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/DFTX/capital-change-brief"
Use Arkolith's capital_change_brief for DFTX. 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. | $160.3M | 8.5M | ▲New +8.5M sh | Q1 2026 | |
| 2 | Avoro Capital Advisors LLC | $94.5M | 5.0M | ▲New +5.0M sh | Q1 2026 | |
| 3 | JANUS HENDERSON GROUP PLC | $67.2M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 4 | Deep Track Capital, LP | $56.7M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $47.2M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $46.7M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 7 | Octagon Capital Advisors LP | $46.1M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 8 | Commodore Capital LP | $37.8M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 9 | FMR LLC | $34.2M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 10 | Trails Edge Capital Partners, LP | $32.9M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $31.7M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 12 | ArrowMark Colorado Holdings LLC | $30.1M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $25.2M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 14 | Candriam S.C.A. | $24.4M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | $24.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $22.7M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 17 | MARSHALL WACE, LLP | $22.7M | 1.2M | ▼−60% Reduced · −1.8M sh | Q1 2026 | |
| 18 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $21.7M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 19 | VANGUARD CAPITAL MANAGEMENT LLC | $20.7M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 20 | Holocene Advisors, LP | $20.6M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 21 | AWM Investment Company, Inc. | $20.4M | 1.1M | ▼−23% Reduced · −314K sh | Q1 2026 | |
| 22 | Catalio Capital Management, LP | $19.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $18.3M | 967K | ▲New +967K sh | Q1 2026 | |
| 24 | Siren, L.L.C. | $17.4M | 919K | ▲New +919K sh | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.5M | 873K | ▲New +873K 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 25, 2026 | Sullivan Mark | Chief Legal Officer | Sell (S) | 13K | $586K |
| Jun 25, 2026 | Roberts Brandi | Chief Financial Officer | Sell (S) | 3K | $136K |
| Jun 25, 2026 | Barrow Robert | Chief Executive Officer, Director | Sell (S) | 29K | $1.3M |
| Jun 25, 2026 | Karlin Daniel | Chief Medical Officer | Sell (S) | 10K | $452K |
| Jun 25, 2026 | Wiley Matthew T. | Chief Commercial Officer | Sell (S) | 3K | $129K |
| Jun 22, 2026 | Wiley Matthew T. | Chief Commercial Officer | Grant (A) | 63K | $0 |
| Jun 22, 2026 | Barrow Robert | Chief Executive Officer, Director | Grant (A) | 375K | $0 |
| Jun 22, 2026 | Roberts Brandi | Chief Financial Officer | Grant (A) | 63K | $0 |
| Jun 22, 2026 | Sullivan Mark | Chief Legal Officer | Grant (A) | 63K | $0 |
| Jun 22, 2026 | Karlin Daniel | Chief Medical Officer | Grant (A) | 100K | $0 |
| Jun 11, 2026 | Adsett Roger | Director | Grant (A) | 4K | $0 |
| Jun 11, 2026 | Adsett Roger | Director | Grant (A) | 15K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 64 funds | $6.8B |
| INTUITIVE SURGICAL INCISRG | 62 funds | $3.0B |
| MICROSOFT CORPMSFT | 61 funds | $22.7B |
| BROADCOM INCAVGO | 61 funds | $12.5B |
| BOSTON SCIENTIFIC CORPBSX | 61 funds | $1.9B |
| NVIDIA CORPNVDA | 60 funds | $36.3B |
| AMAZON.COM INCAMZN | 60 funds | $20.5B |
| ALPHABET INC-CL AGOOGL | 60 funds | $14.5B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $11.0B |
| ADVANCED MICRO DEVICESAMD | 60 funds | $2.8B |
| UNITEDHEALTH GROUP INCUNH | 60 funds | $2.4B |
| DANAHER CORPDHR | 60 funds | $2.1B |
Ranked by how many of DFTX'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 DFTX. 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.