Among active 13F managers last quarter, 13 opened and 17 added, while 10 reduced; the largest holder to move was Compass Financial Management LLC (new position). Over the last 180 days, 4 insiders sold and none bought, a net -$1.8M in open-market trades.
The legs disagree, or only one of them leans.
124 tracked 13F filers disclose a position in CLPT as of the latest SEC 13F filings, a combined $130.0M 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 | BlackRock, Inc. | 2.1M | $19.0M | ▲+1.9% Added · +39K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 1.2M | $11.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | State Street Corp | 817K | $14.6M | ▲+20% Added · +137K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 750K | $13.4M | ▲+6.3% Added · +44K sh | Q2 2026 | |
| 5 | Goldman Sachs Group Inc | 464K | $4.2M | ▲+60% Added · +173K sh | Q1 2026 | |
| 6 | UBS Group AG | 432K | $3.9M | ▲+27% Added · +93K sh | Q1 2026 | |
| 7 | Brown Advisory Inc | 326K | $3.0M | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 8 | Compass Financial Management LLC | 296K | $5.3M | ▲New +296K sh | Q2 2026 | |
| 9 | Vanguard Portfolio Management LLC | 285K | $2.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | Millennium Management LLC | 232K | $2.1M | ▼−55% Reduced · −283K sh | Q1 2026 | |
| 11 | Deutsche Bank AG | 231K | $2.1M | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 12 | Pier Capital, LLC | 223K | $4.0M | ▲New +223K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 211K | $1.9M | ▼−3.9% Reduced · −8K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 209K | $1.9M | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 15 | Massar Capital Management, LP | 207K | $1.9M | ▲+17% Added · +31K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 206K | $1.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 17 | Tudor Investment Corp Et Al | 157K | $1.4M | ▲New +157K sh | Q1 2026 | |
| 18 | Parsons Capital Management Inc | 149K | $2.7M | ▼−0.1% Reduced · −194 sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | 144K | $1.3M | ▲+40% Added · +41K sh | Q1 2026 | |
| 20 | Pekin Hardy Strauss, Inc. | 143K | $2.6M | ▲+2.1% Added · +3K sh | Q2 2026 | |
| 21 | Susquehanna International Group, LLP | 136K | $1.2M | ▼−9.5% Reduced · −14K sh | Q1 2026 | |
| 22 | Taylor Frigon Capital Management LLC | 132K | $2.4M | ▲+0.1% Added · +108 sh | Q2 2026 | |
| 23 | Morgan Stanley | 130K | $1.2M | ▲+15% Added · +17K sh | Q1 2026 | |
| 24 | CM Management, LLC | 125K | $2.2M | ▼−17% Reduced · −25K sh | Q2 2026 | |
| 25 | Diametric Capital, LP | 123K | $2.2M | ▲New +123K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 13 funds opened a new position in CLPT and 17 added to an existing one, while 10 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 | 63 funds | $115.1B |
| Amazon.com IncAMZN | 63 funds | $77.7B |
| Advanced Micro DevicesAMD | 61 funds | $14.9B |
| Micron Technology IncMU | 61 funds | $10.7B |
| Nvidia CorpNVDA | 60 funds | $166.1B |
| Eli Lilly & CoLLY | 60 funds | $32.8B |
| Meta Platforms Inc-Class AMETA | 59 funds | $47.5B |
| Costco Wholesale CorpCOST | 59 funds | $14.9B |
| Valero Energy CorpVLO | 59 funds | $4.2B |
| Apple IncAAPL | 58 funds | $129.3B |
| Alphabet Inc-CL AGOOGL | 58 funds | $59.1B |
| JPMorgan Chase & CoJPM | 58 funds | $24.5B |
Ranked by how many of CLPT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLPT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Burnett Joseph | CEO and President, Director | Sell (S) | 20K | $388K |
| Jun 17, 2026 | Burnett Joseph | CEO and President, Director | Sell (S) 2 lots, same day | 62K | $1.1M |
| Jun 1, 2026 | Richards Timothy T. | Director | Sell (S) | 5K | $66K |
| May 21, 2026 | Klein Matthew B. | Director | Sell (S) | 16K | $185K |
| May 20, 2026 | Fallon Lynnette C | Director | Sell (S) | 5K | $57K |
| Feb 25, 2026 | Burnett Joseph | CEO and President, Director | Sell (S) | 20K | $303K |
| Jan 26, 2026 | Burnett Joseph | CEO and President, Director | Sell (S) | 3K | $46K |
| Jan 9, 2026 | Burnett Joseph | CEO and President, Director | Sell (S) | 20K | $322K |
| Oct 10, 2025 | Burnett Joseph | CEO and President, Director | Sell (S) 4 lots, same day | 26K | $714K |
| Jun 10, 2025 | Richards Timothy T. | Director | Sell (S) | 10K | $133K |
| Jun 9, 2025 | Burnett Joseph | CEO and President, Director | Sell (S) | 21K | $282K |
| Jun 3, 2025 | Fallon Lynnette C | Director | Sell (S) 2 lots, same day | 10K | $128K |
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 | 45 | 18 | – |
Insiders Form 4 open-market | 0 | 4 | -$1.8M |
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 CLPT
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/CLPT/capital-change-brief"
Use Arkolith's capital_change_brief for CLPT. 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 CLPT. Filings are public domain, sourced to SEC EDGAR.