NAKA

Nakamoto Inc Cross-source read$8.19 5.54%
FinancialsCUSIP 49457M205· EOD Sep 11, 2026

Among active 13F managers last quarter, 11 opened and none reduced or exited; the largest holder to move was Alyeska Investment Group, L.P. (new position). Over the last 180 days, 1 insider bought and none sold, a net +$1.2M in open-market trades.

Tracked 13F holders
19
13F value (tracked)
$5.2M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
11 adding · 0 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$1.2M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$8.19 5.54%2Y -93.2%
$3.10$272.58$542.06$811.54$1,081202420252026587
Hover for who · click for detailEnd-of-day closing prices52w $3.37 – $157.80

Who owns NAKA?

19 tracked 13F filers · ranked by shares held

19 tracked 13F filers disclose a position in NAKA as of the latest SEC 13F filings, a combined $5.2M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Alyeska Investment Group, L.P.334K
$1.3M
New
+334K sh
Q2 2026
2BlackRock, Inc.193K
$762K
New
+193K sh
Q2 2026
3Geode Capital Management, LLC132K
$523K
New
+132K sh
Q2 2026
4Vanguard Capital Management LLC123K
$487K
New
+123K sh
Q2 2026
5Stratos Wealth Partners, LTD.113K
$445K
New
+113K sh
Q2 2026
6Van Eck Associates Corp112K
$441K
New
+112K sh
Q2 2026
7Arrington Capital Management, LLC73K
$289K
New
+73K sh
Q2 2026
8Vanguard Fiduciary Trust Co67K
$267K
New
+67K sh
Q2 2026
9Vontobel Holding Ltd.53K
$209K
New
+53K sh
Q2 2026
10Verition Fund Management LLC26K
$105K
New
+26K sh
Q2 2026
11Johnson Financial Group, LLC23K
$89K
New
+23K sh
Q2 2026
12NewEdge Advisors, LLC22K
$89K
New
+22K sh
Q2 2026
13Bridgeway Capital Management, LLC15K
$59K
New
+15K sh
Q2 2026
14J. Derek Lewis & Associates Inc.15K
$59K
New
+15K sh
Q2 2026
15Waddell & Associates, LLC14K
$57K
New
+14K sh
Q2 2026
16Vanguard Global Advisers, LLC4K
$15K
New
+4K sh
Q2 2026
17Osbon Capital Management LLC262
$1K
New
+262 sh
Q2 2026
18Group One Trading LLC169
$668
New
+169 sh
Q2 2026
19Caitong International Asset Management Co., Ltd4
$16
New
+4 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.

Is NAKA being bought or sold by institutions?

Last quarter, 11 funds opened a new position in NAKA, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NAKA also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA10 funds$16.8B
Applied Materials IncAMAT10 funds$6.0B
Amazon.com IncAMZN10 funds$1.5B
Alphabet Inc-CL AGOOGL10 funds$1.1B
Johnson & JohnsonJNJ10 funds$869.4M
RTX CorpRTX10 funds$759.1M
Eli Lilly & CoLLY10 funds$630.8M
Merck & Co. Inc.MRK10 funds$584.4M
JPMorgan Chase & CoJPM10 funds$290.5M
Intl Business Machines CorpIBM10 funds$266.5M
Tesla IncTSLA10 funds$243.2M
Unitedhealth Group IncUNH10 funds$123.3M

Ranked by how many of NAKA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAKA.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.2M
1 insider
Net · 180d
$1.2M
12 open-market transactions
DateInsiderRoleActionSharesValue
Aug 20, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)5K$30K
Aug 19, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)32K$180K
Aug 18, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)
5 lots, same day
5K$25K
May 28, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)
2 lots, same day
55K$310K
May 27, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)
2 lots, same day
105K$507K
May 26, 2026Bailey David FChief Executive Officer, Director, 10% OwnerBuy (P)32K$176K

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.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
10+$1.2M
US House
STOCK Act trades
00$0
Sector rotation
NAKA is in Financials, which smart money is rotating OUT OF
$31.5B

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.

Share classes

Class13F holdersValue held
49457M106Equity23 funds$9.2M
NAKAthis pageCommon Stock19 funds$5.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for NAKA

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Ask your agent what changed in NAKA

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NAKA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NAKA.
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 NAKA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.