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/CRGY/capital-change-brief"
Use Arkolith's capital_change_brief for CRGY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $504.3M | 37.4M | ▲+3.8% Added · +1.4M sh | Q1 2026 | |
| 2 | Liberty Mutual Group Asset Management Inc. | $497.5M | 36.9M | —Held | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $233.4M | 17.3M | ▼−19% Reduced · −4.0M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $219.1M | 16.2M | ▲New +16.2M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $217.2M | 16.1M | ▲+26% Added · +3.3M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $177.8M | 13.2M | ▲+2.3% Added · +299K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $152.9M | 11.3M | ▲New +11.3M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $112.2M | 8.3M | ▲+142% Added · +4.9M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $82.4M | 6.1M | ▲+9.0% Added · +506K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.5M | 5.4M | ▲+6.7% Added · +342K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $57.6M | 4.3M | ▼−42% Reduced · −3.1M sh | Q1 2026 | |
| 12 | JENNISON ASSOCIATES LLC | $57.4M | 4.3M | ▲+74% Added · +1.8M sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $45.1M | 3.3M | ▲+5.1% Added · +163K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $42.2M | 3.1M | ▼−45% Reduced · −2.5M sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $41.3M | 3.1M | ▲+308% Added · +2.3M sh | Q1 2026 | |
| 16 | UBS Group AG | $37.2M | 2.8M | ▲+38% Added · +757K sh | Q1 2026 | |
| 17 | Portolan Capital Management, LLC | $35.1M | 2.6M | ▲65× Added · +2.6M sh | Q1 2026 | |
| 18 | SEGALL BRYANT & HAMILL, LLC | $35.0M | 2.6M | ▼−6.7% Reduced · −187K sh | Q1 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $34.6M | 2.6M | ▼−34% Reduced · −1.3M sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $31.6M | 2.3M | ▲+11% Added · +227K sh | Q1 2026 | |
| 21 | MILLER VALUE PARTNERS, LLC | $27.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $24.1M | 1.8M | ▲+185% Added · +1.2M sh | Q1 2026 | |
| 23 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $22.9M | 1.7M | ▼−26% Reduced · −593K sh | Q1 2026 | |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $22.5M | 1.7M | ▲+6.3% Added · +99K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $22.3M | 1.6M | ▲+65% Added · +650K 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 |
|---|---|---|---|---|---|
| Jun 2, 2026 | Hall Jerome D JR | Chief Operating Officer | Tax withholding (F) | 45K | $536K |
| May 7, 2026 | Liberty Mutual Foundation Inc. | 10% Owner | Sell (S) | 32.6M | $402.0M |
| May 6, 2026 | ROWLAND MARCUS C | Director | Sell (S) | 40K | $530K |
| Apr 1, 2026 | Albrecht William E | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | Brown Bevin | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | ROWLAND MARCUS C | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | MCCAIN ELLIS L | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | Langenhagen Conrad V. | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | GWIN ROBERT G | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | Simon Karen Jo | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | Hollingsworth Jarvis V. | Director | Grant (A) | 17K | $0 |
| Apr 1, 2026 | FARLEY CLAIRE S | Director | Grant (A) | 17K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 101 funds | $29.9B |
| MICROSOFT CORPMSFT | 100 funds | $37.2B |
| ALPHABET INC-CL AGOOGL | 99 funds | $25.4B |
| NVIDIA CORPNVDA | 97 funds | $50.7B |
| BROADCOM INCAVGO | 97 funds | $19.1B |
| CHEVRON CORPCVX | 97 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $17.8B |
| VISA INC-CLASS A SHARESV | 96 funds | $8.8B |
| NETFLIX INCNFLX | 96 funds | $5.3B |
| HOME DEPOT INCHD | 96 funds | $4.6B |
| APPLE INCAAPL | 95 funds | $43.3B |
| SERVICENOW INCNOW | 95 funds | $2.4B |
Ranked by how many of CRGY'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 CRGY. 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.