Among active 13F managers last quarter, 4 opened and 1 added, while 6 reduced; the largest holder to move was Ikarian Capital, LLC (−9.0%). No open-market insider trades in the last 180 days.
No leg leans either way.
28 tracked 13F filers disclose a position in CPIX as of the latest SEC 13F filings, a combined $12.8M 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 | Ikarian Capital, LLC | 503K | $3.3M | ▼−9.0% Reduced · −50K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 471K | $1.5M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 379K | $2.5M | ▲+4.9% Added · +18K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 276K | $898K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 5 | Boothbay Fund Management, LLC | 113K | $729K | ▼−12% Reduced · −15K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 108K | $703K | ▼−5.1% Reduced · −6K sh | Q2 2026 | |
| 7 | Perceptive Advisors LLC | 97K | $628K | ▼−51% Reduced · −100K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 73K | $476K | ▲+341% Added · +57K sh | Q2 2026 | |
| 9 | BlackRock, Inc. | 64K | $412K | ▲+12% Added · +7K sh | Q2 2026 | |
| 10 | Bank of New York Mellon Corp | 58K | $190K | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 55K | $356K | ▲+20% Added · +9K sh | Q2 2026 | |
| 12 | State Street Corp | 40K | $256K | —Held | Q2 2026 | |
| 13 | Bridgeway Capital Management, LLC | 26K | $170K | ▼−84% Reduced · −137K sh | Q2 2026 | |
| 14 | Bailard, Inc. | 25K | $160K | ▲New +25K sh | Q2 2026 | |
| 15 | Quadrature Capital Ltd | 24K | $156K | ▲New +24K sh | Q2 2026 | |
| 16 | XTX Topco Ltd | 24K | $78K | ▲New +24K sh | Q1 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 20K | $66K | ▲New +20K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 20K | $64K | —Held | Q1 2026 | |
| 19 | Cresset Asset Management, LLC | 19K | $126K | —Held | Q2 2026 | |
| 20 | Jane Street Group, LLC | 15K | $47K | ▲Added Added · +15K sh | Q1 2026 | |
| 21 | Two Sigma Investments, LP | 11K | $36K | ▼−55% Reduced · −13K sh | Q1 2026 | |
| 22 | UBS Group AG | 5K | $17K | ▼−66% Reduced · −10K sh | Q1 2026 | |
| 23 | Morgan Stanley | 3K | $11K | —Held | Q1 2026 | |
| 24 | Institute for Wealth Management, LLC. | 352 | $2K | ▲New +352 sh | Q2 2026 | |
| 25 | Royal Bank Of Canada | 127 | $0 | ▲New +127 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, 4 funds opened a new position in CPIX and 1 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 |
|---|---|---|
| Unitedhealth Group IncUNH | 10 funds | $2.3B |
| Microsoft CorpMSFT | 9 funds | $11.1B |
| Nvidia CorpNVDA | 9 funds | $10.7B |
| Palantir Technologies Inc-APLTR | 9 funds | $3.9B |
| Adobe IncADBE | 9 funds | $2.9B |
| JPMorgan Chase & CoJPM | 9 funds | $2.2B |
| Boston Scientific CorpBSX | 9 funds | $2.0B |
| Intuitive Surgical IncISRG | 9 funds | $1.9B |
| Eli Lilly & CoLLY | 9 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $1.6B |
| Danaher CorpDHR | 9 funds | $1.4B |
| Bristol-Myers Squibb CoBMY | 9 funds | $1.4B |
Ranked by how many of CPIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPIX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 29, 2025 | Krogulski Kenneth | Director | Buy (P) | 68 | $235 |
| Aug 29, 2025 | Kazimi A J | Chairman and CEO, Director, 10% Owner | Buy (P) | 13 | $45 |
| Aug 29, 2025 | Jones James | Director | Buy (P) | 13 | $45 |
| Aug 29, 2025 | Young Caroline | Director | Buy (P) | 6 | $21 |
| Aug 28, 2025 | Krogulski Kenneth | Director | Buy (P) | 68 | $236 |
| Aug 28, 2025 | Kazimi A J | Chairman and CEO, Director, 10% Owner | Buy (P) | 13 | $45 |
| Aug 28, 2025 | Jones James | Director | Buy (P) | 13 | $45 |
| Aug 28, 2025 | Young Caroline | Director | Buy (P) | 6 | $21 |
| Aug 27, 2025 | Krogulski Kenneth | Director | Buy (P) | 68 | $234 |
| Aug 27, 2025 | Kazimi A J | Chairman and CEO, Director, 10% Owner | Buy (P) | 13 | $45 |
| Aug 27, 2025 | Jones James | Director | Buy (P) | 13 | $45 |
| Aug 27, 2025 | Young Caroline | Director | Buy (P) | 6 | $21 |
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 | 6 | 9 | – |
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 CPIX
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/CPIX/capital-change-brief"
Use Arkolith's capital_change_brief for CPIX. 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 CPIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.