Among active 13F managers last quarter, 13 opened and 19 added, while 10 reduced; the largest holder to move was Casdin Capital, LLC (+8.8%). Over the last 180 days, 3 insiders sold and none bought, a net -$787K in open-market trades.
The legs disagree, or only one of them leans.
103 tracked 13F filers disclose a position in NGNE as of the latest SEC 13F filings, a combined $496.4M 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 | Samsara BioCapital, LLC | 1.7M | $54.0M | —Held | Q2 2026 | |
| 2 | Casdin Capital, LLC | 1.5M | $48.6M | ▲+8.8% Added · +125K sh | Q2 2026 | |
| 3 | Redmile Group, LLC | 1.4M | $44.4M | ▼−3.2% Reduced · −47K sh | Q2 2026 | |
| 4 | RTW Investments, LP | 1.4M | $42.8M | —Held | Q2 2026 | |
| 5 | EcoR1 Capital, LLC | 1.3M | $40.0M | —Held | Q2 2026 | |
| 6 | BlackRock, Inc. | 1.1M | $33.3M | ▲+5.3% Added · +53K sh | Q2 2026 | |
| 7 | Baker Bros. Advisors LP | 992K | $31.2M | —Held | Q2 2026 | |
| 8 | Balyasny Asset Management L.P. | 718K | $14.5M | ▲+18% Added · +110K sh | Q1 2026 | |
| 9 | Trails Edge Capital Partners, LP | 715K | $22.5M | ▼−8.7% Reduced · −68K sh | Q2 2026 | |
| 10 | Toronto Dominion Bank | 681K | $13.7M | —Held | Q1 2026 | |
| 11 | Vanguard Capital Management LLC | 537K | $16.9M | ▲+4.2% Added · +22K sh | Q2 2026 | |
| 12 | Jennison Associates LLC | 528K | $10.6M | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 409K | $12.9M | ▲+5.7% Added · +22K sh | Q2 2026 | |
| 14 | Great Point Partners LLC | 352K | $11.1M | ▼−30% Reduced · −148K sh | Q2 2026 | |
| 15 | ArrowMark Colorado Holdings LLC | 342K | $10.8M | ▼−35% Reduced · −182K sh | Q2 2026 | |
| 16 | FMR LLC | 296K | $9.3M | ▼−23% Reduced · −87K sh | Q2 2026 | |
| 17 | Geode Capital Management, LLC | 293K | $9.2M | ▲+5.1% Added · +14K sh | Q2 2026 | |
| 18 | Morgan Stanley | 285K | $5.8M | ▼−23% Reduced · −86K sh | Q1 2026 | |
| 19 | State Street Corp | 224K | $7.1M | ▼−28% Reduced · −89K sh | Q2 2026 | |
| 20 | Millennium Management LLC | 205K | $4.1M | ▲+187% Added · +133K sh | Q1 2026 | |
| 21 | UBS Group AG | 186K | $3.7M | ▲+20% Added · +32K sh | Q1 2026 | |
| 22 | Blair William & Co | 147K | $4.6M | ▼−13% Reduced · −21K sh | Q2 2026 | |
| 23 | Point72 Asset Management, L.P. | 142K | $4.5M | ▲New +142K sh | Q2 2026 | |
| 24 | Moore Capital Management, LP | 142K | $4.5M | ▲New +142K sh | Q2 2026 | |
| 25 | Goldman Sachs Group Inc | 108K | $2.2M | ▼−34% Reduced · −54K 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, 13 funds opened a new position in NGNE and 19 added to an existing one, while 10 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 |
|---|---|---|
| Insmed IncINSM | 48 funds | $3.4B |
| Nvidia CorpNVDA | 47 funds | $221.5B |
| Microsoft CorpMSFT | 47 funds | $129.1B |
| Advanced Micro DevicesAMD | 47 funds | $35.2B |
| Amazon.com IncAMZN | 46 funds | $102.9B |
| Eli Lilly & CoLLY | 46 funds | $47.1B |
| Visa Inc-Class A SharesV | 46 funds | $34.4B |
| Unitedhealth Group IncUNH | 46 funds | $19.3B |
| Revolution Medicines IncRVMD | 46 funds | $4.4B |
| Alphabet Inc-CL AGOOGL | 45 funds | $95.2B |
| Broadcom IncAVGO | 45 funds | $90.6B |
| JPMorgan Chase & CoJPM | 45 funds | $31.0B |
Ranked by how many of NGNE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NGNE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Cvijic Christine Mikail | President and CFO, Director | Sell (S) | 4K | $152K |
| Jul 6, 2026 | Cvijic Christine Mikail | President and CFO, Director | Sell (S) | 600 | $22K |
| Jul 2, 2026 | Cvijic Christine Mikail | President and CFO, Director | Sell (S) 2 lots, same day | 4K | $141K |
| Jul 1, 2026 | Cvijic Christine Mikail | President and CFO, Director | Sell (S) | 739 | $25K |
| May 6, 2026 | Cvijic Christine Mikail | President and CFO, Director | Sell (S) 2 lots, same day | 10K | $300K |
| Mar 26, 2026 | Jordan Julie | Chief Medical Officer | Sell (S) | 828 | $18K |
| Mar 26, 2026 | McMinn Rachel | Chief Executive Officer, Director | Sell (S) | 3K | $74K |
| Mar 26, 2026 | Cvijic Christine Mikail | President and CFO | Sell (S) | 3K | $55K |
| Mar 13, 2026 | Cvijic Christine Mikail | President and CFO | Sell (S) 3 lots, same day | 4K | $84K |
| Mar 13, 2026 | Cobb Stuart | Chief Scientific Officer | Sell (S) 3 lots, same day | 7K | $141K |
| Feb 27, 2026 | Cvijic Christine Mikail | President and CFO | Sell (S) | 5K | $121K |
| May 14, 2025 | Cobb Stuart | Chief Scientific Officer | Sell (S) | 7K | $103K |
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.
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 | 39 | 23 | – |
Insiders Form 4 open-market | 0 | 3 | -$787K |
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 NGNE
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/NGNE/capital-change-brief"
Use Arkolith's capital_change_brief for NGNE. 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 NGNE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.