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/KOD/capital-change-brief"
Use Arkolith's capital_change_brief for KOD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $759.3M | 19.9M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $150.0M | 3.9M | ▼−0.5% Reduced · −19K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $85.8M | 2.3M | ▲+30% Added · +519K sh | Q1 2026 | |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $77.7M | 2.0M | ▲+74% Added · +869K sh | Q1 2026 | |
| 5 | BRAIDWELL LP | $69.3M | 1.8M | ▼−12% Reduced · −254K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $65.5M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $64.4M | 1.7M | ▲+30% Added · +386K sh | Q1 2026 | |
| 8 | RTW INVESTMENTS, LP | $56.7M | 1.5M | ▲~0% Added · +1 sh | Q1 2026 | |
| 9 | TCG Crossover Management, LLC | $55.1M | 1.4M | —Held | Q1 2026 | |
| 10 | Boxer Capital Management, LLC | $51.9M | 1.4M | ▲+20% Added · +225K sh | Q1 2026 | |
| 11 | JANUS HENDERSON GROUP PLC | $50.5M | 1.3M | ▲+33% Added · +325K sh | Q1 2026 | |
| 12 | ICONIQ Capital, LLC | $48.3M | 1.3M | —Held | Q1 2026 | |
| 13 | Ikarian Capital, LLC | $48.3M | 1.3M | ▲+76% Added · +546K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $38.1M | 1.0M | ▲+11% Added · +103K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $33.2M | 871K | ▲+200% Added · +580K sh | Q1 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 837K | ▲+105% Added · +428K sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $27.7M | 727K | ▲+176% Added · +463K sh | Q1 2026 | |
| 18 | Artisan Partners Limited Partnership | $26.3M | 690K | ▼−17% Reduced · −146K sh | Q1 2026 | |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $21.9M | 575K | ▼−27% Reduced · −210K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $19.7M | 516K | ▼−26% Reduced · −184K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $17.5M | 460K | ▼−79% Reduced · −1.7M sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $14.9M | 391K | ▲+17% Added · +58K sh | Q1 2026 | |
| 23 | Squadron Capital Management LLC | $14.5M | 380K | ▲+30% Added · +88K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $13.9M | 365K | ▲New +365K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.3M | 350K | ▲+2.7% Added · +9K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | BORGESON JOHN A. | Chief Financial Officer | Grant (A) | 67K | $0 |
| Jul 15, 2026 | PERLROTH VICTOR | Chairman and CEO, Director, 10% Owner | Grant (A) | 100K | $0 |
| Jun 30, 2026 | PROFUSEK ROBERT | Director | Grant (A) | 18K | $0 |
| Jun 30, 2026 | Yang Taiyin | Director | Grant (A) | 18K | $0 |
| Jun 30, 2026 | Dahiyat Bassil I | Director | Grant (A) | 18K | $0 |
| Jun 30, 2026 | Levy Richard S | Director | Grant (A) | 18K | $0 |
| Jun 30, 2026 | Bancroft Charles A | Director | Grant (A) | 18K | $0 |
| Jun 30, 2026 | BAKER BROS. ADVISORS LP | Director, 10% Owner | Grant (A) | 18K | $0 |
| Jun 30, 2026 | BAKER BROS. ADVISORS LP | Director, 10% Owner | Grant (A) | 18K | $0 |
| Jun 4, 2026 | BORGESON JOHN A. | Chief Financial Officer | Option exercise (M) | 30K | $31K |
| Jun 4, 2026 | BORGESON JOHN A. | Chief Financial Officer | Sell (S) | 26K | $881K |
| Jun 4, 2026 | BORGESON JOHN A. | Chief Financial Officer | Sell (S) | 4K | $142K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $19.8B |
| AMAZON.COM INCAMZN | 46 funds | $15.8B |
| ELI LILLY & COLLY | 46 funds | $5.4B |
| VISA INC-CLASS A SHARESV | 46 funds | $3.7B |
| AUTOMATIC DATA PROCESSINGADP | 46 funds | $847.4M |
| BROADCOM INCAVGO | 45 funds | $13.2B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $9.5B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $3.2B |
| LAM RESEARCH CORPLRCX | 45 funds | $3.0B |
| CHEVRON CORPCVX | 45 funds | $2.7B |
| UNITEDHEALTH GROUP INCUNH | 45 funds | $2.3B |
| BOSTON SCIENTIFIC CORPBSX | 45 funds | $1.3B |
Ranked by how many of KOD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KOD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.