Among active 13F managers last quarter, 11 opened and 24 added, while 9 reduced; the largest holder to move was Price T Rowe Associates Inc (+37%). Over the last 180 days, 5 insiders sold and 1 insider bought, a net -$6.8M in open-market trades.
The legs disagree, or only one of them leans.
99 tracked 13F filers disclose a position in KMTS as of the latest SEC 13F filings, a combined $1.2B 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 | Bain Capital Investors LLC | 25.2M | $501.7M | —Held | Q1 2026 | |
| 2 | Price T Rowe Associates Inc | 6.0M | $119.0M | ▲+37% Added · +1.6M sh | Q1 2026 | |
| 3 | FMR LLC | 5.7M | $114.0M | ▼−2.2% Reduced · −131K sh | Q1 2026 | |
| 4 | Andera Partners | 2.7M | $69.4M | ▲+1.2% Added · +33K sh | Q2 2026 | |
| 5 | Yu Fan | 2.3M | $58.1M | —Held | Q2 2026 | |
| 6 | Brown Advisory Inc | 1.7M | $34.4M | ▲+2.1% Added · +35K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | 1.7M | $33.7M | ▲+37% Added · +455K sh | Q1 2026 | |
| 8 | Eventide Asset Management, LLC | 1.4M | $28.8M | ▲+14% Added · +176K sh | Q1 2026 | |
| 9 | AllianceBernstein L.P. | 1.3M | $35.0M | ▼−7.4% Reduced · −106K sh | Q1 2026 | |
| 10 | Franklin Templeton Inc | 1.2M | $24.8M | ▲+31% Added · +292K sh | Q1 2026 | |
| 11 | Vanguard Capital Management LLC | 1.2M | $24.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Omega Fund Management, LLC | 1.0M | $20.4M | ▼−26% Reduced · −351K sh | Q1 2026 | |
| 13 | Hood River Capital Management LLC | 754K | $19.2M | ▲+15% Added · +98K sh | Q2 2026 | |
| 14 | State Street Corp | 748K | $19.0M | ▲+11% Added · +77K sh | Q2 2026 | |
| 15 | Geode Capital Management, LLC | 647K | $16.5M | ▲+13% Added · +73K sh | Q2 2026 | |
| 16 | Point72 Asset Management, L.P. | 527K | $13.4M | ▲New +527K sh | Q2 2026 | |
| 17 | Federated Hermes, Inc. | 525K | $10.5M | —Held | Q1 2026 | |
| 18 | Next Century Growth Investors LLC | 459K | $11.7M | ▲+0.2% Added · +947 sh | Q2 2026 | |
| 19 | UBS Group AG | 350K | $7.0M | ▲+29% Added · +80K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 288K | $5.7M | ▲+5.8% Added · +16K sh | Q1 2026 | |
| 21 | Schonfeld Strategic Advisors LLC | 286K | $7.3M | ▲+151% Added · +172K sh | Q2 2026 | |
| 22 | Sei Investments Co | 237K | $4.7M | ▲+23% Added · +44K sh | Q1 2026 | |
| 23 | Vanguard Portfolio Management LLC | 219K | $4.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 24 | Millennium Management LLC | 197K | $3.9M | ▼−9.0% Reduced · −20K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 192K | $3.8M | ▲+45% Added · +59K 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, 11 funds opened a new position in KMTS and 24 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 46 funds | $221.4B |
| Apple IncAAPL | 45 funds | $165.1B |
| Microsoft CorpMSFT | 45 funds | $153.5B |
| Amazon.com IncAMZN | 45 funds | $106.1B |
| Broadcom IncAVGO | 45 funds | $89.5B |
| Alphabet Inc-CL AGOOGL | 45 funds | $80.5B |
| Eli Lilly & CoLLY | 45 funds | $44.6B |
| Ge Vernova IncGEV | 45 funds | $12.3B |
| Meta Platforms Inc-Class AMETA | 44 funds | $63.8B |
| Tesla IncTSLA | 44 funds | $36.2B |
| Advanced Micro DevicesAMD | 44 funds | $17.6B |
| Unitedhealth Group IncUNH | 44 funds | $17.1B |
Ranked by how many of KMTS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KMTS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Webster Brian Daniel | See Remarks, Director | Sell (S) | 15K | $412K |
| Aug 7, 2026 | Mahboob Vaseem | Chief Financial Officer | Sell (S) 2 lots, same day | 26K | $680K |
| Aug 4, 2026 | Mahboob Vaseem | Chief Financial Officer | Sell (S) 2 lots, same day | 7K | $173K |
| Aug 4, 2026 | Umberger Traci S | See Remarks, Director | Sell (S) | 4K | $86K |
| Aug 4, 2026 | Webster Brian Daniel | See Remarks, Director | Sell (S) 3 lots, same day | 52K | $1.3M |
| Aug 4, 2026 | Ford Alfred J Jr | Chief Commercial Officer | Sell (S) | 6K | $151K |
| Aug 3, 2026 | Umberger Traci S | See Remarks, Director | Sell (S) | 8K | $181K |
| Aug 3, 2026 | Webster Brian Daniel | See Remarks, Director | Sell (S) | 13K | $311K |
| Aug 3, 2026 | Moran Timothy P. | Chief Business Officer | Sell (S) | 2K | $57K |
| Aug 3, 2026 | Ford Alfred J Jr | Chief Commercial Officer | Sell (S) | 13K | $311K |
| Aug 3, 2026 | Mahboob Vaseem | Chief Financial Officer | Sell (S) | 5K | $128K |
| Jul 31, 2026 | Umberger Traci S | See Remarks, Director | Sell (S) | 9K | $198K |
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 | 48 | 17 | – |
Insiders Form 4 open-market | 1 | 5 | -$6.8M |
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 KMTS
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/KMTS/capital-change-brief"
Use Arkolith's capital_change_brief for KMTS. 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 KMTS. Filings are public domain, sourced to SEC EDGAR.