Among active 13F managers last quarter, 8 opened and 10 added, while 4 reduced; the largest holder to move was Two Sigma Investments, LP (+10%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
55 tracked 13F filers disclose a position in NEON as of the latest SEC 13F filings, a combined $2.2M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments, LP | 366K | $512K | ▲+10% Added · +34K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 200K | $188K | ▼−75% Reduced · −603K sh | Q2 2026 | |
| 3 | Morgan Stanley | 176K | $247K | ▼~0% Reduced · −60 sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 142K | $134K | ▼−55% Reduced · −171K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 135K | $127K | —Held | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 126K | $176K | ▲+235% Added · +88K sh | Q1 2026 | |
| 7 | Northern Trust Corp | 94K | $131K | ▼−47% Reduced · −82K sh | Q1 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 61K | $58K | ▼−14% Reduced · −10K sh | Q2 2026 | |
| 9 | State Street Corp | 58K | $54K | ▼−75% Reduced · −172K sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 48K | $67K | ▲New +48K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 46K | $64K | ▲+49% Added · +15K sh | Q1 2026 | |
| 12 | Deutsche Bank AG | 43K | $60K | —Held | Q1 2026 | |
| 13 | XTX Topco Ltd | 38K | $53K | ▼−19% Reduced · −9K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 26K | $37K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 23K | $22K | ▼−43% Reduced · −18K sh | Q2 2026 | |
| 16 | Bank of New York Mellon Corp | 23K | $33K | ▼−9.2% Reduced · −2K sh | Q1 2026 | |
| 17 | Russell Investments Group, Ltd. | 22K | $31K | ▲+95% Added · +11K sh | Q1 2026 | |
| 18 | AQR Capital Management LLC | 22K | $31K | ▲New +22K sh | Q1 2026 | |
| 19 | Squarepoint Ops LLC | 21K | $29K | ▲New +21K sh | Q1 2026 | |
| 20 | Jain Global LLC | 17K | $16K | ▲Added Added · +17K sh | Q2 2026 | |
| 21 | Nuveen, LLC | 14K | $19K | —Held | Q1 2026 | |
| 22 | Rhumbline Advisers | 12K | $17K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 12K | $16K | ▼−6.3% Reduced · −795 sh | Q1 2026 | |
| 24 | Centiva Capital, LP | 11K | $10K | ▼−37% Reduced · −6K sh | Q2 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 9K | $13K | ▲+76% Added · +4K 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.
Last quarter, 8 funds opened a new position in NEON and 10 added to an existing one, while 4 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 |
|---|---|---|
| Nvidia CorpNVDA | 23 funds | $44.9B |
| Apple IncAAPL | 23 funds | $36.2B |
| Alphabet Inc-CL AGOOGL | 23 funds | $18.1B |
| Eli Lilly & CoLLY | 23 funds | $8.6B |
| Walmart IncWMT | 23 funds | $5.9B |
| Chevron CorpCVX | 23 funds | $5.0B |
| Visa Inc-Class A SharesV | 23 funds | $4.5B |
| Advanced Micro DevicesAMD | 23 funds | $3.9B |
| Coca-Cola CoKO | 23 funds | $3.3B |
| Intel CorpINTC | 23 funds | $3.3B |
| Bank Of America CorpBAC | 23 funds | $3.2B |
| Amphenol Corp-CL AAPH | 23 funds | $3.0B |
Ranked by how many of NEON's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NEON.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2020 | Bergman Mattias | Director | Buy (P) | 3K | $22K |
| Dec 28, 2018 | Bunge Andreas | Director | Buy (P) | 29K | $46K |
| Dec 28, 2018 | Lindqvist Lars, Goran | CFO | Buy (P) | 4K | $7K |
| Dec 28, 2018 | Rosberg Ulf | Director, 10% Owner | Buy (P) | 1.1M | $1.8M |
| Dec 28, 2018 | Persson Hakan | Chief Executive Officer | Buy (P) | 34K | $55K |
| Jun 15, 2018 | Rosberg Ulf | Director | Buy (P) | 200 | $70 |
| Jun 14, 2018 | Rosberg Ulf | Director | Buy (P) | 150 | $53 |
| Jun 13, 2018 | Rosberg Ulf | Director | Buy (P) | 1K | $385 |
| Jun 12, 2018 | Rosberg Ulf | Director | Buy (P) | 215K | $69K |
| Jun 11, 2018 | Rosberg Ulf | Director | Buy (P) | 11K | $4K |
| Mar 22, 2018 | Rosberg Ulf | Director | Buy (P) | 232K | $102K |
| Mar 21, 2018 | Rosberg Ulf | Director | Buy (P) | 421K | $181K |
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 | 20 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 NEON
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/NEON/capital-change-brief"
Use Arkolith's capital_change_brief for NEON. 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 NEON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.