Among active 13F managers last quarter, 22 opened and 21 added, while 8 reduced; the largest holder to move was Soleus Capital Management, L.P. (new position). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$160K in open-market trades.
The legs disagree, or only one of them leans.
97 tracked 13F filers disclose a position in PALI as of the latest SEC 13F filings, a combined $335.0M 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 | Soleus Capital Management, L.P. | 13.1M | $27.3M | ▲New +13.1M sh | Q2 2026 | |
| 2 | B Group, Inc. | 11.4M | $23.9M | —Held | Q2 2026 | |
| 3 | Janus Henderson Group Ltd. | 10.7M | $18.8M | ▲+1.4% Added · +149K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 10.4M | $21.8M | ▲+456% Added · +8.6M sh | Q2 2026 | |
| 5 | Octagon Capital Advisors LP | 10.3M | $21.5M | —Held | Q2 2026 | |
| 6 | Ameriprise Financial Inc | 8.7M | $15.2M | ▲+26% Added · +1.8M sh | Q1 2026 | |
| 7 | Perceptive Advisors LLC | 8.4M | $17.6M | ▼−5.6% Reduced · −503K sh | Q2 2026 | |
| 8 | Ra Capital Management, L.P. | 7.1M | $14.9M | —Held | Q2 2026 | |
| 9 | Franklin Templeton Inc | 5.8M | $10.1M | ▲+14% Added · +693K sh | Q1 2026 | |
| 10 | Goldman Sachs Group Inc | 5.4M | $9.4M | ▲+864% Added · +4.8M sh | Q1 2026 | |
| 11 | Point72 Asset Management, L.P. | 5.3M | $11.0M | ▲13× Added · +4.8M sh | Q2 2026 | |
| 12 | Boxer Capital Management, LLC | 4.8M | $10.0M | —Held | Q2 2026 | |
| 13 | Morgan Stanley | 4.6M | $8.0M | ▲+9.9% Added · +409K sh | Q1 2026 | |
| 14 | Adage Capital Partners GP, L.L.C. | 4.5M | $7.9M | —Held | Q1 2026 | |
| 15 | Eversept Partners, LP | 4.2M | $8.7M | ▼−16% Reduced · −805K sh | Q2 2026 | |
| 16 | Geode Capital Management, LLC | 3.8M | $7.9M | ▲+143% Added · +2.2M sh | Q2 2026 | |
| 17 | Balyasny Asset Management L.P. | 3.3M | $5.7M | ▲10× Added · +2.9M sh | Q1 2026 | |
| 18 | Federated Hermes, Inc. | 3.1M | $5.5M | ▲New +3.1M sh | Q1 2026 | |
| 19 | Squadron Capital Management LLC | 3.0M | $6.3M | —Held | Q2 2026 | |
| 20 | Marshall Wace, LLP | 2.8M | $4.8M | ▲New +2.8M sh | Q1 2026 | |
| 21 | Vestal Point Capital, LP | 2.5M | $5.2M | —Held | Q2 2026 | |
| 22 | State Street Corp | 2.5M | $5.2M | ▲+289% Added · +1.8M sh | Q2 2026 | |
| 23 | Orbimed Advisors LLC | 2.3M | $4.9M | —Held | Q2 2026 | |
| 24 | Great Point Partners LLC | 2.3M | $4.8M | ▼−33% Reduced · −1.1M sh | Q2 2026 | |
| 25 | ADAR1 Capital Management, LLC | 2.3M | $4.0M | ▲+13% Added · +260K 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, 22 funds opened a new position in PALI and 21 added to an existing one, while 8 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 | 45 funds | $3.1B |
| Nvidia CorpNVDA | 43 funds | $138.1B |
| Eli Lilly & CoLLY | 43 funds | $32.9B |
| Unitedhealth Group IncUNH | 43 funds | $16.2B |
| Intuitive Surgical IncISRG | 43 funds | $9.5B |
| Microsoft CorpMSFT | 42 funds | $76.2B |
| Broadcom IncAVGO | 42 funds | $58.8B |
| Micron Technology IncMU | 42 funds | $25.6B |
| Boston Scientific CorpBSX | 42 funds | $5.0B |
| Cogent Biosciences IncCOGT | 42 funds | $1.1B |
| Amazon.com IncAMZN | 41 funds | $65.1B |
| Meta Platforms Inc-Class AMETA | 41 funds | $37.0B |
Ranked by how many of PALI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PALI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Baltera Robert Jr. | Director | Buy (P) | 25K | $49K |
| Jul 8, 2026 | Baltera Robert Jr. | Director | Buy (P) | 20K | $40K |
| Jul 7, 2026 | Baltera Robert Jr. | Director | Buy (P) | 30K | $61K |
| Jul 7, 2026 | Jones Mitchell Lawrence | Chief Medical Officer | Sell (S) | 52K | $107K |
| Jul 7, 2026 | Finley John David | CEO, CFO, Director | Sell (S) | 147K | $303K |
| Jul 6, 2026 | Baltera Robert Jr. | Director | Buy (P) | 20K | $41K |
| Jul 2, 2026 | Baltera Robert Jr. | Director | Buy (P) | 10K | $20K |
| Jul 1, 2026 | Baltera Robert Jr. | Director | Buy (P) | 20K | $40K |
| Feb 12, 2026 | Finley John David | CEO, CFO, Director | Sell (S) | 4K | $7K |
| Feb 12, 2026 | Jones Mitchell Lawrence | Chief Medical Officer | Sell (S) | 2K | $3K |
| Jan 16, 2026 | Williams Donald Allen | Director | Buy (P) | 5K | $8K |
| Jan 9, 2026 | Williams Donald Allen | Director | Buy (P) | 5K | $9K |
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 | 37 | 13 | – |
Insiders Form 4 open-market | 1 | 2 | -$160K |
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 PALI
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/PALI/capital-change-brief"
Use Arkolith's capital_change_brief for PALI. 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 PALI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.