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/COSO/capital-change-brief"
Use Arkolith's capital_change_brief for COSO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $27.1M | 1.1M | ▲+15% Added · +141K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $12.1M | 492K | ▲+52% Added · +168K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $10.0M | 406K | ▲New +406K sh | Q1 2026 | |
| 4 | ALLIANCEBERNSTEIN L.P. | $9.2M | 398K | ▼−6.4% Reduced · −27K sh | Q1 2026 | |
| 5 | MENDON CAPITAL ADVISORS CORP | $8.1M | 330K | ▲+24% Added · +64K sh | Q1 2026 | |
| 6 | North Reef Capital Management LP | $7.9M | 321K | ▲+22% Added · +57K sh | Q1 2026 | |
| 7 | Curi Capital, LLC | $7.4M | 303K | ▲+24% Added · +59K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $6.3M | 258K | ▲+7.8% Added · +19K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 191K | ▲+30% Added · +44K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $3.1M | 126K | ▲+217% Added · +87K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $2.5M | 100K | ▲New +100K sh | Q1 2026 | |
| 12 | Bleakley Financial Group, LLC | $2.2M | 88K | ▲~0% Added · +42 sh | Q1 2026 | |
| 13 | FIRST MANHATTAN CO. LLC. | $1.9M | 78K | —Held | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $1.6M | 64K | ▲+45% Added · +20K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 53K | ▲New +53K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 53K | ▲New +53K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 45K | ▲New +45K sh | Q1 2026 | |
| 18 | KENNEDY CAPITAL MANAGEMENT LLC | $1.1M | 44K | ▲+11% Added · +4K sh | Q1 2026 | |
| 19 | Nuveen, LLC | $970K | 39K | ▲+327% Added · +30K sh | Q1 2026 | |
| 20 | HB Wealth Management, LLC | $950K | 39K | ▲+1.2% Added · +459 sh | Q1 2026 | |
| 21 | Trexquant Investment LP | $739K | 30K | ▲New +30K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $687K | 28K | ▲+31% Added · +7K sh | Q1 2026 | |
| 23 | Curated Wealth Partners LLC | $29K | 25K | ▲New +25K sh | Q2 2026 | |
| 24 | MARSHALL WACE, LLP | $603K | 25K | ▼−53% Reduced · −28K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $595K | 24K | ▲+39% Added · +7K 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 |
|---|---|---|---|---|---|
| May 6, 2026 | Valduga Anthony P. | CFO AND COO | Gift (G) | 2K | $0 |
| May 6, 2026 | Valduga Anthony P. | CFO AND COO | Sell (S) | 5K | $118K |
| Apr 27, 2026 | Stone Stephen R. | PRESIDENT AND CEO, Director | Option exercise (M) | 17K | — |
| Apr 27, 2026 | Stone Stephen R. | PRESIDENT AND CEO, Director | Tax withholding (F) | 5K | $129K |
| Apr 27, 2026 | Stone Stephen R. | PRESIDENT AND CEO, Director | Option exercise (M) | 17K | $0 |
| Apr 27, 2026 | Hemby Lauren M. | CHIEF ACCOUNTING OFFICER | Option exercise (M) | 4K | — |
| Apr 27, 2026 | Hemby Lauren M. | CHIEF ACCOUNTING OFFICER | Tax withholding (F) | 1K | $30K |
| Apr 27, 2026 | Hemby Lauren M. | CHIEF ACCOUNTING OFFICER | Option exercise (M) | 4K | $0 |
| Apr 27, 2026 | Valduga Anthony P. | CFO AND COO | Option exercise (M) | 13K | — |
| Apr 27, 2026 | Valduga Anthony P. | CFO AND COO | Tax withholding (F) | 4K | $98K |
| Apr 27, 2026 | Valduga Anthony P. | CFO AND COO | Option exercise (M) | 13K | $0 |
| Apr 27, 2026 | Turner Cameron Bradley | CHIEF CREDIT OFFICER | Option exercise (M) | 4K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 22 funds | $6.1B |
| TESLA INCTSLA | 22 funds | $2.1B |
| VISA INC-CLASS A SHARESV | 22 funds | $1.5B |
| ORACLE CORPORCL | 22 funds | $1.4B |
| AMERICAN EXPRESS COAXP | 22 funds | $533.8M |
| NVIDIA CORPNVDA | 21 funds | $8.3B |
| APPLE INCAAPL | 21 funds | $7.2B |
| AMAZON.COM INCAMZN | 21 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 21 funds | $3.4B |
| ELI LILLY & COLLY | 21 funds | $1.3B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $1.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 21 funds | $789.7M |
Ranked by how many of COSO'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 COSO. 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.