Among active 13F managers last quarter, 15 opened and 8 added, while 5 reduced; the largest holder to move was BVF Inc (+64%). Over the last 180 days, 2 insiders sold and none bought, a net -$2K in open-market trades.
The legs disagree, or only one of them leans.
55 tracked 13F filers disclose a position in OKUR as of the latest SEC 13F filings, a combined $144.5M 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 | Ra Capital Management, L.P. | 4.0M | $18.2M | —Held | Q2 2026 | |
| 2 | BVF Inc | 3.2M | $14.8M | ▲+64% Added · +1.3M sh | Q2 2026 | |
| 3 | Acorn Capital Advisors, LLC | 2.8M | $12.9M | —Held | Q2 2026 | |
| 4 | StepStone Group LP | 2.7M | $12.1M | —Held | Q2 2026 | |
| 5 | ADAR1 Capital Management, LLC | 2.4M | $10.1M | ▲+140% Added · +1.4M sh | Q1 2026 | |
| 6 | Vivo Capital, LLC | 1.9M | $8.8M | —Held | Q2 2026 | |
| 7 | Vestal Point Capital, LP | 1.8M | $8.3M | ▼−0.8% Reduced · −14K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 1.5M | $6.8M | ▲30× Added · +1.5M sh | Q2 2026 | |
| 9 | Trails Edge Capital Partners, LP | 1.4M | $6.6M | ▲New +1.4M sh | Q2 2026 | |
| 10 | Vanguard Capital Management LLC | 1.4M | $6.6M | ▲+147% Added · +855K sh | Q2 2026 | |
| 11 | Adage Capital Partners GP, L.L.C. | 1.2M | $5.0M | ▲New +1.2M sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 1.2M | $5.4M | ▲32× Added · +1.1M sh | Q2 2026 | |
| 13 | Prosight Management, LP | 979K | $4.5M | ▼−55% Reduced · −1.2M sh | Q2 2026 | |
| 14 | Logos Global Management LP | 964K | $4.4M | ▲New +964K sh | Q2 2026 | |
| 15 | Geode Capital Management, LLC | 724K | $3.3M | ▲+634% Added · +626K sh | Q2 2026 | |
| 16 | NEA Management Company, LLC | 479K | $2.2M | —Held | Q2 2026 | |
| 17 | State Street Corp | 464K | $2.1M | ▲34× Added · +450K sh | Q2 2026 | |
| 18 | Ensign Peak Advisors, Inc | 432K | $2.0M | ▲New +432K sh | Q2 2026 | |
| 19 | Renaissance Technologies LLC | 377K | $1.6M | ▲+53% Added · +130K sh | Q1 2026 | |
| 20 | Sofinnova Investments, Inc. | 322K | $1.5M | ▲+127% Added · +180K sh | Q2 2026 | |
| 21 | DV Equities, LLC | 241K | $1.1M | ▲New +241K sh | Q2 2026 | |
| 22 | Affinity Asset Advisors, LLC | 241K | $998K | ▲New +241K sh | Q1 2026 | |
| 23 | Vanguard Portfolio Management LLC | 178K | $811K | ▲New +178K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 165K | $753K | ▲+281% Added · +122K sh | Q2 2026 | |
| 25 | Stonepine Capital Management, LLC | 131K | $596K | ▼−1.4% Reduced · −2K 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 OKUR and 8 added to an existing one, while 5 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 |
|---|---|---|
| Revolution Medicines IncRVMD | 20 funds | $2.1B |
| Tenax Therapeutics IncTENX | 20 funds | $118.3M |
| Microsoft CorpMSFT | 19 funds | $42.3B |
| Meta Platforms Inc-Class AMETA | 19 funds | $23.0B |
| Insmed IncINSM | 19 funds | $1.3B |
| Avalo Therapeutics IncAVTX | 19 funds | $205.7M |
| Nvidia CorpNVDA | 18 funds | $91.7B |
| Eli Lilly & CoLLY | 18 funds | $20.9B |
| Bristol-Myers Squibb CoBMY | 18 funds | $3.7B |
| Erasca IncERAS | 18 funds | $581.5M |
| Moonlake ImmunotherapeuticsMLTX | 18 funds | $524.3M |
| Dyne Therapeutics IncDYN | 18 funds | $361.7M |
Ranked by how many of OKUR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OKUR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Saccomano Nicholas A | President and CEO, Director | Sell (S) | 86 | $378 |
| Jun 22, 2026 | Leverone Jason A. | Chief Financial Officer | Sell (S) | 303 | $1K |
| Mar 23, 2026 | Leverone Jason A. | Chief Financial Officer | Sell (S) | 301 | $1K |
| Mar 23, 2026 | Saccomano Nicholas A | President and CEO, Director | Sell (S) | 86 | $358 |
| Dec 22, 2025 | Saccomano Nicholas A | President and CEO, Director | Sell (S) | 87 | $258 |
| Dec 22, 2025 | Leverone Jason A. | Chief Financial Officer | Sell (S) | 302 | $897 |
| Sep 22, 2025 | Saccomano Nicholas A | President and CEO, Director | Sell (S) | 88 | $231 |
| Sep 22, 2025 | Leverone Jason A. | Chief Financial Officer | Sell (S) | 303 | $794 |
| Jun 23, 2025 | Saccomano Nicholas A | President and CEO, Director | Sell (S) | 88 | $209 |
| Jun 23, 2025 | Leverone Jason A. | Chief Financial Officer | Sell (S) | 303 | $721 |
| May 15, 2025 | Acorn Capital Advisors Gp, Llc | 10% Owner | Buy (P) 2 lots, same day | 1.4M | $2.6M |
| May 15, 2025 | Cormorant Private Healthcare Fund III LP | Insider | Sell (S) | 1.8M | $3.4M |
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 | 18 | 11 | – |
Insiders Form 4 open-market | 0 | 2 | -$2K |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for OKUR
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/OKUR/capital-change-brief"
Use Arkolith's capital_change_brief for OKUR. 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 OKUR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.