| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Divisadero Street Capital Management, LP | $27.2M | 1.4M | ▲+4.5% Added · +61K sh | Q1 2026 | |
| 2 | Cresset Asset Management, LLC | $9.8M | 508K | —Held | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $7.1M | 369K | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $5.4M | 278K | ▼−3.6% Reduced · −10K sh | Q1 2026 | |
| 5 | TUDOR INVESTMENT CORP ET AL | $5.2M | 266K | ▲+63% Added · +103K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $5.1M | 262K | ▲New +262K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $4.6M | 236K | ▲+8.8% Added · +19K sh | Q1 2026 | |
| 8 | GAMCO INVESTORS, INC. ET AL | $4.2M | 215K | ▲+34% Added · +54K sh | Q1 2026 | |
| 9 | Slotnik Capital, LLC | $3.0M | 157K | ▲+22% Added · +29K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 136K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $2.6M | 132K | ▲+7.4% Added · +9K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $2.3M | 120K | ▼−5.8% Reduced · −7K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $1.8M | 92K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $1.4M | 72K | ▲+229% Added · +50K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $1.1M | 55K | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $1.1M | 55K | ▲+1.7% Added · +911 sh | Q1 2026 | |
| 17 | Squarepoint Ops LLC | $900K | 47K | ▲+128% Added · +26K sh | Q1 2026 | |
| 18 | GABELLI FUNDS LLC | $869K | 45K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $790K | 41K | ▲New +41K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $729K | 38K | ▲New +38K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $643K | 33K | ▲+19% Added · +5K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $578K | 30K | ▼−28% Reduced · −12K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $435K | 23K | ▼−22% Reduced · −6K sh | Q1 2026 | |
| 24 | Man Group plc | $387K | 20K | ▲+135% Added · +12K sh | Q1 2026 | |
| 25 | Steadtrust LLC | $477K | 16K | ▲New +16K sh | Q2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $13.7B |
| BROADCOM INCAVGO | 21 funds | $5.1B |
| ROSS STORES INCROST | 21 funds | $997.6M |
| CELSIUS HOLDINGS INCCELH | 21 funds | $146.0M |
| MICROSOFT CORPMSFT | 20 funds | $7.8B |
| AMAZON.COM INCAMZN | 20 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 20 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $4.6B |
| ARISTA NETWORKS INCANET | 20 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 20 funds | $3.5B |
| ELI LILLY & COLLY | 20 funds | $2.3B |
| COSTCO WHOLESALE CORPCOST | 20 funds | $2.2B |
Ranked by how many of LWAY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 42K | $1.4M |
| Jul 15, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 25K | $777K |
| Jul 7, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 39K | $1.1M |
| Jul 6, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 8K | $238K |
| Jun 30, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 50K | $1.5M |
| Jun 29, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 15K | $438K |
| Jun 26, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 56K | $1.7M |
| Jun 26, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 56K | $1.6M |
| Jun 25, 2026 | SMOLYANSKY LUDMILA | Insider | Sell (S) | 46K | $1.4M |
| Jun 24, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 2K | $55K |
| Jun 24, 2026 | SMOLYANSKY EDWARD | 10% Owner | Sell (S) | 37K | $1.1M |
| Jun 24, 2026 | SMOLYANSKY LUDMILA | Insider | Sell (S) | 40K | $1.2M |
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/LWAY/capital-change-brief"
Use Arkolith's capital_change_brief for LWAY. 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 LWAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.