Among active 13F managers last quarter, 9 opened and 14 added, while 17 reduced; the largest holder to move was ARK Investment Management LLC (−18%). Over the last 180 days, 2 insiders sold and none bought, a net -$151K in open-market trades.
The legs disagree, or only one of them leans.
208 tracked 13F filers disclose a position in PACB as of the latest SEC 13F filings, a combined $268.3M 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 | BlackRock, Inc. | 32.3M | $54.3M | ▲+28% Added · +7.1M sh | Q2 2026 | |
| 2 | ARK Investment Management LLC | 29.8M | $50.0M | ▼−18% Reduced · −6.5M sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 13.4M | $22.5M | ▲+4.8% Added · +620K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 7.6M | $12.8M | ▲+9.0% Added · +631K sh | Q2 2026 | |
| 5 | Sumitomo Mitsui Trust Group, Inc. | 7.0M | $9.3M | ▼−9.9% Reduced · −771K sh | Q1 2026 | |
| 6 | Amova Asset Management Americas, Inc. | 7.0M | $9.2M | ▼−9.9% Reduced · −771K sh | Q1 2026 | |
| 7 | State Street Corp | 6.0M | $10.0M | ▼−2.6% Reduced · −161K sh | Q2 2026 | |
| 8 | Millennium Management LLC | 4.9M | $6.5M | ▲+13% Added · +548K sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | 4.8M | $8.0M | ▲17× Added · +4.5M sh | Q2 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 3.6M | $4.8M | ▼−18% Reduced · −801K sh | Q1 2026 | |
| 11 | Two Sigma Investments, LP | 3.5M | $4.6M | ▲+22% Added · +632K sh | Q1 2026 | |
| 12 | Nuveen, LLC | 3.0M | $3.9M | ▲+248% Added · +2.1M sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 2.8M | $4.8M | ▲+81% Added · +1.3M sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 2.7M | $4.5M | ▼−6.8% Reduced · −196K sh | Q2 2026 | |
| 15 | Renaissance Technologies LLC | 2.5M | $3.3M | ▼−35% Reduced · −1.4M sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 2.4M | $3.2M | ▼−2.4% Reduced · −60K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 2.2M | $3.7M | ▲+10% Added · +201K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 2.1M | $2.8M | ▲+4.1% Added · +84K sh | Q1 2026 | |
| 19 | Morgan Stanley | 1.8M | $2.4M | ▼−24% Reduced · −570K sh | Q1 2026 | |
| 20 | Susquehanna International Group, LLP | 1.7M | $2.3M | ▼−34% Reduced · −892K sh | Q1 2026 | |
| 21 | Iq Eq Fund Management (Ireland) Ltd | 1.7M | $2.8M | ▼−5.2% Reduced · −94K sh | Q2 2026 | |
| 22 | Bank Of America Corp | 1.7M | $2.2M | ▼−10% Reduced · −188K sh | Q1 2026 | |
| 23 | UBS Group AG | 1.6M | $2.2M | ▼−48% Reduced · −1.5M sh | Q1 2026 | |
| 24 | Jane Street Group, LLC | 1.4M | $1.8M | ▼−7.4% Reduced · −110K sh | Q1 2026 | |
| 25 | Birchview Capital, LP | 1.4M | $2.3M | ▼−10% Reduced · −150K 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.
Last quarter, 9 funds opened a new position in PACB and 14 added to an existing one, while 17 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 |
|---|---|---|
| Nvidia CorpNVDA | 107 funds | $216.8B |
| Amazon.com IncAMZN | 107 funds | $107.7B |
| Microsoft CorpMSFT | 106 funds | $125.6B |
| Eli Lilly & CoLLY | 103 funds | $48.3B |
| Alphabet Inc-CL AGOOGL | 102 funds | $95.0B |
| Advanced Micro DevicesAMD | 102 funds | $38.3B |
| Visa Inc-Class A SharesV | 102 funds | $35.1B |
| Apple IncAAPL | 101 funds | $154.8B |
| Meta Platforms Inc-Class AMETA | 101 funds | $61.4B |
| Broadcom IncAVGO | 100 funds | $90.9B |
| Alphabet Inc-CL CGOOG | 100 funds | $72.9B |
| Tesla IncTSLA | 100 funds | $40.5B |
Ranked by how many of PACB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PACB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Van Oene Mark | See Remarks | Sell (S) | 27K | $30K |
| Apr 1, 2026 | Gibson James R II | See Remarks | Sell (S) | 88K | $121K |
| Mar 3, 2026 | Farmer Michele | See Remarks | Sell (S) | 3K | $4K |
| Mar 3, 2026 | Van Oene Mark | See Remarks | Sell (S) | 7K | $10K |
| Mar 3, 2026 | Henry Christian O | See Remarks | Sell (S) | 12K | $19K |
| Feb 18, 2026 | Farmer Michele | See Remarks | Sell (S) | 15K | $24K |
| Feb 18, 2026 | Henry Christian O | See Remarks | Sell (S) | 141K | $230K |
| Feb 18, 2026 | Van Oene Mark | See Remarks | Sell (S) | 55K | $90K |
| Feb 17, 2026 | Farmer Michele | See Remarks | Sell (S) | 35K | $56K |
| Feb 17, 2026 | Henry Christian O | See Remarks | Sell (S) | 332K | $524K |
| Feb 17, 2026 | Van Oene Mark | See Remarks | Sell (S) | 130K | $205K |
| Aug 18, 2025 | Van Oene Mark | See Remarks | Sell (S) | 27K | $35K |
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 | 32 | 39 | – |
Insiders Form 4 open-market | 0 | 2 | -$151K |
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 PACB
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/PACB/capital-change-brief"
Use Arkolith's capital_change_brief for PACB. 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 PACB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.