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/SE/capital-change-brief"
Use Arkolith's capital_change_brief for SE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | $3.3B | 39.7M | ▲+2.3% Added · +895K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.8B | 33.4M | ▲+63% Added · +12.9M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $1.7B | 20.9M | ▲+2.8% Added · +578K sh | Q1 2026 | |
| 4 | TIGER GLOBAL MANAGEMENT LLC | $1.3B | 15.4M | —Held | Q1 2026 | |
| 5 | FMR LLC | $1.2B | 14.0M | ▼−20% Reduced · −3.5M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $732.0M | 9.3M | ▼−56% Reduced · −12.1M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $600.7M | 7.3M | ▲+2.9% Added · +203K sh | Q1 2026 | |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP | $519.3M | 6.3M | ▲+4.5% Added · +268K sh | Q1 2026 | |
| 9 | Artisan Partners Limited Partnership | $443.4M | 5.4M | ▲+10% Added · +498K sh | Q1 2026 | |
| 10 | Temasek Holdings (Private) Ltd | $437.5M | 5.3M | ▲+60% Added · +2.0M sh | Q1 2026 | |
| 11 | UBS Group AG | $393.3M | 4.7M | ▼−7.8% Reduced · −403K sh | Q1 2026 | |
| 12 | VIKING GLOBAL INVESTORS LP | $392.3M | 4.7M | ▲+29% Added · +1.1M sh | Q1 2026 | |
| 13 | SANDS CAPITAL MANAGEMENT, LLC | $391.6M | 4.7M | ▼−14% Reduced · −772K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $383.1M | 4.6M | ▼−14% Reduced · −766K sh | Q1 2026 | |
| 15 | NORGES BANK | $576.4M | 4.5M | ▼−35% Reduced · −2.4M sh | Q4 2025 | |
| 16 | EMINENCE CAPITAL, LP | $336.7M | 4.1M | ▲+54% Added · +1.4M sh | Q1 2026 | |
| 17 | D1 Capital Partners L.P. | $335.6M | 4.1M | ▲+16% Added · +567K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $326.4M | 3.9M | ▼−4.9% Reduced · −204K sh | Q1 2026 | |
| 19 | FIL Ltd | $322.0M | 3.9M | ▲+48% Added · +1.3M sh | Q1 2026 | |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | $308.0M | 3.8M | ▲+5.8% Added · +205K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $298.9M | 3.6M | ▲+16% Added · +502K sh | Q1 2026 | |
| 22 | Kora Management LP | $295.1M | 3.6M | ▲+14% Added · +428K sh | Q1 2026 | |
| 23 | FRED ALGER MANAGEMENT, LLC | $279.1M | 3.4M | ▲+22% Added · +604K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $273.6M | 3.3M | ▲+93% Added · +1.6M sh | Q1 2026 | |
| 25 | Coronation Fund Managers Ltd. | $258.1M | 3.1M | ▲+39% Added · +881K 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 |
|---|---|---|---|---|---|
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 100 | $11K |
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 271 | $31K |
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 289 | $33K |
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 261 | $29K |
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 568 | $63K |
| Jul 15, 2026 | Wang Yanjun | CCO and GC | Sell (S) | 11 | $1K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 5K | $593K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 5K | $531K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 4K | $453K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 4K | $471K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 225 | $25K |
| Jul 15, 2026 | Ye Gang | COO, Director | Sell (S) | 2K | $174K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 258 funds | $235.7B |
| AMAZON.COM INCAMZN | 258 funds | $193.1B |
| NVIDIA CORPNVDA | 253 funds | $344.8B |
| ALPHABET INC-CL AGOOGL | 251 funds | $157.7B |
| META PLATFORMS INC-CLASS AMETA | 249 funds | $108.3B |
| BROADCOM INCAVGO | 248 funds | $132.2B |
| VISA INC-CLASS A SHARESV | 244 funds | $60.4B |
| APPLE INCAAPL | 241 funds | $240.1B |
| MASTERCARD INC - AMA | 238 funds | $46.1B |
| JPMORGAN CHASE & COJPM | 233 funds | $58.8B |
| ALPHABET INC-CL CGOOG | 232 funds | $106.0B |
| ELI LILLY & COLLY | 232 funds | $62.5B |
Ranked by how many of SE'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 SE. 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.