Among active 13F managers last quarter, 29 opened and 16 added, while 15 reduced; the largest holder to move was Emerald Advisers, LLC (+47%). Over the last 180 days, 7 insiders bought and none sold, a net +$9.8M in open-market trades.
Funds lean in and no leg opposes.
123 tracked 13F filers disclose a position in CDNL as of the latest SEC 13F filings, a combined $1.3B 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 | FMR LLC | 3.0M | $278.6M | ▲+49% Added · +971K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.2M | $113.8M | ▲+73% Added · +510K sh | Q2 2026 | |
| 3 | AllianceBernstein L.P. | 932K | $22.5M | ▼−1.0% Reduced · −10K sh | Q1 2026 | |
| 4 | Emerald Advisers, LLC | 848K | $79.9M | ▲+47% Added · +269K sh | Q2 2026 | |
| 5 | Price T Rowe Associates Inc | 753K | $70.9M | ▲83× Added · +744K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 704K | $66.3M | ▲+37% Added · +189K sh | Q2 2026 | |
| 7 | Fred Alger Management, LLC | 687K | $27.2M | ▲+180% Added · +442K sh | Q1 2026 | |
| 8 | Emerald Mutual Fund Advisers Trust | 549K | $51.7M | ▲+53% Added · +190K sh | Q2 2026 | |
| 9 | Kayne Anderson Rudnick Investment Management LLC | 455K | $42.9M | ▲New +455K sh | Q2 2026 | |
| 10 | Engle Capital Management, L.P. | 448K | $42.2M | ▲+41% Added · +130K sh | Q2 2026 | |
| 11 | Principal Financial Group Inc | 428K | $17.0M | ▲+199% Added · +285K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 422K | $39.7M | ▲+37% Added · +115K sh | Q2 2026 | |
| 13 | Federated Hermes, Inc. | 359K | $14.2M | ▼−3.1% Reduced · −11K sh | Q1 2026 | |
| 14 | Wasatch Advisors LP | 349K | $32.9M | ▼−50% Reduced · −344K sh | Q2 2026 | |
| 15 | Nuveen, LLC | 343K | $13.6M | ▲+14% Added · +43K sh | Q1 2026 | |
| 16 | State Street Corp | 326K | $30.7M | ▲+22% Added · +58K sh | Q2 2026 | |
| 17 | Ophir Asset Management Pty Ltd | 279K | $26.3M | ▼−65% Reduced · −524K sh | Q2 2026 | |
| 18 | Osterweis Capital Management Inc | 180K | $16.9M | ▲+5.6% Added · +10K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 175K | $6.9M | ▲+8.6% Added · +14K sh | Q1 2026 | |
| 20 | Ghisallo Capital Management LLC | 167K | $15.8M | ▲+67% Added · +67K sh | Q2 2026 | |
| 21 | Schonfeld Strategic Advisors LLC | 150K | $14.1M | ▼−66% Reduced · −290K sh | Q2 2026 | |
| 22 | Two Sigma Investments, LP | 137K | $5.4M | ▲12× Added · +126K sh | Q1 2026 | |
| 23 | Segall Bryant & Hamill, LLC | 128K | $12.1M | ▲New +128K sh | Q2 2026 | |
| 24 | Bank Of America Corp | 126K | $5.0M | ▲+139% Added · +73K sh | Q1 2026 | |
| 25 | Ranger Investment Management, L.P. | 125K | $11.8M | ▲New +125K 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, 29 funds opened a new position in CDNL and 16 added to an existing one, while 15 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 |
|---|---|---|
| Microsoft CorpMSFT | 67 funds | $90.8B |
| Amazon.com IncAMZN | 65 funds | $76.5B |
| Nvidia CorpNVDA | 64 funds | $157.5B |
| Alphabet Inc-CL AGOOGL | 64 funds | $66.8B |
| Meta Platforms Inc-Class AMETA | 62 funds | $45.5B |
| JPMorgan Chase & CoJPM | 62 funds | $24.2B |
| Broadcom IncAVGO | 61 funds | $66.1B |
| Eli Lilly & CoLLY | 61 funds | $34.1B |
| Apple IncAAPL | 60 funds | $106.8B |
| Visa Inc-Class A SharesV | 60 funds | $27.8B |
| Alphabet Inc-CL CGOOG | 59 funds | $53.9B |
| Costco Wholesale CorpCOST | 59 funds | $12.9B |
Ranked by how many of CDNL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDNL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Wimmer Richard Bennett | Director | Buy (P) | 8K | $293K |
| Aug 14, 2026 | Spivey Jeremy Simmons | Chief Executive Officer, Director | Buy (P) 4 lots, same day | 83K | $3.2M |
| Aug 14, 2026 | Zelman Ivy | Director | Buy (P) | 13K | $501K |
| Aug 14, 2026 | Wood Anthony Leon Jr. | Director | Buy (P) 2 lots, same day | 51K | $2.0M |
| Aug 14, 2026 | Wood Benjamin | Chief Operating Officer | Buy (P) 2 lots, same day | 26K | $1.0M |
| Aug 14, 2026 | Rowe Michael Bruce Jr. | Chief Financial Officer | Buy (P) | 7K | $256K |
| Aug 14, 2026 | Lee Richard Melvin Jr. | Director | Buy (P) 2 lots, same day | 34K | $1.3M |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | Buy (P) 5 lots, same day | 20K | $1.0M |
| 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 |
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 | 34 | 16 | – |
Insiders Form 4 open-market | 7 | 0 | +$9.8M |
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 CDNL
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.