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/ORIC/capital-change-brief"
Use Arkolith's capital_change_brief for ORIC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Nextech Invest, Ltd. | $90.8M | 7.2M | —Held | Q1 2026 | |
| 2 | EcoR1 Capital, LLC | $85.2M | 6.7M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $75.8M | 6.0M | ▲+1.9% Added · +109K sh | Q1 2026 | |
| 4 | VIKING GLOBAL INVESTORS LP | $73.8M | 5.8M | ▼−11% Reduced · −748K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $68.3M | 5.4M | ▲+64% Added · +2.1M sh | Q1 2026 | |
| 6 | ALKEON CAPITAL MANAGEMENT LLC | $57.1M | 4.5M | —Held | Q1 2026 | |
| 7 | Venrock Adviser, LLC | $54.7M | 4.3M | ▼−24% Reduced · −1.4M sh | Q1 2026 | |
| 8 | NEA Management Company, LLC | $52.2M | 4.1M | —Held | Q1 2026 | |
| 9 | STATE STREET CORP | $46.9M | 3.7M | ▼−13% Reduced · −556K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $46.7M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 11 | Column Group LLC | $44.9M | 3.5M | —Held | Q1 2026 | |
| 12 | Siren, L.L.C. | $38.0M | 3.0M | ▲+198% Added · +2.0M sh | Q1 2026 | |
| 13 | ORBIMED ADVISORS LLC | $34.1M | 2.7M | ▼−26% Reduced · −948K sh | Q1 2026 | |
| 14 | FMR LLC | $30.8M | 2.4M | ▼−1.8% Reduced · −45K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $30.7M | 2.4M | ▼−0.5% Reduced · −12K sh | Q1 2026 | |
| 16 | First Turn Management, LLC | $25.6M | 2.0M | ▲+0.3% Added · +7K sh | Q1 2026 | |
| 17 | Vivo Capital, LLC | $23.4M | 1.8M | ▼−13% Reduced · −270K sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $23.3M | 1.8M | ▲+5.0% Added · +88K sh | Q1 2026 | |
| 19 | MPM BioImpact LLC | $22.9M | 1.8M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 20 | Paradigm Biocapital Advisors LP | $21.6M | 1.7M | ▼−29% Reduced · −700K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $21.3M | 1.7M | ▲+41% Added · +488K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $18.7M | 1.5M | ▼−24% Reduced · −464K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $18.6M | 1.5M | ▲+20% Added · +244K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $18.4M | 1.5M | ▲+20% Added · +240K sh | Q1 2026 | |
| 25 | Integral Health Asset Management, LLC | $17.7M | 1.4M | ▲+17% Added · +200K 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 |
|---|---|---|---|---|---|
| Jul 6, 2026 | Heyman Richard A. | Director | Sell (S) | 300 | $4K |
| Feb 24, 2026 | Piscitelli Dominic | Chief Financial Officer | Sell (S) | 52K | $703K |
| Feb 24, 2026 | Piscitelli Dominic | Chief Financial Officer | Option exercise (M) | 52K | $227K |
| Feb 24, 2026 | Piscitelli Dominic | Chief Financial Officer | Option exercise (M) | 52K | $0 |
| Jan 16, 2026 | Heyman Richard A. | Director | Sell (S) | 3K | $38K |
| Jan 16, 2026 | Heyman Richard A. | Director | Sell (S) | 4K | $42K |
| Jan 2, 2026 | Hoerter Steven L. | Director | Grant (A) | 40K | $0 |
| Jan 2, 2026 | Kunkel Lori Anne | Director | Grant (A) | 40K | $0 |
| Jan 2, 2026 | Dier Mardi | Director | Grant (A) | 40K | $0 |
| Jan 2, 2026 | Heyman Richard A. | Director | Grant (A) | 40K | $0 |
| Jan 2, 2026 | Multani Pratik S | Chief Medical Officer | Grant (A) | 214K | $0 |
| Jan 2, 2026 | Multani Pratik S | Chief Medical Officer | Grant (A) | 36K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 57 funds | $24.0B |
| NVIDIA CORPNVDA | 56 funds | $38.0B |
| AMAZON.COM INCAMZN | 56 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $13.4B |
| ELI LILLY & COLLY | 56 funds | $6.0B |
| BOSTON SCIENTIFIC CORPBSX | 56 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 54 funds | $17.7B |
| BROADCOM INCAVGO | 54 funds | $14.3B |
| VISA INC-CLASS A SHARESV | 53 funds | $6.3B |
| UNITEDHEALTH GROUP INCUNH | 53 funds | $2.9B |
| INTUITIVE SURGICAL INCISRG | 53 funds | $2.8B |
| CYTOKINETICS INCCYTK | 53 funds | $757.2M |
Ranked by how many of ORIC'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 ORIC. 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.