Among active 13F managers last quarter, 9 opened and 34 added, while 23 reduced; the largest holder to move was Baillie Gifford & Co (−6.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
286 tracked 13F filers disclose a position in CPA as of the latest SEC 13F filings, a combined $2.7B 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 | Baillie Gifford & Co | 2.6M | $293.3M | ▼−6.0% Reduced · −165K sh | Q1 2026 | |
| 2 | JPMorgan Chase & Co | 1.6M | $172.3M | ▼−3.0% Reduced · −49K sh | Q1 2026 | |
| 3 | Sprucegrove Investment Management Ltd | 1.5M | $225.8M | ▼−15% Reduced · −247K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 1.4M | $158.7M | ▲+3.9% Added · +52K sh | Q1 2026 | |
| 5 | FMR LLC | 1.2M | $190.4M | ▲+0.9% Added · +11K sh | Q2 2026 | |
| 6 | Brandes Investment Partners, LP | 770K | $119.7M | ▲+4.5% Added · +33K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 734K | $83.4M | ▼−4.9% Reduced · −38K sh | Q1 2026 | |
| 8 | Artemis Investment Management LLP | 620K | $70.5M | ▲+37% Added · +168K sh | Q1 2026 | |
| 9 | Vontobel Holding Ltd. | 504K | $78.5M | ▼−1.3% Reduced · −6K sh | Q2 2026 | |
| 10 | Lakewood Capital Management, LP | 495K | $77.0M | ▲New +495K sh | Q2 2026 | |
| 11 | Two Sigma Investments, LP | 475K | $54.0M | ▲+67% Added · +191K sh | Q1 2026 | |
| 12 | Wishbone Management, LP | 473K | $73.5M | —Held | Q2 2026 | |
| 13 | Raymond James Financial Inc | 469K | $53.2M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 14 | Marathon Asset Management Ltd | 414K | $64.5M | ▼−2.3% Reduced · −10K sh | Q2 2026 | |
| 15 | Cullen Capital Management, LLC | 413K | $47.0M | ▲+153% Added · +250K sh | Q1 2026 | |
| 16 | Carrhae Capital LLP | 400K | $62.3M | ▼−23% Reduced · −118K sh | Q2 2026 | |
| 17 | Sei Investments Co | 351K | $39.9M | ▲+5.1% Added · +17K sh | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 334K | $37.9M | ▲+25% Added · +68K sh | Q1 2026 | |
| 19 | Morgan Stanley | 321K | $36.4M | ▲+19% Added · +51K sh | Q1 2026 | |
| 20 | Clark Capital Management Group, Inc. | 318K | $49.5M | ▲+1.6% Added · +5K sh | Q2 2026 | |
| 21 | Artisan Partners Limited Partnership | 304K | $34.5M | ▲+20% Added · +50K sh | Q1 2026 | |
| 22 | INCA Investments LLC | 237K | $36.9M | —Held | Q2 2026 | |
| 23 | Bank Of America Corp | 182K | $20.6M | ▲+45% Added · +57K sh | Q1 2026 | |
| 24 | Ameriprise Financial Inc | 178K | $20.2M | ▼−7.5% Reduced · −14K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 170K | $19.4M | ▲+44% Added · +52K 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, 9 funds opened a new position in CPA and 34 added to an existing one, while 23 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 | 171 funds | $107.8B |
| Amazon.com IncAMZN | 170 funds | $92.2B |
| Alphabet Inc-CL AGOOGL | 165 funds | $74.4B |
| Meta Platforms Inc-Class AMETA | 164 funds | $47.3B |
| Nvidia CorpNVDA | 163 funds | $150.5B |
| Apple IncAAPL | 161 funds | $114.3B |
| JPMorgan Chase & CoJPM | 158 funds | $29.8B |
| Visa Inc-Class A SharesV | 157 funds | $20.7B |
| Broadcom IncAVGO | 156 funds | $56.9B |
| Taiwan Semiconductor-SP ADRTSM | 156 funds | $18.6B |
| Alphabet Inc-CL CGOOG | 155 funds | $48.4B |
| Eli Lilly & CoLLY | 155 funds | $30.3B |
Ranked by how many of CPA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2020 | Matthews Terence H | Chairman, Director, 10% Owner | Buy (P) | 142K | $500K |
| Jun 10, 2020 | Bruk Steven | Director, 10% Owner | Buy (P) | 142K | $500K |
| Jan 13, 2020 | Timlick Larry | Director | Sell (S) 2 lots, same day | 11K | $78K |
| Mar 19, 2018 | Bruk Karen | 10% Owner | Buy (P) 6 lots, same day | 11K | $44K |
| Mar 16, 2018 | Bruk Karen | 10% Owner | Buy (P) 2 lots, same day | 9K | $29K |
| Jan 24, 2018 | Matthews Terence H | Chairman, Director, 10% Owner | Buy (P) | 125K | $501K |
| Jan 24, 2018 | Bruk Karen | 10% Owner | Buy (P) | 125K | $501K |
| Jul 20, 2017 | Karp David | Chief Financial Officer | Buy (P) | 5K | $10K |
| Jul 20, 2017 | Matthews Terence H | Chairman, Director, 10% Owner | Buy (P) | 144K | $318K |
| Jul 20, 2017 | Jones Donovan | President & CEO, Director | Buy (P) | 11K | $25K |
| Jul 20, 2017 | Bruk Karen | 10% Owner | Buy (P) | 180K | $397K |
| Jul 20, 2017 | Carothers Todd | EVP Sales & Marketing | Buy (P) | 5K | $10K |
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 | 49 | 33 | – |
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 CPA
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/CPA/capital-change-brief"
Use Arkolith's capital_change_brief for CPA. 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 CPA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.