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/ERAS/capital-change-brief"
Use Arkolith's capital_change_brief for ERAS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $399.2M | 24.7M | ▲+8.6% Added · +1.9M sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 21.3M | ▲+32% Added · +5.1M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $326.0M | 20.2M | ▲+29% Added · +4.6M sh | Q1 2026 | |
| 4 | Venrock Adviser, LLC | $265.1M | 16.4M | ▼−8.3% Reduced · −1.5M sh | Q1 2026 | |
| 5 | RTW INVESTMENTS, LP | $261.4M | 16.2M | ▲110× Added · +16.0M sh | Q1 2026 | |
| 6 | Vivo Capital, LLC | $196.6M | 12.2M | ▲+31% Added · +2.9M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $182.0M | 11.2M | ▲New +11.2M sh | Q1 2026 | |
| 8 | Siren, L.L.C. | $181.9M | 11.2M | ▲+28% Added · +2.5M sh | Q1 2026 | |
| 9 | Logos Global Management LP | $180.4M | 11.2M | ▼−14% Reduced · −1.9M sh | Q1 2026 | |
| 10 | Paradigm Biocapital Advisors LP | $168.2M | 10.4M | ▼−27% Reduced · −3.8M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $150.5M | 9.3M | ▲+51% Added · +3.1M sh | Q1 2026 | |
| 12 | ARCH Venture Management, LLC | $114.7M | 7.1M | ▼−36% Reduced · −4.0M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $97.0M | 6.0M | ▲+22% Added · +1.1M sh | Q1 2026 | |
| 14 | Cormorant Asset Management, LP | $93.8M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 15 | Affinity Asset Advisors, LLC | $86.6M | 5.3M | ▲+37% Added · +1.4M sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $83.2M | 5.1M | ▲52× Added · +5.0M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $78.9M | 4.9M | ▲+46% Added · +1.5M sh | Q1 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $60.0M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 19 | 5AM Venture Management, LLC | $56.4M | 3.5M | ▼−36% Reduced · −1.9M sh | Q1 2026 | |
| 20 | SUVRETTA CAPITAL MANAGEMENT, LLC | $55.6M | 3.4M | ▼−76% Reduced · −11.1M sh | Q1 2026 | |
| 21 | Commodore Capital LP | $51.4M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $49.4M | 3.1M | ▲+90% Added · +1.4M sh | Q1 2026 | |
| 23 | Woodline Partners LP | $45.8M | 2.8M | ▲+47% Added · +901K sh | Q1 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | Withheld | 2.6M | ▲13× Added · +2.4M sh | Q1 2026 | |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $34.0M | 2.1M | ▲New +2.1M 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 26, 2026 | Bristol James Arthur | Director | Grant (A) | 30K | $0 |
| Jun 26, 2026 | Casdin Alexander W. | Director | Grant (A) | 30K | $0 |
| Jun 26, 2026 | Start Valerie Denise Harding | Director | Grant (A) | 30K | $0 |
| Jun 26, 2026 | Hambleton Julie | Director | Grant (A) | 30K | $0 |
| Jun 26, 2026 | Multani Pratik S | Director | Grant (A) | 30K | $0 |
| Jun 26, 2026 | LIU JEAN I | Director | Grant (A) | 30K | $0 |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | Option exercise (M) | 80K | $136K |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | Sell (S) | 80K | $1.3M |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | Option exercise (M) | 80K | $0 |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | Sell (S) | 20K | $301K |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | Option exercise (M) | 20K | $34K |
| Jan 29, 2026 | Garner Ebun | General Counsel & Corp. Sec. | Grant (A) | 560K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 62 funds | $52.3B |
| MICROSOFT CORPMSFT | 62 funds | $32.1B |
| AMAZON.COM INCAMZN | 62 funds | $27.4B |
| BOSTON SCIENTIFIC CORPBSX | 62 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 61 funds | $16.6B |
| UNITEDHEALTH GROUP INCUNH | 61 funds | $3.9B |
| SERVICENOW INCNOW | 61 funds | $2.1B |
| ELI LILLY & COLLY | 60 funds | $8.3B |
| INTUITIVE SURGICAL INCISRG | 60 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 59 funds | $22.2B |
| TESLA INCTSLA | 59 funds | $12.7B |
| MICRON TECHNOLOGY INCMU | 59 funds | $8.4B |
Ranked by how many of ERAS'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 ERAS. 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.