NLST

Netlist Inc Cross-source read$4.85 4.30%
Information TechnologyCUSIP 64118P109· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Northland Securities, Inc. (+137%). Over the last 180 days, 4 insiders sold and none bought, a net -$1.3M in open-market trades.

Tracked 13F holders
3
3 in Q2 2026 filings
13F value (tracked)
$253K
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 4 selling · -$1.3M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$4.85 4.30%5Y +2.1%
$0.50$2.39$4.29$6.18$8.08202120222023202420252026541823524221323
Hover for who · click for detailEnd-of-day closing prices52w $0.54 – $6.82

Who owns NLST?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in NLST as of the latest SEC 13F filings, a combined $253K 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
1Kingswood Wealth Advisors, LLC45K
$137K
New
+45K sh
Q2 2026
2Northland Securities, Inc.27K
$82K
+137%
Added · +15K sh
Q2 2026
3Compass Financial Management LLC11K
$34K
New
+11K 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 NLST being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NLST 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
1
fund 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 NLST also own

CompanyCo-held byTheir position there
Invesco QQQ Trust Series 1QQQ2 funds$40.9M
Nvidia CorpNVDA2 funds$29.4M
Apple IncAAPL2 funds$28.9M
SS Technology Select SectorXLK2 funds$26.7M
Amazon.com IncAMZN2 funds$13.7M
Microsoft CorpMSFT2 funds$12.7M
Palantir Technologies Inc-APLTR2 funds$12.4M
Alphabet Inc-CL AGOOGL2 funds$10.0M
Ishares Core S&P 500 ETFIVV2 funds$9.6M
SS SPDR S&P 500 ETF Trust-USSPY2 funds$9.2M
Meta Platforms Inc-Class AMETA2 funds$9.1M
Broadcom IncAVGO2 funds$8.8M

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

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.3M
4 insiders
Net · 180d
-$1.3M
10 open-market transactions
DateInsiderRoleActionSharesValue
Aug 17, 2026Sasaki Gail MEVP and CFOSell (S)100K$691K
Aug 12, 2026Sasaki Gail MEVP and CFOSell (S)25K$112K
Aug 5, 2026Sasaki Gail MEVP and CFOSell (S)25K$100K
Jun 8, 2026Hong Chun KPresident, CEO and Chairman, DirectorSell (S)40K$109K
May 15, 2026Sasaki Gail MEVP and CFOSell (S)9K$23K
May 11, 2026Sasaki Gail MEVP and CFOSell (S)25K$87K
Apr 23, 2026Cho JunDirectorSell (S)10K$22K
Apr 22, 2026Cho JunDirectorSell (S)10K$20K
Apr 22, 2026Welcher BlakeDirectorSell (S)38K$75K
Mar 25, 2026Cho JunDirectorSell (S)10K$19K
Mar 17, 2026Welcher BlakeDirectorSell (S)38K$62K
Mar 16, 2026Hong Chun KPresident, CEO and Chairman, DirectorSell (S)94K$141K

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
10
Insiders
Form 4 open-market
04-$1.3M
US House
STOCK Act trades
00$0
Sector rotation
NLST is in Information Technology, which smart money is rotating INTO
+$84.4B

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

3 tracked filers in Q2 2026 filings+1 vs Q1 2026
023Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $253K
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 NLST

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Ask your agent what changed in NLST

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