Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Scientech Research LLC (new position). Over the last 180 days, 1 insider sold and none bought, a net -$824K in open-market trades.
The legs disagree, or only one of them leans.
14 tracked 13F filers disclose a position in PIII as of the latest SEC 13F filings, a combined $1.4M 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 | Vanguard Capital Management LLC | 41K | $448K | ▼−41% Reduced · −29K sh | Q2 2026 | |
| 2 | Corient Private Wealth LP | 20K | $61K | ▼−4.8% Reduced · −1K sh | Q1 2026 | |
| 3 | Geode Capital Management, LLC | 17K | $185K | ▼−34% Reduced · −9K sh | Q2 2026 | |
| 4 | Scientech Research LLC | 16K | $176K | ▲New +16K sh | Q2 2026 | |
| 5 | Abundance Wealth Counselors | 16K | $173K | ▲New +16K sh | Q2 2026 | |
| 6 | Diversified Trust Co | 13K | $145K | ▼−34% Reduced · −7K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 13K | $41K | ▲New +13K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | 8K | $82K | ▼−30% Reduced · −3K sh | Q2 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 6K | $70K | —Held | Q2 2026 | |
| 10 | UBS Group AG | 2K | $6K | ▲+93% Added · +889 sh | Q1 2026 | |
| 11 | Vanguard Global Advisers, LLC | 308 | $3K | —Held | Q2 2026 | |
| 12 | BNP Paribas Financial Markets | 36 | $111 | —Held | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 19 | $56 | —Held | Q1 2026 | |
| 14 | Royal Bank Of Canada | 2 | $0 | —Held | 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, 1 fund opened a new position in PIII, while none reduced or exited. 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 |
|---|---|---|
| Maxlinear IncMXL | 1 funds | $2.3M |
| Fuelcell Energy IncFCEL | 1 funds | $2.2M |
| Astera Labs IncALAB | 1 funds | $2.1M |
| Space Exploration Techn-CL ASPCX | 1 funds | $2.1M |
| Applied Materials IncAMAT | 1 funds | $2.1M |
| Palo Alto Networks IncPANW | 1 funds | $2.1M |
| Tesla IncTSLA | 1 funds | $2.0M |
| Crowdstrike Holdings Inc - ACRWD | 1 funds | $2.0M |
| Tempus AI Inc-CL ATEM | 1 funds | $2.0M |
| Sandisk CorpSNDK | 1 funds | $1.9M |
| Strategy IncMSTR | 1 funds | $1.9M |
| Moderna IncMRNA | 1 funds | $1.9M |
Ranked by how many of PIII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PIII.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Hudson Vegas Investment SPV, LLC | 10% Owner | Sell (S) 3 lots, same day | 50K | $824K |
| Sep 13, 2024 | Cpf Iii-A Pt Spv, Llc | 10% Owner | Buy (P) | 80K | $40K |
| Sep 12, 2024 | Cpf Iii-A Pt Spv, Llc | 10% Owner | Buy (P) | 80K | $42K |
| Sep 11, 2024 | Chicago Pacific Founders GP III, L.P. | 10% Owner | Buy (P) | 80K | $45K |
| Sep 10, 2024 | Chicago Pacific Founders GP III, L.P. | 10% Owner | Buy (P) | 80K | $42K |
| Sep 9, 2024 | Chicago Pacific Founders GP III, L.P. | 10% Owner | Buy (P) | 80K | $42K |
| Sep 6, 2024 | Chicago Pacific Founders UGP III, LLC | 10% Owner | Buy (P) | 80K | $39K |
| Sep 5, 2024 | Chicago Pacific Founders UGP III, LLC | 10% Owner | Buy (P) | 80K | $39K |
| Sep 4, 2024 | Chicago Pacific Founders UGP III, LLC | 10% Owner | Buy (P) | 80K | $39K |
| May 24, 2024 | Leavitt Legacy, Llc | 10% Owner | Buy (P) | 8.0M | — |
| Sep 14, 2023 | Cpf III Pt Spv, Llc | 10% Owner | Buy (P) | 90K | $227K |
| Sep 13, 2023 | Cpf III Pt Spv, Llc | 10% Owner | Buy (P) | 90K | $239K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 1 | 5 | – |
Insiders Form 4 open-market | 0 | 1 | -$824K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| PIIIthis pageEquity | 14 funds | $1.4M |
| PIIIWSPAC Combination | 14 funds | $48K |
| 744413105COM CL A | 1 funds | $362K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PIII
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/PIII/capital-change-brief"
Use Arkolith's capital_change_brief for PIII. 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 PIII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.