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/IIIV/capital-change-brief"
Use Arkolith's capital_change_brief for IIIV. 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. | $39.7M | 1.8M | ▼−1.9% Reduced · −35K sh | Q1 2026 | |
| 2 | GENEVA CAPITAL MANAGEMENT LLC | $34.8M | 1.6M | ▼−7.5% Reduced · −127K sh | Q1 2026 | |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26.3M | 1.2M | ▲+205% Added · +791K sh | Q1 2026 | |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $23.1M | 1.0M | ▲+33% Added · +255K sh | Q1 2026 | |
| 5 | North Reef Capital Management LP | $22.9M | 1.0M | ▲14× Added · +949K sh | Q1 2026 | |
| 6 | CROSSLINK CAPITAL INC | $21.6M | 966K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $21.5M | 963K | ▲New +963K sh | Q1 2026 | |
| 8 | Ranger Investment Management, L.P. | $20.7M | 926K | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $19.5M | 870K | ▼−20% Reduced · −224K sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 704K | ▼−78% Reduced · −2.4M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $15.5M | 694K | ▼−1.9% Reduced · −14K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $15.4M | 688K | ▲New +688K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $13.8M | 617K | ▲+13% Added · +69K sh | Q1 2026 | |
| 14 | HEARTLAND ADVISORS INC | $13.6M | 607K | ▲+11% Added · +60K sh | Q1 2026 | |
| 15 | Forager Capital Management, LLC | $13.0M | 579K | ▲+5.5% Added · +30K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $12.0M | 539K | ▼−1.3% Reduced · −7K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $11.4M | 498K | ▼−3.1% Reduced · −16K sh | Q1 2026 | |
| 18 | UBS Group AG | $9.4M | 420K | ▲+14% Added · +51K sh | Q1 2026 | |
| 19 | First Eagle Investment Management, LLC | $8.5M | 382K | ▲New +382K sh | Q1 2026 | |
| 20 | WASATCH ADVISORS LP | $8.1M | 377K | ▲+7.3% Added · +26K sh | Q2 2026 | |
| 21 | Russell Investments Group, Ltd. | $7.0M | 315K | ▲+2.5% Added · +8K sh | Q1 2026 | |
| 22 | NICHOLAS COMPANY, INC. | $6.6M | 294K | ▼−11% Reduced · −38K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $5.4M | 242K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | $5.2M | 231K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 25 | Portolan Capital Management, LLC | $4.6M | 207K | ▼−69% Reduced · −465K 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 |
|---|---|---|---|---|---|
| May 14, 2026 | DAILY GREGORY S | Chief Executive Officer, Director, 10% Owner | Buy (P) | 50K | $962K |
| Mar 6, 2026 | CHRISTIANS PAUL | Chief Revenue Officer | Sell (S) | 6K | $142K |
| Feb 11, 2026 | WHITSON CLAY M | Chief Strategy Officer, Director | Tax withholding (F) | 4K | $95K |
| Feb 11, 2026 | MAPLE PAUL | General Counsel and Secretary | Tax withholding (F) | 3K | $73K |
| Feb 11, 2026 | STANFORD FREDERICK | President | Tax withholding (F) | 5K | $101K |
| Feb 11, 2026 | SMITH GEOFFREY C. | Chief Financial Officer | Tax withholding (F) | 4K | $95K |
| Feb 11, 2026 | CHRISTIANS PAUL | Chief Revenue Officer | Tax withholding (F) | 4K | $85K |
| Feb 11, 2026 | LAISURE CHRISTOPHER | President - Public Sector | Tax withholding (F) | 2K | $54K |
| Feb 10, 2026 | WILDS DAVID M | Director | Grant (A) | 6K | $0 |
| Feb 10, 2026 | WHITSON CLAY M | Chief Strategy Officer, Director | Grant (A) | 180K | $0 |
| Feb 10, 2026 | MAPLE PAUL | General Counsel and Secretary | Grant (A) | 135K | $0 |
| Feb 10, 2026 | STANFORD FREDERICK | President | Grant (A) | 180K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $18.9B |
| NVIDIA CORPNVDA | 45 funds | $27.0B |
| ALPHABET INC-CL AGOOGL | 45 funds | $13.1B |
| JPMORGAN CHASE & COJPM | 45 funds | $6.5B |
| APPLE INCAAPL | 44 funds | $22.9B |
| ALPHABET INC-CL CGOOG | 44 funds | $9.7B |
| JOHNSON & JOHNSONJNJ | 44 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 44 funds | $4.1B |
| HOME DEPOT INCHD | 44 funds | $2.6B |
| UNITEDHEALTH GROUP INCUNH | 44 funds | $1.8B |
| AMAZON.COM INCAMZN | 43 funds | $13.8B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $10.5B |
Ranked by how many of IIIV'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 IIIV. 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.