Among active 13F managers last quarter, 2 opened and 3 added, while 4 reduced; the largest holder to move was Renaissance Technologies LLC (−1.2%). No open-market insider trades in the last 180 days.
No leg leans either way.
30 tracked 13F filers disclose a position in JVA as of the latest SEC 13F filings, a combined $4.3M 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 | Renaissance Technologies LLC | 411K | $1.7M | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 2 | Quinn Opportunity Partners LLC | 120K | $511K | —Held | Q1 2026 | |
| 3 | Dimensional Fund Advisors LP | 85K | $362K | ▼−0.2% Reduced · −140 sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 81K | $270K | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 56K | $188K | ▼−12% Reduced · −8K sh | Q2 2026 | |
| 6 | Bridgeway Capital Management, LLC | 43K | $144K | ▲+9.6% Added · +4K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 40K | $132K | ▲+8.3% Added · +3K sh | Q2 2026 | |
| 8 | Empowered Funds, LLC | 38K | $163K | ▲New +38K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 32K | $107K | —Held | Q2 2026 | |
| 10 | McIntyre Freedman & Flynn Investment Advisers Inc | 29K | $97K | ▲+21% Added · +5K sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 21K | $89K | ▲+92% Added · +10K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 19K | $80K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 13 | Centiva Capital, LP | 19K | $62K | ▲+27% Added · +4K sh | Q2 2026 | |
| 14 | Allworth Financial LP | 17K | $70K | ▲+154% Added · +10K sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 16K | $68K | ▲+472% Added · +13K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 12K | $52K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 17 | Two Sigma Investments, LP | 12K | $51K | ▼−62% Reduced · −20K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | 10K | $33K | —Held | Q2 2026 | |
| 19 | Morgan Stanley | 4K | $18K | ▲+15% Added · +549 sh | Q1 2026 | |
| 20 | Arax Advisory Partners | 4K | $13K | ▲New +4K sh | Q2 2026 | |
| 21 | SBI Securities Co., Ltd. | 2K | $7K | —Held | Q2 2026 | |
| 22 | Farther Finance Advisors, LLC | 2K | $8K | —Held | Q1 2026 | |
| 23 | UBS Group AG | 2K | $7K | ▲+16% Added · +235 sh | Q1 2026 | |
| 24 | FMR LLC | 965 | $3K | —Held | Q2 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 944 | $4K | ▼−13% Reduced · −140 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, 2 funds opened a new position in JVA and 3 added to an existing one, while 4 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 |
|---|---|---|
| Advanced Micro DevicesAMD | 14 funds | $1.5B |
| Apple IncAAPL | 13 funds | $5.9B |
| Alphabet Inc-CL AGOOGL | 13 funds | $3.2B |
| Microsoft CorpMSFT | 13 funds | $2.8B |
| Micron Technology IncMU | 13 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 13 funds | $1.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $1.6B |
| Eli Lilly & CoLLY | 13 funds | $1.6B |
| Unitedhealth Group IncUNH | 13 funds | $1.4B |
| Netflix IncNFLX | 13 funds | $929.8M |
| Oracle CorpORCL | 13 funds | $838.0M |
| Visa Inc-Class A SharesV | 13 funds | $808.0M |
Ranked by how many of JVA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JVA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2024 | Gordon Andrew | CEO and President, Director, 10% Owner | Buy (P) | 10K | $22K |
| Jun 28, 2024 | Gordon Andrew | CEO and President, Director, 10% Owner | Buy (P) | 5K | $12K |
| Jun 27, 2024 | Gordon David | EVP and COO, Director, 10% Owner | Buy (P) | 7K | $14K |
| Jun 27, 2024 | Gordon Andrew | CEO and President, Director, 10% Owner | Buy (P) | 10K | $21K |
| Sep 17, 2021 | Gordon Andrew | CEO and President, Director | Buy (P) | 5K | $22K |
| Sep 17, 2021 | Rotelli John | Director | Buy (P) | 500 | $2K |
| Sep 17, 2021 | Thomas George F | Director | Buy (P) | 1K | $4K |
| Sep 17, 2021 | Gordon David | EVP and Secretary, Director | Buy (P) | 5K | $22K |
| Sep 24, 2020 | Rotelli John | Director | Buy (P) | 750 | $3K |
| Sep 21, 2020 | Gordon David | EVP and Secretary, Director | Buy (P) | 5K | $16K |
| Sep 21, 2020 | Gordon Andrew | CEO and President, Director | Buy (P) | 4K | $14K |
| Sep 18, 2020 | Gordon Andrew | CEO and President, Director | Buy (P) | 619 | $2K |
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 | 11 | 8 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 JVA
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/JVA/capital-change-brief"
Use Arkolith's capital_change_brief for JVA. 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 JVA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.