Among active 13F managers last quarter, 7 opened and 21 added, while 12 reduced; the largest holder to move was Bond Capital Management, LP (−12%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.0M in open-market trades.
The legs disagree, or only one of them leans.
123 tracked 13F filers disclose a position in HIPO as of the latest SEC 13F filings, a combined $303.5M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.5M | $42.3M | ▲+18% Added · +227K sh | Q2 2026 | |
| 2 | Bond Capital Management, LP | 1.1M | $29.8M | ▼−12% Reduced · −146K sh | Q2 2026 | |
| 3 | Hood River Capital Management LLC | 901K | $25.5M | ▲+48% Added · +293K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 898K | $25.4M | ▲+4.1% Added · +36K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 647K | $18.3M | ▲+14% Added · +80K sh | Q2 2026 | |
| 6 | Westerly Capital Management, LLC | 645K | $18.2M | ▲+29% Added · +145K sh | Q2 2026 | |
| 7 | State Street Corp | 444K | $12.5M | ▲+9.1% Added · +37K sh | Q2 2026 | |
| 8 | Banco Bilbao Vizcaya Argentaria, S.A. | 404K | $10.5M | —Held | Q1 2026 | |
| 9 | Dimensional Fund Advisors LP | 395K | $10.3M | ▲+8.2% Added · +30K sh | Q1 2026 | |
| 10 | Stoic Point Capital Management LLC | 264K | $7.4M | ▲+5.0% Added · +13K sh | Q2 2026 | |
| 11 | Vanguard Portfolio Management LLC | 240K | $6.8M | ▲+6.9% Added · +15K sh | Q2 2026 | |
| 12 | Morgan Stanley | 220K | $5.7M | ▼−25% Reduced · −74K sh | Q1 2026 | |
| 13 | Lakewood Capital Management, LP | 190K | $5.4M | —Held | Q2 2026 | |
| 14 | Jacobs Levy Equity Management, Inc | 187K | $5.3M | ▼−16% Reduced · −37K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 175K | $4.6M | ▲+20% Added · +29K sh | Q1 2026 | |
| 16 | Renaissance Technologies LLC | 170K | $4.4M | ▼−18% Reduced · −37K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 164K | $4.3M | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 18 | Sei Investments Co | 161K | $4.2M | ▲+25% Added · +33K sh | Q1 2026 | |
| 19 | Citadel Advisors LLC | 141K | $4.0M | ▲+91% Added · +67K sh | Q2 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 141K | $4.0M | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 21 | Nuveen, LLC | 135K | $3.5M | ▼−3.8% Reduced · −5K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 124K | $3.2M | ▲+9.0% Added · +10K sh | Q1 2026 | |
| 23 | JPMorgan Chase & Co | 117K | $3.0M | ▼−27% Reduced · −43K sh | Q1 2026 | |
| 24 | Bank Of America Corp | 110K | $2.9M | ▼−7.1% Reduced · −8K sh | Q1 2026 | |
| 25 | AWM Investment Company, Inc. | 100K | $2.8M | —Held | Q2 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.
Last quarter, 7 funds opened a new position in HIPO and 21 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 55 funds | $220.5B |
| Microsoft CorpMSFT | 55 funds | $128.1B |
| Costco Wholesale CorpCOST | 55 funds | $18.6B |
| Apple IncAAPL | 54 funds | $153.3B |
| Amazon.com IncAMZN | 54 funds | $98.4B |
| Meta Platforms Inc-Class AMETA | 54 funds | $57.2B |
| Eli Lilly & CoLLY | 54 funds | $46.5B |
| Tesla IncTSLA | 54 funds | $35.8B |
| JPMorgan Chase & CoJPM | 54 funds | $30.9B |
| Bloom Energy Corp- ABE | 54 funds | $2.5B |
| Micron Technology IncMU | 53 funds | $33.0B |
| Advanced Micro DevicesAMD | 53 funds | $31.4B |
Ranked by how many of HIPO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HIPO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $161K |
| Aug 17, 2026 | Ostergaard Torben | CEO Spinnaker | Sell (S) | 1K | $39K |
| Aug 10, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $160K |
| Jul 28, 2026 | Zeltser Guy | Chief Financial Officer | Sell (S) | 2K | $52K |
| Jul 9, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $143K |
| Jun 9, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $125K |
| May 15, 2026 | Ostergaard Torben | CEO Spinnaker | Sell (S) | 4K | $96K |
| May 11, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $136K |
| Apr 9, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $130K |
| Mar 9, 2026 | McCathron Richard | Chief Executive Officer, Director | Sell (S) | 5K | $129K |
| Feb 25, 2026 | Ostergaard Torben | CEO Spinnaker | Sell (S) | 600 | $18K |
| Feb 17, 2026 | Ostergaard Torben | CEO Spinnaker | Sell (S) | 6K | $174K |
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 31 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.0M |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for HIPO
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/HIPO/capital-change-brief"
Use Arkolith's capital_change_brief for HIPO. 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 HIPO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.