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/POOL/capital-change-brief"
Use Arkolith's capital_change_brief for POOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $576.7M | 2.9M | ▲+62% Added · +1.1M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $464.2M | 2.3M | ▼−0.6% Reduced · −13K sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲+12% Added · +246K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $434.1M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $345.8M | 1.7M | ▲+25% Added · +338K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $337.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $241.2M | 1.2M | ▼−1.4% Reduced · −17K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $180.5M | 894K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 9 | Southpoint Capital Advisors LP | $101.2M | 500K | ▲+67% Added · +200K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $95.8M | 478K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $100.6M | 465K | ▼−11% Reduced · −60K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $93.4M | 462K | ▲+31% Added · +109K sh | Q1 2026 | |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $91.5M | 452K | ▼−13% Reduced · −68K sh | Q1 2026 | |
| 14 | NORGES BANK | $97.6M | 427K | ▲+9.5% Added · +37K sh | Q4 2025 | |
| 15 | WELLS FARGO & COMPANY/MN | $85.6M | 423K | ▲+39% Added · +120K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $81.9M | 405K | ▼−3.8% Reduced · −16K sh | Q1 2026 | |
| 17 | LONDON CO OF VIRGINIA | $80.3M | 397K | ▼−8.5% Reduced · −37K sh | Q1 2026 | |
| 18 | UBS Group AG | $75.3M | 372K | ▲+25% Added · +75K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.0M | 361K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | $72.2M | 357K | ▲New +357K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $71.7M | 355K | ▼−48% Reduced · −329K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $58.7M | 290K | ▲+6.5% Added · +18K sh | Q1 2026 | |
| 23 | FIRST MANHATTAN CO. LLC. | $57.7M | 285K | ▲+32% Added · +69K sh | Q1 2026 | |
| 24 | GILDER GAGNON HOWE & CO LLC | $57.0M | 282K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $56.8M | 281K | ▲New +281K 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 |
|---|---|---|---|---|---|
| May 28, 2026 | WHALEN DAVID G | Director | Small acquisition (L) | 3 | $557 |
| May 13, 2026 | PEREZ DE LA MESA MANUEL J | Director | Buy (P) | 10K | $1.8M |
| May 8, 2026 | WHALEN DAVID G | Director | Buy (P) | 525 | $100K |
| May 7, 2026 | Hope James D | Director | Buy (P) | 464 | $90K |
| May 7, 2026 | PEREZ DE LA MESA MANUEL J | Director | Buy (P) | 10K | $1.9M |
| May 7, 2026 | STOKELY JOHN E | Director | Buy (P) | 1K | $193K |
| May 4, 2026 | Watwood John Bruce | President/CEO | Grant (A) | 4K | $0 |
| May 4, 2026 | Watwood John Bruce | President/CEO | Grant (A) | 9K | $0 |
| Apr 29, 2026 | Hope James D | Director | Grant (A) | 644 | $0 |
| Apr 29, 2026 | GERVASI MARTHA S | Director | Grant (A) | 644 | $0 |
| Apr 29, 2026 | Murphy Kevin Michael | Director | Grant (A) | 644 | $0 |
| Apr 29, 2026 | OLER DEBRA SUE | Director | Grant (A) | 644 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 205 funds | $241.8B |
| NVIDIA CORPNVDA | 201 funds | $341.9B |
| AMAZON.COM INCAMZN | 200 funds | $184.1B |
| ALPHABET INC-CL AGOOGL | 198 funds | $148.5B |
| APPLE INCAAPL | 196 funds | $255.1B |
| META PLATFORMS INC-CLASS AMETA | 196 funds | $99.3B |
| BROADCOM INCAVGO | 193 funds | $133.5B |
| VISA INC-CLASS A SHARESV | 192 funds | $50.1B |
| ELI LILLY & COLLY | 191 funds | $62.9B |
| JPMORGAN CHASE & COJPM | 191 funds | $59.5B |
| ALPHABET INC-CL CGOOG | 190 funds | $108.6B |
| COSTCO WHOLESALE CORPCOST | 190 funds | $36.3B |
Ranked by how many of POOL'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 POOL. 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.