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/IDYA/capital-change-brief"
Use Arkolith's capital_change_brief for IDYA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $438.9M | 13.2M | ▲+0.2% Added · +22K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $281.3M | 8.4M | ▲+2.8% Added · +233K sh | Q1 2026 | |
| 3 | JANUS HENDERSON GROUP PLC | $242.0M | 7.3M | ▲+1.1% Added · +79K sh | Q1 2026 | |
| 4 | BAKER BROS. ADVISORS LP | $131.5M | 3.9M | ▲+9.1% Added · +328K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $126.0M | 3.8M | ▼−8.5% Reduced · −353K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $124.4M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 7 | Logos Global Management LP | $115.0M | 3.5M | ▲+10% Added · +325K sh | Q1 2026 | |
| 8 | FEDERATED HERMES, INC. | $99.5M | 3.0M | ▼−12% Reduced · −409K sh | Q1 2026 | |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $94.1M | 2.8M | ▲+0.8% Added · +24K sh | Q1 2026 | |
| 10 | Fiera Capital Corp | $84.2M | 2.5M | ▲+3.7% Added · +90K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $83.3M | 2.5M | ▲+21% Added · +427K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $62.0M | 1.9M | ▲+49% Added · +608K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $55.2M | 1.7M | ▼−6.5% Reduced · −115K sh | Q1 2026 | |
| 14 | DEERFIELD MANAGEMENT COMPANY, L.P. | $51.0M | 1.5M | ▼−29% Reduced · −623K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $44.4M | 1.3M | ▲+42% Added · +395K sh | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $43.8M | 1.3M | ▼−9.2% Reduced · −133K sh | Q1 2026 | |
| 17 | Sofinnova Investments, Inc. | $37.7M | 1.1M | ▲+28% Added · +247K sh | Q1 2026 | |
| 18 | Candriam S.C.A. | $36.9M | 1.1M | ▲+7.4% Added · +76K sh | Q1 2026 | |
| 19 | BNP Paribas Asset Management Holding S.A. | $36.7M | 1.1M | ▲+58% Added · +403K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $31.4M | 942K | ▲+4.3% Added · +39K sh | Q1 2026 | |
| 21 | Ensign Peak Advisors, Inc | $30.0M | 900K | ▼−8.1% Reduced · −80K sh | Q1 2026 | |
| 22 | Fisher Asset Management, LLC | $29.4M | 883K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 23 | First Turn Management, LLC | $29.1M | 874K | ▲+21% Added · +150K sh | Q1 2026 | |
| 24 | UBS Group AG | $25.4M | 763K | ▼−30% Reduced · −323K sh | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $24.8M | 746K | ▲New +746K 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 7, 2026 | Ruiz Briseno Andres | Chief Accounting Officer | Option exercise (M) | 10K | $0 |
| Jul 7, 2026 | Ruiz Briseno Andres | Chief Accounting Officer | Sell (S) | 10K | $382K |
| Jul 7, 2026 | Ruiz Briseno Andres | Chief Accounting Officer | Option exercise (M) | 10K | $123K |
| Jun 16, 2026 | Morrison Scott W | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | YARNO WENDY L | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | Stein Jeffrey | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | ROSEN TERRY J | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | MACKEY CATHERINE J | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | Hampton Malcolm Garret | Director | Grant (A) | 20K | $0 |
| Mar 2, 2026 | Stein Jeffrey | Director | Buy (P) | 50K | $1.6M |
| Jan 30, 2026 | Ruiz Briseno Andres | See Remarks | Grant (A) | 80K | $0 |
| Jan 30, 2026 | Snyder Douglas B. | SVP, General Counsel | Grant (A) | 130K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 82 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $18.7B |
| ELI LILLY & COLLY | 81 funds | $10.5B |
| NVIDIA CORPNVDA | 80 funds | $60.2B |
| MICROSOFT CORPMSFT | 80 funds | $41.2B |
| AMAZON.COM INCAMZN | 80 funds | $31.4B |
| INTUITIVE SURGICAL INCISRG | 80 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 79 funds | $28.2B |
| ADVANCED MICRO DEVICESAMD | 79 funds | $6.0B |
| HOME DEPOT INCHD | 79 funds | $4.8B |
| ARISTA NETWORKS INCANET | 79 funds | $3.5B |
| GILEAD SCIENCES INCGILD | 79 funds | $3.4B |
Ranked by how many of IDYA'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 IDYA. 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.