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/INCY/capital-change-brief"
Use Arkolith's capital_change_brief for INCY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $2.9B | 30.7M | ▲~0% Added · +421 sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.8B | 19.0M | ▲+3.5% Added · +650K sh | Q1 2026 | |
| 3 | DODGE & COX | $1.2B | 12.3M | ▼−7.6% Reduced · −1.0M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 10.9M | ▲New +10.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $907.4M | 9.6M | ▼−0.1% Reduced · −15K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $730.3M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $536.1M | 5.8M | ▼−14% Reduced · −912K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $441.1M | 4.7M | ▼−5.8% Reduced · −290K sh | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $343.7M | 3.7M | ▼−8.2% Reduced · −327K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $268.3M | 2.9M | ▲+7.0% Added · +187K sh | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $266.4M | 2.8M | ▼−8.5% Reduced · −264K sh | Q1 2026 | |
| 12 | Robeco Institutional Asset Management B.V. | $236.7M | 2.5M | ▲+1.4% Added · +34K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $221.3M | 2.4M | ▲+83% Added · +1.1M sh | Q1 2026 | |
| 14 | LOS ANGELES CAPITAL MANAGEMENT LLC | $201.9M | 2.1M | ▼−6.3% Reduced · −144K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $185.9M | 2.0M | ▲+10% Added · +187K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $174.1M | 1.8M | ▲+5.0% Added · +89K sh | Q1 2026 | |
| 17 | VICTORY CAPITAL MANAGEMENT INC | $164.0M | 1.7M | ▲+20% Added · +289K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $162.7M | 1.7M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | $161.7M | 1.7M | ▼−25% Reduced · −566K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $145.2M | 1.5M | ▲+5.0% Added · +74K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $145.0M | 1.5M | ▼−2.1% Reduced · −34K sh | Q1 2026 | |
| 22 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $143.1M | 1.5M | ▲+37% Added · +409K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $141.3M | 1.5M | ▲+18% Added · +224K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $119.0M | 1.3M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $117.9M | 1.3M | ▲+17% Added · +181K 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 15, 2026 | Issa Mohamed Khairie | EVP, Head of U.S. Commercial | Tax withholding (F) | 1K | $126K |
| Jul 15, 2026 | Stein Steven H | CMO & Head of Late-Stage Dev. | Tax withholding (F) | 3K | $355K |
| Jul 15, 2026 | Stein Steven H | CMO & Head of Late-Stage Dev. | Sell (S) | 28K | $3.2M |
| Jul 15, 2026 | Tray Thomas | Principal Accounting Officer | Tax withholding (F) | 1K | $126K |
| Jul 15, 2026 | Mayes Patrick A | EVP & Chief Scientific Officer | Tax withholding (F) | 2K | $174K |
| Jul 15, 2026 | CAGNONI PABLO J | President, Global Head of R&D | Tax withholding (F) | 5K | $570K |
| Jul 14, 2026 | Stein Steven H | CMO & Head of Late-Stage Dev. | Tax withholding (F) | 22K | $2.5M |
| Jul 14, 2026 | Tray Thomas | Principal Accounting Officer | Tax withholding (F) | 692 | $79K |
| Jul 14, 2026 | Mayes Patrick A | EVP & Chief Scientific Officer | Tax withholding (F) | 437 | $50K |
| Jul 14, 2026 | CAGNONI PABLO J | President, Global Head of R&D | Tax withholding (F) | 18K | $2.1M |
| Jul 2, 2026 | Tray Thomas | Principal Accounting Officer | Tax withholding (F) | 477 | $56K |
| Jul 2, 2026 | Mayes Patrick A | EVP & Chief Scientific Officer | Tax withholding (F) | 350 | $41K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 267 funds | $275.5B |
| META PLATFORMS INC-CLASS AMETA | 264 funds | $112.8B |
| NVIDIA CORPNVDA | 263 funds | $384.9B |
| APPLE INCAAPL | 262 funds | $295.1B |
| AMAZON.COM INCAMZN | 262 funds | $208.8B |
| ALPHABET INC-CL AGOOGL | 262 funds | $178.2B |
| BROADCOM INCAVGO | 260 funds | $149.4B |
| VISA INC-CLASS A SHARESV | 259 funds | $55.4B |
| JPMORGAN CHASE & COJPM | 258 funds | $68.2B |
| ELI LILLY & COLLY | 257 funds | $72.9B |
| MASTERCARD INC - AMA | 256 funds | $52.4B |
| BRISTOL-MYERS SQUIBB COBMY | 256 funds | $16.0B |
Ranked by how many of INCY'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 INCY. 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.