Among active 13F managers last quarter, 3 opened and 4 added, while 6 reduced; the largest holder to move was Citadel Advisors LLC (+308%). Over the last 180 days, 1 insider sold and none bought, a net -$40K in open-market trades.
The legs disagree, or only one of them leans.
37 tracked 13F filers disclose a position in CNVS as of the latest SEC 13F filings, a combined $6.0M 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 | Vanguard Capital Management LLC | 704K | $2.1M | ▲+20% Added · +119K sh | Q2 2026 | |
| 2 | Corient Private Wealth LP | 476K | $1K | —Held | Q1 2026 | |
| 3 | Citadel Advisors LLC | 219K | $650K | ▲+308% Added · +165K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 196K | $581K | ▲+13% Added · +23K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 186K | $551K | ▼−5.2% Reduced · −10K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 120K | $288K | ▼−59% Reduced · −175K sh | Q1 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 108K | $321K | ▲+23% Added · +20K sh | Q2 2026 | |
| 8 | State Street Corp | 67K | $198K | —Held | Q2 2026 | |
| 9 | O'shaughnessy Asset Management, LLC | 64K | $189K | ▼−25% Reduced · −22K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 61K | $145K | ▼−23% Reduced · −18K sh | Q1 2026 | |
| 11 | Crewe Advisors LLC | 50K | $149K | ▲+138% Added · +29K sh | Q2 2026 | |
| 12 | Ritholtz Wealth Management | 47K | $139K | ▼−10% Reduced · −5K sh | Q2 2026 | |
| 13 | Northern Trust Corp | 36K | $86K | —Held | Q1 2026 | |
| 14 | XTX Topco Ltd | 31K | $75K | ▲+6.8% Added · +2K sh | Q1 2026 | |
| 15 | Quadrature Capital Ltd | 25K | $75K | ▲New +25K sh | Q2 2026 | |
| 16 | American Century Companies Inc | 20K | $47K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 17 | Thompson Davis & Co., Inc. | 18K | $52K | ▼−27% Reduced · −7K sh | Q2 2026 | |
| 18 | Centiva Capital, LP | 17K | $50K | ▼−19% Reduced · −4K sh | Q2 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 16K | $44K | —Held | Q2 2026 | |
| 20 | Pasadena Private Wealth, LLC | 15K | $45K | ▲New +15K sh | Q2 2026 | |
| 21 | Concurrent Investment Advisors, LLC | 12K | $37K | —Held | Q2 2026 | |
| 22 | UBS Group AG | 11K | $27K | ▼−84% Reduced · −58K sh | Q1 2026 | |
| 23 | Integrity Advisory Solutions, LLC | 11K | $33K | ▲New +11K sh | Q2 2026 | |
| 24 | Axq Capital, LP | 10K | $31K | ▲New +10K sh | Q2 2026 | |
| 25 | Federation des caisses Desjardins du Quebec | 9K | $27K | —Held | 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.
Last quarter, 3 funds opened a new position in CNVS and 4 added to an existing one, while 6 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 |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $15.2B |
| Alphabet Inc-CL CGOOG | 14 funds | $4.2B |
| Advanced Micro DevicesAMD | 14 funds | $1.8B |
| Intel CorpINTC | 14 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $1.3B |
| Amazon.com IncAMZN | 13 funds | $8.6B |
| Microsoft CorpMSFT | 13 funds | $8.3B |
| Alphabet Inc-CL AGOOGL | 13 funds | $7.0B |
| Eli Lilly & CoLLY | 13 funds | $3.3B |
| Micron Technology IncMU | 13 funds | $2.6B |
| JPMorgan Chase & CoJPM | 13 funds | $2.5B |
| Howmet Aerospace IncHWM | 13 funds | $1.7B |
Ranked by how many of CNVS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CNVS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Huidor Mark Antonio | Pres Tech/Chief Product Off | Sell (S) | 15K | $40K |
| Feb 17, 2026 | Macias Yolanda | Chief Motion Pictures Officer | Buy (P) | 30K | $60K |
| Feb 17, 2026 | Lindsey Mark Wayne | CFO | Buy (P) | 35K | $70K |
| Feb 17, 2026 | Huidor Mark Antonio | Pres Tech/Chief Product Off | Buy (P) | 38K | $75K |
| Feb 17, 2026 | Torres Mark | Chief People Officer | Buy (P) | 25K | $50K |
| Feb 17, 2026 | McGurk Christopher J | CEO and Chairman, Director | Buy (P) | 75K | $150K |
| Feb 17, 2026 | Opeka Erick | CSO and President | Buy (P) | 30K | $60K |
| Feb 17, 2026 | Loffredo Gary S | CLO, Secretary and Sr Advisor | Buy (P) | 30K | $60K |
| Dec 2, 2025 | Macias Yolanda | Chief Motion Pictures Officer | Sell (S) | 2K | $5K |
| Feb 24, 2025 | Halford Mary Ann | Director | Sell (S) | 20K | $79K |
| Sep 29, 2023 | Lindsey Mark Wayne | CFO | Buy (P) | 10K | $12K |
| Aug 18, 2023 | McGurk Christopher J | CEO and Chairman, Director | Buy (P) | 37K | $48K |
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 | 11 | 12 | – |
Insiders Form 4 open-market | 0 | 1 | -$40K |
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 CNVS
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/CNVS/capital-change-brief"
Use Arkolith's capital_change_brief for CNVS. 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 CNVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.