| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $507.7M | 1.7M | ▲~0% Added · +561 sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $339.6M | 1.2M | ▼−2.3% Reduced · −28K sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $273.0M | 869K | ▼−16% Reduced · −170K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $205.2M | 702K | ▲New +702K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $154.7M | 529K | ▲New +529K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $134.6M | 461K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 7 | Neuberger Berman Group LLC | $108.0M | 369K | ▼−8.1% Reduced · −33K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $93.5M | 320K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $81.4M | 279K | ▼−0.2% Reduced · −484 sh | Q1 2026 | |
| 10 | Conestoga Capital Advisors, LLC | $61.4M | 210K | ▼−2.9% Reduced · −6K sh | Q1 2026 | |
| 11 | RIVERBRIDGE PARTNERS LLC | $61.1M | 195K | ▼−23% Reduced · −58K sh | Q2 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $51.1M | 175K | ▼−8.4% Reduced · −16K sh | Q1 2026 | |
| 13 | BROWN ADVISORY INC | $50.4M | 172K | ▼−16% Reduced · −33K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $47.7M | 163K | ▼−5.0% Reduced · −9K sh | Q1 2026 | |
| 15 | BROWN BROTHERS HARRIMAN & CO | $44.4M | 152K | ▼~0% Reduced · −3 sh | Q1 2026 | |
| 16 | NORGES BANK | $43.0M | 151K | ▲+20% Added · +25K sh | Q4 2025 | |
| 17 | NORTHERN TRUST CORP | $42.7M | 146K | ▲~0% Added · +57 sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.5M | 135K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 19 | Champlain Investment Partners, LLC | $37.7M | 129K | ▼−30% Reduced · −55K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $37.7M | 129K | ▲+4.4% Added · +5K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $34.6M | 118K | ▲+22% Added · +21K sh | Q1 2026 | |
| 22 | Grandeur Peak Global Advisors, LLC | $33.2M | 114K | ▲+312% Added · +86K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $31.9M | 109K | ▲+7.0% Added · +7K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $30.5M | 104K | ▲+37% Added · +28K sh | Q1 2026 | |
| 25 | FMR LLC | $29.1M | 99K | ▼−0.5% Reduced · −492 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 99 funds | $64.3B |
| MICROSOFT CORPMSFT | 98 funds | $50.6B |
| COSTCO WHOLESALE CORPCOST | 97 funds | $9.2B |
| APPLE INCAAPL | 96 funds | $57.5B |
| BROADCOM INCAVGO | 96 funds | $24.8B |
| ELI LILLY & COLLY | 96 funds | $13.7B |
| JOHNSON & JOHNSONJNJ | 96 funds | $12.5B |
| MASTERCARD INC - AMA | 96 funds | $10.0B |
| SERVICENOW INCNOW | 96 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 95 funds | $34.0B |
| VISA INC-CLASS A SHARESV | 95 funds | $11.9B |
| ABBOTT LABORATORIESABT | 95 funds | $4.8B |
Ranked by how many of KAI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | KRAUSE STACY D. | SVP, GC and Secretary | Sell (S) | 1K | $410K |
| May 18, 2026 | Blanchard Thomas Andrew | Vice President | Sell (S) | 1K | $451K |
| Nov 25, 2025 | Russell Erin L | Director | Sell (S) | 1K | $405K |
| Nov 11, 2025 | O'Mara Rebecca Martinez | Director | Sell (S) | 357 | $95K |
| Nov 11, 2025 | O'Mara Rebecca Martinez | Director | Sell (S) | 342 | $91K |
| Aug 27, 2025 | LEONARD THOMAS C | Director | Sell (S) | 415 | $140K |
| Aug 18, 2025 | Blanchard Thomas Andrew | Vice President | Sell (S) | 714 | $245K |
| Jun 13, 2025 | Flynn Peter J. | Senior Vice President | Sell (S) | 2K | $480K |
| Mar 19, 2025 | Blanchard Thomas Andrew | Vice President | Sell (S) | 325 | $111K |
| Feb 28, 2025 | MCKENNEY MICHAEL J | Executive Vice President & CFO | Sell (S) | 235 | $87K |
| Feb 28, 2025 | MCKENNEY MICHAEL J | Executive Vice President & CFO | Sell (S) | 875 | $326K |
| Feb 28, 2025 | MCKENNEY MICHAEL J | Executive Vice President & CFO | Sell (S) | 4 | $2K |
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/KAI/capital-change-brief"
Use Arkolith's capital_change_brief for KAI. 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 KAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.