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/NBIS/capital-change-brief"
Use Arkolith's capital_change_brief for NBIS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.0B | 9.9M | ▲+5.4% Added · +506K sh | Q1 2026 | |
| 2 | FRED ALGER MANAGEMENT, LLC | $996.0M | 9.6M | ▲+21% Added · +1.7M sh | Q1 2026 | |
| 3 | Orbis Allan Gray Ltd | $862.7M | 8.3M | ▲+149% Added · +5.0M sh | Q1 2026 | |
| 4 | Value Aligned Research Advisors, LLC | $603.2M | 5.8M | ▲+76% Added · +2.5M sh | Q1 2026 | |
| 5 | Altshuler Shaham Ltd | Withheld | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $380.3M | 3.7M | ▼−1.1% Reduced · −40K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $363.3M | 3.5M | ▲+8.8% Added · +282K sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $334.3M | 3.2M | ▲+15% Added · +417K sh | Q1 2026 | |
| 9 | UBS Group AG | $323.7M | 3.1M | ▼−32% Reduced · −1.5M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $320.0M | 3.1M | ▲+16% Added · +419K sh | Q1 2026 | |
| 11 | Clear Street Group Inc. | $317.4M | 3.1M | ▼−13% Reduced · −453K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $290.0M | 2.8M | ▲32× Added · +2.7M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $215.0M | 2.1M | ▲+2.1% Added · +44K sh | Q1 2026 | |
| 14 | Rovida Investment Management Ltd | $196.3M | 1.9M | ▲+3.5% Added · +65K sh | Q1 2026 | |
| 15 | JENNISON ASSOCIATES LLC | $176.4M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $161.0M | 1.6M | ▲+6.2% Added · +90K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $155.5M | 1.5M | ▲+50% Added · +497K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $134.6M | 1.5M | ▲+12% Added · +160K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $150.7M | 1.5M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 20 | Amundi | $139.4M | 1.3M | ▲+11% Added · +128K sh | Q1 2026 | |
| 21 | NVIDIA CORP | $123.5M | 1.2M | —Held | Q1 2026 | |
| 22 | Legal & General Group Plc | $123.2M | 1.2M | ▲+8.7% Added · +95K sh | Q1 2026 | |
| 23 | Kora Management LP | $109.6M | 1.1M | ▲+24% Added · +203K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $106.2M | 1.0M | ▲+11% Added · +105K sh | Q1 2026 | |
| 25 | GILDER GAGNON HOWE & CO LLC | $98.7M | 951K | ▼−6.2% Reduced · −63K 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 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 600 | $121K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 300 | $60K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 300 | $60K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 1K | $210K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 500 | $99K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 2K | $296K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 1K | $235K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 700 | $136K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 400 | $77K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 200 | $38K |
| Jul 15, 2026 | Boynton John Wilson IV | Director | Sell (S) | 200 | $38K |
| Jul 1, 2026 | Volozh Arkadiy | CEO, Director, 10% Owner | Sell (S) | 47K | $11.0M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 223 funds | $310.4B |
| MICROSOFT CORPMSFT | 219 funds | $209.7B |
| AMAZON.COM INCAMZN | 219 funds | $164.5B |
| BROADCOM INCAVGO | 217 funds | $123.5B |
| ALPHABET INC-CL AGOOGL | 216 funds | $129.7B |
| META PLATFORMS INC-CLASS AMETA | 214 funds | $90.2B |
| APPLE INCAAPL | 213 funds | $232.6B |
| MICRON TECHNOLOGY INCMU | 212 funds | $28.7B |
| VISA INC-CLASS A SHARESV | 210 funds | $44.8B |
| ALPHABET INC-CL CGOOG | 209 funds | $98.5B |
| TESLA INCTSLA | 207 funds | $62.0B |
| MASTERCARD INC - AMA | 207 funds | $39.8B |
Ranked by how many of NBIS'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 NBIS. 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.