92 tracked 13F filers disclose a position in SENS as of the latest SEC 13F filings, a combined $64.4M 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 | Sessa Capital IM, L.P. | $11.8M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.8M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 1.1M | ▲+143% Added · +666K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $3.8M | 569K | ▼−4.4% Reduced · −26K sh | Q1 2026 | |
| 5 | MILLENNIUM MANAGEMENT LLC | $3.7M | 560K | ▲+453% Added · +459K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $2.9M | 511K | ▲+184% Added · +331K sh | Q2 2026 | |
| 7 | MASTERS CAPITAL MANAGEMENT LLC | $3.3M | 500K | ▲+100% Added · +250K sh | Q1 2026 | |
| 8 | MARSHALL WACE, LLP | $3.1M | 464K | ▲+198% Added · +308K sh | Q1 2026 | |
| 9 | UBS Group AG | $3.0M | 448K | ▲+110% Added · +235K sh | Q1 2026 | |
| 10 | Walleye Capital LLC | $1.8M | 324K | ▲New +324K sh | Q2 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 231K | ▲+65% Added · +90K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.5M | 225K | →First observed position No prior filed position | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 221K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $974K | 146K | ▼−55% Reduced · −181K sh | Q1 2026 | |
| 15 | Ghisallo Capital Management LLC | $710K | 125K | ▲New +125K sh | Q2 2026 | |
| 16 | MORGAN STANLEY | $825K | 124K | ▲+92% Added · +60K sh | Q1 2026 | |
| 17 | Penn Capital Management Company, LLC | $535K | 94K | ▲New +94K sh | Q2 2026 | |
| 18 | DEUTSCHE BANK AG\ | $561K | 84K | —Held | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $548K | 82K | ▼−0.4% Reduced · −340 sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $514K | 77K | ▲Added Added · +77K sh | Q1 2026 | |
| 21 | FOX RUN MANAGEMENT, L.L.C. | $403K | 71K | ▲New +71K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $379K | 57K | ▲+127% Added · +32K sh | Q1 2026 | |
| 23 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $315K | 56K | ▲+66% Added · +22K sh | Q2 2026 | |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $330K | 50K | ▲New +50K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $330K | 50K | ▼−52% Reduced · −54K 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, 21 funds opened a new position in SENS and 10 added to an existing one, while 7 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 | 46 funds | $37.5B |
| ORACLE CORPORCL | 46 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 45 funds | $31.0B |
| NVIDIA CORPNVDA | 44 funds | $85.7B |
| APPLE INCAAPL | 44 funds | $66.7B |
| ALPHABET INC-CL CGOOG | 44 funds | $26.4B |
| ELI LILLY & COLLY | 44 funds | $16.2B |
| MICRON TECHNOLOGY INCMU | 44 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 44 funds | $5.0B |
| MICROSOFT CORPMSFT | 43 funds | $55.9B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $25.4B |
| TESLA INCTSLA | 43 funds | $15.0B |
Ranked by how many of SENS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | ROEDER DOUGLAS A | Director | Buy (P) | 14K | $125K |
| May 12, 2026 | ROEDER DOUGLAS A | Director | Buy (P) | 23K | $126K |
| Mar 13, 2026 | ROEDER DOUGLAS A | Director | Buy (P) | 18K | $100K |
| Mar 13, 2026 | Goodnow Timothy T | President and CEO, Director | Buy (P) | 17K | $100K |
| Nov 10, 2025 | Steven Edelman | Director | Buy (P) | 10K | $66K |
| Nov 7, 2025 | ROEDER DOUGLAS A | Director | Buy (P) | 15K | $87K |
| Nov 7, 2025 | Goodnow Timothy T | President and CEO, Director | Sell (P) | 17K | $101K |
| Nov 7, 2025 | Sullivan Frederick T. | Chief Financial Officer | Buy (P) | 5K | $32K |
| Dec 13, 2024 | ROEDER DOUGLAS A | Director | Buy (P) | 75K | $38K |
| Dec 12, 2024 | Sullivan Frederick T. | Chief Financial Officer | Buy (P) | 125K | $47K |
| Dec 10, 2024 | Goodnow Timothy T | President and CEO, Director | Buy (P) | 315K | $98K |
| Sep 7, 2023 | Larkin Sharon | Director | Sell (S) | 31K | $19K |
| Class | 13F holders | Value held |
|---|---|---|
| SENSthis pagecs | 92 funds | $64.4M |
| SENS1GBPStock | 5 funds | $65K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SENS
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/SENS/capital-change-brief"
Use Arkolith's capital_change_brief for SENS. 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 SENS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.