CRNC

Cerence Inc Cross-source read$8.51 4.55%
Information TechnologyCUSIP 156727109· EOD Sep 11, 2026

Among active 13F managers last quarter, 10 opened and 27 added, while 20 reduced; the largest holder to move was Paradigm Capital Management Inc (+0.2%). Over the last 180 days, 1 insider sold and none bought, a net -$230K in open-market trades.

Tracked 13F holders
188
110 in Q2 2026 filings
13F value (tracked)
$338.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
37 adding · 20 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$230K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$8.51 4.55%5Y -92.2%
$2.23$31.29$60.34$89.40$118.4520212022202320242025202646603943605053363924443323403312929322930329343122633353022291727323633363745406474251503530
Hover for who · click for detailEnd-of-day closing prices52w $5.96 – $13.30

Who owns CRNC?

188 tracked 13F filers · ranked by shares held

188 tracked 13F filers disclose a position in CRNC as of the latest SEC 13F filings, a combined $338.3M 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.4.5M
$51.4M
+8.9%
Added · +373K sh
Q2 2026
2Paradigm Capital Management Inc2.5M
$28.4M
+0.2%
Added · +5K sh
Q2 2026
3American Capital Management Inc2.4M
$27.3M
−4.4%
Reduced · −112K sh
Q2 2026
4Vanguard Capital Management LLC1.8M
$20.8M
+1.8%
Added · +32K sh
Q2 2026
5Vanguard Portfolio Management LLC1.6M
$18.7M
+15%
Added · +216K sh
Q2 2026
6No Street GP LP1.5M
$17.3M
Held
Q2 2026
7One Fin Capital Management LP1.4M
$16.2M
+10.0%
Added · +130K sh
Q2 2026
8Dimensional Fund Advisors LP1.4M
$8.5M
+4.1%
Added · +54K sh
Q1 2026
9State Street Corp1.2M
$14.1M
−7.9%
Reduced · −108K sh
Q2 2026
10Federated Hermes, Inc.1.2M
$7.8M
+47%
Added · +393K sh
Q1 2026
11Geode Capital Management, LLC1.2M
$13.3M
+7.9%
Added · +86K sh
Q2 2026
12Two Sigma Investments, LP1.2M
$7.3M
+28%
Added · +253K sh
Q1 2026
13Goldman Sachs Group Inc1.1M
$6.9M
+36%
Added · +291K sh
Q1 2026
14Marshall Wace, LLP1.0M
$6.6M
+6.6%
Added · +65K sh
Q1 2026
15AQR Capital Management LLC892K
$5.4M
+486%
Added · +740K sh
Q1 2026
16Connor, Clark & Lunn Investment Management Ltd.777K
$8.8M
−29%
Reduced · −318K sh
Q2 2026
17Nuveen, LLC745K
$4.7M
+16%
Added · +103K sh
Q1 2026
18Morgan Stanley403K
$2.5M
−44%
Reduced · −321K sh
Q1 2026
19Bank Of America Corp399K
$2.5M
+188%
Added · +261K sh
Q1 2026
20Mirae Asset Global Etfs Holdings Ltd.375K
$2.4M
−30%
Reduced · −159K sh
Q1 2026
21Trexquant Investment LP372K
$4.2M
−31%
Reduced · −163K sh
Q2 2026
22D. E. Shaw & Co., Inc.355K
$2.2M
+169%
Added · +223K sh
Q1 2026
23Northern Trust Corp351K
$2.2M
+11%
Added · +35K sh
Q1 2026
24Concurrent Investment Advisors, LLC343K
$3.9M
+262%
Added · +248K sh
Q2 2026
25Globeflex Capital L P309K
$3.5M
New
+309K sh
Q2 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 CRNC being bought or sold by institutions?

Last quarter, 10 funds opened a new position in CRNC and 27 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
10
funds took a first position
Added
27
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own CRNC also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA95 funds$246.4B
Microsoft CorpMSFT95 funds$152.4B
Broadcom IncAVGO95 funds$100.0B
Amazon.com IncAMZN94 funds$116.8B
Alphabet Inc-CL AGOOGL94 funds$108.3B
JPMorgan Chase & CoJPM94 funds$39.7B
Apple IncAAPL93 funds$173.8B
Meta Platforms Inc-Class AMETA93 funds$65.5B
Berkshire Hathaway Inc-CL BBRK/B92 funds$21.9B
Costco Wholesale CorpCOST92 funds$21.4B
Advanced Micro DevicesAMD91 funds$36.2B
Lam Research CorpLRCX91 funds$26.8B

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

Insider activity (Form 4)

Full insider page →
Sells · 180d
$230K
1 insider
Net · 180d
-$230K
1 open-market transaction
DateInsiderRoleActionSharesValue
Aug 10, 2026Salinas JenniferEVP Chief Admin OfficerSell (S)26K$230K
Oct 9, 2025Krzanich Brian MChief Executive Officer, DirectorSell (S)132K$1.5M
Oct 7, 2025Salinas JenniferEVP Chief Admin OfficerSell (S)78K$960K
Oct 6, 2025Schanz NilsEVP Product & TechnologySell (S)31K$390K
Oct 6, 2025Mentz ChristianEVP, Chief Revenue OfficerSell (S)27K$343K
Oct 6, 2025Rodriquez AntonioCFOSell (S)38K$489K
Oct 6, 2025Salinas JenniferEVP Chief Admin OfficerSell (S)65K$827K
Aug 14, 2025Mentz ChristianEVP, Chief Revenue OfficerSell (S)4K$51K
Feb 13, 2025Mentz ChristianEVP, Chief Revenue OfficerSell (S)4K$53K
Feb 3, 2025Beaudoin Thomas LDirectorSell (S)5K$58K
Jan 2, 2025Beaudoin Thomas LDirectorSell (S)5K$40K
Dec 2, 2024Beaudoin Thomas LDirectorSell (S)5K$37K

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
5232
Insiders
Form 4 open-market
01-$230K
US House
STOCK Act trades
00$0
Sector rotation
CRNC is in Information Technology, which smart money is rotating INTO
+$84.4B

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

110 tracked filers in Q2 2026 filingsstill filing
091182Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $260.8M
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
CRNCthis pagecs188 funds$338.3M
CRNC 1.5 07/01/28Sovereign/Corporate17 funds$168.6M

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 CRNC

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Ask your agent what changed in CRNC

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/CRNC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CRNC.
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 CRNC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.