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/DOCS/capital-change-brief"
Use Arkolith's capital_change_brief for DOCS. 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. | $332.2M | 14.3M | ▼−0.7% Reduced · −104K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $149.0M | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $134.3M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 4 | Clearbridge Investments, LLC | $115.9M | 5.0M | ▼−1.8% Reduced · −91K sh | Q1 2026 | |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $112.6M | 4.8M | ▼−11% Reduced · −623K sh | Q1 2026 | |
| 6 | Carmignac Gestion | $100.5M | 4.3M | ▲+128% Added · +2.4M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $94.1M | 4.0M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $91.9M | 3.9M | ▲+4.1% Added · +155K sh | Q1 2026 | |
| 9 | BAILLIE GIFFORD & CO | $89.5M | 3.8M | ▲+3.5% Added · +128K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $71.3M | 3.1M | ▲+29% Added · +694K sh | Q1 2026 | |
| 11 | DEUTSCHE BANK AG\ | $68.1M | 2.9M | ▲+93% Added · +1.4M sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $67.6M | 2.9M | ▲+227% Added · +2.0M sh | Q1 2026 | |
| 13 | Walleye Capital LLC | $57.1M | 2.5M | ▲21× Added · +2.3M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $51.1M | 2.2M | ▲+51% Added · +745K sh | Q1 2026 | |
| 15 | FEDERATED HERMES, INC. | $47.5M | 2.0M | ▲+63% Added · +791K sh | Q1 2026 | |
| 16 | LOOMIS SAYLES & CO L P | $47.5M | 2.0M | ▲+0.3% Added · +7K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $42.7M | 1.8M | ▲+2.9% Added · +51K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $41.1M | 1.8M | ▲+192% Added · +1.2M sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $36.1M | 1.6M | ▲+481% Added · +1.3M sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $35.5M | 1.5M | ▲+19% Added · +237K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $32.0M | 1.4M | ▼−1.2% Reduced · −16K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $31.9M | 1.4M | ▲47× Added · +1.3M sh | Q1 2026 | |
| 23 | Gotham Asset Management, LLC | $30.4M | 1.3M | ▲+262% Added · +944K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.3M | 1.3M | ▼−1.6% Reduced · −20K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $27.4M | 1.2M | ▼−10% Reduced · −133K 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 |
|---|---|---|---|---|---|
| Jul 13, 2026 | Benjamin Regina M. | Director | Grant (A) | 21K | $0 |
| Jun 8, 2026 | Sitaram Siddharth | Interim PAO | Conversion (C) | 5K | — |
| Jun 8, 2026 | Sitaram Siddharth | Interim PAO | Sell (S) | 2K | $50K |
| Jun 8, 2026 | Sitaram Siddharth | Interim PAO | Option exercise (M) | 5K | $0 |
| Jun 8, 2026 | Sitaram Siddharth | Interim PAO | Option exercise (M) | 5K | $0 |
| Jun 8, 2026 | Sitaram Siddharth | Interim PAO | Conversion (C) | 5K | $0 |
| May 15, 2026 | ZATZ STEVEN L | President | Grant (A) | 56K | $0 |
| May 15, 2026 | Sitaram Siddharth | Interim PFO and PAO | Tax withholding (F) | 1K | $22K |
| May 15, 2026 | Tangney Jeffrey | Chief Executive Officer, Director, 10% Owner | Grant (A) | 323K | $0 |
| May 15, 2026 | Tangney Jeffrey | Chief Executive Officer, Director, 10% Owner | Tax withholding (F) | 15K | $270K |
| May 11, 2026 | Sitaram Siddharth | Interim PFO and PAO | Conversion (C) | 5K | — |
| May 11, 2026 | Sitaram Siddharth | Interim PFO and PAO | Sell (S) | 2K | $60K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 163 funds | $67.1B |
| ELI LILLY & COLLY | 162 funds | $17.7B |
| NVIDIA CORPNVDA | 161 funds | $95.3B |
| AMAZON.COM INCAMZN | 160 funds | $49.4B |
| APPLE INCAAPL | 159 funds | $80.5B |
| META PLATFORMS INC-CLASS AMETA | 159 funds | $29.7B |
| BROADCOM INCAVGO | 158 funds | $33.7B |
| COSTCO WHOLESALE CORPCOST | 157 funds | $12.5B |
| ALPHABET INC-CL AGOOGL | 156 funds | $42.5B |
| MASTERCARD INC - AMA | 156 funds | $12.6B |
| MICRON TECHNOLOGY INCMU | 156 funds | $11.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 156 funds | $6.8B |
Ranked by how many of DOCS'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 DOCS. 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.