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/FRSH/capital-change-brief"
Use Arkolith's capital_change_brief for FRSH. 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. | $136.5M | 17.0M | ▼−5.1% Reduced · −916K sh | Q1 2026 | |
| 2 | Alphabet Inc. | $130.1M | 16.2M | —Held | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $124.8M | 15.5M | ▲New +15.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $83.0M | 10.3M | ▲New +10.3M sh | Q1 2026 | |
| 5 | Peak XV Partners Operations LLC | $109.9M | 8.2M | —Held | Q1 2026 | |
| 6 | Alyeska Investment Group, L.P. | $51.8M | 6.5M | ▲New +6.5M sh | Q1 2026 | |
| 7 | Topline Capital Management, LLC | $47.5M | 5.9M | ▼−4.9% Reduced · −306K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $41.5M | 5.2M | ▲+0.9% Added · +44K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $40.6M | 5.1M | ▲+3.0% Added · +147K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $38.9M | 4.8M | ▲+27% Added · +1.0M sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $38.2M | 4.8M | ▲+151% Added · +2.9M sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $36.7M | 4.6M | ▲+79% Added · +2.0M sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $35.5M | 4.4M | ▼−32% Reduced · −2.0M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $31.5M | 3.9M | ▲+39% Added · +1.1M sh | Q1 2026 | |
| 15 | Nuveen, LLC | $22.3M | 2.8M | ▲+19% Added · +446K sh | Q1 2026 | |
| 16 | NORGES BANK | $31.9M | 2.6M | ▲+54% Added · +918K sh | Q4 2025 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $20.9M | 2.6M | ▼−16% Reduced · −507K sh | Q1 2026 | |
| 18 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $20.3M | 2.5M | ▲+23% Added · +472K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $17.8M | 2.2M | ▼−12% Reduced · −296K sh | Q1 2026 | |
| 20 | Point72 Asset Management, L.P. | $17.6M | 2.2M | ▲+63% Added · +847K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $17.1M | 2.1M | ▲+1.4% Added · +30K sh | Q1 2026 | |
| 22 | IEQ CAPITAL, LLC | $16.6M | 2.1M | ▲+13% Added · +233K sh | Q1 2026 | |
| 23 | WESTERLY CAPITAL MANAGEMENT, LLC | $15.3M | 1.9M | ▲+81% Added · +850K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $15.1M | 1.9M | ▲+842% Added · +1.7M sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $15.0M | 1.9M | ▲+4.4% Added · +79K 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 6, 2026 | Lawrence Philippa | Chief Accounting Officer | Sell (S) | 3K | $35K |
| Jul 2, 2026 | Taylor Jennifer H | Director | Sell (S) | 7K | $69K |
| Jul 2, 2026 | Sloat Tyler | Chief Financial & Oper Officer | Tax withholding (F) | 11K | $109K |
| Jul 2, 2026 | Woodside Dennis | CEO & President, Director | Tax withholding (F) | 22K | $232K |
| Jul 2, 2026 | Tickle Ian | Chief Revenue Officer | Tax withholding (F) | 2K | $17K |
| Jul 2, 2026 | Tickle Ian | Chief Revenue Officer | Tax withholding (F) | 7K | $73K |
| Jul 2, 2026 | Lawrence Philippa | Chief Accounting Officer | Tax withholding (F) | 2K | $22K |
| Jul 2, 2026 | Lawrence Philippa | Chief Accounting Officer | Tax withholding (F) | 4K | $43K |
| Jul 1, 2026 | Pelzer Francis J. | Director | Grant (A) | 21K | $0 |
| Jul 1, 2026 | AUSTIN ROXANNE S | Director | Grant (A) | 23K | $0 |
| Jul 1, 2026 | Taylor Jennifer H | Director | Grant (A) | 22K | $0 |
| Jul 1, 2026 | Flower Johanna | Director | Grant (A) | 23K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 112 funds | $48.2B |
| AMAZON.COM INCAMZN | 110 funds | $40.0B |
| ALPHABET INC-CL AGOOGL | 109 funds | $31.6B |
| META PLATFORMS INC-CLASS AMETA | 108 funds | $21.7B |
| BROADCOM INCAVGO | 106 funds | $24.9B |
| ELI LILLY & COLLY | 106 funds | $13.5B |
| CAPITAL ONE FINANCIAL CORPCOF | 106 funds | $2.6B |
| NVIDIA CORPNVDA | 105 funds | $68.7B |
| APPLE INCAAPL | 105 funds | $54.6B |
| MICRON TECHNOLOGY INCMU | 105 funds | $9.4B |
| BOSTON SCIENTIFIC CORPBSX | 105 funds | $3.0B |
| APPLIED MATERIALS INCAMAT | 104 funds | $6.3B |
Ranked by how many of FRSH'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 FRSH. 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.