| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $138.5M | 12.5M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $45.1M | 4.1M | ▲+14% Added · +506K sh | Q1 2026 | |
| 3 | MILLENNIUM MANAGEMENT LLC | $44.7M | 4.0M | ▲+93% Added · +1.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $28.7M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 5 | NEA Management Company, LLC | $21.8M | 2.0M | —Held | Q1 2026 | |
| 6 | 683 Capital Management, LLC | $20.6M | 1.9M | ▲+3.6% Added · +65K sh | Q1 2026 | |
| 7 | Ensign Peak Advisors, Inc | $18.1M | 1.6M | ▼−31% Reduced · −724K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $15.4M | 1.4M | ▲+21% Added · +237K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $14.8M | 1.3M | ▲+24% Added · +255K sh | Q1 2026 | |
| 10 | WASATCH ADVISORS LP | $14.2M | 1.3M | ▼−2.5% Reduced · −34K sh | Q2 2026 | |
| 11 | FRANKLIN RESOURCES INC | $11.0M | 995K | ▲New +995K sh | Q1 2026 | |
| 12 | PERCEPTIVE ADVISORS LLC | $10.3M | 925K | ▲New +925K sh | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $9.6M | 861K | ▲New +861K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.4M | 666K | ▲New +666K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $7.0M | 626K | ▲+60% Added · +234K sh | Q1 2026 | |
| 16 | EcoR1 Capital, LLC | $6.9M | 625K | ▲New +625K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $5.4M | 482K | ▲+734% Added · +424K sh | Q1 2026 | |
| 18 | StepStone Group LP | $4.7M | 422K | —Held | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $4.6M | 415K | ▲+16% Added · +58K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.5M | 409K | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $4.3M | 383K | ▲+23% Added · +72K sh | Q1 2026 | |
| 22 | Woodline Partners LP | $4.1M | 369K | ▲+97% Added · +182K sh | Q1 2026 | |
| 23 | UBS Group AG | $4.0M | 360K | ▲+18% Added · +56K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $3.8M | 339K | ▲New +339K sh | Q1 2026 | |
| 25 | Hennion & Walsh Asset Management, Inc. | $3.6M | 327K | ▲+124% Added · +181K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 51 funds | $5.8B |
| BOSTON SCIENTIFIC CORPBSX | 51 funds | $1.6B |
| NVIDIA CORPNVDA | 50 funds | $32.9B |
| MICROSOFT CORPMSFT | 50 funds | $22.2B |
| AMAZON.COM INCAMZN | 50 funds | $16.1B |
| UNITEDHEALTH GROUP INCUNH | 50 funds | $2.5B |
| INTUITIVE SURGICAL INCISRG | 50 funds | $2.2B |
| CITIGROUP INCC | 50 funds | $2.1B |
| DANAHER CORPDHR | 50 funds | $1.2B |
| BLACKSTONE INCBX | 50 funds | $805.8M |
| ROBINHOOD MARKETS INC - AHOOD | 50 funds | $468.1M |
| ALPHABET INC-CL AGOOGL | 49 funds | $14.4B |
Ranked by how many of PHAT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 3, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 524 | $7K |
| Sep 5, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 461 | $6K |
| Jul 16, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 2K | $14K |
| May 21, 2025 | Topper James N | Director | Buy (P) | 4K | $15K |
| May 14, 2025 | Topper James N | Director | Buy (P) | 6K | $21K |
| May 13, 2025 | Topper James N | Director | Buy (P) | 1K | $4K |
| May 12, 2025 | Topper James N | Director | Buy (P) | 13K | $38K |
| May 9, 2025 | Topper James N | Director | Buy (P) | 2K | $8K |
| May 9, 2025 | Topper James N | Director | Buy (P) | 33K | $106K |
| May 7, 2025 | Parikh Asit | Director | Buy (P) | 5K | $12K |
| May 6, 2025 | Parikh Asit | Director | Buy (P) | 5K | $13K |
| Apr 7, 2025 | Henderson Molly | CFO and CBO | Sell (S) | 4K | $17K |
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/PHAT/capital-change-brief"
Use Arkolith's capital_change_brief for PHAT. 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 PHAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.