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/DNOW/capital-change-brief"
Use Arkolith's capital_change_brief for DNOW. 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. | $353.6M | 29.7M | ▼−0.1% Reduced · −26K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $124.1M | 10.4M | ▲New +10.4M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $123.7M | 10.4M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $99.2M | 8.3M | ▲New +8.3M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $84.6M | 7.1M | ▼−4.5% Reduced · −337K sh | Q1 2026 | |
| 6 | Engine Capital Management, LP | $61.5M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $54.2M | 4.6M | ▲+2.8% Added · +124K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $53.1M | 4.5M | ▼−17% Reduced · −936K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $48.4M | 4.1M | ▲24× Added · +3.9M sh | Q1 2026 | |
| 10 | River Road Asset Management, LLC | $47.7M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 11 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $46.4M | 3.9M | ▲+6.0% Added · +221K sh | Q1 2026 | |
| 12 | BAUPOST GROUP LLC/MA | $43.2M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 13 | PZENA INVESTMENT MANAGEMENT LLC | $36.9M | 3.1M | ▼−26% Reduced · −1.1M sh | Q1 2026 | |
| 14 | Global Alpha Capital Management Ltd. | $35.8M | 3.0M | ▲+8.4% Added · +233K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.4M | 3.0M | ▲+0.6% Added · +18K sh | Q1 2026 | |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | $34.8M | 2.9M | ▼−15% Reduced · −528K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $33.8M | 2.8M | ▼−31% Reduced · −1.3M sh | Q1 2026 | |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $31.3M | 2.6M | ▼−35% Reduced · −1.4M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $26.3M | 2.2M | ▼−43% Reduced · −1.7M sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $22.3M | 1.9M | ▲+3.4% Added · +61K sh | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $22.2M | 1.9M | ▲+302% Added · +1.4M sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $22.0M | 1.8M | ▼−3.8% Reduced · −74K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $20.8M | 1.7M | ▼−15% Reduced · −305K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $19.3M | 1.6M | ▲+36% Added · +426K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $16.9M | 1.4M | ▲+82% Added · +640K 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 |
|---|---|---|---|---|---|
| May 20, 2026 | ALARIO RICHARD J | Director | Grant (A) | 17K | $0 |
| May 20, 2026 | Cobb Galen | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | Bonno Terry | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | COPPINGER PAUL M | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | Reed Sonya | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | Damiris George John | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | David-Green Karen | Director | Grant (A) | 12K | $0 |
| May 20, 2026 | JADIN RONALD L | Director | Grant (A) | 12K | $0 |
| Mar 12, 2026 | Anderson Gillian | VP and CAO | Tax withholding (F) | 834 | $9K |
| Feb 23, 2026 | Johnson Mark B | See Remarks | Grant (A) | 62K | $0 |
| Feb 23, 2026 | Chang Raymond W | VP and General Counsel | Grant (A) | 40K | $0 |
| Feb 23, 2026 | Cherechinsky David A | President and CEO, Director | Grant (A) | 204K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 114 funds | $50.0B |
| AMAZON.COM INCAMZN | 112 funds | $39.1B |
| ALPHABET INC-CL AGOOGL | 111 funds | $32.9B |
| BANK OF AMERICA CORPBAC | 111 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $23.9B |
| JPMORGAN CHASE & COJPM | 109 funds | $15.8B |
| LAM RESEARCH CORPLRCX | 109 funds | $5.2B |
| NVIDIA CORPNVDA | 108 funds | $68.7B |
| APPLE INCAAPL | 108 funds | $58.3B |
| ALPHABET INC-CL CGOOG | 108 funds | $25.4B |
| ELI LILLY & COLLY | 108 funds | $12.8B |
| EXXON MOBIL CORPXOM | 108 funds | $12.5B |
Ranked by how many of DNOW'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 DNOW. 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.