Among active 13F managers last quarter, 11 opened and 24 added, while 27 reduced; the largest holder to move was Next Century Growth Investors LLC (+14%). Over the last 180 days, 2 insiders sold and none bought, a net -$257K in open-market trades.
The legs disagree, or only one of them leans.
160 tracked 13F filers disclose a position in MAMA as of the latest SEC 13F filings, a combined $597.8M 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 | BlackRock, Inc. | 2.4M | $42.5M | ▲+11% Added · +227K sh | Q2 2026 | |
| 2 | Next Century Growth Investors LLC | 2.0M | $35.5M | ▲+14% Added · +244K sh | Q2 2026 | |
| 3 | Wasatch Advisors LP | 1.8M | $32.3M | ▼−13% Reduced · −265K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.8M | $32.1M | ▲+13% Added · +205K sh | Q2 2026 | |
| 5 | Ophir Asset Management Pty Ltd | 1.5M | $26.8M | ▲+101% Added · +756K sh | Q2 2026 | |
| 6 | First Eagle Investment Management, LLC | 1.4M | $24.6M | ▲+13% Added · +156K sh | Q2 2026 | |
| 7 | Janus Henderson Group Ltd. | 1.3M | $19.9M | ▼−2.3% Reduced · −31K sh | Q1 2026 | |
| 8 | FMR LLC | 1.2M | $21.6M | ▲204× Added · +1.2M sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 1.1M | $19.6M | ▲+7.9% Added · +80K sh | Q2 2026 | |
| 10 | Portolan Capital Management, LLC | 985K | $17.6M | ▼−16% Reduced · −192K sh | Q2 2026 | |
| 11 | Alyeska Investment Group, L.P. | 950K | $17.0M | ▲+138% Added · +550K sh | Q2 2026 | |
| 12 | State Street Corp | 804K | $14.3M | ▲+5.9% Added · +45K sh | Q2 2026 | |
| 13 | Park West Asset Management LLC | 800K | $14.3M | —Held | Q2 2026 | |
| 14 | Bard Associates Inc | 676K | $12.1M | ▼−1.9% Reduced · −13K sh | Q2 2026 | |
| 15 | Russell Investments Group, Ltd. | 670K | $10.3M | ▼−2.0% Reduced · −14K sh | Q1 2026 | |
| 16 | Gilder Gagnon Howe & Co LLC | 631K | $11.3M | ▲+171% Added · +398K sh | Q2 2026 | |
| 17 | Hood River Capital Management LLC | 625K | $11.2M | ▲New +625K sh | Q2 2026 | |
| 18 | Federated Hermes, Inc. | 610K | $9.4M | ▲2k× Added · +610K sh | Q1 2026 | |
| 19 | Diamond Hill Capital Management, LLC (Investment Advisor) | 608K | $10.9M | ▲+57% Added · +222K sh | Q2 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | 572K | Withheld | ▲New +572K sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 512K | $7.8M | ▲+194% Added · +338K sh | Q1 2026 | |
| 22 | Dimensional Fund Advisors LP | 495K | $7.6M | ▼−4.8% Reduced · −25K sh | Q1 2026 | |
| 23 | Uniplan Investment Counsel, Inc. | 493K | $8.8M | ▲+1.7% Added · +8K sh | Q2 2026 | |
| 24 | Silvercrest Asset Management Group LLC | 486K | $7.5M | ▼−27% Reduced · −179K sh | Q1 2026 | |
| 25 | Granite Investment Partners, LLC | 481K | $8.6M | ▲23× Added · +460K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in MAMA and 24 added to an existing one, while 27 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 | 84 funds | $115.7B |
| Amazon.com IncAMZN | 81 funds | $90.6B |
| Alphabet Inc-CL AGOOGL | 81 funds | $78.2B |
| Nvidia CorpNVDA | 77 funds | $186.8B |
| Visa Inc-Class A SharesV | 75 funds | $28.7B |
| JPMorgan Chase & CoJPM | 75 funds | $24.4B |
| Apple IncAAPL | 74 funds | $126.1B |
| Meta Platforms Inc-Class AMETA | 74 funds | $52.1B |
| Eli Lilly & CoLLY | 71 funds | $40.8B |
| Alphabet Inc-CL CGOOG | 70 funds | $72.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 70 funds | $15.6B |
| Costco Wholesale CorpCOST | 70 funds | $15.5B |
Ranked by how many of MAMA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MAMA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | Tappan Moore III | Chief Operating Officer | Sell (S) | 472 | $9K |
| Apr 16, 2026 | Michaels Adam Laurance | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 16K | $248K |
| Oct 13, 2025 | Michaels Adam Laurance | Chief Executive Officer, Director | Sell (S) | 4K | $38K |
| Oct 3, 2025 | Tappan Moore III | Chief Operating Officer | Sell (S) | 2K | $21K |
| Sep 23, 2025 | Michaels Adam Laurance | Chief Executive Officer, Director | Sell (S) | 65K | $710K |
| Sep 18, 2025 | Romig Shirley | Director | Sell (S) | 4K | $41K |
| Dec 21, 2023 | Brown Matthew | 10% Owner | Sell (S) 2 lots, same day | 5.6M | $19.7M |
| May 4, 2016 | Janeway Dean | Director | Buy (P) | 18K | $11K |
| May 3, 2016 | Janeway Dean | Director | Buy (P) | 12K | $7K |
| May 2, 2016 | Janeway Dean | Director | Buy (P) | 5K | $3K |
| Apr 29, 2016 | Janeway Dean | Director | Buy (P) | 8K | $4K |
| Dec 18, 2015 | Wolf Carl T | Chief Executive Officer, Director, 10% Owner | Buy (P) | 200 | $102 |
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 | 2 | -$257K |
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 MAMA
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/MAMA/capital-change-brief"
Use Arkolith's capital_change_brief for MAMA. 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 MAMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.