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/NKTR/capital-change-brief"
Use Arkolith's capital_change_brief for NKTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $309.6M | 4.3M | ▲43× Added · +4.2M sh | Q1 2026 | |
| 2 | BVF INC/IL | $184.2M | 2.6M | ▲+64% Added · +1.0M sh | Q1 2026 | |
| 3 | Two Seas Capital LP | $141.0M | 2.0M | ▲+163% Added · +1.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $86.1M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $67.0M | 931K | ▲+97% Added · +458K sh | Q1 2026 | |
| 6 | Prosight Management, LP | $52.9M | 735K | ▲+33% Added · +180K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $49.8M | 693K | ▲+7.3% Added · +47K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $47.4M | 659K | ▲+16% Added · +93K sh | Q1 2026 | |
| 9 | ARMISTICE CAPITAL, LLC | $41.6M | 578K | ▼−3.0% Reduced · −18K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $36.9M | 514K | ▲+66% Added · +204K sh | Q1 2026 | |
| 11 | Sofinnova Investments, Inc. | $36.7M | 510K | ▲+16% Added · +71K sh | Q1 2026 | |
| 12 | Woodline Partners LP | $29.9M | 415K | ▲+299% Added · +311K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $29.1M | 404K | ▼−11% Reduced · −50K sh | Q1 2026 | |
| 14 | EMERALD ADVISERS, LLC | $28.4M | 395K | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | $28.1M | 391K | ▲+21% Added · +67K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $25.0M | 347K | ▲+36% Added · +92K sh | Q1 2026 | |
| 17 | UBS Group AG | $23.0M | 320K | ▲+11% Added · +33K sh | Q1 2026 | |
| 18 | GREAT POINT PARTNERS LLC | $22.8M | 316K | ▲+50% Added · +106K sh | Q1 2026 | |
| 19 | Vestal Point Capital, LP | $20.5M | 285K | ▲New +285K sh | Q1 2026 | |
| 20 | 22NW, LP | $20.2M | 281K | ▼−15% Reduced · −50K sh | Q1 2026 | |
| 21 | PRIMECAP MANAGEMENT CO/CA/ | $20.1M | 279K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 22 | ORBIMED ADVISORS LLC | $19.8M | 275K | ▲New +275K sh | Q1 2026 | |
| 23 | GILDER GAGNON HOWE & CO LLC | $19.6M | 272K | ▲+30% Added · +63K sh | Q1 2026 | |
| 24 | Nearwater Capital Markets, Ltd | $18.8M | 262K | ▲+325% Added · +200K sh | Q1 2026 | |
| 25 | EMERALD MUTUAL FUND ADVISERS TRUST | $18.4M | 256K | ▲+1.2% Added · +3K 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 |
|---|---|---|---|---|---|
| Jun 30, 2026 | Zalevsky Jonathan | Chief R&D Officer | Sell (S) | 6K | $398K |
| Jun 17, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 6K | $334K |
| Jun 17, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 5K | $277K |
| Jun 16, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 5K | $318K |
| Jun 16, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 5K | $285K |
| Jun 15, 2026 | Zalevsky Jonathan | Chief R&D Officer | Sell (S) | 6K | $336K |
| May 19, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 444 | $29K |
| May 19, 2026 | Zalevsky Jonathan | Chief R&D Officer | Sell (S) | 199 | $13K |
| Feb 18, 2026 | ROBIN HOWARD W | President & CEO, Director | Sell (S) | 423 | $31K |
| Feb 18, 2026 | Zalevsky Jonathan | Chief R&D Officer | Sell (S) | 180 | $13K |
| Jan 20, 2026 | Zalevsky Jonathan | Chief R&D Officer | Sell (S) | 4K | $138K |
| Dec 22, 2025 | ROBIN HOWARD W | President & CEO, Director | Grant (A) | 22K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 60 funds | $6.4B |
| BOSTON SCIENTIFIC CORPBSX | 59 funds | $2.0B |
| MICROSOFT CORPMSFT | 58 funds | $20.7B |
| SERVICENOW INCNOW | 58 funds | $2.0B |
| NVIDIA CORPNVDA | 57 funds | $35.4B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $10.8B |
| AMAZON.COM INCAMZN | 56 funds | $18.0B |
| BROADCOM INCAVGO | 56 funds | $11.6B |
| TESLA INCTSLA | 56 funds | $7.3B |
| MICRON TECHNOLOGY INCMU | 56 funds | $7.0B |
| COSTCO WHOLESALE CORPCOST | 56 funds | $4.2B |
| NETFLIX INCNFLX | 56 funds | $3.6B |
Ranked by how many of NKTR'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 NKTR. 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.