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/IRON/capital-change-brief"
Use Arkolith's capital_change_brief for IRON. 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 | $357.2M | 5.6M | ▲+2.5% Added · +137K sh | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $156.7M | 2.5M | ▲+24% Added · +474K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $145.4M | 2.3M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $108.6M | 1.7M | ▲+43% Added · +510K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $99.1M | 1.5M | ▼−8.8% Reduced · −149K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $87.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $83.4M | 1.4M | ▼−13% Reduced · −210K sh | Q1 2026 | |
| 8 | Frazier Life Sciences Management, L.P. | $86.6M | 1.4M | ▲+7.5% Added · +95K sh | Q1 2026 | |
| 9 | TCG Crossover Management, LLC | $85.8M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 10 | BVF INC/IL | $81.4M | 1.3M | ▲+96% Added · +622K sh | Q1 2026 | |
| 11 | ORBIMED ADVISORS LLC | $68.3M | 1.1M | —Held | Q1 2026 | |
| 12 | Siren, L.L.C. | $63.2M | 988K | —Held | Q1 2026 | |
| 13 | Woodline Partners LP | $61.3M | 958K | ▲~0% Added · +448 sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $47.6M | 744K | ▲+8.7% Added · +59K sh | Q1 2026 | |
| 15 | Vestal Point Capital, LP | $44.8M | 700K | ▼−4.8% Reduced · −35K sh | Q1 2026 | |
| 16 | DEERFIELD MANAGEMENT COMPANY, L.P. | $42.0M | 657K | ▲+29% Added · +146K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $40.9M | 640K | ▼−15% Reduced · −114K sh | Q1 2026 | |
| 18 | JENNISON ASSOCIATES LLC | $39.0M | 610K | ▲+15% Added · +78K sh | Q1 2026 | |
| 19 | Logos Global Management LP | $35.8M | 560K | ▲+9.8% Added · +50K sh | Q1 2026 | |
| 20 | ARMISTICE CAPITAL, LLC | $34.3M | 536K | ▲+7.3% Added · +37K sh | Q1 2026 | |
| 21 | Bellevue Group AG | $29.4M | 459K | ▲New +459K sh | Q1 2026 | |
| 22 | Saturn V Capital Management LP | $28.8M | 450K | ▲+51% Added · +151K sh | Q1 2026 | |
| 23 | Opaleye Management Inc. | $26.9M | 421K | ▲+111% Added · +221K sh | Q1 2026 | |
| 24 | Palo Alto Investors LP | $25.7M | 402K | ▲+27% Added · +84K sh | Q1 2026 | |
| 25 | EVENTIDE ASSET MANAGEMENT, LLC | $25.3M | 396K | ▲~0% Added · +180 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 13, 2026 | Quisel John D | Chief Executive Officer, Director | Option exercise (M) | 7K | $0 |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Option exercise (M) | 26K | $252K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Option exercise (M) | 7K | $100K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 10K | $721K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 17K | $1.3M |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 6K | $487K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Option exercise (M) | 26K | $0 |
| Jul 7, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Option exercise (M) | 100 | $1K |
| Jul 7, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Sell (S) | 100 | $8K |
| Jul 7, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Option exercise (M) | 100 | $0 |
| Jun 29, 2026 | Khara Rahul | Chief Legal Officer | Option exercise (M) | 2K | $24K |
| Jun 29, 2026 | Khara Rahul | Chief Legal Officer | Sell (S) | 2K | $124K |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 57 funds | $1.8B |
| NVIDIA CORPNVDA | 55 funds | $39.9B |
| MICROSOFT CORPMSFT | 55 funds | $25.5B |
| ELI LILLY & COLLY | 55 funds | $6.3B |
| REVOLUTION MEDICINES INCRVMD | 55 funds | $3.1B |
| INTUITIVE SURGICAL INCISRG | 55 funds | $2.6B |
| STRYKER CORPSYK | 54 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $12.6B |
| AMAZON.COM INCAMZN | 52 funds | $19.7B |
| GILEAD SCIENCES INCGILD | 52 funds | $2.4B |
| DANAHER CORPDHR | 52 funds | $1.5B |
| COGENT BIOSCIENCES INCCOGT | 52 funds | $1.2B |
Ranked by how many of IRON'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 IRON. 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.