Among active 13F managers last quarter, 12 opened and 2 reduced; the largest holder to move was Ikarian Capital, LLC (new position). Over the last 180 days, 3 insiders sold and none bought, a net -$2.0M in open-market trades.
The legs disagree, or only one of them leans.
26 tracked 13F filers disclose a position in CUE as of the latest SEC 13F filings, a combined $24.2M 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 | Vanguard Capital Management LLC | 162K | $5.1M | ▲New +162K sh | Q2 2026 | |
| 2 | Ikarian Capital, LLC | 104K | $3.3M | ▲New +104K sh | Q2 2026 | |
| 3 | Tetragon Partners GP Ltd | 94K | $3.0M | ▲New +94K sh | Q2 2026 | |
| 4 | Stempoint Capital LP | 67K | $2.1M | ▲New +67K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 58K | $1.8M | ▲New +58K sh | Q2 2026 | |
| 6 | Squadron Capital Management LLC | 50K | $1.6M | ▲New +50K sh | Q2 2026 | |
| 7 | Diadema Partners LP | 48K | $1.5M | ▲New +48K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 48K | $1.5M | ▲New +48K sh | Q2 2026 | |
| 9 | Boothbay Fund Management, LLC | 31K | $993K | ▲New +31K sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 26K | $809K | ▲New +26K sh | Q2 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 24K | $772K | ▲New +24K sh | Q2 2026 | |
| 12 | Texas Capital Bank Wealth Management Services Inc | 23K | $722K | ▲New +23K sh | Q2 2026 | |
| 13 | Persistent Asset Partners Ltd | 12K | $389K | ▲New +12K sh | Q2 2026 | |
| 14 | Robertson Stephens Wealth Management, LLC | 11K | $351K | ▲New +11K sh | Q2 2026 | |
| 15 | Angeles Wealth Management, LLC | 7K | $221K | ▲New +7K sh | Q2 2026 | |
| 16 | Vanguard Global Advisers, LLC | 2K | $52K | ▲New +2K sh | Q2 2026 | |
| 17 | SBI Securities Co., Ltd. | 300 | $9K | ▲New +300 sh | Q2 2026 | |
| 18 | Gleason Group, Inc. | 200 | $6K | ▼−97% Reduced · −6K sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | 200 | $46 | ▲New +200 sh | Q1 2026 | |
| 20 | NFSG Corp | 99 | $3K | ▲New +99 sh | Q2 2026 | |
| 21 | Golden State Wealth Management, LLC | 66 | $2K | ▲New +66 sh | Q2 2026 | |
| 22 | Tidemark, LLC | 50 | $2K | ▼−97% Reduced · −1K sh | Q2 2026 | |
| 23 | Physician Wealth Advisors, Inc. | 33 | $1K | ▲New +33 sh | Q2 2026 | |
| 24 | Group One Trading LLC | 30 | $947 | ▲New +30 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | 3 | $95 | ▲New +3 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.
Last quarter, 12 funds opened a new position in CUE, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $3.3B |
| Amazon.com IncAMZN | 10 funds | $2.9B |
| Eli Lilly & CoLLY | 10 funds | $1.2B |
| Micron Technology IncMU | 10 funds | $886.6M |
| Applied Materials IncAMAT | 10 funds | $859.8M |
| Seagate Technology HoldingsSTX | 10 funds | $818.7M |
| Abbott LaboratoriesABT | 10 funds | $809.5M |
| Kla CorpKLAC | 10 funds | $809.4M |
| Mastercard Inc - AMA | 10 funds | $793.2M |
| Howmet Aerospace IncHWM | 10 funds | $782.1M |
| Oracle CorpORCL | 10 funds | $749.6M |
| Intel CorpINTC | 10 funds | $715.0M |
Ranked by how many of CUE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CUE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Meluzio Michael Vincent | VP, Prin. Accounting Officer | Sell (S) 3 lots, same day | 6K | $169K |
| Aug 13, 2026 | Ray Sumita | Chief Legal Compliance Officer | Sell (S) 3 lots, same day | 9K | $266K |
| Aug 13, 2026 | Lin Shao-Lee | Chief Executive Officer, Director | Sell (S) 3 lots, same day | 18K | $523K |
| Aug 12, 2026 | Lin Shao-Lee | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 40K | $1.1M |
| Dec 30, 2025 | Sarraf Pasha | Director | Buy (P) 5 lots, same day | 324K | $100K |
| Dec 16, 2024 | Passeri Daniel R | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 30K | $31K |
| Aug 25, 2023 | Suri Anish | PRESIDENT AND CSO | Buy (P) | 4K | $11K |
| Aug 14, 2023 | Passeri Daniel R | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 3K | $9K |
| Mar 23, 2023 | Kiener Peter A | Director | Sell (S) | 9K | $31K |
| May 27, 2022 | Morich Frank | Director | Buy (P) | 28K | $105K |
| May 24, 2022 | Fletcher Aaron G.L. | Director | Buy (P) | 55K | $184K |
| May 23, 2022 | Fletcher Aaron G.L. | Director | Buy (P) | 150K | $528K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
The cross-source read for CUE was unavailable for this render. The API and MCP tool answer it live.
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 CUE
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/CUE/capital-change-brief"
Use Arkolith's capital_change_brief for CUE. 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 CUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.