCIPAL FINANCIAL GROUP INC | $17.0M | 428K | ▲+199% Added · +285K sh | Q1 2026 | |
| 12 | EMERALD MUTUAL FUND ADVISERS TRUST | $14.2M | 359K | ▲+20% Added · +59K sh | Q1 2026 | |
| 13 | FEDERATED HERMES, INC. | $14.2M | 359K | ▼−3.1% Reduced · −11K sh | Q1 2026 | |
| 14 | WASATCH ADVISORS LP | $32.9M | 349K | ▼−50% Reduced · −344K sh | Q2 2026 | |
| 15 | Nuveen, LLC | $13.6M | 343K | ▲+14% Added · +43K sh | Q1 2026 | |
| 16 | Engle Capital Management, L.P. | $12.6M | 318K | ▲+143% Added · +187K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $12.2M | 307K | ▲New +307K sh | Q1 2026 | |
| 18 | STATE STREET CORP | $10.6M | 268K | ▲New +268K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $6.9M | 175K | ▲+8.6% Added · +14K sh | Q1 2026 | |
| 20 | OSTERWEIS CAPITAL MANAGEMENT INC | $6.7M | 170K | ▲+123% Added · +94K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $5.6M | 142K | ▲+662% Added · +123K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $5.4M | 137K | ▲12× Added · +126K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $5.0M | 126K | ▲+139% Added · +73K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $4.4M | 110K | ▼−44% Reduced · −87K sh | Q1 2026 | |
| 25 | Ghisallo Capital Management LLC | $4.0M | 100K | —Held | 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, 19 funds opened a new position in CDNL and 13 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 26 funds | $17.1B |
| BROADCOM INCAVGO | 26 funds | $6.0B |
| AMAZON.COM INCAMZN | 25 funds | $9.7B |
| MICROSOFT CORPMSFT | 25 funds | $8.6B |
| NETFLIX INCNFLX | 25 funds | $1.7B |
| CHEVRON CORPCVX | 25 funds | $1.5B |
| BOEING CO/THEBA | 25 funds | $514.3M |
| APPLE INCAAPL | 24 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 24 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $5.1B |
| TESLA INCTSLA | 24 funds | $3.5B |
| MICRON TECHNOLOGY INCMU | 23 funds | $4.0B |
Ranked by how many of CDNL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) | 7K | $336K |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) | 5K | $272K |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) | 4K | $218K |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) | 4K | $194K |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) | 100 | $5K |
| Mar 26, 2026 | Zelman Ivy | Director | Buy (P) | 7K | $251K |
| Dec 11, 2025 | Gidley Tiffany Leann | General Counsel and Secretary | Buy (P) | 6K | $126K |
| Dec 11, 2025 | Zelman Ivy | Director | Buy (P) | 2K | $48K |
| Dec 11, 2025 | Lee Richard Melvin Jr. | Director | Buy (P) | 23K | $477K |
| Dec 11, 2025 | Wimmer Richard Bennett | Director | Buy (P) | 10K | $210K |
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/CDNL/capital-change-brief"
Use Arkolith's capital_change_brief for CDNL. 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 CDNL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.