COLL

Collegium Pharmaceutical Inc Cross-source read
Health CareCUSIP 19459J104

Among active 13F managers last quarter, 4 opened and 38 added, while 14 reduced; the largest holder to move was Janus Henderson Group Ltd. (+26%). Over the last 180 days, 4 insiders sold and none bought, a net -$1.1M in open-market trades.

Tracked 13F holders
242
104 in Q2 2026 filings
13F value (tracked)
$1.2B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
42 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 4 selling · -$1.1M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns COLL?

242 tracked 13F filers · ranked by shares held

242 tracked 13F filers disclose a position in COLL as of the latest SEC 13F filings, a combined $1.2B 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.1M
$169.8M
+0.7%
Added · +34K sh
Q1 2026
2Janus Henderson Group Ltd.1.8M
$60.4M
+26%
Added · +377K sh
Q1 2026
3Fuller & Thaler Asset Management, Inc.1.6M
$59.1M
+8.9%
Added · +133K sh
Q2 2026
4State Street Corp1.5M
$55.3M
+7.3%
Added · +104K sh
Q2 2026
5Renaissance Technologies LLC1.5M
$48.6M
−9.1%
Reduced · −148K sh
Q1 2026
6Eventide Asset Management, LLC1.4M
$47.1M
−24%
Reduced · −452K sh
Q1 2026
7Massachusetts Financial Services Co1.4M
$45.2M
+4.0%
Added · +53K sh
Q1 2026
8Vanguard Capital Management LLC1.3M
$44.1M
New filer
Inherited book · not a new buyer
Q1 2026
9Principal Financial Group Inc1.3M
$42.8M
−1.4%
Reduced · −19K sh
Q1 2026
10Rubric Capital Management LP1.3M
$42.3M
−14%
Reduced · −217K sh
Q1 2026
11Geode Capital Management, LLC891K
$32.3M
+8.7%
Added · +71K sh
Q2 2026
12Dimensional Fund Advisors LP833K
$27.6M
+0.3%
Added · +3K sh
Q1 2026
13Marshall Wace, LLP749K
$24.8M
+52%
Added · +256K sh
Q1 2026
14Arrowstreet Capital, Limited Partnership704K
$23.3M
+29%
Added · +160K sh
Q1 2026
15Vanguard Portfolio Management LLC680K
$22.5M
New filer
Inherited book · not a new buyer
Q1 2026
16Victory Capital Management Inc625K
$20.7M
+37%
Added · +168K sh
Q1 2026
17Qube Research & Technologies Ltd622K
$20.6M
+132%
Added · +354K sh
Q1 2026
18Two Sigma Investments, LP590K
$19.5M
+61%
Added · +224K sh
Q1 2026
19Goldman Sachs Group Inc575K
$19.0M
−11%
Reduced · −72K sh
Q1 2026
20D. E. Shaw & Co., Inc.531K
$17.6M
−19%
Reduced · −123K sh
Q1 2026
21Morgan Stanley515K
$17.0M
−25%
Reduced · −169K sh
Q1 2026
22Charles Schwab Investment Management Inc495K
$16.4M
+11%
Added · +48K sh
Q1 2026
23American Century Companies Inc461K
$15.2M
+122%
Added · +254K sh
Q1 2026
24Loomis Sayles & Co L P376K
$12.4M
+13%
Added · +43K sh
Q1 2026
25Northern Trust Corp362K
$12.0M
+2.3%
Added · +8K 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.

Is COLL being bought or sold by institutions?

Last quarter, 4 funds opened a new position in COLL and 38 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
38
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own COLL also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA121 funds$329.2B
Alphabet Inc-CL AGOOGL121 funds$136.8B
Meta Platforms Inc-Class AMETA121 funds$96.0B
Microsoft CorpMSFT120 funds$225.0B
Amazon.com IncAMZN120 funds$170.2B
Eli Lilly & CoLLY120 funds$64.3B
Micron Technology IncMU117 funds$30.7B
Lam Research CorpLRCX117 funds$29.8B
Apple IncAAPL116 funds$242.8B
Broadcom IncAVGO116 funds$131.8B
JPMorgan Chase & CoJPM114 funds$48.0B
Costco Wholesale CorpCOST114 funds$31.7B

Ranked by how many of COLL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COLL.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.1M
4 insiders
Net · 180d
-$1.1M
5 open-market transactions
DateInsiderRoleActionSharesValue
May 18, 2026Freund John GordonDirectorSell (S)20$681
May 15, 2026Freund John GordonDirectorSell (S)4K$143K
May 13, 2026Lurker NancyDirectorSell (S)5K$162K
May 11, 2026Bohlin Garen GDirectorSell (S)9K$323K
Mar 18, 2026Dieter DavidEVP & General CounselSell (S)14K$488K
Mar 9, 2026Dieter DavidEVP & General CounselSell (S)6K$228K
Mar 3, 2026Dreyer ScottEVP & Chief Commercial OfficerSell (S)
2 lots, same day
50K$2.0M
Dec 8, 2025Dreyer ScottEVP & Chief Commercial OfficerSell (S)
2 lots, same day
18K$848K
Dec 5, 2025Balice-Gordon Rita J.DirectorSell (S)4K$172K
Nov 12, 2025Fallon John A.DirectorSell (S)35K$1.6M
Nov 6, 2025Tupper ColleenEVP & Chief Financial OfficerSell (S)
2 lots, same day
30K$1.2M
Aug 29, 2025Smith Thomas BEVP and Chief Medical OfficerSell (S)17K$672K

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.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
6126
Insiders
Form 4 open-market
04-$1.1M
US House
STOCK Act trades
00$0
Sector rotation
COLL is in Health Care, which smart money is rotating OUT OF
$4.1B

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.

Institutional ownership over time

104 tracked filers in Q2 2026 filingsstill filing
0116232Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $235.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
COLLthis pagecommon242 funds$1.2B
COLL 2.875 02/15/29SDBCV12 funds$283.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for COLL

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Ask your agent what changed in COLL

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/COLL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for COLL.
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 COLL. Filings are public domain, sourced to SEC EDGAR.