83 tracked 13F filers disclose a position in OFRM as of the latest SEC 13F filings, a combined $251.7M 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 | WESTWOOD HOLDINGS GROUP INC | $33.0M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 2 | MILLENNIUM MANAGEMENT LLC | $21.3M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 3 | FMR LLC | $21.0M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 4 | ALLIANCEBERNSTEIN L.P. | $20.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 5 | Nicholas Investment Partners, LP | $16.1M | 784K | ▲+272% Added · +573K sh | Q2 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $11.8M | 723K | ▲New +723K sh | Q1 2026 | |
| 7 | FEDERATED HERMES, INC. | $9.8M | 600K | ▲New +600K sh | Q1 2026 | |
| 8 | Alyeska Investment Group, L.P. | $8.2M | 500K | ▲New +500K sh | Q1 2026 | |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.0M | 487K | ▲New +487K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 457K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Janus Henderson Group Ltd. | $7.3M | 446K | ▲New +446K sh | Q1 2026 | |
| 12 | Hood River Capital Management LLC | $7.8M | 380K | ▼−9.0% Reduced · −38K sh | Q2 2026 | |
| 13 | 12 West Capital Management LP | $7.5M | 365K | —Held | Q2 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $5.9M | 362K | ▲New +362K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 303K | ▲+145% Added · +179K sh | Q2 2026 | |
| 16 | NEXT CENTURY GROWTH INVESTORS LLC | $6.1M | 296K | ▲+24% Added · +58K sh | Q2 2026 | |
| 17 | UBS Group AG | $4.7M | 289K | ▲New +289K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $4.3M | 264K | ▲New +264K sh | Q1 2026 | |
| 19 | LAZARD ASSET MANAGEMENT LLC | $4.0M | 242K | ▲New +242K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $3.7M | 224K | ▲New +224K sh | Q1 2026 | |
| 21 | Legato Capital Management LLC | $3.5M | 171K | ▲+315% Added · +130K sh | Q2 2026 | |
| 22 | STATE STREET CORP | $3.4M | 166K | ▲+286% Added · +123K sh | Q2 2026 | |
| 23 | EMERALD MUTUAL FUND ADVISERS TRUST | $2.7M | 129K | ▼−39% Reduced · −83K sh | Q2 2026 | |
| 24 | SEI INVESTMENTS CO | $1.8M | 109K | ▲New +109K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | $1.7M | 103K | ▲New +103K 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, 29 funds opened a new position in OFRM and 5 added to an existing one, while 8 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 | 45 funds | $73.5B |
| AMAZON.COM INCAMZN | 45 funds | $43.4B |
| MICROSOFT CORPMSFT | 43 funds | $53.1B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $24.5B |
| ALPHABET INC-CL AGOOGL | 41 funds | $25.3B |
| APPLE INCAAPL | 40 funds | $47.1B |
| MICRON TECHNOLOGY INCMU | 40 funds | $10.3B |
| BROADCOM INCAVGO | 39 funds | $29.0B |
| ALPHABET INC-CL CGOOG | 38 funds | $28.2B |
| JPMORGAN CHASE & COJPM | 38 funds | $11.8B |
| TESLA INCTSLA | 38 funds | $9.4B |
| NETFLIX INCNFLX | 38 funds | $7.9B |
Ranked by how many of OFRM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Waldman Lawrence Steven | See Remarks | Sell (S) | 1K | $22K |
| Aug 10, 2026 | Folena Chris | Chief Accounting Officer | Sell (S) | 724 | $13K |
| Aug 10, 2026 | Curtis Cassandra Nicole | Chief Innovation Officer, Director | Sell (S) | 75 | $1K |
| Feb 9, 2026 | ROBB WALTER E IV | Director | Buy (P) | 6K | $100K |
Connected entities for OFRM
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/OFRM/capital-change-brief"
Use Arkolith's capital_change_brief for OFRM. 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 OFRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.