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/CGON/capital-change-brief"
Use Arkolith's capital_change_brief for CGON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RTW INVESTMENTS, LP | $472.7M | 7.0M | ▲+247% Added · +5.0M sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 6.7M | ▲16× Added · +6.3M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $342.7M | 5.1M | ▲+4.6% Added · +221K sh | Q1 2026 | |
| 4 | FMR LLC | $254.8M | 3.8M | ▼−12% Reduced · −533K sh | Q1 2026 | |
| 5 | TCG Crossover Management, LLC | $248.4M | 3.7M | —Held | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $247.2M | 3.7M | ▲+6.1% Added · +210K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $209.5M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $205.3M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $179.2M | 2.6M | ▼−12% Reduced · −350K sh | Q1 2026 | |
| 10 | Foresite Capital Management VI LLC | $150.3M | 2.2M | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $108.1M | 1.6M | ▲+5.6% Added · +85K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $102.0M | 1.5M | ▼−3.5% Reduced · −55K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $98.1M | 1.4M | ▲+22% Added · +259K sh | Q1 2026 | |
| 14 | DV Trading LLC | $97.4M | 1.4M | —Held | Q1 2026 | |
| 15 | UBS Group AG | $88.8M | 1.3M | ▼−32% Reduced · −612K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $53.6M | 1.3M | ▼−20% Reduced · −323K sh | Q1 2026 | |
| 17 | Avidity Partners Management LP | $87.2M | 1.3M | ▼−12% Reduced · −184K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $78.5M | 1.2M | ▼−12% Reduced · −165K sh | Q1 2026 | |
| 19 | ACORN CAPITAL ADVISORS, LLC | $76.6M | 1.1M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 20 | EcoR1 Capital, LLC | $74.6M | 1.1M | ▲+43% Added · +330K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $72.1M | 1.1M | ▼−2.4% Reduced · −26K sh | Q1 2026 | |
| 22 | Foresite Capital Management V, LLC | $68.0M | 1.0M | —Held | Q1 2026 | |
| 23 | BRAIDWELL LP | $66.7M | 985K | ▼−47% Reduced · −886K sh | Q1 2026 | |
| 24 | ORBIMED ADVISORS LLC | $64.2M | 948K | ▼−37% Reduced · −568K sh | Q1 2026 | |
| 25 | Clearbridge Investments, LLC | $49.4M | 730K | ▲+3.6% Added · +25K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | POST LEONARD E | Director | Option exercise (M) | 1K | $0 |
| Jul 15, 2026 | POST LEONARD E | Director | Sell (S) | 1K | $71K |
| Jul 15, 2026 | POST LEONARD E | Director | Option exercise (M) | 1K | $600 |
| Jul 10, 2026 | Mulay James | Director | Option exercise (M) | 24K | $0 |
| Jul 10, 2026 | Mulay James | Director | Sell (S) | 24K | $1.8M |
| Jul 10, 2026 | Mulay James | Director | Option exercise (M) | 24K | $644K |
| Jun 25, 2026 | Liu Brian Guan-Chyun | Director | Buy (P) | 371K | $24.8M |
| Jun 24, 2026 | POST LEONARD E | Director | Option exercise (M) | 5K | $3K |
| Jun 24, 2026 | POST LEONARD E | Director | Sell (S) | 5K | $350K |
| Jun 24, 2026 | POST LEONARD E | Director | Option exercise (M) | 5K | $0 |
| Jun 22, 2026 | POST LEONARD E | Director | Option exercise (M) | 5K | $3K |
| Jun 22, 2026 | POST LEONARD E | Director | Sell (S) | 5K | $325K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 60 funds | $8.0B |
| INTUITIVE SURGICAL INCISRG | 59 funds | $3.1B |
| BOSTON SCIENTIFIC CORPBSX | 59 funds | $1.9B |
| MICROSOFT CORPMSFT | 57 funds | $28.9B |
| NVIDIA CORPNVDA | 56 funds | $46.8B |
| AMAZON.COM INCAMZN | 56 funds | $22.2B |
| ALPHABET INC-CL AGOOGL | 56 funds | $19.7B |
| BROADCOM INCAVGO | 56 funds | $17.9B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $13.8B |
| ADVANCED MICRO DEVICESAMD | 56 funds | $5.1B |
| MICRON TECHNOLOGY INCMU | 55 funds | $7.4B |
| UNITEDHEALTH GROUP INCUNH | 55 funds | $3.2B |
Ranked by how many of CGON's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CGON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.