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.
| # | 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 | ▲New +1.2M sh | Q1 2026 | |
| 10 | Patient Capital Management, LLC | $12.5M | 1.2M | ▼−31% Reduced · −512K sh | Q1 2026 | |
| 11 | CenterBook Partners LP | $10.9M | 1.0M | ▲+279% Added · +739K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $9.6M | 887K | ▲Added Added · +887K sh | Q1 2026 | |
| 13 | Clearline Capital LP | $9.0M | 830K | ▲+21% Added · +146K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $7.5M | 691K | ▼−38% Reduced · −416K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $7.3M | 678K | ▲+3.3% Added · +21K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.3M | 675K | ▲+7.4% Added · +46K sh | Q1 2026 | |
| 17 | CastleKnight Management LP | $6.7M | 619K | ▲+41% Added · +179K sh | Q1 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 | CIBC Bancorp USA Inc. | $3.6M | 335K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 24 | CIBC WORLD MARKET INC. | $3.6M | 335K | —Held | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9M | 268K | ▲New +268K 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 |
|---|---|---|---|---|---|
| Jun 30, 2026 | Harper Darin | Chief Financial Officer | Tax withholding (F) | 5K | $56K |
| Jun 24, 2026 | Harper Darin | Chief Financial Officer | Tax withholding (F) | 1K | $11K |
| Jun 24, 2026 | Harper Darin | Chief Financial Officer | Tax withholding (F) | 134 | $2K |
| Jun 22, 2026 | Tucker Jeremy | Chief Marketing Officer | Grant (A) | 231K | $0 |
| Jun 22, 2026 | Tucker Jeremy | Chief Marketing Officer | Grant (A) | 214K | $2.3M |
| Jun 22, 2026 | Tucker Jeremy | Chief Marketing Officer | Grant (A) | 147K | $0 |
| Jun 22, 2026 | Morgan Rachel | Chief Legal Officer, Corp Sec | Grant (A) | 126K | $0 |
| Jun 22, 2026 | Morgan Rachel | Chief Legal Officer, Corp Sec | Grant (A) | 122K | $1.3M |
| Jun 22, 2026 | Morgan Rachel | Chief Legal Officer, Corp Sec | Grant (A) | 84K | $0 |
| Jun 8, 2026 | Klohn Steve | SVP Chief Information Officer | Tax withholding (F) | 3K | $32K |
| Jun 2, 2026 | Lehner Les | SVP, Chief Development Officer | Grant (A) | 29K | $0 |
| Jun 2, 2026 | Lehner Les | SVP, Chief Development Officer | Grant (A) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $23.7B |
| AMAZON.COM INCAMZN | 59 funds | $18.3B |
| GENERAL MOTORS COGM | 58 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 57 funds | $15.5B |
| META PLATFORMS INC-CLASS AMETA | 57 funds | $11.1B |
| ADVANCED MICRO DEVICESAMD | 57 funds | $3.3B |
| BOSTON SCIENTIFIC CORPBSX | 57 funds | $2.0B |
| NVIDIA CORPNVDA | 56 funds | $36.7B |
| ELI LILLY & COLLY | 56 funds | $6.6B |
| MICRON TECHNOLOGY INCMU | 56 funds | $4.4B |
| UNITEDHEALTH GROUP INCUNH | 56 funds | $2.9B |
| RTX CORPRTX | 56 funds | $2.7B |
Ranked by how many of PLAY'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 PLAY. 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.