Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was Gagnon Securities LLC (+5.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
8 tracked 13F filers disclose a position in CNF as of the latest SEC 13F filings, a combined $1.2M 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 | Gagnon Securities LLC | 332K | $921K | ▲+5.9% Added · +18K sh | Q2 2026 | |
| 2 | Gagnon Advisors, LLC | 108K | $299K | ▲+34% Added · +28K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1K | $5K | —Held | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 259 | $1K | —Held | Q1 2026 | |
| 5 | BNP Paribas Financial Markets | 114 | $446 | ▲+714% Added · +100 sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 42 | $164 | —Held | Q1 2026 | |
| 7 | Morton Brown Family Wealth, LLC | 25 | $69 | —Held | Q2 2026 | |
| 8 | UBS Group AG | 19 | $74 | ▼−84% Reduced · −99 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.
Last quarter, 2 funds added to an existing position in CNF, 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 |
|---|---|---|
| Caredx IncCDNA | 2 funds | $66.1M |
| Genedx Holdings CorpWGS | 2 funds | $48.2M |
| Ameresco Inc-CL AAMRC | 2 funds | $35.9M |
| Enterprise Products PartnersEPD | 2 funds | $31.3M |
| Equinix IncEQIX | 2 funds | $28.6M |
| Hinge Health Inc-AHNGE | 2 funds | $24.6M |
| Pacira Biosciences IncPCRX | 2 funds | $24.4M |
| Freshworks Inc-CL AFRSH | 2 funds | $23.7M |
| Biolife Solutions IncBLFS | 2 funds | $22.9M |
| Five9 IncFIVN | 2 funds | $22.6M |
| Quidelortho CorpQDEL | 2 funds | $22.3M |
| Profound Medical CorpPROF | 2 funds | $19.4M |
Ranked by how many of CNF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CNF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 9, 2015 | Lehmkuhl Walter G | EVP & President | Sell (S) | 7K | $299K |
| Feb 26, 2015 | Krull Stephen K | EVP General Counsel&Secretary | Sell (S) 2 lots, same day | 5K | $218K |
| Feb 23, 2015 | Coel Kevin S | SVP & Controller | Sell (S) | 4K | $178K |
| Feb 13, 2015 | Lundberg Leslie P | SVP Human Resources | Sell (S) 2 lots, same day | 5K | $204K |
| Jan 2, 2015 | Bruffett Stephen L | EVP & CFO | Sell (S) | 11K | $547K |
| Dec 2, 2014 | Lehmkuhl Walter G | EVP & President | Sell (S) | 3K | $142K |
| Nov 17, 2014 | Coel Kevin S | SVP & Controller | Sell (S) | 2K | $113K |
| Nov 5, 2014 | Lundberg Leslie P | SVP Human Resources | Sell (S) | 1K | $45K |
| Nov 4, 2014 | Lundberg Leslie P | SVP Human Resources | Sell (S) | 3K | $136K |
| Sep 4, 2014 | Stotlar Douglas | President & CEO | Sell (S) | 50K | $2.7M |
| Sep 2, 2014 | Lehmkuhl Walter G | EVP & President | Sell (S) 2 lots, same day | 4K | $190K |
| Sep 2, 2014 | Lundberg Leslie P | SVP Human Resources | Sell (S) | 7K | $365K |
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 | 3 | 1 | – |
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 CNF
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/CNF/capital-change-brief"
Use Arkolith's capital_change_brief for CNF. 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 CNF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.