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/MBLY/capital-change-brief"
Use Arkolith's capital_change_brief for MBLY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $70.8M | 10.3M | ▼−7.2% Reduced · −797K sh | Q1 2026 | |
| 2 | TWO SIGMA INVESTMENTS, LP | $67.9M | 9.9M | ▲+111% Added · +5.2M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $63.6M | 9.3M | ▲+4.5% Added · +396K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $40.7M | 5.9M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 5 | BAILLIE GIFFORD & CO | $28.4M | 4.1M | ▼−44% Reduced · −3.2M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $27.6M | 4.0M | ▲+90% Added · +1.9M sh | Q1 2026 | |
| 7 | UBS Group AG | $25.7M | 3.7M | ▲+23% Added · +711K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $23.5M | 3.4M | ▼−17% Reduced · −690K sh | Q1 2026 | |
| 9 | PRIMECAP MANAGEMENT CO/CA/ | $22.0M | 3.2M | ▲+21% Added · +553K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $21.3M | 3.1M | ▲129× Added · +3.1M sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.8M | 3.0M | ▲+275% Added · +2.2M sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $19.9M | 2.9M | ▼−22% Reduced · −834K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $19.5M | 2.8M | ▼−4.6% Reduced · −138K sh | Q1 2026 | |
| 14 | Walleye Capital LLC | $16.2M | 2.4M | ▲+56% Added · +844K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $15.0M | 2.2M | ▼−62% Reduced · −3.5M sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $15.0M | 2.2M | ▲+3.4% Added · +72K sh | Q1 2026 | |
| 17 | Engineers Gate Manager LP | $14.5M | 2.1M | ▼−41% Reduced · −1.5M sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $14.0M | 2.0M | ▲+5.8% Added · +111K sh | Q1 2026 | |
| 19 | VANGUARD CAPITAL MANAGEMENT LLC | $12.7M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 20 | M&G Plc | $12.8M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 21 | Mitsubishi UFJ Asset Management Co., Ltd. | $11.8M | 1.7M | ▼−6.0% Reduced · −110K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $11.2M | 1.6M | ▲+145% Added · +962K sh | Q1 2026 | |
| 23 | Alyeska Investment Group, L.P. | $11.1M | 1.6M | ▲+33% Added · +400K sh | Q1 2026 | |
| 24 | LOOMIS SAYLES & CO L P | $10.0M | 1.5M | ▼−1.8% Reduced · −27K sh | Q1 2026 | |
| 25 | CITIGROUP INC | $10.0M | 1.5M | ▲31× Added · +1.4M 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 10, 2026 | Nehushtan Nimrod | EVP Business Dev. & Strategy | Grant (A) | 200K | $0 |
| Jul 10, 2026 | Shemesh Rojansky Moran | Chief Financial Officer | Grant (A) | 213K | $0 |
| Jul 10, 2026 | Shalev-Shwartz Shai | Chief Technology Officer | Grant (A) | 1.1M | $0 |
| Jul 10, 2026 | Shashua Amnon | CEO and President, Director | Grant (A) | 1.6M | $0 |
| Jul 10, 2026 | Ouriel Boaz | EVP of EPG Software | Grant (A) | 266K | $0 |
| Feb 3, 2026 | Shalev-Shwartz Shai | Chief Technology Officer | Grant (A) | 4.8M | — |
| Feb 3, 2026 | Shalev-Shwartz Shai | Chief Technology Officer | Grant (A) | 537K | — |
| Feb 3, 2026 | Shashua Amnon | CEO and President, Director | Grant (A) | 14.0M | — |
| Feb 3, 2026 | Shashua Amnon | CEO and President, Director | Grant (A) | 1.6M | — |
| Dec 5, 2025 | McCaskill Claire C. | Director | Grant (A) | 20K | $0 |
| Dec 5, 2025 | Yeboah-Amankwah Safroadu | Director | Grant (A) | 12K | $0 |
| Dec 5, 2025 | Chao Elaine L. | Director | Grant (A) | 20K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $37.5B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $17.1B |
| ELI LILLY & COLLY | 99 funds | $8.9B |
| AMAZON.COM INCAMZN | 98 funds | $33.6B |
| BROADCOM INCAVGO | 98 funds | $18.6B |
| NVIDIA CORPNVDA | 97 funds | $49.5B |
| ALPHABET INC-CL AGOOGL | 97 funds | $24.6B |
| APPLE INCAAPL | 96 funds | $40.1B |
| TESLA INCTSLA | 96 funds | $12.7B |
| MASTERCARD INC - AMA | 96 funds | $8.1B |
| COSTCO WHOLESALE CORPCOST | 96 funds | $6.7B |
| ADVANCED MICRO DEVICESAMD | 96 funds | $6.1B |
Ranked by how many of MBLY'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 MBLY. 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.