Among active 13F managers last quarter, 7 opened and 23 added, while 17 reduced; the largest holder to move was Miller Value Partners, LLC (+7.8%). Over the last 180 days, 3 insiders sold and none bought, a net -$38K in open-market trades.
The legs disagree, or only one of them leans.
146 tracked 13F filers disclose a position in JELD as of the latest SEC 13F filings, a combined $92.3M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Turtle Creek Asset Management Inc. | 16.6M | $20.6M | —Held | Q1 2026 | |
| 2 | Miller Value Partners, LLC | 7.1M | $10.7M | ▲+7.8% Added · +519K sh | Q2 2026 | |
| 3 | Charles Schwab Investment Management Inc | 4.3M | $5.3M | ▼−3.8% Reduced · −167K sh | Q1 2026 | |
| 4 | D. E. Shaw & Co., Inc. | 4.2M | $5.2M | ▲+0.9% Added · +38K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 3.5M | $5.3M | ▲+0.5% Added · +18K sh | Q2 2026 | |
| 6 | Mason Capital Management LLC | 3.1M | $4.7M | ▲+300% Added · +2.3M sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 2.7M | $3.3M | ▼−3.7% Reduced · −104K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | 2.4M | $3.7M | ▼−62% Reduced · −4.0M sh | Q2 2026 | |
| 9 | American Century Companies Inc | 2.1M | $2.6M | ▼−27% Reduced · −760K sh | Q1 2026 | |
| 10 | Icon Advisers Inc | 1.3M | $1.9M | ▲New +1.3M sh | Q2 2026 | |
| 11 | Shenkman Capital Management Inc | 1.2M | $1.9M | ▲New +1.2M sh | Q2 2026 | |
| 12 | Geode Capital Management, LLC | 1.0M | $1.5M | ▼−47% Reduced · −890K sh | Q2 2026 | |
| 13 | Marshall Wace, LLP | 962K | $1.2M | ▲+63% Added · +373K sh | Q1 2026 | |
| 14 | Allianz Asset Management GmbH | 948K | $1.2M | ▲+49% Added · +312K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 907K | $1.4M | ▲+19% Added · +144K sh | Q2 2026 | |
| 16 | Millennium Management LLC | 905K | $1.1M | ▼−56% Reduced · −1.2M sh | Q1 2026 | |
| 17 | Federated Hermes, Inc. | 859K | $1.1M | ▼−74% Reduced · −2.5M sh | Q1 2026 | |
| 18 | AQR Capital Management LLC | 809K | $1.0M | ▲+2.0% Added · +16K sh | Q1 2026 | |
| 19 | Jefferies Financial Group Inc. | 755K | $1.1M | ▲+403% Added · +605K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 751K | $931K | ▲+38% Added · +208K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 683K | $846K | ▲+6.5% Added · +42K sh | Q1 2026 | |
| 22 | Tudor Investment Corp Et Al | 559K | $839K | ▲+3.8% Added · +20K sh | Q2 2026 | |
| 23 | Verition Fund Management LLC | 552K | $828K | ▲+10% Added · +52K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 547K | $820K | ▼−0.1% Reduced · −827 sh | Q2 2026 | |
| 25 | Renaissance Technologies LLC | 537K | $666K | ▼−24% Reduced · −170K 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.
Last quarter, 7 funds opened a new position in JELD and 23 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 69 funds | $123.8B |
| Nvidia CorpNVDA | 68 funds | $209.6B |
| Meta Platforms Inc-Class AMETA | 68 funds | $54.7B |
| Alphabet Inc-CL CGOOG | 67 funds | $68.7B |
| Apple IncAAPL | 66 funds | $147.7B |
| Amazon.com IncAMZN | 66 funds | $94.1B |
| Broadcom IncAVGO | 66 funds | $85.0B |
| Advanced Micro DevicesAMD | 65 funds | $33.2B |
| Lam Research CorpLRCX | 65 funds | $22.7B |
| Costco Wholesale CorpCOST | 65 funds | $18.3B |
| Alphabet Inc-CL AGOOGL | 64 funds | $87.1B |
| Eli Lilly & CoLLY | 64 funds | $43.2B |
Ranked by how many of JELD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JELD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Stoddard Samantha | EVP & CFO | Sell (S) | 1K | $2K |
| Jun 26, 2026 | Livingston Wendy A. | EVP & CHRO | Sell (S) | 2K | $4K |
| May 11, 2026 | Taten Bruce M. | Director | Sell (S) | 19K | $32K |
| May 6, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 150K | $639K |
| Apr 24, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 25K | $128K |
| Apr 23, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 3K | $15K |
| Apr 21, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 26K | $134K |
| Apr 17, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 100K | $515K |
| Apr 16, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 50K | $256K |
| Apr 15, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 50K | $257K |
| Apr 14, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 50K | $258K |
| Apr 11, 2025 | Turtle Creek Asset Management Inc. | 10% Owner | Buy (P) 5 lots, same day | 75K | $386K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 36 | – |
Insiders Form 4 open-market | 0 | 3 | -$38K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for JELD
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/JELD/capital-change-brief"
Use Arkolith's capital_change_brief for JELD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JELD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.