Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was OCONNOR, A Distinct Business Unit of UBS Asset Management Americas (LLC) (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
2 tracked 13F filers disclose a position in CDTX as of the latest SEC 13F filings, a combined $113.9M 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 | OCONNOR, A Distinct Business Unit of UBS Asset Management Americas (LLC) | 315K | $69.7M | ▲New +315K sh | Q4 2025 | |
| 2 | Norges Bank | 200K | $44.2M | ▲New +200K sh | Q4 2025 |
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, 1 fund opened a new position in CDTX, while none reduced or exited. 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 |
|---|---|---|
| Endeavour Silver CorpEXK | 50 funds | $181.3M |
| Amazon.com IncAMZN | 49 funds | $17.7B |
| Warner Bros Discovery IncWBD | 49 funds | $3.3B |
| Hologic IncHO1 | 49 funds | $2.0B |
| Nvidia CorpNVDA | 48 funds | $34.5B |
| Microsoft CorpMSFT | 48 funds | $22.0B |
| Broadcom IncAVGO | 48 funds | $12.8B |
| Electronic Arts IncEA | 48 funds | $3.1B |
| Kenvue IncKVUE | 48 funds | $1.6B |
| Amicus Therapeutics IncAM6 | 48 funds | $600.8M |
| Avidity Biosciences IncRNAGBP | 48 funds | $268.1M |
| Alphabet Inc-CL AGOOGL | 47 funds | $13.5B |
Ranked by how many of CDTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDTX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 10, 2025 | Ward Shane | COO & CLO | Sell (S) | 10K | $2.2M |
| Sep 11, 2025 | Davarpanah Nicole Negar | Chief Medical Officer | Sell (S) | 474 | $30K |
| Jun 26, 2025 | Kolchinsky Peter | Director, 10% Owner | Buy (P) | 2.3M | $100.0M |
| Jun 3, 2025 | Mineo Chrysa | Director | Buy (P) | 1K | $25K |
| Jun 2, 2025 | Mineo Chrysa | Director | Buy (P) | 2K | $49K |
| Mar 11, 2025 | Tari Leslie | CHIEF SCIENTIFIC OFFICER | Sell (S) | 2K | $39K |
| Mar 11, 2025 | Ward Shane | COO & CLO | Sell (S) | 2K | $37K |
| Sep 11, 2024 | Tari Leslie | CHIEF SCIENTIFIC OFFICER | Sell (S) | 909 | $11K |
| Sep 11, 2024 | Sandison Taylor | Chief Medical Officer | Sell (S) | 924 | $11K |
| Jun 7, 2024 | Stein Jeffrey | President & CEO, Director | Buy (P) | 8K | $106K |
| Mar 11, 2024 | Shah Preetam | CFO & CBO | Sell (S) | 19K | $13K |
| Mar 11, 2024 | Ward Shane | COO & CLO | Sell (S) | 20K | $14K |
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 | 0 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CDTX
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/CDTX/capital-change-brief"
Use Arkolith's capital_change_brief for CDTX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CDTX. Filings are public domain, sourced to SEC EDGAR.