139 tracked 13F filers disclose a position in CSV as of the latest SEC 13F filings, a combined $502.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $108.6M | 2.4M | ▲+0.7% Added · +17K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $46.6M | 1.0M | ▼−0.9% Reduced · −10K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $29.1M | 638K | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $27.9M | 610K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $23.6M | 516K | ▲+7.2% Added · +34K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $19.5M | 428K | ▼−5.3% Reduced · −24K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $16.7M | 365K | ▲+156% Added · +222K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $16.3M | 356K | ▼−7.8% Reduced · −30K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $14.1M | 308K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $13.1M | 287K | →First observed position No prior filed position | Q1 2026 | |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $12.0M | 264K | ▲+6.9% Added · +17K sh | Q1 2026 | |
| 12 | Polar Asset Management Partners Inc. | $11.6M | 254K | ▲New +254K sh | Q1 2026 | |
| 13 | Boston Partners | $9.5M | 209K | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 14 | HEARTLAND ADVISORS INC | $9.5M | 207K | —Held | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 172K | ▲New +172K sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $6.8M | 148K | ▼−0.6% Reduced · −963 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $6.2M | 135K | ▼−7.6% Reduced · −11K sh | Q1 2026 | |
| 18 | NICHOLAS COMPANY, INC. | $6.1M | 133K | ▼−0.5% Reduced · −685 sh | Q1 2026 | |
| 19 | Manatuck Hill Partners, LLC | $5.8M | 127K | ▼−7.3% Reduced · −10K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.7M | 125K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.7M | 124K | ▲+12% Added · +13K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $5.5M | 123K | ▲+0.3% Added · +385 sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $5.2M | 114K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $5.2M | 114K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.2M | 114K | ▼−18% Reduced · −25K 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, 16 funds opened a new position in CSV and 21 added to an existing one, while 16 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 50 funds | $21.7B |
| APPLE INCAAPL | 48 funds | $25.2B |
| AMAZON.COM INCAMZN | 48 funds | $16.6B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 48 funds | $7.6B |
| LAM RESEARCH CORPLRCX | 48 funds | $2.4B |
| UNITEDHEALTH GROUP INCUNH | 48 funds | $2.0B |
| NVIDIA CORPNVDA | 47 funds | $32.3B |
| ALPHABET INC-CL AGOOGL | 47 funds | $14.1B |
| ALPHABET INC-CL CGOOG | 47 funds | $11.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 47 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 47 funds | $4.3B |
Ranked by how many of CSV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 7, 2025 | Quezada Carlos R. | CEO, Director | Sell (S) | 4K | $196K |
| Aug 27, 2025 | Pudenz Shane | Insider | Sell (S) | 13K | $578K |
| Aug 7, 2025 | Quezada Carlos R. | CEO | Sell (S) | 4K | $201K |
| Jul 7, 2025 | Metzger Steven D | President | Sell (S) | 348 | $16K |
| Jun 9, 2025 | Metzger Steven D | President | Sell (S) | 2K | $74K |
| May 7, 2025 | Quezada Carlos R. | CEO | Sell (S) | 4K | $177K |
| May 7, 2025 | Metzger Steven D | President | Sell (S) | 3K | $122K |
| Apr 29, 2025 | Quezada Carlos R. | CEO | Sell (S) | 958 | $38K |
| Apr 28, 2025 | Metzger Steven D | President | Sell (S) | 2K | $100K |
| Apr 28, 2025 | Quezada Carlos R. | CEO | Sell (S) | 2K | $87K |
| Apr 23, 2025 | Metzger Steven D | President | Sell (S) | 4K | $141K |
| Apr 23, 2025 | Quezada Carlos R. | CEO | Sell (S) | 1K | $55K |
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/CSV/capital-change-brief"
Use Arkolith's capital_change_brief for CSV. 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 CSV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.