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/CXM/capital-change-brief"
Use Arkolith's capital_change_brief for CXM. 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. | $114.7M | 19.1M | ▲+7.7% Added · +1.4M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $62.9M | 10.5M | ▲New +10.5M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $49.8M | 8.3M | ▲+9.6% Added · +729K sh | Q1 2026 | |
| 4 | Sachem Head Capital Management LP | $34.5M | 5.7M | —Held | Q1 2026 | |
| 5 | Sixth Street Partners Management Company, L.P. | $34.0M | 5.7M | —Held | Q1 2026 | |
| 6 | Jefferies Financial Group Inc. | $33.7M | 5.6M | ▲+0.5% Added · +28K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $32.0M | 5.3M | ▲New +5.3M sh | Q1 2026 | |
| 8 | PRIVATE MANAGEMENT GROUP INC | $29.5M | 4.9M | ▲+104% Added · +2.5M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $29.5M | 4.9M | ▲+5.8% Added · +270K sh | Q1 2026 | |
| 10 | DEUTSCHE BANK AG\ | $16.7M | 2.8M | ▲+0.5% Added · +13K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $16.3M | 2.7M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $15.9M | 2.6M | ▲+20% Added · +438K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $15.4M | 2.6M | ▲+56% Added · +919K sh | Q1 2026 | |
| 14 | FEDERATED HERMES, INC. | $15.2M | 2.5M | ▲+7.5% Added · +176K sh | Q1 2026 | |
| 15 | Battery Management Corp. | $14.4M | 2.4M | —Held | Q1 2026 | |
| 16 | Tetragon Partners GP Ltd | $13.2M | 2.2M | —Held | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $10.1M | 1.7M | ▲+3.9% Added · +63K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $9.7M | 1.6M | ▲+407% Added · +1.3M sh | Q1 2026 | |
| 19 | UBS Group AG | $9.6M | 1.6M | ▲+608% Added · +1.4M sh | Q1 2026 | |
| 20 | NORGES BANK | $11.5M | 1.5M | ▲+22% Added · +263K sh | Q4 2025 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.1M | 1.4M | ▲+21% Added · +239K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $8.0M | 1.3M | ▲+8.9% Added · +108K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $6.8M | 1.1M | ▼−1.5% Reduced · −17K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $6.0M | 1.0M | ▲+67% Added · +404K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $5.9M | 978K | ▲+7.9% Added · +72K 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 |
|---|---|---|---|---|---|
| Jun 22, 2026 | Scott Jacob | GENERAL COUNSEL AND CORP. SEC. | Sell (S) | 3K | $14K |
| Jun 17, 2026 | Suri Karthik | Chief Product & CSO | Sell (S) | 42K | $215K |
| Jun 16, 2026 | Scott Jacob | GENERAL COUNSEL AND CORP. SEC. | Sell (S) | 16K | $87K |
| Jun 16, 2026 | Macwan Sanjay | Chief Information Officer | Sell (S) | 27K | $145K |
| Jun 16, 2026 | Suri Karthik | Chief Product & CSO | Sell (S) | 24K | $125K |
| Jun 16, 2026 | READ RORY P | President & CEO, Director | Sell (S) | 144K | $761K |
| Jun 16, 2026 | Corso Joy | Chief Administrative Officer | Sell (S) | 34K | $178K |
| Jun 16, 2026 | Misra Amitabh | Chief Technology Officer | Sell (S) | 29K | $155K |
| Jun 16, 2026 | Thomas Ragy | Director, 10% Owner | Sell (S) | 6K | $32K |
| Jun 11, 2026 | WARD JR STEPHEN M | Director | Grant (A) | 51K | $0 |
| Jun 11, 2026 | Schloss Eileen | Director | Grant (A) | 42K | $0 |
| Jun 11, 2026 | Haverty Kevin | Director | Grant (A) | 47K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $35.8B |
| BROADCOM INCAVGO | 83 funds | $19.1B |
| META PLATFORMS INC-CLASS AMETA | 83 funds | $16.7B |
| ELI LILLY & COLLY | 83 funds | $9.7B |
| MICRON TECHNOLOGY INCMU | 83 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 82 funds | $23.2B |
| COSTCO WHOLESALE CORPCOST | 82 funds | $6.6B |
| NVIDIA CORPNVDA | 81 funds | $50.8B |
| AMAZON.COM INCAMZN | 81 funds | $26.8B |
| TESLA INCTSLA | 81 funds | $11.1B |
| JPMORGAN CHASE & COJPM | 81 funds | $10.4B |
| UNITEDHEALTH GROUP INCUNH | 81 funds | $3.1B |
Ranked by how many of CXM'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 CXM. 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.