Among active 13F managers last quarter, 4 opened and 1 added, while 2 reduced; the largest holder to move was Renaissance Technologies LLC (new position). Over the last 180 days, 3 insiders sold and none bought, a net -$81K in open-market trades.
The legs disagree, or only one of them leans.
23 tracked 13F filers disclose a position in SDEV as of the latest SEC 13F filings, a combined $1.9M 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 | BlackRock, Inc. | 425K | $446K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 327K | $343K | ▲+20% Added · +55K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 281K | $296K | ▼−3.0% Reduced · −9K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 132K | $138K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 121K | $180K | ▲+73% Added · +51K sh | Q1 2026 | |
| 6 | State Street Corp | 117K | $123K | —Held | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 83K | $123K | ▲New +83K sh | Q1 2026 | |
| 8 | Northern Trust Corp | 54K | $80K | ▼−80% Reduced · −220K sh | Q1 2026 | |
| 9 | Qube Research & Technologies Ltd | 42K | $63K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 25K | $37K | ▲New +25K sh | Q1 2026 | |
| 11 | State of Wyoming | 24K | $25K | ▼−3.2% Reduced · −789 sh | Q2 2026 | |
| 12 | Vanguard Global Advisers, LLC | 11K | $12K | —Held | Q2 2026 | |
| 13 | Tower Research Capital LLC (TRC) | 2K | $3K | ▼−28% Reduced · −836 sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 950 | $1K | ▲New +950 sh | Q1 2026 | |
| 15 | SBI Securities Co., Ltd. | 406 | $426 | ▲New +406 sh | Q2 2026 | |
| 16 | Morgan Stanley | 3 | $4 | ▼−100% Reduced · −21K sh | Q1 2026 | |
| 17 | UBS Group AG | 3 | $4 | ▼−100% Reduced · −34K sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 1 | $1 | ▲New +1 sh | Q1 2026 | |
| 19 | Northwestern Mutual Wealth Management Co | 1 | $1 | —Held | Q1 2026 | |
| 20 | Mosley Wealth Management | 1 | $1 | ▲New +1 sh | Q2 2026 | |
| 21 | NVWM, LLC | 1 | $1 | —Held | Q2 2026 | |
| 22 | Caitong International Asset Management Co., Ltd | 1 | $1 | ▲New +1 sh | Q2 2026 | |
| 23 | Royal Bank Of Canada | 1 | $0 | ▼−99% Reduced · −190 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.
Last quarter, 4 funds opened a new position in SDEV and 1 added to an existing one, while 2 reduced. 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 |
|---|---|---|
| Apple IncAAPL | 8 funds | $4.0B |
| Nvidia CorpNVDA | 8 funds | $3.3B |
| Micron Technology IncMU | 8 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 8 funds | $2.3B |
| JPMorgan Chase & CoJPM | 8 funds | $1.9B |
| Tesla IncTSLA | 8 funds | $1.5B |
| Lockheed Martin CorpLMT | 8 funds | $1.3B |
| TJX Companies IncTJX | 8 funds | $1.2B |
| Boston Scientific CorpBSX | 8 funds | $1.1B |
| Mastercard Inc - AMA | 8 funds | $1.1B |
| Costco Wholesale CorpCOST | 8 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $966.3M |
Ranked by how many of SDEV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SDEV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | R01 Fund LP | 10% Owner | Sell (S) | 25K | $27K |
| Jun 15, 2026 | Framework Ventures IV L.P. | 10% Owner | Sell (S) | 25K | $27K |
| Jun 15, 2026 | Kazley Michael John | Chief Executive Officer, Director, 10% Owner | Sell (S) | 25K | $27K |
| Apr 8, 2025 | Fakhry Jad | 10% Owner | Buy (P) | 300 | $141 |
| Apr 4, 2025 | Fakhry Jad | 10% Owner | Buy (P) | 5K | $2K |
| Apr 3, 2025 | Fakhry Jad | 10% Owner | Buy (P) | 23K | $13K |
| Apr 2, 2025 | Fakhry Jad | 10% Owner | Buy (P) | 917 | $532 |
| Apr 1, 2025 | Poplar Point Capital Partners Lp | 10% Owner | Buy (P) | 20K | $12K |
| Mar 31, 2025 | Poplar Point Capital Partners Lp | 10% Owner | Buy (P) | 22K | $13K |
| Mar 28, 2025 | Poplar Point Capital Partners Lp | 10% Owner | Buy (P) | 49K | $30K |
| Mar 27, 2025 | Poplar Point Capital Partners Lp | 10% Owner | Buy (P) 2 lots, same day | 19K | $12K |
| Mar 26, 2025 | Poplar Point Capital Partners Lp | 10% Owner | Buy (P) | 13K | $8K |
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 | 5 | 7 | – |
Insiders Form 4 open-market | 0 | 3 | -$81K |
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.
Connected entities for SDEV
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/SDEV/capital-change-brief"
Use Arkolith's capital_change_brief for SDEV. 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 SDEV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.