Among active 13F managers last quarter, 3 opened and 20 added, while 22 reduced; the largest holder to move was Renaissance Technologies LLC (−8.5%). Over the last 180 days, 8 insiders sold and none bought, a net -$1.1M in open-market trades.
The legs disagree, or only one of them leans.
148 tracked 13F filers disclose a position in PBYI as of the latest SEC 13F filings, a combined $256.5M 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 | Acorn Capital Advisors, LLC | 4.1M | $33.5M | —Held | Q2 2026 | |
| 2 | BlackRock, Inc. | 3.8M | $30.9M | ▲+5.7% Added · +206K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 1.9M | $12.4M | ▼−8.5% Reduced · −181K sh | Q1 2026 | |
| 4 | American Century Companies Inc | 1.9M | $12.2M | ▲+16% Added · +266K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 1.8M | $14.9M | ▲+1.0% Added · +18K sh | Q2 2026 | |
| 6 | Vanguard Portfolio Management LLC | 1.8M | $14.8M | ▲+5.2% Added · +91K sh | Q2 2026 | |
| 7 | Millennium Management LLC | 1.5M | $9.4M | ▲89× Added · +1.5M sh | Q1 2026 | |
| 8 | Dimensional Fund Advisors LP | 1.4M | $9.2M | ▲+7.2% Added · +97K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 1.3M | $10.9M | ▲+32% Added · +322K sh | Q2 2026 | |
| 10 | O'shaughnessy Asset Management, LLC | 1.1M | $9.1M | ▼−1.3% Reduced · −14K sh | Q2 2026 | |
| 11 | State Street Corp | 952K | $7.7M | ▲+3.8% Added · +35K sh | Q2 2026 | |
| 12 | Kennedy Capital Management LLC | 890K | $5.7M | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 13 | AQR Capital Management LLC | 800K | $5.1M | ▲+20% Added · +134K sh | Q1 2026 | |
| 14 | Bridgeway Capital Management, LLC | 792K | $6.4M | ▲+2.1% Added · +16K sh | Q2 2026 | |
| 15 | Ritholtz Wealth Management | 750K | $6.1M | ▼−3.2% Reduced · −25K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 670K | $4.3M | ▼−16% Reduced · −124K sh | Q1 2026 | |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 643K | $5.2M | ▼−18% Reduced · −140K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 642K | $4.1M | ▲+4.1% Added · +26K sh | Q1 2026 | |
| 19 | Arrowstreet Capital, Limited Partnership | 538K | $3.4M | ▼−1.8% Reduced · −10K sh | Q1 2026 | |
| 20 | UBS Group AG | 534K | $3.4M | ▲+320% Added · +407K sh | Q1 2026 | |
| 21 | Sei Investments Co | 508K | $3.2M | ▲+18% Added · +78K sh | Q1 2026 | |
| 22 | Globeflex Capital L P | 383K | $3.1M | ▲+9.5% Added · +33K sh | Q2 2026 | |
| 23 | Morgan Stanley | 360K | $2.3M | ▲+10% Added · +33K sh | Q1 2026 | |
| 24 | D. E. Shaw & Co., Inc. | 351K | $2.2M | ▼−7.2% Reduced · −27K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | 348K | $2.2M | ▼−1.1% Reduced · −4K 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, 3 funds opened a new position in PBYI and 20 added to an existing one, while 22 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 | 73 funds | $232.4B |
| Apple IncAAPL | 73 funds | $166.9B |
| Microsoft CorpMSFT | 73 funds | $146.6B |
| Broadcom IncAVGO | 73 funds | $99.9B |
| Meta Platforms Inc-Class AMETA | 72 funds | $60.5B |
| Tesla IncTSLA | 72 funds | $40.2B |
| Lam Research CorpLRCX | 72 funds | $28.4B |
| Costco Wholesale CorpCOST | 72 funds | $20.8B |
| Walmart IncWMT | 72 funds | $19.0B |
| Amazon.com IncAMZN | 71 funds | $111.2B |
| Alphabet Inc-CL AGOOGL | 71 funds | $104.6B |
| Eli Lilly & CoLLY | 71 funds | $47.3B |
Ranked by how many of PBYI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBYI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Hunt Douglas M | See Remarks | Sell (S) | 8K | $70K |
| Jul 6, 2026 | Nougues Maximo F | Chief Financial Officer | Sell (S) | 9K | $78K |
| Jul 6, 2026 | Auerbach Alan H | President and CEO, Director, 10% Owner | Sell (S) | 44K | $364K |
| Jun 12, 2026 | Dorval Allison | Director | Sell (S) | 12K | $84K |
| Jun 12, 2026 | Wilson Troy Edward | Director | Sell (S) | 11K | $78K |
| Jun 12, 2026 | Stuglik Brian M | Director | Sell (S) | 8K | $58K |
| Jun 12, 2026 | Senderowicz Adrian | Director | Sell (S) | 27K | $194K |
| Jun 12, 2026 | Moyes Jay M | Director | Sell (S) | 22K | $159K |
| Jan 7, 2026 | Nougues Maximo F | Chief Financial Officer | Sell (S) | 6K | $38K |
| Jan 7, 2026 | Hunt Douglas M | See Remarks | Sell (S) | 5K | $29K |
| Jan 7, 2026 | Auerbach Alan H | President and CEO, Director, 10% Owner | Sell (S) | 18K | $106K |
| Jan 6, 2026 | Nougues Maximo F | Chief Financial Officer | Sell (S) | 5K | $27K |
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 | 42 | 39 | – |
Insiders Form 4 open-market | 0 | 8 | -$1.1M |
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 PBYI
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/PBYI/capital-change-brief"
Use Arkolith's capital_change_brief for PBYI. 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 PBYI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.