Among active 13F managers last quarter, 16 opened and 15 added, while 10 reduced; the largest holder to move was Renaissance Technologies LLC (+6.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
81 tracked 13F filers disclose a position in CVGI as of the latest SEC 13F filings, a combined $67.6M 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 | BlackRock, Inc. | 2.3M | $10.8M | ▲+319% Added · +1.8M sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 1.7M | $5.9M | ▲+6.8% Added · +110K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 1.4M | $6.3M | ▼−2.2% Reduced · −30K sh | Q2 2026 | |
| 4 | Two Sigma Investments, LP | 1.2M | $4.1M | ▲+369% Added · +952K sh | Q1 2026 | |
| 5 | Huber Capital Management LLC | 880K | $4.1M | ▼−10.0% Reduced · −97K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 782K | $3.6M | ▲+115% Added · +418K sh | Q2 2026 | |
| 7 | Clearstead Advisors, LLC | 700K | $3.2M | —Held | Q2 2026 | |
| 8 | Ironwood Investment Management LLC | 677K | $3.1M | ▲+6.3% Added · +40K sh | Q2 2026 | |
| 9 | Gamco Investors, Inc. Et Al | 594K | $2.0M | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 10 | Peapod Lane Capital LLC | 441K | $2.0M | ▼−52% Reduced · −487K sh | Q2 2026 | |
| 11 | Sei Investments Co | 370K | $1.3M | ▲New +370K sh | Q1 2026 | |
| 12 | State Street Corp | 341K | $1.6M | ▲+143% Added · +201K sh | Q2 2026 | |
| 13 | Dimensional Fund Advisors LP | 319K | $1.1M | ▼−40% Reduced · −215K sh | Q1 2026 | |
| 14 | Informed Momentum Co LLC | 282K | $1.3M | ▼−4.0% Reduced · −12K sh | Q2 2026 | |
| 15 | Arrowstreet Capital, Limited Partnership | 282K | $960K | ▲+20% Added · +47K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | 272K | $928K | ▼−55% Reduced · −329K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 210K | $971K | ▲New +210K sh | Q2 2026 | |
| 18 | Marshall Wace, LLP | 207K | $707K | ▲New +207K sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 206K | $703K | ▲+127% Added · +115K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 205K | $946K | ▼−0.2% Reduced · −418 sh | Q2 2026 | |
| 21 | Citadel Advisors LLC | 194K | $897K | ▲+29% Added · +44K sh | Q2 2026 | |
| 22 | Panagora Asset Management Inc | 184K | $852K | ▲New +184K sh | Q2 2026 | |
| 23 | UBS Group AG | 180K | $614K | ▲+240% Added · +127K sh | Q1 2026 | |
| 24 | Bridgeway Capital Management, LLC | 126K | $584K | ▲+29% Added · +29K sh | Q2 2026 | |
| 25 | Gabelli Funds LLC | 118K | $401K | ▼−0.4% Reduced · −500 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 CVGI and 15 added to an existing one, while 10 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 | 43 funds | $58.5B |
| Nvidia CorpNVDA | 41 funds | $107.8B |
| Alphabet Inc-CL AGOOGL | 41 funds | $55.4B |
| JPMorgan Chase & CoJPM | 41 funds | $15.5B |
| Bank Of America CorpBAC | 41 funds | $9.1B |
| Amazon.com IncAMZN | 40 funds | $49.5B |
| Visa Inc-Class A SharesV | 40 funds | $16.7B |
| Mastercard Inc - AMA | 40 funds | $16.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 40 funds | $8.3B |
| Costco Wholesale CorpCOST | 40 funds | $7.1B |
| Oracle CorpORCL | 40 funds | $5.2B |
| Apple IncAAPL | 39 funds | $76.0B |
Ranked by how many of CVGI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVGI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 4, 2024 | Nauman J Michael | Director | Buy (P) | 3K | $7K |
| Dec 3, 2024 | Nauman J Michael | Director | Buy (P) | 19K | $47K |
| Dec 2, 2024 | Nauman J Michael | Director | Buy (P) | 3K | $7K |
| Nov 8, 2024 | Griffin Robert C | Director | Buy (P) | 5K | $12K |
| Nov 8, 2024 | Nauman J Michael | Director | Buy (P) | 100 | $250 |
| Nov 8, 2024 | Rancourt Wayne M | Director | Buy (P) | 15K | $39K |
| Nov 7, 2024 | Griffin Robert C | Director | Buy (P) | 10K | $27K |
| Sep 20, 2023 | Fix Roger L | Director | Sell (S) | 866 | $7K |
| Sep 15, 2023 | Fix Roger L | Director | Sell (S) | 10K | $78K |
| Sep 15, 2023 | Cheung Chung Kin | EVP & CFO | Buy (P) | 4K | $31K |
| Sep 14, 2023 | Fix Roger L | Director | Sell (S) | 3 | $24 |
| Sep 1, 2023 | Fix Roger L | Director | Sell (S) | 9K | $84K |
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 | 28 | 20 | – |
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.
Connected entities for CVGI
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/CVGI/capital-change-brief"
Use Arkolith's capital_change_brief for CVGI. 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 CVGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.