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/CSW/capital-change-brief"
Use Arkolith's capital_change_brief for CSW. 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. | $622.9M | 2.4M | ▼−0.7% Reduced · −17K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $233.9M | 898K | ▲New +898K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $190.9M | 733K | ▲New +733K sh | Q1 2026 | |
| 4 | WASATCH ADVISORS LP | $192.9M | 693K | ▼−21% Reduced · −181K sh | Q2 2026 | |
| 5 | STATE STREET CORP | $167.1M | 641K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $155.2M | 595K | ▼−11% Reduced · −74K sh | Q1 2026 | |
| 7 | Conestoga Capital Advisors, LLC | $150.7M | 578K | ▼−8.7% Reduced · −55K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $114.0M | 437K | ▲+14% Added · +55K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $101.4M | 389K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $97.8M | 375K | ▼−4.3% Reduced · −17K sh | Q1 2026 | |
| 11 | Neuberger Berman Group LLC | $96.9M | 372K | ▼−4.7% Reduced · −18K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $79.8M | 306K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 13 | Channing Capital Management, LLC | $79.6M | 305K | ▲+103% Added · +155K sh | Q1 2026 | |
| 14 | NORGES BANK | $86.4M | 294K | ▲+50% Added · +98K sh | Q4 2025 | |
| 15 | FIRST MANHATTAN CO. LLC. | $70.3M | 270K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 263K | ▼−5.3% Reduced · −15K sh | Q1 2026 | |
| 17 | CONGRESS ASSET MANAGEMENT CO | $65.8M | 252K | ▲+14% Added · +31K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $53.1M | 204K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $51.3M | 197K | ▼−10% Reduced · −22K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.7M | 176K | ▲+0.4% Added · +700 sh | Q1 2026 | |
| 21 | Champlain Investment Partners, LLC | $42.4M | 163K | ▼−24% Reduced · −52K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.8M | 141K | ▼−3.9% Reduced · −6K sh | Q1 2026 | |
| 23 | Allspring Global Investments Holdings, LLC | $34.2M | 131K | ▼−6.6% Reduced · −9K sh | Q1 2026 | |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.9M | 130K | ▲+6.7% Added · +8K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $31.2M | 120K | ▼−15% Reduced · −22K 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 |
|---|---|---|---|---|---|
| Jul 15, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $435K |
| Jun 15, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $419K |
| May 29, 2026 | Ash Darron K | Director | Other (J) | 661 | $0 |
| May 29, 2026 | Ash Darron K | Director | Other (J) | 661 | $0 |
| May 27, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Sell (S) | 2K | $426K |
| May 6, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | Grant (A) | 2K | $0 |
| May 6, 2026 | Garde Danielle | SVP, Chief People Officer | Grant (A) | 1K | $0 |
| May 6, 2026 | Perry James E | EVP, CFO | Grant (A) | 2K | $0 |
| May 6, 2026 | Alverson Luke | SVP, GC & Secretary | Grant (A) | 1K | $0 |
| May 6, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Grant (A) | 10K | $0 |
| May 1, 2026 | Alverson Luke | SVP, GC & Secretary | Sell (S) | 1K | $292K |
| Apr 26, 2026 | Armes Joseph B | Chairman, President & CEO, Director | Tax withholding (F) | 12K | $3.7M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 115 funds | $51.0B |
| ALPHABET INC-CL AGOOGL | 114 funds | $33.7B |
| VISA INC-CLASS A SHARESV | 114 funds | $12.7B |
| NVIDIA CORPNVDA | 112 funds | $68.4B |
| APPLE INCAAPL | 112 funds | $60.6B |
| AMAZON.COM INCAMZN | 112 funds | $39.5B |
| JOHNSON & JOHNSONJNJ | 112 funds | $11.3B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $21.0B |
| JPMORGAN CHASE & COJPM | 110 funds | $17.0B |
| MASTERCARD INC - AMA | 110 funds | $8.8B |
| CHEVRON CORPCVX | 109 funds | $7.5B |
| SERVICENOW INCNOW | 109 funds | $3.3B |
Ranked by how many of CSW'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 CSW. 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.