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/PDFS/capital-change-brief"
Use Arkolith's capital_change_brief for PDFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $159.2M | 4.9M | ▼−0.4% Reduced · −19K sh | Q1 2026 | |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | $66.2M | 2.0M | ▲+2.9% Added · +58K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $45.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $45.4M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 5 | WASATCH ADVISORS LP | $97.7M | 1.4M | ▲+172% Added · +873K sh | Q2 2026 | |
| 6 | Ranger Investment Management, L.P. | $41.9M | 1.3M | ▲+9.4% Added · +110K sh | Q1 2026 | |
| 7 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $41.1M | 1.3M | ▼−7.6% Reduced · −103K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $39.0M | 1.2M | ▲+3.5% Added · +41K sh | Q1 2026 | |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $37.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 10 | Ophir Asset Management Pty Ltd | $37.2M | 1.1M | ▲+57% Added · +414K sh | Q1 2026 | |
| 11 | SNYDER CAPITAL MANAGEMENT L P | $34.7M | 1.1M | ▲+11% Added · +105K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $33.9M | 1.0M | ▲+14% Added · +124K sh | Q1 2026 | |
| 13 | Samjo Management, LLC | $30.1M | 920K | ▼−20% Reduced · −231K sh | Q1 2026 | |
| 14 | EMERALD ADVISERS, LLC | $28.2M | 861K | ▼−8.8% Reduced · −83K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $27.7M | 846K | ▲+5.6% Added · +45K sh | Q1 2026 | |
| 16 | LOOMIS SAYLES & CO L P | $27.1M | 827K | ▲+78% Added · +362K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $26.2M | 802K | ▲+4.2% Added · +32K sh | Q1 2026 | |
| 18 | Divisar Capital Management LLC | $20.4M | 623K | ▼−18% Reduced · −136K sh | Q1 2026 | |
| 19 | EMERALD MUTUAL FUND ADVISERS TRUST | $19.4M | 595K | —Held | Q1 2026 | |
| 20 | Silverberg Bernstein Capital Management LLC | $33.0M | 466K | ▼−1.5% Reduced · −7K sh | Q2 2026 | |
| 21 | Russell Investments Group, Ltd. | $14.4M | 442K | ▲+8.4% Added · +34K sh | Q1 2026 | |
| 22 | ArrowMark Colorado Holdings LLC | $11.7M | 357K | ▼−28% Reduced · −137K sh | Q1 2026 | |
| 23 | DF DENT & CO INC | $11.5M | 353K | ▲New +353K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $11.5M | 353K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $11.2M | 342K | ▼−14% Reduced · −57K 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 1, 2026 | Zhang Shuo | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | Erba Nancy | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | Strojwas Andrzej | Chief Technology Officer | Tax withholding (F) | 1K | $91K |
| Jul 1, 2026 | Strojwas Andrzej | Chief Technology Officer | Grant (A) | 5K | — |
| Jul 1, 2026 | BRONSON JOSEPH R | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | CHAN CHI-FOON | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | GUSTAFSON MICHAEL B | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | Li Ye Jane | Director | Grant (A) | 3K | — |
| Jul 1, 2026 | Raza Adnan | EVP, Finance and CFO | Tax withholding (F) | 6K | $402K |
| Jul 1, 2026 | Raza Adnan | EVP, Finance and CFO | Grant (A) | 23K | — |
| Jan 1, 2026 | Raza Adnan | EVP, Finance and CFO | Tax withholding (F) | 5K | $157K |
| Jan 1, 2026 | Strojwas Andrzej | Chief Technology Officer | Tax withholding (F) | 3K | $79K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 51 funds | $34.3B |
| APPLE INCAAPL | 51 funds | $28.9B |
| MICROSOFT CORPMSFT | 51 funds | $24.6B |
| JPMORGAN CHASE & COJPM | 51 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 50 funds | $16.1B |
| VISA INC-CLASS A SHARESV | 50 funds | $5.3B |
| UNITEDHEALTH GROUP INCUNH | 50 funds | $2.0B |
| SERVICENOW INCNOW | 50 funds | $1.8B |
| AMAZON.COM INCAMZN | 49 funds | $17.5B |
| BROADCOM INCAVGO | 49 funds | $12.7B |
| ELI LILLY & COLLY | 49 funds | $6.4B |
| NETFLIX INCNFLX | 49 funds | $2.8B |
Ranked by how many of PDFS'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 PDFS. 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.