NEGG

Newegg Commerce Inc Cross-source read$14.67 1.59%
Consumer DiscretionaryCUSIP G6483G209· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 1 added, while none reduced or exited; the largest holder to move was Millennium Management LLC (+154%). Over the last 180 days, 3 insiders sold and none bought, a net -$8.3M in open-market trades.

Tracked 13F holders
17
6 in Q2 2026 filings
13F value (tracked)
$2.9M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
5 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$8.3M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$14.67 1.59%5Y -95.7%
$3.22$114.02$224.81$335.61$446.4120212022202320242025202622292392428324
Hover for who · click for detailEnd-of-day closing prices52w $12.87 – $92.64

Who owns NEGG?

17 tracked 13F filers · ranked by shares held

17 tracked 13F filers disclose a position in NEGG as of the latest SEC 13F filings, a combined $2.9M 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
1Millennium Management LLC36K
$1.5M
+154%
Added · +22K sh
Q1 2026
2Geode Capital Management, LLC18K
$298K
+3.0%
Added · +537 sh
Q2 2026
3Jane Street Group, LLC8K
$329K
−80%
Reduced · −32K sh
Q1 2026
4Manufacturers Life Insurance Company, The6K
$266K
Held
Q1 2026
5UBS Group AG6K
$253K
−78%
Reduced · −22K sh
Q1 2026
6JPMorgan Chase & Co4K
$161K
−50%
Reduced · −4K sh
Q1 2026
7BlackRock, Inc.2K
$35K
−67%
Reduced · −4K sh
Q2 2026
8State of Wyoming2K
$34K
New
+2K sh
Q2 2026
9Aquatic Capital Management LLC2K
$30K
New
+2K sh
Q2 2026
10Barclays PLC603
$25K
+3.4%
Added · +20 sh
Q1 2026
11Morgan Stanley547
$23K
−70%
Reduced · −1K sh
Q1 2026
12Wells Fargo & Company10
$413
Held
Q1 2026
13Farther Finance Advisors, LLC5
$195
Held
Q1 2026
14Citigroup Inc1
$41
New
+1 sh
Q1 2026
15Tower Research Capital LLC (TRC)1
$41
New
+1 sh
Q1 2026
16Tradewinds Capital Management, LLC1
$17
Held
Q2 2026
17Redwood Park Advisors LLC1
$17
New
+1 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 NEGG being bought or sold by institutions?

Last quarter, 4 funds opened a new position in NEGG and 1 added to an existing one, 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
4
funds took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NEGG also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA7 funds$2.2B
Meta Platforms Inc-Class AMETA7 funds$1.3B
Microsoft CorpMSFT7 funds$1.3B
Broadcom IncAVGO7 funds$799.8M
Freeport-McMoran IncFCX7 funds$769.8M
Amazon.com IncAMZN7 funds$752.6M
Tesla IncTSLA7 funds$701.4M
Alphabet Inc-CL AGOOGL7 funds$643.8M
Mastercard Inc - AMA7 funds$472.7M
JPMorgan Chase & CoJPM7 funds$445.3M
ExxonMobil Holdings CorpXOM7 funds$405.0M
Berkshire Hathaway Inc-CL BBRK/B7 funds$402.3M

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

Insider activity (Form 4)

Full insider page →
Sells · 180d
$8.3M
3 insiders
Net · 180d
-$8.3M
32 open-market transactions
DateInsiderRoleActionSharesValue
Sep 3, 2026He ZhitaoDirector, 10% OwnerSell (S)
2 lots, same day
39K$650K
Sep 1, 2026Chen MichaelChief Legal OfficerSell (S)67$1K
Aug 3, 2026Chen MichaelChief Legal OfficerSell (S)67$854
Jul 1, 2026Chen MichaelChief Legal OfficerSell (S)67$1K
Jun 3, 2026Chang Fred FachingDirector, 10% OwnerSell (S)19K$371K
Jun 2, 2026Chang Fred FachingDirector, 10% OwnerSell (S)11K$224K
Jun 1, 2026Chang Fred FachingDirector, 10% OwnerSell (S)3K$45K
Jun 1, 2026Chen MichaelChief Legal OfficerSell (S)67$1K
May 29, 2026Chang Fred FachingDirector, 10% OwnerSell (S)10K$175K
May 28, 2026Chang Fred FachingDirector, 10% OwnerSell (S)10K$179K
May 27, 2026Chang Fred FachingDirector, 10% OwnerSell (S)10K$188K
May 26, 2026Chang Fred FachingDirector, 10% OwnerSell (S)10K$204K

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
35
Insiders
Form 4 open-market
03-$8.3M
US House
STOCK Act trades
00$0
Sector rotation
NEGG is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

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.

Institutional ownership over time

6 tracked filers in Q2 2026 filingsstill filing
01529Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $396K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for NEGG

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Ask your agent what changed in NEGG

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/NEGG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NEGG.
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 NEGG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.