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/JANX/capital-change-brief"
Use Arkolith's capital_change_brief for JANX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $155.5M | 11.2M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $75.5M | 5.4M | ▲+33% Added · +1.4M sh | Q1 2026 | |
| 3 | JANUS HENDERSON GROUP PLC | $58.3M | 4.2M | ▼−22% Reduced · −1.2M sh | Q1 2026 | |
| 4 | Prosight Management, LP | $49.3M | 3.5M | ▲+48% Added · +1.2M sh | Q1 2026 | |
| 5 | FMR LLC | $35.2M | 2.5M | ▼−28% Reduced · −977K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $34.2M | 2.5M | ▼−36% Reduced · −1.4M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $25.2M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 8 | TCG Crossover Management, LLC | $24.9M | 1.8M | —Held | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | $22.3M | 1.6M | ▲+23% Added · +300K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $17.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 11 | Deep Track Capital, LP | $16.5M | 1.2M | ▲13× Added · +1.1M sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $16.1M | 1.2M | ▲+20% Added · +194K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $15.9M | 1.1M | ▲+3.0% Added · +33K sh | Q1 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $15.2M | 1.1M | ▲+23% Added · +205K sh | Q1 2026 | |
| 15 | Logos Global Management LP | $13.9M | 1.0M | —Held | Q1 2026 | |
| 16 | ORBIMED ADVISORS LLC | $13.7M | 984K | ▼−50% Reduced · −971K sh | Q1 2026 | |
| 17 | Nantahala Capital Management, LLC | $11.3M | 810K | ▲New +810K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $11.1M | 802K | ▲+8.6% Added · +63K sh | Q1 2026 | |
| 19 | Irenic Capital Management LP | $10.6M | 766K | ▲New +766K sh | Q1 2026 | |
| 20 | Woodline Partners LP | $10.3M | 738K | ▼−28% Reduced · −289K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $9.8M | 704K | ▲+14% Added · +86K sh | Q1 2026 | |
| 22 | Squarepoint Ops LLC | $8.4M | 604K | ▲+54% Added · +213K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $8.4M | 602K | ▼−44% Reduced · −472K sh | Q1 2026 | |
| 24 | TANG CAPITAL MANAGEMENT LLC | $7.0M | 500K | ▲New +500K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $5.4M | 387K | ▲+33% Added · +97K 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 8, 2026 | Campbell David Alan | President and CEO, Director | Option exercise (M) | 7K | $0 |
| Jul 8, 2026 | Campbell David Alan | President and CEO, Director | Option exercise (M) | 7K | $29K |
| Jun 11, 2026 | Simson Jake | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | Simson Jake | Director | Grant (A) | 16K | $0 |
| Jun 11, 2026 | Kung Winston | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | Kung Winston | Director | Grant (A) | 16K | $0 |
| Jun 11, 2026 | Hernday Natasha | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | Hernday Natasha | Director | Grant (A) | 16K | $0 |
| Jun 11, 2026 | DOBMEIER ERIC | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | DOBMEIER ERIC | Director | Grant (A) | 16K | $0 |
| Jun 11, 2026 | CAPPS VICKIE L | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | CAPPS VICKIE L | Director | Grant (A) | 16K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 60 funds | $2.4B |
| ELI LILLY & COLLY | 58 funds | $7.2B |
| MICROSOFT CORPMSFT | 57 funds | $26.9B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $12.9B |
| CAPITAL ONE FINANCIAL CORPCOF | 57 funds | $2.2B |
| NVIDIA CORPNVDA | 56 funds | $42.0B |
| AMAZON.COM INCAMZN | 56 funds | $23.0B |
| MICRON TECHNOLOGY INCMU | 56 funds | $8.1B |
| INTUITIVE SURGICAL INCISRG | 56 funds | $2.9B |
| HALLIBURTON COHAL | 56 funds | $799.9M |
| ADVANCED MICRO DEVICESAMD | 55 funds | $4.9B |
| STRYKER CORPSYK | 55 funds | $1.0B |
Ranked by how many of JANX'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 JANX. 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.