| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | $20.2M | 2.9M | ▲+34% Added · +726K sh | Q2 2026 | |
| 2 | TANG CAPITAL MANAGEMENT LLC | $7.6M | 1.6M | ▼−13% Reduced · −245K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $4.6M | 973K | ▲+35% Added · +253K sh | Q1 2026 | |
| 5 | Opaleye Management Inc. | $4.5M | 960K | ▼−1.5% Reduced · −15K sh | Q1 2026 | |
| 6 | J. Goldman & Co LP | $2.3M | 500K | ▼−37% Reduced · −298K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $2.2M | 463K | ▲+48% Added · +149K sh | Q1 2026 | |
| 8 | UBS Group AG | $1.8M | 390K | ▲+34% Added · +100K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $1.8M | 383K | ▼−16% Reduced · −75K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $1.8M | 380K | ▼−2.7% Reduced · −11K sh | Q1 2026 | |
| 11 | Ikarian Capital, LLC | $1.2M | 251K | —Held | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 243K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $1.1M | 237K | ▲+37% Added · +64K sh | Q1 2026 | |
| 14 | Diametric Capital, LP | $921K | 196K | ▲+280% Added · +145K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $703K | 150K | ▲+60% Added · +56K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $646K | 138K | ▲New +138K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $573K | 122K | ▲New +122K sh | Q1 2026 | |
| 18 | PVG ASSET MANAGEMENT CORP | $563K | 80K | ▼−0.2% Reduced · −190 sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $336K | 72K | ▲+113% Added · +38K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $325K | 69K | ▲+261% Added · +50K sh | Q1 2026 | |
| 21 | BOOTHBAY FUND MANAGEMENT, LLC | $316K | 67K | —Held | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $213K | 45K | ▲+28% Added · +10K sh | Q1 2026 | |
| 23 | LAZARD ASSET MANAGEMENT LLC | $211K | 45K | ▼−28% Reduced · −18K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $189K | 40K | ▼−8.3% Reduced · −4K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $174K | 37K | ▲+29% Added · +8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $8.0B |
| APPLE INCAAPL | 20 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.4B |
| INTEL CORPINTC | 20 funds | $469.1M |
| MICROSOFT CORPMSFT | 19 funds | $4.4B |
| AMAZON.COM INCAMZN | 19 funds | $4.3B |
| TESLA INCTSLA | 19 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 19 funds | $1.3B |
| ELI LILLY & COLLY | 19 funds | $1.2B |
| COSTCO WHOLESALE CORPCOST | 19 funds | $1.1B |
| VISA INC-CLASS A SHARESV | 19 funds | $915.3M |
| CHEVRON CORPCVX | 19 funds | $787.0M |
Ranked by how many of DERM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Herskowitz Neil | Director | Grant (A) | 50K | $0 |
| Jul 1, 2026 | Smith Justin Adam | Director | Grant (A) | 50K | $0 |
| Jul 1, 2026 | Toledano Miranda Jayne | Director | Grant (A) | 50K | $0 |
| Jun 25, 2026 | Smith Justin Adam | Director | Grant (A) | 10K | $0 |
| Jun 25, 2026 | Herskowitz Neil | Director | Grant (A) | 10K | $0 |
| Jun 25, 2026 | Pearce Michael Cooper | Director | Grant (A) | 10K | $0 |
| Jun 25, 2026 | ROSENWALD LINDSAY A MD | Director | Grant (A) | 10K | $0 |
| Jun 25, 2026 | Toledano Miranda Jayne | Director | Grant (A) | 10K | $0 |
| Apr 22, 2026 | Maraoui Claude | President & CEO, Director | Grant (A) | 49K | $0 |
| Apr 22, 2026 | Maraoui Claude | President & CEO, Director | Grant (A) | 83K | $0 |
| Apr 22, 2026 | Alloush Ramsey | Chief Operating Officer | Grant (A) | 47K | $0 |
| Apr 22, 2026 | Alloush Ramsey | Chief Operating Officer | Grant (A) | 63K | $0 |
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/DERM/capital-change-brief"
Use Arkolith's capital_change_brief for DERM. 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 DERM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.