Among active 13F managers last quarter, 6 opened and 21 added, while 19 reduced; the largest holder to move was TPG GP A, LLC (−13%). Over the last 180 days, 8 insiders sold and none bought, a net -$443.5M in open-market trades.
The legs disagree, or only one of them leans.
237 tracked 13F filers disclose a position in LFST as of the latest SEC 13F filings, a combined $2.5B 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 | TPG GP A, LLC | 140.0M | $892.0M | ▼−13% Reduced · −20.7M sh | Q1 2026 | |
| 2 | FMR LLC | 58.7M | $373.8M | ▲+25% Added · +11.9M sh | Q1 2026 | |
| 3 | Summit Partners L P | 23.3M | $249.7M | ▼−20% Reduced · −5.9M sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 18.1M | $115.5M | ▼−5.0% Reduced · −955K sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 10.4M | $66.0M | ▲+16% Added · +1.5M sh | Q1 2026 | |
| 6 | Jennison Associates LLC | 10.2M | $65.2M | ▲+39% Added · +2.8M sh | Q1 2026 | |
| 7 | Vanguard Portfolio Management LLC | 9.7M | $61.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 8 | State Street Corp | 8.2M | $88.1M | ▲+101% Added · +4.1M sh | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 7.9M | $50.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 6.1M | $38.8M | ▼−0.4% Reduced · −26K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 5.6M | $59.9M | ▲+18% Added · +867K sh | Q2 2026 | |
| 12 | Morgan Stanley | 3.4M | $21.9M | ▲+4.1% Added · +136K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | 3.2M | $20.3M | ▲+19% Added · +509K sh | Q1 2026 | |
| 14 | Principal Financial Group Inc | 3.1M | $19.6M | ▼−4.3% Reduced · −138K sh | Q1 2026 | |
| 15 | Integral Health Asset Management, LLC | 3.0M | $32.1M | ▼−30% Reduced · −1.3M sh | Q2 2026 | |
| 16 | Barclays PLC | 2.8M | $17.6M | ▼−20% Reduced · −710K sh | Q1 2026 | |
| 17 | Nuveen, LLC | 2.2M | $14.1M | ▼−24% Reduced · −687K sh | Q1 2026 | |
| 18 | Goldman Sachs Group Inc | 2.1M | $13.3M | ▼−37% Reduced · −1.2M sh | Q1 2026 | |
| 19 | Bank Of America Corp | 2.0M | $12.7M | ▲+165% Added · +1.2M sh | Q1 2026 | |
| 20 | Millennium Management LLC | 1.9M | $12.1M | ▲+11% Added · +194K sh | Q1 2026 | |
| 21 | Woodline Partners LP | 1.8M | $11.6M | ▲+88% Added · +848K sh | Q1 2026 | |
| 22 | Loomis Sayles & Co L P | 1.7M | $10.7M | ▼−2.5% Reduced · −44K sh | Q1 2026 | |
| 23 | First Eagle Investment Management, LLC | 1.6M | $16.7M | ▼−2.9% Reduced · −48K sh | Q2 2026 | |
| 24 | Charles Schwab Investment Management Inc | 1.5M | $9.8M | ▲+5.8% Added · +85K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 1.5M | $9.8M | ▲+6.8% Added · +98K 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, 6 funds opened a new position in LFST and 21 added to an existing one, while 19 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 | 124 funds | $188.8B |
| Eli Lilly & CoLLY | 121 funds | $59.8B |
| Nvidia CorpNVDA | 120 funds | $289.1B |
| Amazon.com IncAMZN | 120 funds | $142.8B |
| Alphabet Inc-CL AGOOGL | 119 funds | $111.4B |
| Meta Platforms Inc-Class AMETA | 119 funds | $86.6B |
| Micron Technology IncMU | 119 funds | $29.1B |
| Unitedhealth Group IncUNH | 119 funds | $19.8B |
| Chevron CorpCVX | 118 funds | $19.5B |
| Apple IncAAPL | 117 funds | $208.8B |
| Broadcom IncAVGO | 117 funds | $115.9B |
| Alphabet Inc-CL CGOOG | 117 funds | $96.1B |
Ranked by how many of LFST's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFST.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Paunovich Vukasin | Chief Technology Officer | Sell (S) | 42K | $541K |
| Aug 14, 2026 | DeLuca Teresa | Director | Sell (S) | 8K | $95K |
| Aug 13, 2026 | DeLuca Teresa | Director | Sell (S) | 20K | $250K |
| Aug 11, 2026 | Burdick Kenneth A | Director | Sell (S) | 500K | $5.8M |
| Aug 10, 2026 | Miller Lisa K | Chief Operating Officer | Sell (S) | 48K | $520K |
| Aug 10, 2026 | Paunovich Vukasin | Chief Technology Officer | Sell (S) | 44K | $482K |
| Aug 10, 2026 | Tpg Gp A, Llc | 10% Owner | Sell (S) | 13.6M | $144.9M |
| Jun 26, 2026 | Bessler Robert | Director | Sell (S) 2 lots, same day | 894K | $9.1M |
| May 12, 2026 | Black Darren M. | Director | Sell (S) | 5.9M | $47.3M |
| May 12, 2026 | Bessler Robert | Director | Sell (S) 2 lots, same day | 575K | $4.6M |
| May 12, 2026 | Tpg Gp A, Llc | 10% Owner | Sell (S) | 28.3M | $226.8M |
| May 12, 2026 | Shuey Eric | Director | Sell (S) | 243K | $2.0M |
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 | 47 | 33 | – |
Insiders Form 4 open-market | 0 | 8 | -$443.5M |
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 LFST
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/LFST/capital-change-brief"
Use Arkolith's capital_change_brief for LFST. 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 LFST. Filings are public domain, sourced to SEC EDGAR.