GCT

Gigacloud Technology Inc - A Cross-source read$51.87 0.14%
Consumer DiscretionaryCUSIP G38644103· EOD Sep 11, 2026

Among active 13F managers last quarter, 11 opened and 25 added, while 11 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−2.7%). Over the last 180 days, 4 insiders sold and none bought, a net -$5.5M in open-market trades.

Tracked 13F holders
210
116 in Q2 2026 filings
13F value (tracked)
$740.7M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
36 adding · 11 trimming
Insiders · Form 4 open-market, 180d
0 buying · 4 selling · -$5.5M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$51.87 0.14%4Y +230.6%
$0.67$14.51$28.35$42.18$56.02202220232024202520264235272105206123211824281934187312532273132639281947422349783851416
Hover for who · click for detailEnd-of-day closing prices52w $25.46 – $53.25

Who owns GCT?

210 tracked 13F filers · ranked by shares held

210 tracked 13F filers disclose a position in GCT as of the latest SEC 13F filings, a combined $740.7M in reported value. 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.

#FundSharesPosition valueLast moveAs ofHistory
1FMR LLC4.4M
$140.4M
+2.4%
Added · +104K sh
Q2 2026
2BlackRock, Inc.2.2M
$69.1M
+14%
Added · +273K sh
Q2 2026
3Kayne Anderson Rudnick Investment Management LLC1.2M
$38.9M
−2.7%
Reduced · −35K sh
Q2 2026
4Geode Capital Management, LLC760K
$24.0M
+7.5%
Added · +53K sh
Q2 2026
5Goldman Sachs Group Inc629K
$28.6M
+58%
Added · +230K sh
Q1 2026
6State Street Corp619K
$19.6M
+7.1%
Added · +41K sh
Q2 2026
7Arrowstreet Capital, Limited Partnership610K
$27.7M
−12%
Reduced · −87K sh
Q1 2026
8Nuveen, LLC579K
$26.3M
+6.7%
Added · +36K sh
Q1 2026
9Vanguard Portfolio Management LLC534K
$16.9M
+0.7%
Added · +4K sh
Q2 2026
10Dimensional Fund Advisors LP472K
$21.4M
+252%
Added · +338K sh
Q1 2026
11D. E. Shaw & Co., Inc.412K
$18.7M
+6.7%
Added · +26K sh
Q1 2026
12UBS Group AG385K
$17.5M
+79%
Added · +170K sh
Q1 2026
13Franklin Templeton Inc381K
$17.3M
+27%
Added · +80K sh
Q1 2026
14Morgan Stanley324K
$14.7M
−24%
Reduced · −101K sh
Q1 2026
15Oasis Management Co Ltd.313K
$9.9M
Held
Q2 2026
16Northern Trust Corp302K
$13.7M
+2.8%
Added · +8K sh
Q1 2026
17Vanguard Capital Management LLC301K
$9.5M
+3.9%
Added · +11K sh
Q2 2026
18JPMorgan Chase & Co231K
$9.6M
−26%
Reduced · −80K sh
Q1 2026
19Charles Schwab Investment Management Inc207K
$9.4M
−3.4%
Reduced · −7K sh
Q1 2026
20Tieton Capital Management, LLC198K
$6.3M
New
+198K sh
Q2 2026
21Algert Global LLC172K
$5.4M
+8.4%
Added · +13K sh
Q2 2026
22Los Angeles Capital Management LLC167K
$5.3M
+345%
Added · +130K sh
Q2 2026
23Vanguard Fiduciary Trust Co167K
$5.3M
+15%
Added · +22K sh
Q2 2026
24Truist Financial Corp158K
$7.2M
New
+158K sh
Q1 2026
25Jane Street Group, LLC148K
$6.7M
+158%
Added · +90K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is GCT being bought or sold by institutions?

Last quarter, 11 funds opened a new position in GCT and 25 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Added
25
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own GCT also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT110 funds$206.2B
Amazon.com IncAMZN108 funds$158.6B
Nvidia CorpNVDA107 funds$317.5B
Eli Lilly & CoLLY107 funds$65.1B
Apple IncAAPL106 funds$229.1B
Alphabet Inc-CL AGOOGL106 funds$137.0B
Lam Research CorpLRCX106 funds$37.6B
JPMorgan Chase & CoJPM105 funds$50.2B
Costco Wholesale CorpCOST105 funds$26.9B
Alphabet Inc-CL CGOOG104 funds$102.6B
Mastercard Inc - AMA104 funds$44.5B
Advanced Micro DevicesAMD104 funds$41.9B

Ranked by how many of GCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GCT.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$5.5M
4 insiders
Net · 180d
-$5.5M
9 open-market transactions
DateInsiderRoleActionSharesValue
Aug 13, 2026Bernes MarshallHead of Brand Center, DirectorSell (S)10K$530K
Aug 11, 2026Wan XinChief Technology OfficerSell (S)
2 lots, same day
60K$3.1M
Aug 10, 2026Schrock Iman AjPresidentSell (S)
2 lots, same day
7K$347K
Aug 10, 2026Bernes MarshallHead of Brand Center, DirectorSell (S)5K$259K
Mar 20, 2026Ji Xiang Hu Tong Holdings LtdChief Executive Officer, Director, 10% OwnerSell (S)
3 lots, same day
32K$1.3M
Mar 19, 2026Ji Xiang Hu Tong Holdings LtdChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
28K$1.1M
Mar 18, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
30K$1.3M
Mar 17, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
3 lots, same day
30K$1.3M
Mar 16, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
30K$1.3M
Mar 13, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
30K$1.2M
Mar 12, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
30K$1.3M
Mar 11, 2026Shan Lao Hu Tong LlcChief Executive Officer, Director, 10% OwnerSell (S)
2 lots, same day
30K$1.3M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5227
Insiders
Form 4 open-market
04-$5.5M
US House
STOCK Act trades
00$0
Sector rotation
GCT is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

116 tracked filers in Q2 2026 filingsstill filing
0109218Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $418.0M · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for GCT

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Ask your agent what changed in GCT

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GCT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GCT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.