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/DAVE/capital-change-brief"
Use Arkolith's capital_change_brief for DAVE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | $199.5M | 1.1M | ▲+2.7% Added · +30K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $144.3M | 829K | ▼−4.6% Reduced · −40K sh | Q1 2026 | |
| 3 | Divisadero Street Capital Management, LP | $111.6M | 641K | ▲+145% Added · +379K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $87.7M | 504K | ▲New +504K sh | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $75.2M | 432K | ▼−13% Reduced · −67K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $56.8M | 326K | ▲+2.5% Added · +8K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $56.0M | 322K | ▼−20% Reduced · −79K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $44.1M | 253K | ▲+20% Added · +42K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $40.7M | 234K | ▲+0.3% Added · +625 sh | Q1 2026 | |
| 10 | FMR LLC | $40.2M | 231K | ▲+35% Added · +60K sh | Q1 2026 | |
| 11 | Whetstone Capital Advisors, LLC | $39.0M | 224K | ▼−18% Reduced · −48K sh | Q1 2026 | |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | $35.2M | 202K | ▲84× Added · +200K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $34.6M | 199K | ▼−25% Reduced · −67K sh | Q1 2026 | |
| 14 | VOYA INVESTMENT MANAGEMENT LLC | $33.7M | 194K | ▲+90% Added · +92K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $32.9M | 189K | ▲+89% Added · +89K sh | Q1 2026 | |
| 16 | FINDELL CAPITAL MANAGEMENT LLC | $29.6M | 170K | ▲+143% Added · +100K sh | Q1 2026 | |
| 17 | Jefferies Financial Group Inc. | $27.6M | 158K | ▲+26% Added · +32K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $25.8M | 148K | ▲+34% Added · +37K sh | Q1 2026 | |
| 19 | FRANKLIN RESOURCES INC | $23.8M | 137K | ▲+11% Added · +13K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $23.4M | 134K | ▲New +134K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $21.3M | 123K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 22 | G2 Investment Partners Management LLC | $20.9M | 120K | ▼−9.7% Reduced · −13K sh | Q1 2026 | |
| 23 | Estuary Capital Management LP | $20.6M | 118K | ▲New +118K sh | Q1 2026 | |
| 24 | Metavasi Capital LP | $20.5M | 118K | ▲+59% Added · +44K sh | Q1 2026 | |
| 25 | Portolan Capital Management, LLC | $18.4M | 105K | ▲+140% Added · +61K 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 5, 2026 | Preston Dan | Director | Sell (S) | 275 | $71K |
| Jun 5, 2026 | Rozov Yadin | Director | Gift (G) | 2K | $0 |
| Jun 4, 2026 | Preston Dan | Director | Sell (S) | 275 | $68K |
| Jun 2, 2026 | Beilman Kyle | CFO and COO and Secretary | Sell (S) | 49 | $14K |
| Jun 2, 2026 | Beilman Kyle | CFO and COO and Secretary | Sell (S) | 4K | $1.1M |
| Jun 2, 2026 | Wilk Jason | Chief Executive Officer, Director | Sell (S) | 80 | $22K |
| Jun 2, 2026 | Wilk Jason | Chief Executive Officer, Director | Sell (S) | 104 | $29K |
| Jun 2, 2026 | Wilk Jason | Chief Executive Officer, Director | Sell (S) | 8K | $2.3M |
| Jun 2, 2026 | POPE MICHAEL W | Director | Grant (A) | 637 | $0 |
| Jun 2, 2026 | Khajehnouri Nima | Director | Grant (A) | 637 | $0 |
| Jun 2, 2026 | Rozov Yadin | Director | Grant (A) | 637 | $0 |
| Jun 2, 2026 | Preston Dan | Director | Grant (A) | 637 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 86 funds | $36.0B |
| AMAZON.COM INCAMZN | 84 funds | $26.3B |
| ALPHABET INC-CL AGOOGL | 84 funds | $22.6B |
| ALPHABET INC-CL CGOOG | 83 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 83 funds | $11.4B |
| BOSTON SCIENTIFIC CORPBSX | 83 funds | $2.3B |
| ELI LILLY & COLLY | 82 funds | $9.6B |
| MASTERCARD INC - AMA | 82 funds | $6.7B |
| COSTCO WHOLESALE CORPCOST | 82 funds | $6.0B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $15.9B |
| VISA INC-CLASS A SHARESV | 81 funds | $7.4B |
| MICRON TECHNOLOGY INCMU | 81 funds | $6.7B |
Ranked by how many of DAVE'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 DAVE. 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.