GOGO

Gogo Inc Cross-source read$2.84 7.17%
Communication ServicesCUSIP 38046C109· EOD Sep 4, 2026

Among active 13F managers last quarter, 4 opened and 29 added, while 17 reduced; the largest holder to move was Nantahala Capital Management, LLC (−2.1%). Over the last 180 days, 1 insider bought and none sold, a net +$1.1M in open-market trades.

Tracked 13F holders
168
58 in Q2 2026 filings
13F value (tracked)
$316.7M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
33 adding · 17 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$1.1M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$2.84 7.17%5Y -78.8%
$0.89$6.83$12.78$18.72$24.66202120222023202420252026261818272525221312926153329232130261933318426293026313041314263824529564264851257422425
Hover for who · click for detailEnd-of-day closing prices52w $2.52 – $10.76

Who owns GOGO?

168 tracked 13F filers · ranked by shares held

168 tracked 13F filers disclose a position in GOGO as of the latest SEC 13F filings, a combined $316.7M 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
1GTCR LLC23.2M
$93.4M
Held
Q1 2026
2Nantahala Capital Management, LLC8.7M
$27.0M
−2.1%
Reduced · −184K sh
Q2 2026
3BlackRock, Inc.6.1M
$19.0M
−49%
Reduced · −5.9M sh
Q2 2026
4Bank Of America Corp5.3M
$21.5M
+244%
Added · +3.8M sh
Q1 2026
5Vanguard Capital Management LLC3.5M
$11.0M
+1.6%
Added · +55K sh
Q2 2026
6State Street Corp3.3M
$10.3M
−7.2%
Reduced · −256K sh
Q2 2026
7Capco Asset Management, LLC2.8M
$8.7M
−0.8%
Reduced · −24K sh
Q2 2026
8Citadel Advisors LLC2.6M
$8.0M
+480%
Added · +2.1M sh
Q2 2026
9Millennium Management LLC2.1M
$8.6M
−9.3%
Reduced · −219K sh
Q1 2026
10Geode Capital Management, LLC2.0M
$6.1M
+1.2%
Added · +24K sh
Q2 2026
11Qube Research & Technologies Ltd1.9M
$7.8M
+24%
Added · +371K sh
Q1 2026
12Dimensional Fund Advisors LP1.4M
$5.6M
−23%
Reduced · −411K sh
Q1 2026
13Algert Global LLC1.2M
$3.8M
+28%
Added · +264K sh
Q2 2026
14Tudor Investment Corp Et Al1.1M
$3.5M
+11%
Added · +110K sh
Q2 2026
15JPMorgan Chase & Co1.0M
$4.1M
−5.3%
Reduced · −56K sh
Q1 2026
16Vanguard Portfolio Management LLC985K
$3.1M
−15%
Reduced · −172K sh
Q2 2026
17Renaissance Technologies LLC967K
$3.9M
+31%
Added · +231K sh
Q1 2026
18Los Angeles Capital Management LLC941K
$2.9M
+64%
Added · +367K sh
Q2 2026
19UBS AM, a distinct business unit of UBS Asset Management Americas LLC826K
$3.3M
+0.6%
Added · +5K sh
Q1 2026
20Morgan Stanley786K
$3.2M
−31%
Reduced · −358K sh
Q1 2026
21D. E. Shaw & Co., Inc.770K
$3.1M
+6.3%
Added · +45K sh
Q1 2026
22Nuveen, LLC760K
$3.1M
−3.8%
Reduced · −30K sh
Q1 2026
23Two Sigma Investments, LP747K
$3.0M
+20%
Added · +127K sh
Q1 2026
24Northern Trust Corp734K
$2.9M
+3.1%
Added · +22K sh
Q1 2026
25UBS Group AG728K
$2.9M
+45%
Added · +227K 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 GOGO being bought or sold by institutions?

Last quarter, 4 funds opened a new position in GOGO and 29 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
29
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own GOGO also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT90 funds$179.5B
Nvidia CorpNVDA87 funds$263.8B
Meta Platforms Inc-Class AMETA86 funds$72.8B
Berkshire Hathaway Inc-CL BBRK/B86 funds$25.0B
Amazon.com IncAMZN85 funds$129.5B
Bank Of America CorpBAC84 funds$19.8B
Unitedhealth Group IncUNH84 funds$19.7B
Micron Technology IncMU83 funds$26.7B
Costco Wholesale CorpCOST83 funds$26.3B
Alphabet Inc-CL AGOOGL82 funds$98.6B
Alphabet Inc-CL CGOOG82 funds$87.6B
Lam Research CorpLRCX82 funds$23.7B

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

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.1M
1 insider
Net · 180d
$1.1M
2 open-market transactions
DateInsiderRoleActionSharesValue
Mar 12, 2026Townsend Charles CDirectorBuy (P)159K$725K
Mar 11, 2026Townsend Charles CDirectorBuy (P)91K$415K
Dec 12, 2025Thorne OakleighExecutive Chair, Director, 10% OwnerBuy (P)
2 lots, same day
170K$907K
Nov 19, 2025Townsend Charles CDirectorBuy (P)31K$224K
Nov 18, 2025Townsend Charles CDirectorBuy (P)59K$404K
Nov 17, 2025Townsend Charles CDirectorBuy (P)79K$556K
Nov 14, 2025Townsend Charles CDirectorBuy (P)31K$222K
Aug 8, 2025Moore Christopher JohnChief Executive Officer, DirectorBuy (P)10K$121K
Jun 18, 2025Begler MichaelEVP, COOSell (S)107K$1.6M
May 22, 2025GTCR Partners XII/A&C LPDirector, 10% OwnerSell (S)8.5M$93.5M
May 13, 2025Crandall Robert LDirectorBuy (P)25K$296K
Mar 18, 2025Townsend Charles CDirectorBuy (P)102K$687K

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?

Confluence: insiders and funds buying

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
4638
Insiders
Form 4 open-market
10+$1.1M
US House
STOCK Act trades
00$0
Sector rotation
GOGO is in Communication Services, which smart money is rotating OUT OF
$4.5B

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

58 tracked filers in Q2 2026 filingsstill filing
083166Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $68.8M
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 GOGO

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Ask your agent what changed in GOGO

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/GOGO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GOGO.
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 GOGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.