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/HIMS/capital-change-brief"
Use Arkolith's capital_change_brief for HIMS. 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. | $546.8M | 26.3M | ▼−0.9% Reduced · −236K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $211.4M | 10.2M | ▲New +10.2M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $193.9M | 9.3M | ▲New +9.3M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $184.5M | 8.9M | ▲+126% Added · +5.0M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $154.9M | 7.5M | ▲+2.1% Added · +154K sh | Q1 2026 | |
| 6 | Defiance ETFs, LLC | $154.1M | 7.4M | ▲New +7.4M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $98.4M | 5.2M | ▼−72% Reduced · −13.6M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $107.9M | 5.2M | ▼−5.6% Reduced · −311K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $90.5M | 4.4M | ▲+194% Added · +2.9M sh | Q1 2026 | |
| 10 | UBS Group AG | $86.2M | 4.2M | ▼−8.7% Reduced · −397K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $51.0M | 2.5M | ▼−76% Reduced · −7.9M sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $50.6M | 2.4M | ▲+2.9% Added · +68K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.0M | 2.4M | ▼−1.6% Reduced · −39K sh | Q1 2026 | |
| 14 | STATE OF MICHIGAN RETIREMENT SYSTEM | $48.5M | 2.3M | ▲+14% Added · +281K sh | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $44.0M | 2.1M | ▼−56% Reduced · −2.7M sh | Q1 2026 | |
| 16 | NORGES BANK | $62.2M | 1.9M | ▲+22% Added · +340K sh | Q4 2025 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.9M | 1.6M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $30.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 19 | NATIONAL BANK OF CANADA /FI/ | $29.5M | 1.4M | ▲169× Added · +1.4M sh | Q1 2026 | |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | $29.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 21 | PRICE T ROWE ASSOCIATES INC /MD/ | $29.4M | 1.4M | ▲+95% Added · +691K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $27.8M | 1.3M | ▼−2.9% Reduced · −40K sh | Q1 2026 | |
| 23 | Marex Group plc | $27.8M | 1.3M | ▼−45% Reduced · −1.1M sh | Q1 2026 | |
| 24 | Clear Street Group Inc. | $27.2M | 1.3M | ▼−31% Reduced · −594K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $26.6M | 1.3M | ▲+97% Added · +632K 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 | Okupe Oluyemi | Chief Financial Officer | Option exercise (M) | 7K | $0 |
| Jul 6, 2026 | Okupe Oluyemi | Chief Financial Officer | Sell (S) | 7K | $261K |
| Jul 6, 2026 | Okupe Oluyemi | Chief Financial Officer | Option exercise (M) | 7K | $36K |
| Jun 22, 2026 | Okupe Oluyemi | Chief Financial Officer | Option exercise (M) | 6K | $0 |
| Jun 22, 2026 | Okupe Oluyemi | Chief Financial Officer | Sell (S) | 18K | $619K |
| Jun 22, 2026 | Okupe Oluyemi | Chief Financial Officer | Option exercise (M) | 6K | $32K |
| Jun 18, 2026 | Carroll Patrick Harrison | Chief Medical Officer | Sell (S) | 24K | $830K |
| Jun 17, 2026 | Elshenawy Mohamed | CTO | Sell (S) | 30K | $946K |
| Jun 17, 2026 | Becklund Irene | PAO | Sell (S) | 4K | $141K |
| Jun 17, 2026 | Chi Michael | Chief Operating Officer | Sell (S) | 14K | $442K |
| Jun 16, 2026 | Becklund Irene | PAO | Sell (S) | 8K | $229K |
| Jun 15, 2026 | Dudum Andrew | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 26K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 160 funds | $58.1B |
| META PLATFORMS INC-CLASS AMETA | 160 funds | $25.4B |
| NVIDIA CORPNVDA | 158 funds | $88.1B |
| APPLE INCAAPL | 157 funds | $66.3B |
| AMAZON.COM INCAMZN | 157 funds | $45.9B |
| ALPHABET INC-CL AGOOGL | 157 funds | $36.3B |
| BROADCOM INCAVGO | 156 funds | $29.8B |
| NETFLIX INCNFLX | 155 funds | $9.2B |
| TESLA INCTSLA | 154 funds | $17.9B |
| ELI LILLY & COLLY | 154 funds | $13.6B |
| PALANTIR TECHNOLOGIES INC-APLTR | 153 funds | $7.9B |
| ALPHABET INC-CL CGOOG | 152 funds | $26.7B |
Ranked by how many of HIMS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HIMS. 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.