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/CIFR/capital-change-brief"
Use Arkolith's capital_change_brief for CIFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $366.3M | 28.5M | ▲+1.1% Added · +308K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $287.1M | 22.3M | ▲New +22.3M sh | Q1 2026 | |
| 3 | D. E. Shaw & Co., Inc. | $210.9M | 16.4M | ▲+6.5% Added · +1.0M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $207.8M | 16.1M | ▲New +16.1M sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $147.1M | 11.4M | ▼−30% Reduced · −5.0M sh | Q1 2026 | |
| 6 | Value Aligned Research Advisors, LLC | $141.6M | 11.0M | ▲+48% Added · +3.6M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $108.2M | 8.4M | ▲+3.0% Added · +245K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $106.3M | 8.3M | ▲+2.2% Added · +179K sh | Q1 2026 | |
| 9 | UBS Group AG | $69.4M | 5.4M | ▲+17% Added · +769K sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $56.3M | 4.4M | ▲+1.9% Added · +81K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $56.0M | 4.4M | ▼−1.8% Reduced · −80K sh | Q1 2026 | |
| 12 | Tidal Investments LLC | $50.1M | 3.9M | ▲+4.7% Added · +173K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $46.1M | 3.6M | ▼−37% Reduced · −2.1M sh | Q1 2026 | |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | $39.6M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 3.0M | ▼−16% Reduced · −589K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $38.7M | 3.0M | ▲+125% Added · +1.7M sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.0M | 2.9M | ▼−16% Reduced · −563K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $36.5M | 2.8M | ▲+82% Added · +1.3M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $35.9M | 2.8M | ▲+43% Added · +837K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $34.4M | 2.7M | ▲+4.5% Added · +115K sh | Q1 2026 | |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | $34.1M | 2.6M | ▲+9.7% Added · +234K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $33.5M | 2.6M | ▲+7.4% Added · +179K sh | Q1 2026 | |
| 23 | JENNISON ASSOCIATES LLC | $32.4M | 2.5M | ▲+49% Added · +825K sh | Q1 2026 | |
| 24 | Vident Advisory, LLC | $30.4M | 2.4M | ▼−30% Reduced · −1000K sh | Q1 2026 | |
| 25 | VAN ECK ASSOCIATES CORP | Withheld | 2.2M | ▲+23% Added · +413K 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 9, 2026 | Page Tyler | Chief Executive Officer, Director | Sell (S) | 113K | $2.6M |
| Jul 8, 2026 | Page Tyler | Chief Executive Officer, Director | Sell (S) | 113K | $2.4M |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 34K | — |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Tax withholding (F) | 17K | $425K |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 30K | — |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Tax withholding (F) | 15K | $370K |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 76K | — |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Tax withholding (F) | 39K | $956K |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 34K | $0 |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 30K | $0 |
| Jun 30, 2026 | Kelly Patrick Arthur | Co-President and COO | Option exercise (M) | 76K | $0 |
| Jun 30, 2026 | Page Tyler | Chief Executive Officer, Director | Option exercise (M) | 113K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 111 funds | $43.3B |
| MICRON TECHNOLOGY INCMU | 110 funds | $9.2B |
| AMAZON.COM INCAMZN | 109 funds | $34.2B |
| BROADCOM INCAVGO | 109 funds | $23.3B |
| NVIDIA CORPNVDA | 108 funds | $69.9B |
| META PLATFORMS INC-CLASS AMETA | 108 funds | $20.2B |
| TESLA INCTSLA | 107 funds | $14.7B |
| ORACLE CORPORCL | 107 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 106 funds | $29.4B |
| ALPHABET INC-CL CGOOG | 106 funds | $19.5B |
| ELI LILLY & COLLY | 105 funds | $11.5B |
| ADVANCED MICRO DEVICESAMD | 105 funds | $7.6B |
Ranked by how many of CIFR'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 CIFR. 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.