51 tracked 13F filers disclose a position in NGEN as of the latest SEC 13F filings, a combined $10.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rock Springs Capital Management LP | $2.5M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 2 | Ghisallo Capital Management LLC | $2.1M | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 3 | Stonepine Capital Management, LLC | $560K | 272K | ▲New +272K sh | Q2 2026 | |
| 4 | PFG Investments, LLC | $758K | 201K | ▲New +201K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $756K | 201K | ▲New +201K sh | Q1 2026 | |
| 6 | MARSHALL WACE, LLP | $755K | 200K | ▲New +200K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $648K | 172K | ▲New +172K sh | Q1 2026 | |
| 8 | Quadrature Capital Ltd | $277K | 135K | ▲New +135K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $153K | 74K | ▼−15% Reduced · −13K sh | Q2 2026 | |
| 10 | BANK OF MONTREAL /CAN/ | $237K | 63K | ▲New +63K sh | Q1 2026 | |
| 11 | UBS Group AG | $232K | 62K | ▲New +62K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $120K | 58K | ▲New +58K sh | Q2 2026 | |
| 13 | AXQ CAPITAL, LP | $89K | 43K | ▲New +43K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $151K | 40K | ▲New +40K sh | Q1 2026 | |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $73K | 36K | ▲+69% Added · +15K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $126K | 33K | ▲New +33K sh | Q1 2026 | |
| 17 | McKinley Carter Wealth Services, Inc. | $67K | 33K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 18 | Traynor Capital Management, Inc. | $65K | 32K | ▲+24% Added · +6K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $118K | 31K | ▲New +31K sh | Q1 2026 | |
| 20 | Patriot Financial Group Insurance Agency, LLC | $59K | 29K | ▼−23% Reduced · −9K sh | Q2 2026 | |
| 21 | Almanack Investment Partners, LLC. | $53K | 26K | ▲+23% Added · +5K sh | Q2 2026 | |
| 22 | Busey Bank | $94K | 25K | ▲New +25K sh | Q1 2026 | |
| 23 | SPROTT INC. | $52K | 25K | —Held | Q2 2026 | |
| 24 | TD Waterhouse Canada Inc. | $50K | 24K | —Held | Q2 2026 | |
| 25 | LIBERTY WEALTH MANAGEMENT LLC | $83K | 22K | —Held | 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.
Last quarter, 10 funds opened a new position in NGEN and 4 added to an existing one, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $69.6B |
| MICROSOFT CORPMSFT | 17 funds | $46.1B |
| AMAZON.COM INCAMZN | 17 funds | $29.1B |
| ALPHABET INC-CL AGOOGL | 17 funds | $25.4B |
| ALPHABET INC-CL CGOOG | 17 funds | $21.0B |
| ELI LILLY & COLLY | 17 funds | $14.2B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $20.0B |
| JPMORGAN CHASE & COJPM | 16 funds | $9.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $5.7B |
| ABBVIE INCABBV | 16 funds | $3.2B |
| LAM RESEARCH CORPLRCX | 16 funds | $3.1B |
| GE VERNOVA INCGEV | 16 funds | $2.8B |
Ranked by how many of NGEN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 31, 2008 | Venuto Nicholas J. | VP, Chief Financial Officer | Buy (P) | 2K | $200 |
| Dec 31, 2008 | LUDVIGSON DAVID | President & COO | Buy (P) | 2K | $200 |
| Dec 31, 2008 | LIDGARD GRAHAM PETER | Sr. VP R&D, CTO | Buy (P) | 2K | $200 |
| Jun 30, 2008 | Venuto Nicholas J. | VP, Chief Financial Officer | Buy (P) | 2K | $516 |
| Jun 30, 2008 | LUDVIGSON DAVID | President & COO | Buy (P) | 2K | $516 |
| Jun 30, 2008 | LIDGARD GRAHAM PETER | Sr. VP R&D, CTO | Buy (P) | 2K | $516 |
Connected entities for NGEN
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/NGEN/capital-change-brief"
Use Arkolith's capital_change_brief for NGEN. 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 NGEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.