| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $57.4M | 2.0M | ▼−0.8% Reduced · −15K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $43.9M | 1.5M | ▼−17% Reduced · −311K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $22.6M | 775K | ▲New +775K sh | Q1 2026 | |
| 4 | Copeland Capital Management, LLC | $19.5M | 666K | ▲+52% Added · +227K sh | Q1 2026 | |
| 5 | NEW SOUTH CAPITAL MANAGEMENT INC | $18.4M | 628K | ▼−10% Reduced · −70K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $14.1M | 483K | ▼−0.1% Reduced · −721 sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $13.7M | 468K | ▼−4.3% Reduced · −21K sh | Q1 2026 | |
| 8 | DEPRINCE RACE & ZOLLO INC | $13.6M | 466K | ▼−6.7% Reduced · −34K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $12.6M | 431K | ▲+4.8% Added · +20K sh | Q1 2026 | |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | $11.9M | 406K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $11.6M | 398K | ▼−10% Reduced · −45K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.6M | 397K | ▼−56% Reduced · −497K sh | Q1 2026 | |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.9M | 371K | ▼−17% Reduced · −76K sh | Q1 2026 | |
| 14 | Point72 Asset Management, L.P. | $10.4M | 355K | ▲New +355K sh | Q1 2026 | |
| 15 | Russell Investments Group, Ltd. | $10.3M | 354K | ▲+9.0% Added · +29K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $9.5M | 327K | ▲+6.1% Added · +19K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $8.0M | 275K | ▲+131% Added · +156K sh | Q1 2026 | |
| 18 | SEI INVESTMENTS CO | $7.2M | 247K | ▲+67% Added · +99K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $7.1M | 242K | ▲+9.3% Added · +21K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $6.9M | 235K | ▲+4.5% Added · +10K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.7M | 231K | ▲New +231K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $6.7M | 230K | ▲+29% Added · +51K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $6.5M | 221K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 200K | ▲+31% Added · +47K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $5.8M | 198K | ▼−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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $27.6B |
| BROADCOM INCAVGO | 61 funds | $15.5B |
| JPMORGAN CHASE & COJPM | 60 funds | $9.7B |
| ELI LILLY & COLLY | 60 funds | $7.3B |
| VISA INC-CLASS A SHARESV | 60 funds | $5.7B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $5.1B |
| UNITEDHEALTH GROUP INCUNH | 60 funds | $2.9B |
| SALESFORCE INCCRM | 60 funds | $2.9B |
| WELLS FARGO & COWFC | 60 funds | $2.5B |
| BOOKING HOLDINGS INCBKNG | 60 funds | $2.4B |
| AUTOMATIC DATA PROCESSINGADP | 60 funds | $1.2B |
| AMAZON.COM INCAMZN | 59 funds | $20.6B |
Ranked by how many of KFRC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| May 28, 2024 | FURLONG MARK F | Director | Sell (S) | 5K | $309K |
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 + end-of-day price history + the live filing stream, joined for KFRC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.