171 tracked 13F filers disclose a position in PLAY as of the latest SEC 13F filings, a combined $399.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hill Path Capital LP | $77.1M | 7.1M | —Held | Q1 2026 | |
| 2 | EMINENCE CAPITAL, LP | $25.4M | 2.3M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $23.3M | 2.2M | ▼−48% Reduced · −2.0M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $16.8M | 1.6M | ▲+6.8% Added · +99K sh | Q1 2026 | |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.4M | 1.5M | ▲+45% Added · +468K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $16.0M | 1.5M | ▼−2.5% Reduced · −37K sh | Q1 2026 | |
| 7 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15.8M | 1.5M | ▼−3.9% Reduced · −59K sh | Q1 2026 | |
| 8 | MUFG Securities EMEA plc | $12.7M | 1.2M | ▲+158% Added · +717K sh | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $12.6M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $9.6M | 887K | ▲Added Added · +887K sh | Q1 2026 | |
| 11 | Clearline Capital LP | $9.0M | 830K | ▲+21% Added · +146K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $7.8M | 687K | ▲+1.3% Added · +9K sh | Q2 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.3M | 675K | ▲+7.4% Added · +46K sh | Q1 2026 | |
| 14 | CastleKnight Management LP | $6.7M | 619K | ▲+41% Added · +179K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $6.8M | 593K | ▼−14% Reduced · −98K sh | Q2 2026 | |
| 16 | Engineers Gate Manager LP | $6.1M | 537K | ▲+201% Added · +359K sh | Q2 2026 | |
| 17 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $6.1M | 534K | ▲Added Added · +534K sh | Q2 2026 | |
| 18 | Point72 Asset Management, L.P. | $5.2M | 482K | ▲+38% Added · +134K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $5.2M | 481K | ▼−3.9% Reduced · −20K sh | Q1 2026 | |
| 20 | ING GROEP NV | $4.9M | 451K | —Held | Q1 2026 | |
| 21 | Incline Global Management LLC | $4.4M | 406K | ▲+430% Added · +329K sh | Q1 2026 | |
| 22 | Fund 1 Investments, LLC | $4.2M | 383K | ▼−16% Reduced · −71K sh | Q1 2026 | |
| 23 | Windward Management LP | $4.0M | 350K | ▲New +350K sh | Q2 2026 | |
| 24 | CIBC Bancorp USA Inc. | $3.6M | 335K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 25 | CIBC WORLD MARKET INC. | $3.6M | 335K | —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, 15 funds opened a new position in PLAY and 23 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 88 funds | $110.6B |
| MICROSOFT CORPMSFT | 85 funds | $154.2B |
| NVIDIA CORPNVDA | 83 funds | $216.4B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $61.3B |
| MICRON TECHNOLOGY INCMU | 80 funds | $19.0B |
| ELI LILLY & COLLY | 78 funds | $42.8B |
| UNITEDHEALTH GROUP INCUNH | 77 funds | $16.9B |
| ALPHABET INC-CL CGOOG | 76 funds | $74.0B |
| APPLIED MATERIALS INCAMAT | 76 funds | $17.1B |
| CHEVRON CORPCVX | 76 funds | $16.4B |
| MCKESSON CORPMCK | 76 funds | $10.8B |
| FEDEX CORPFDX | 76 funds | $7.2B |
Ranked by how many of PLAY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 17, 2026 | Klohn Steve | SVP Chief Information Officer | Sell (S) | 7K | $103K |
| Jan 16, 2026 | Rodriguez Rodolfo Jr | SVP, Chief Legal Officer | Buy (P) | 730 | $15K |
| Oct 21, 2025 | Lal Tarun | Chief Executive Officer, Director | Buy (P) | 1K | $18K |
| Sep 18, 2025 | Lal Tarun | Chief Executive Officer, Director | Buy (P) | 3K | $51K |
| Jul 22, 2025 | Lal Tarun | Chief Executive Officer, Director | Buy (P) | 8K | $252K |
| Jun 17, 2025 | Mulleady John | SVP, RE & Dev | Sell (S) | 6K | $194K |
| Dec 26, 2024 | Mulleady John | SVP, RE & Dev | Sell (S) | 6K | $176K |
| Dec 19, 2024 | SHEEHAN KEVIN M | Interim CEO, Director | Buy (P) | 19K | $503K |
| Dec 13, 2024 | Griffith Michael J | Director | Buy (P) | 18K | $491K |
| Dec 13, 2024 | DODDS HAMISH | Director | Buy (P) | 10K | $273K |
| Dec 13, 2024 | Pineiro Antonio | SVP, Chief Int'l Dev Ofc | Buy (P) | 1K | $27K |
| Dec 12, 2024 | SHEEHAN KEVIN M | Interim CEO, Director | Buy (P) | 38K | $961K |
Connected entities for PLAY
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/PLAY/capital-change-brief"
Use Arkolith's capital_change_brief for PLAY. 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 PLAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.