| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DISCIPLINED GROWTH INVESTORS INC /MN | $62.0M | 18.7M | ▼−3.8% Reduced · −740K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $36.8M | 11.1M | ▼−0.6% Reduced · −65K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $18.7M | 5.6M | ▼−1.0% Reduced · −56K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $15.9M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $11.8M | 3.6M | ▲+163% Added · +2.2M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $10.5M | 3.2M | ▼−1.8% Reduced · −58K sh | Q1 2026 | |
| 7 | MARSHALL WACE, LLP | $10.1M | 3.0M | ▲+283% Added · +2.3M sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.6M | 2.9M | ▼−9.4% Reduced · −303K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $9.6M | 2.9M | ▲+3.4% Added · +95K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.5M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 11 | Archon Capital Management LLC | $8.3M | 2.5M | ▲+70% Added · +1.0M sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $8.0M | 2.4M | ▲+6.3% Added · +143K sh | Q1 2026 | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $7.4M | 2.2M | ▲+1.0% Added · +22K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.1M | 2.1M | ▲+6.7% Added · +134K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $6.9M | 2.1M | ▼−43% Reduced · −1.6M sh | Q1 2026 | |
| 16 | Fund 1 Investments, LLC | $6.5M | 2.0M | ▲+37% Added · +528K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | $5.6M | 1.7M | ▲+102% Added · +857K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $5.3M | 1.6M | ▼−3.6% Reduced · −59K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $5.2M | 1.6M | ▼−2.7% Reduced · −44K sh | Q1 2026 | |
| 20 | UBS Group AG | $4.7M | 1.4M | ▲+116% Added · +755K sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $3.6M | 1.1M | ▲+21% Added · +187K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $2.9M | 881K | ▲+5.0% Added · +42K sh | Q1 2026 | |
| 23 | FMR LLC | $2.7M | 816K | ▲+20% Added · +135K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.6M | 782K | ▲New +782K sh | Q1 2026 | |
| 25 | COATUE MANAGEMENT LLC | $2.4M | 735K | ▲New +735K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 58 funds | $12.3B |
| MICROSOFT CORPMSFT | 57 funds | $21.6B |
| AMAZON.COM INCAMZN | 56 funds | $16.7B |
| MICRON TECHNOLOGY INCMU | 56 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $10.9B |
| JPMORGAN CHASE & COJPM | 55 funds | $7.8B |
| TESLA INCTSLA | 55 funds | $5.8B |
| LAM RESEARCH CORPLRCX | 55 funds | $5.2B |
| NVIDIA CORPNVDA | 54 funds | $30.6B |
| APPLE INCAAPL | 54 funds | $26.1B |
| ALPHABET INC-CL AGOOGL | 54 funds | $14.3B |
| ALPHABET INC-CL CGOOG | 54 funds | $10.5B |
Ranked by how many of SFIX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | O'Connor Casey | Chief Legal Officer | Sell (S) | 50K | $197K |
| Jul 13, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 20K | $72K |
| Jul 13, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 50K | $181K |
| Jul 6, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 20K | $75K |
| Jul 6, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 50K | $190K |
| Jul 6, 2026 | Aufderhaar David | Chief Financial Officer | Sell (S) | 68K | $257K |
| Jun 29, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 20K | $88K |
| Jun 29, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 50K | $221K |
| Jun 24, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 100K | $451K |
| Jun 22, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 50K | $202K |
| Jun 22, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 20K | $81K |
| Jun 16, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 50K | $207K |
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/SFIX/capital-change-brief"
Use Arkolith's capital_change_brief for SFIX. 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 SFIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.