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/LPTH/capital-change-brief"
Use Arkolith's capital_change_brief for LPTH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $25.9M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $24.8M | 2.5M | ▲+71% Added · +1.0M sh | Q1 2026 | |
| 3 | Hood River Capital Management LLC | $24.4M | 2.4M | ▲+4.7% Added · +110K sh | Q1 2026 | |
| 4 | AWM Investment Company, Inc. | $20.4M | 2.0M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 5 | TEMA ETFS LLC | $32.5M | 2.0M | ▲1k× Added · +2.0M sh | Q2 2026 | |
| 6 | BlackRock, Inc. | $11.4M | 1.1M | ▲+212% Added · +773K sh | Q1 2026 | |
| 7 | Portolan Capital Management, LLC | $10.4M | 1.0M | ▼−55% Reduced · −1.3M sh | Q1 2026 | |
| 8 | TUDOR INVESTMENT CORP ET AL | $8.9M | 883K | ▲+3.9% Added · +33K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $8.1M | 805K | ▲+84% Added · +368K sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | $7.9M | 788K | ▲New +788K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $7.9M | 783K | ▲+65% Added · +310K sh | Q1 2026 | |
| 12 | Relyea Zuckerberg Hanson LLC | $12.5M | 766K | —Held | Q2 2026 | |
| 13 | Granahan Investment Management, LLC | $7.6M | 754K | ▲+15% Added · +98K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.3M | 723K | ▼−28% Reduced · −286K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $6.6M | 654K | ▲+110% Added · +342K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $6.1M | 605K | ▲+31% Added · +142K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $5.6M | 556K | ▲+118% Added · +301K sh | Q1 2026 | |
| 18 | SEI INVESTMENTS CO | $5.4M | 539K | ▲+74% Added · +230K sh | Q1 2026 | |
| 19 | NEEDHAM INVESTMENT MANAGEMENT LLC | $5.3M | 528K | ▲New +528K sh | Q1 2026 | |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $5.2M | 521K | ▲+47% Added · +166K sh | Q1 2026 | |
| 21 | WASATCH ADVISORS LP | $8.5M | 520K | ▲New +520K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $5.1M | 507K | ▼−37% Reduced · −292K sh | Q1 2026 | |
| 23 | Russell Investments Group, Ltd. | $4.3M | 431K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $4.0M | 396K | ▲+56% Added · +141K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | $3.9M | 393K | ▲+796% Added · +349K 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 |
|---|---|---|---|---|---|
| Jun 3, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Sell (S) | 3.6M | $50.0M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Conversion (C) | 3.6M | $7.7M |
| Jun 2, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Conversion (C) | 8K | $0 |
| May 18, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Sell (S) | 55K | $681K |
| May 14, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Sell (S) | 165K | $2.0M |
| May 13, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Sell (S) | 45K | $553K |
| May 12, 2026 | North Run Strategic Opportunities Fund I, LP | Director, 10% Owner | Sell (S) | 83K | $1.0M |
| Mar 27, 2026 | Rubin Shmuel | President & CEO | Buy (P) | 180 | $2K |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I GP, LLC | Insider | Conversion (C) | 740K | $1.6M |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I GP, LLC | Insider | Sell (S) | 302K | $3.7M |
| Mar 25, 2026 | North Run Strategic Opportunities Fund I GP, LLC | Insider | Conversion (C) | 2K | — |
| Mar 24, 2026 | North Run Strategic Opportunities Fund I GP, LLC | Insider | Sell (S) | 55K | $658K |
| Company | Co-held by | Combined value |
|---|---|---|
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 30 funds | $3.6B |
| MICROSOFT CORPMSFT | 29 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $4.5B |
| UNITEDHEALTH GROUP INCUNH | 29 funds | $1.8B |
| AMAZON.COM INCAMZN | 28 funds | $9.2B |
| ALPHABET INC-CL AGOOGL | 28 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 28 funds | $3.4B |
| ELI LILLY & COLLY | 28 funds | $2.9B |
| APPLIED MATERIALS INCAMAT | 28 funds | $2.0B |
| ORACLE CORPORCL | 28 funds | $2.0B |
| HOME DEPOT INCHD | 28 funds | $1.7B |
| THERMO FISHER SCIENTIFIC INCTMO | 28 funds | $1.2B |
Ranked by how many of LPTH'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 LPTH. 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.