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/DRVN/capital-change-brief"
Use Arkolith's capital_change_brief for DRVN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $103.8M | 8.2M | ▲+50% Added · +2.8M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $54.8M | 4.3M | ▼−7.0% Reduced · −329K sh | Q1 2026 | |
| 3 | ADW Capital Management, LLC | $50.4M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $47.6M | 3.8M | ▼−1.4% Reduced · −55K sh | Q1 2026 | |
| 5 | Rubric Capital Management LP | $37.8M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $34.5M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $32.5M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $31.3M | 2.5M | ▲+0.3% Added · +7K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $29.8M | 2.4M | ▲+9.3% Added · +201K sh | Q1 2026 | |
| 10 | BANK OF MONTREAL /CAN/ | $26.2M | 2.1M | ▲16× Added · +1.9M sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $19.7M | 1.6M | ▼−50% Reduced · −1.6M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $19.9M | 1.6M | ▲+2.9% Added · +45K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $18.5M | 1.5M | ▲+16% Added · +202K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $17.4M | 1.4M | ▲+1.4% Added · +19K sh | Q1 2026 | |
| 15 | GRIZZLYROCK CAPITAL, LLC | $14.8M | 1.2M | ▲+125% Added · +650K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $13.2M | 1.1M | ▼−1.5% Reduced · −16K sh | Q1 2026 | |
| 17 | PRIVATE MANAGEMENT GROUP INC | $12.8M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 18 | Conversant Capital LLC | $12.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 19 | HG Vora Capital Management, LLC | $12.0M | 950K | ▼−82% Reduced · −4.3M sh | Q1 2026 | |
| 20 | TUDOR INVESTMENT CORP ET AL | $11.8M | 940K | ▲+94% Added · +455K sh | Q1 2026 | |
| 21 | Quantinno Capital Management LP | $9.4M | 749K | ▲+216% Added · +512K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $7.9M | 626K | ▲New +626K sh | Q1 2026 | |
| 23 | Rangeley Capital, LLC | $7.9M | 626K | ▲New +626K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $7.3M | 581K | ▼−51% Reduced · −617K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $6.9M | 550K | ▲+1.0% Added · +6K 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 29, 2026 | Tomas Jose D. | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | SWINBURN PETER S | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | Stroup Karen B. | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | PUCKETT RICK D | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | JOHNSON TIMOTHY A | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | Harmon Damien | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | Halligan Catherine Ann | Director | Grant (A) | 13K | $0 |
| Jun 29, 2026 | Fitzpatrick Jonathan G. | Director | Grant (A) | 17K | $0 |
| Jun 29, 2026 | Fondell Rebecca | SVP & Chief Accounting Officer | Grant (A) | 12K | $0 |
| Jun 29, 2026 | Khalid Muhammad | EVP, Chief Operating Officer | Grant (A) | 55K | $0 |
| Jun 29, 2026 | O'Melia Scott L. | Chief Legal Officer | Grant (A) | 57K | $0 |
| Jun 29, 2026 | Diamond Michael Fisher | EVP & Chief Financial Officer | Grant (A) | 67K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 59 funds | $16.6B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $10.2B |
| MICROSOFT CORPMSFT | 58 funds | $22.0B |
| ALPHABET INC-CL AGOOGL | 58 funds | $15.0B |
| BROADCOM INCAVGO | 58 funds | $11.8B |
| MICRON TECHNOLOGY INCMU | 58 funds | $4.5B |
| APPLIED MATERIALS INCAMAT | 58 funds | $2.7B |
| NVIDIA CORPNVDA | 57 funds | $32.2B |
| ADVANCED MICRO DEVICESAMD | 57 funds | $2.7B |
| ABBOTT LABORATORIESABT | 57 funds | $1.7B |
| FEDEX CORPFDX | 57 funds | $1.0B |
| APPLE INCAAPL | 56 funds | $26.6B |
Ranked by how many of DRVN'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 DRVN. 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.