Among active 13F managers last quarter, 11 opened and 23 added, while 19 reduced; the largest holder to move was Renaissance Technologies LLC (−5.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
152 tracked 13F filers disclose a position in CSV as of the latest SEC 13F filings, a combined $478.5M 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 | FMR LLC | 2.4M | $91.3M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.1M | $42.2M | ▲+7.7% Added · +79K sh | Q2 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | 726K | Withheld | ▲+321% Added · +554K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 645K | $24.7M | ▲+1.0% Added · +7K sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 610K | $27.9M | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 6 | Ameriprise Financial Inc | 516K | $23.6M | ▲+7.2% Added · +34K sh | Q1 2026 | |
| 7 | Renaissance Technologies LLC | 428K | $19.5M | ▼−5.3% Reduced · −24K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 380K | $14.6M | ▲+6.8% Added · +24K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 365K | $16.7M | ▲+156% Added · +222K sh | Q1 2026 | |
| 10 | Polar Asset Management Partners Inc. | 326K | $12.5M | ▲+28% Added · +72K sh | Q2 2026 | |
| 11 | State Street Corp | 309K | $11.9M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 299K | $11.5M | ▲+4.0% Added · +12K sh | Q2 2026 | |
| 13 | Punch & Associates Investment Management, Inc. | 249K | $9.6M | ▼−5.4% Reduced · −14K sh | Q2 2026 | |
| 14 | De Lisle Partners LLP | 240K | $9.2M | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 15 | Boston Partners | 209K | $9.5M | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 16 | Heartland Advisors Inc | 207K | $7.9M | —Held | Q2 2026 | |
| 17 | Price T Rowe Associates Inc | 157K | $6.0M | ▲+27% Added · +33K sh | Q2 2026 | |
| 18 | Qube Research & Technologies Ltd | 148K | $6.8M | ▼−0.6% Reduced · −963 sh | Q1 2026 | |
| 19 | Morgan Stanley | 135K | $6.2M | ▼−7.6% Reduced · −11K sh | Q1 2026 | |
| 20 | Nicholas Company, Inc. | 133K | $5.1M | ▲+0.1% Added · +75 sh | Q2 2026 | |
| 21 | Charles Schwab Investment Management Inc | 125K | $5.7M | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 22 | JPMorgan Chase & Co | 123K | $5.5M | ▲+0.3% Added · +385 sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 114K | $5.2M | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 24 | Kennedy Capital Management LLC | 114K | $5.2M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 25 | Arrowstreet Capital, Limited Partnership | 114K | $5.2M | ▼−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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in CSV and 23 added to an existing one, while 19 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 | 83 funds | $147.4B |
| Nvidia CorpNVDA | 79 funds | $230.1B |
| Apple IncAAPL | 79 funds | $167.0B |
| Alphabet Inc-CL AGOOGL | 79 funds | $100.9B |
| Meta Platforms Inc-Class AMETA | 79 funds | $61.3B |
| JPMorgan Chase & CoJPM | 79 funds | $38.4B |
| Amazon.com IncAMZN | 77 funds | $112.3B |
| Cisco Systems IncCSCO | 77 funds | $17.5B |
| Broadcom IncAVGO | 76 funds | $95.6B |
| Lam Research CorpLRCX | 76 funds | $27.2B |
| Costco Wholesale CorpCOST | 75 funds | $22.5B |
| Eli Lilly & CoLLY | 74 funds | $47.9B |
Ranked by how many of CSV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSV.
| 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 |
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 | 43 | 28 | – |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for CSV
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.