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/GLUE/capital-change-brief"
Use Arkolith's capital_change_brief for GLUE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEA Management Company, LLC | $126.5M | 7.7M | —Held | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $110.5M | 6.7M | ▲+31% Added · +1.6M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $92.7M | 5.6M | ▲+35% Added · +1.5M sh | Q1 2026 | |
| 4 | TCG Crossover Management, LLC | $76.0M | 4.6M | —Held | Q1 2026 | |
| 5 | BVF INC/IL | $73.4M | 4.5M | ▲+16% Added · +625K sh | Q1 2026 | |
| 6 | BAKER BROS. ADVISORS LP | $71.5M | 4.3M | —Held | Q1 2026 | |
| 7 | SUVRETTA CAPITAL MANAGEMENT, LLC | $69.5M | 4.2M | ▲+26% Added · +867K sh | Q1 2026 | |
| 8 | Vestal Point Capital, LP | $59.3M | 3.6M | ▲+365% Added · +2.8M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $55.2M | 3.4M | ▲+59% Added · +1.2M sh | Q1 2026 | |
| 10 | BRAIDWELL LP | $52.7M | 3.2M | ▲+238% Added · +2.3M sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $51.0M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $46.2M | 2.8M | ▲+111% Added · +1.5M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $25.4M | 1.5M | ▲+28% Added · +336K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $23.6M | 1.4M | ▲+259% Added · +1.0M sh | Q1 2026 | |
| 15 | Bellevue Group AG | $20.6M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 16 | MPM BioImpact LLC | $19.4M | 1.2M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $17.1M | 1.0M | ▲+83% Added · +473K sh | Q1 2026 | |
| 18 | FMR LLC | $16.8M | 1.0M | ▼−21% Reduced · −276K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $16.5M | 1.0M | ▲+238% Added · +706K sh | Q1 2026 | |
| 20 | Frazier Life Sciences Management, L.P. | $16.4M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $13.6M | 827K | ▲+19% Added · +130K sh | Q1 2026 | |
| 22 | JANUS HENDERSON GROUP PLC | $11.3M | 686K | ▲New +686K sh | Q1 2026 | |
| 23 | Alphabet Inc. | $11.3M | 684K | ▼−8.1% Reduced · −61K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $11.3M | 684K | ▼−15% Reduced · −121K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $10.8M | 658K | ▼−16% Reduced · −127K 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 16, 2026 | Warmuth Markus | President & CEO, Director | Sell (S) | 10K | $220K |
| Jul 15, 2026 | Champoux Jennifer | Chief Operating Officer | Option exercise (M) | 4K | $17K |
| Jul 15, 2026 | Champoux Jennifer | Chief Operating Officer | Sell (S) | 4K | $102K |
| Jul 15, 2026 | Champoux Jennifer | Chief Operating Officer | Option exercise (M) | 4K | $0 |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Option exercise (M) | 6K | $37K |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 6K | $130K |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 400 | $10K |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Option exercise (M) | 6K | $0 |
| Jul 1, 2026 | Behbahani Ali | Director | Other (J) | 1.0M | $0 |
| Jul 1, 2026 | Behbahani Ali | Director | Other (J) | 15K | $0 |
| Jul 1, 2026 | Behbahani Ali | Director | Other (J) | 15K | $0 |
| Jun 30, 2026 | Janku Filip | Chief Medical Officer | Option exercise (M) | 5K | $73K |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 46 funds | $1.4B |
| DANAHER CORPDHR | 46 funds | $1.2B |
| NVIDIA CORPNVDA | 45 funds | $33.2B |
| MICROSOFT CORPMSFT | 45 funds | $23.0B |
| AMAZON.COM INCAMZN | 45 funds | $16.4B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.8B |
| REVOLUTION MEDICINES INCRVMD | 45 funds | $2.4B |
| UNITEDHEALTH GROUP INCUNH | 45 funds | $2.0B |
| APPLE INCAAPL | 44 funds | $26.4B |
| ALPHABET INC-CL AGOOGL | 44 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $10.3B |
| TESLA INCTSLA | 44 funds | $7.6B |
Ranked by how many of GLUE'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 GLUE. 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.