Among active 13F managers last quarter, 15 opened and 23 added, while 13 reduced; the largest holder to move was FTV Management Company, L.P. (−27%). Over the last 180 days, 3 insiders sold and none bought, a net -$418.2M in open-market trades.
The legs disagree, or only one of them leans.
102 tracked 13F filers disclose a position in NP as of the latest SEC 13F filings, a combined $1.5B 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 | FTV Management Company, L.P. | 16.3M | $513.8M | ▼−27% Reduced · −6.0M sh | Q2 2026 | |
| 2 | Bregal Sagemount IV General Partner Jersey Ltd | 14.3M | $449.0M | ▼−27% Reduced · −5.3M sh | Q2 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | 5.8M | Withheld | ▲+22% Added · +1.0M sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 2.7M | $85.2M | ▲+611% Added · +2.3M sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 1.5M | $48.7M | ▲+117% Added · +832K sh | Q2 2026 | |
| 6 | JPMorgan Chase & Co | 1.5M | $34.7M | ▲+56% Added · +531K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 1.4M | $44.1M | ▲+71% Added · +580K sh | Q2 2026 | |
| 8 | Woodline Partners LP | 1.2M | $37.1M | ▲+20% Added · +200K sh | Q2 2026 | |
| 9 | AllianceBernstein L.P. | 1.2M | $34.1M | ▼−8.0% Reduced · −102K sh | Q1 2026 | |
| 10 | Ameriprise Financial Inc | 965K | $23.4M | ▲+31% Added · +228K sh | Q1 2026 | |
| 11 | Freestone Grove Partners LP | 851K | $26.8M | ▲Added Added · +851K sh | Q2 2026 | |
| 12 | Geode Capital Management, LLC | 831K | $26.2M | ▲+312% Added · +629K sh | Q2 2026 | |
| 13 | Frontier Capital Management Co LLC | 746K | $23.5M | ▼−24% Reduced · −241K sh | Q2 2026 | |
| 14 | State Street Corp | 693K | $21.8M | ▲+606% Added · +595K sh | Q2 2026 | |
| 15 | Balyasny Asset Management L.P. | 489K | $11.8M | ▼−51% Reduced · −507K sh | Q1 2026 | |
| 16 | Nuveen, LLC | 433K | $10.5M | ▲+8.2% Added · +33K sh | Q1 2026 | |
| 17 | Alyeska Investment Group, L.P. | 375K | $11.8M | ▲+650% Added · +325K sh | Q2 2026 | |
| 18 | Walleye Capital LLC | 321K | $10.1M | ▲+137% Added · +186K sh | Q2 2026 | |
| 19 | ArrowMark Colorado Holdings LLC | 318K | $10.0M | ▼−5.3% Reduced · −18K sh | Q2 2026 | |
| 20 | Adage Capital Partners GP, L.L.C. | 300K | $7.3M | ▼−4.8% Reduced · −15K sh | Q1 2026 | |
| 21 | Schonfeld Strategic Advisors LLC | 268K | $8.4M | ▲+167% Added · +168K sh | Q2 2026 | |
| 22 | LMR Partners LLP | 250K | $7.9M | ▲+67% Added · +100K sh | Q2 2026 | |
| 23 | Jacobs Levy Equity Management, Inc | 225K | $7.1M | ▲+360% Added · +176K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 197K | $6.2M | ▲+74% Added · +84K sh | Q2 2026 | |
| 25 | Soros Fund Management LLC | 172K | $5.4M | ▲+0.7% Added · +1K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 15 funds opened a new position in NP and 23 added to an existing one, while 13 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 |
|---|---|---|
| Amazon.com IncAMZN | 50 funds | $74.9B |
| Nvidia CorpNVDA | 48 funds | $165.2B |
| JPMorgan Chase & CoJPM | 46 funds | $22.0B |
| Microsoft CorpMSFT | 45 funds | $92.8B |
| Alphabet Inc-CL AGOOGL | 45 funds | $62.2B |
| Meta Platforms Inc-Class AMETA | 45 funds | $46.0B |
| Vistra CorpVST | 44 funds | $1.7B |
| Broadcom IncAVGO | 43 funds | $68.7B |
| Visa Inc-Class A SharesV | 43 funds | $26.3B |
| Lam Research CorpLRCX | 43 funds | $18.6B |
| Cme Group IncCME | 43 funds | $2.9B |
| Eli Lilly & CoLLY | 42 funds | $35.7B |
Ranked by how many of NP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Steiner James | Chief Financial Officer, Director | Sell (S) | 57K | $1.8M |
| Aug 12, 2026 | Steiner James | Chief Financial Officer, Director | Sell (S) | 43K | $1.3M |
| Jul 29, 2026 | Bsiv Hold 101, Lp | 10% Owner | Sell (S) | 1.6M | $54.2M |
| Jul 29, 2026 | Ftv Vii, L.p. | 10% Owner | Sell (S) | 1.9M | $62.0M |
| May 19, 2026 | Bsiv Hold 101, Lp | 10% Owner | Sell (S) | 688K | $18.2M |
| May 19, 2026 | Ftv Vii, L.p. | 10% Owner | Sell (S) | 788K | $20.8M |
| May 15, 2026 | Bsiv Hold 101, Lp | 10% Owner | Sell (S) | 4.6M | $121.2M |
| May 15, 2026 | Ftv Vii, L.p. | 10% Owner | Sell (S) | 5.3M | $138.7M |
| Mar 13, 2026 | Burgess Trevor R | CEO & Chairman of the Board, Director, 10% Owner | Buy (P) | 50K | $936K |
| Feb 20, 2026 | Vostrizansky Michael Warren | Director | Buy (P) | 23K | $495K |
| Oct 2, 2025 | Burgess Trevor R | CEO & Chairman of the Board, Director, 10% Owner | Buy (P) | 50K | $1.0M |
| Oct 2, 2025 | Carlon Jonathan Winant | Director | Buy (P) | 5K | $100K |
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 | 43 | 16 | – |
Insiders Form 4 open-market | 0 | 3 | -$418.2M |
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 NP
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/NP/capital-change-brief"
Use Arkolith's capital_change_brief for NP. 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 NP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.