| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | First Light Asset Management, LLC | $16.4M | 12.9M | ▼−0.2% Reduced · −32K sh | Q1 2026 | |
| 2 | CDC Financial, Inc. | $8.0M | 6.3M | ▲+58% Added · +2.3M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $6.5M | 5.1M | ▼−1.1% Reduced · −55K sh | Q1 2026 | |
| 4 | Whetstone Capital Advisors, LLC | $5.4M | 4.3M | ▲+14% Added · +518K sh | Q1 2026 | |
| 5 | Nepsis Inc. | $5.9M | 3.0M | ▲+59% Added · +1.1M sh | Q2 2026 | |
| 6 | Palogic Value Management, L.P. | $3.7M | 2.9M | ▲+128% Added · +1.6M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $3.7M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 8 | Impax Asset Management Group plc | $3.5M | 2.8M | —Held | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.9M | 1.5M | ▼−10% Reduced · −167K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $1.7M | 1.3M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $1.6M | 1.2M | ▼−25% Reduced · −407K sh | Q1 2026 | |
| 12 | Caption Management, LLC | $980K | 772K | ▲New +772K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $800K | 678K | ▼−9.9% Reduced · −75K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $771K | 607K | ▲+11% Added · +60K sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $690K | 543K | ▲+540% Added · +458K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $674K | 531K | ▲New +531K sh | Q1 2026 | |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | $647K | 510K | ▼−47% Reduced · −455K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $627K | 494K | ▲+3.7% Added · +18K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $563K | 444K | ▲New +444K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $492K | 387K | ▲+22% Added · +70K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $470K | 370K | ▼−25% Reduced · −123K sh | Q1 2026 | |
| 22 | FMR LLC | $467K | 367K | ▲+5.4% Added · +19K sh | Q1 2026 | |
| 23 | PRIMECAP MANAGEMENT CO/CA/ | $432K | 340K | —Held | Q1 2026 | |
| 24 | 71 West Capital Partners | $431K | 340K | ▲+112% Added · +179K sh | Q1 2026 | |
| 25 | UBS Group AG | $365K | 287K | ▲+8.9% Added · +24K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 39 funds | $11.6B |
| AMAZON.COM INCAMZN | 39 funds | $7.9B |
| ARISTA NETWORKS INCANET | 39 funds | $3.1B |
| ELI LILLY & COLLY | 39 funds | $2.9B |
| TESLA INCTSLA | 39 funds | $2.8B |
| VISA INC-CLASS A SHARESV | 39 funds | $2.5B |
| CISCO SYSTEMS INCCSCO | 39 funds | $1.6B |
| ADVANCED MICRO DEVICESAMD | 39 funds | $1.3B |
| AMERICAN EXPRESS COAXP | 39 funds | $925.2M |
| APPLE INCAAPL | 38 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.3B |
| BROADCOM INCAVGO | 38 funds | $5.7B |
Ranked by how many of HCAT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 5, 2025 | Landry Benjamin | General Counsel | Sell (S) | 27K | $72K |
| Dec 4, 2025 | Larson-Green Julie | Director | Sell (S) | 48K | $128K |
| Sep 5, 2025 | Landry Benjamin | General Counsel | Sell (S) | 6K | $21K |
| Jun 5, 2025 | Landry Benjamin | General Counsel | Sell (S) | 6K | $24K |
| May 5, 2025 | LeSueur Daniel | Chief Operating Officer | Sell (S) | 5K | $21K |
| Apr 3, 2025 | LeSueur Daniel | Chief Operating Officer | Sell (S) | 5K | $22K |
| Mar 6, 2025 | Landry Benjamin | General Counsel | Sell (S) | 14K | $63K |
| Mar 5, 2025 | LeSueur Daniel | Chief Operating Officer | Sell (S) | 17K | $76K |
| Feb 18, 2025 | Llewelyn Linda | Chief People Officer | Sell (S) | 6K | $35K |
| Feb 5, 2025 | LeSueur Daniel | Chief Operating Officer | Sell (S) | 5K | $30K |
| Jan 15, 2025 | Llewelyn Linda | Chief People Officer | Sell (S) | 6K | $37K |
| Jan 6, 2025 | Landry Benjamin | General Counsel | Sell (S) | 3K | $19K |
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/HCAT/capital-change-brief"
Use Arkolith's capital_change_brief for HCAT. 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 HCAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.