Among active 13F managers last quarter, 7 opened and 25 added, while 18 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (−0.8%). Over the last 180 days, 1 insider sold and none bought, a net -$110K in open-market trades.
The legs disagree, or only one of them leans.
204 tracked 13F filers disclose a position in KFRC as of the latest SEC 13F filings, a combined $560.9M 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 | Kayne Anderson Rudnick Investment Management LLC | 2.0M | $57.4M | ▼−0.8% Reduced · −15K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 1.5M | $43.9M | ▼−17% Reduced · −311K sh | Q1 2026 | |
| 3 | Copeland Capital Management, LLC | 928K | $43.6M | ▲+39% Added · +262K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 775K | $22.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | New South Capital Management Inc | 626K | $29.4M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 522K | $24.5M | ▲+8.0% Added · +39K sh | Q2 2026 | |
| 7 | Deprince Race & Zollo Inc | 477K | $22.4M | ▲+2.4% Added · +11K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 468K | $13.7M | ▼−4.3% Reduced · −21K sh | Q1 2026 | |
| 9 | State Street Corp | 439K | $20.6M | ▲+2.0% Added · +9K sh | Q2 2026 | |
| 10 | Jacobs Levy Equity Management, Inc | 406K | $11.9M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 11 | AQR Capital Management LLC | 398K | $11.6M | ▼−10% Reduced · −45K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 397K | $11.6M | ▼−56% Reduced · −497K sh | Q1 2026 | |
| 13 | Hotchkis & Wiley Capital Management LLC | 371K | $10.9M | ▼−17% Reduced · −76K sh | Q1 2026 | |
| 14 | Tributary Capital Management, LLC | 363K | $17.1M | ▲+3.3% Added · +12K sh | Q2 2026 | |
| 15 | Russell Investments Group, Ltd. | 354K | $10.3M | ▲+9.0% Added · +29K sh | Q1 2026 | |
| 16 | Morgan Stanley | 327K | $9.5M | ▲+6.1% Added · +19K sh | Q1 2026 | |
| 17 | American Century Companies Inc | 275K | $8.0M | ▲+131% Added · +156K sh | Q1 2026 | |
| 18 | Sei Investments Co | 247K | $7.2M | ▲+67% Added · +99K sh | Q1 2026 | |
| 19 | Wells Fargo & Company | 242K | $7.1M | ▲+9.3% Added · +21K sh | Q1 2026 | |
| 20 | Northern Trust Corp | 235K | $6.9M | ▲+4.5% Added · +10K sh | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 231K | $6.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 22 | Two Sigma Investments, LP | 230K | $6.7M | ▲+29% Added · +51K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 221K | $6.5M | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 24 | Envestnet Asset Management Inc | 200K | $5.8M | ▲+31% Added · +47K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 198K | $5.8M | ▼−36% Reduced · −113K 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 KFRC and 25 added to an existing one, while 18 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 | 101 funds | $187.5B |
| Nvidia CorpNVDA | 96 funds | $268.6B |
| Apple IncAAPL | 96 funds | $202.2B |
| Alphabet Inc-CL AGOOGL | 96 funds | $105.8B |
| JPMorgan Chase & CoJPM | 96 funds | $41.9B |
| Eli Lilly & CoLLY | 95 funds | $54.4B |
| Visa Inc-Class A SharesV | 95 funds | $41.9B |
| Amazon.com IncAMZN | 93 funds | $135.7B |
| Broadcom IncAVGO | 93 funds | $110.0B |
| Meta Platforms Inc-Class AMETA | 93 funds | $75.8B |
| Alphabet Inc-CL CGOOG | 92 funds | $93.6B |
| Bank Of America CorpBAC | 92 funds | $23.6B |
Ranked by how many of KFRC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KFRC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 31, 2026 | Simmons N John | Director | Sell (S) | 2K | $110K |
| Aug 6, 2025 | Brooks Derrick Dewan | Director | Buy (P) | 336 | $11K |
| Jun 5, 2025 | Brooks Derrick Dewan | Director | Sell (S) | 490 | $20K |
| May 7, 2025 | Dunkel David L | Director | Buy (P) | 1K | $37K |
| May 6, 2025 | Dunkel David L | Director | Buy (P) | 3K | $112K |
| May 5, 2025 | Dunkel David L | Director | Buy (P) | 1K | $38K |
| May 1, 2025 | Dunkel David L | Director | Buy (P) | 5K | $191K |
| Feb 10, 2025 | Thomas Andrew G | Chief Experience Officer | Sell (S) | 7K | $368K |
| Aug 2, 2024 | Kelly David M | Chief Operating Officer | Sell (S) | 6K | $395K |
| Jun 13, 2024 | Liberatore Joseph J | President & CEO, Director | Sell (S) | 7K | $412K |
| Jun 12, 2024 | Liberatore Joseph J | President & CEO, Director | Sell (S) | 8K | $503K |
| Jun 4, 2024 | Thomas Andrew G | Chief Experience Officer | Sell (S) | 5K | $295K |
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 | 45 | 36 | – |
Insiders Form 4 open-market | 0 | 1 | -$110K |
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 KFRC
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/KFRC/capital-change-brief"
Use Arkolith's capital_change_brief for KFRC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for KFRC. Filings are public domain, sourced to SEC EDGAR.