Among active 13F managers last quarter, 4 opened and 24 added, while 14 reduced; the largest holder to move was Disciplined Growth Investors Inc (+0.9%). Over the last 180 days, 3 insiders sold and none bought, a net -$3.5M in open-market trades.
The legs disagree, or only one of them leans.
178 tracked 13F filers disclose a position in SFIX as of the latest SEC 13F filings, a combined $362.0M 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 | Disciplined Growth Investors Inc | 18.9M | $77.7M | ▲+0.9% Added · +172K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 12.1M | $49.8M | ▲+9.1% Added · +1.0M sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 5.6M | $18.7M | ▼−1.0% Reduced · −56K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 5.0M | $20.4M | ▲+3.5% Added · +169K sh | Q2 2026 | |
| 5 | AQR Capital Management LLC | 3.6M | $11.8M | ▲+163% Added · +2.2M sh | Q1 2026 | |
| 6 | State Street Corp | 3.5M | $14.4M | ▲+10% Added · +322K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 3.1M | $12.9M | ▲+9.0% Added · +260K sh | Q2 2026 | |
| 8 | Marshall Wace, LLP | 3.0M | $10.1M | ▲+283% Added · +2.3M sh | Q1 2026 | |
| 9 | Vanguard Portfolio Management LLC | 3.0M | $12.5M | ▲+6.3% Added · +181K sh | Q2 2026 | |
| 10 | Archon Capital Management LLC | 3.0M | $12.4M | ▲+20% Added · +511K sh | Q2 2026 | |
| 11 | Arrowstreet Capital, Limited Partnership | 2.9M | $9.6M | ▼−9.4% Reduced · −303K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 2.4M | $8.0M | ▲+6.3% Added · +143K sh | Q1 2026 | |
| 13 | Jacobs Levy Equity Management, Inc | 2.2M | $9.0M | ▼−2.5% Reduced · −55K sh | Q2 2026 | |
| 14 | Charles Schwab Investment Management Inc | 2.1M | $7.1M | ▲+6.7% Added · +134K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 2.1M | $6.9M | ▼−43% Reduced · −1.6M sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | 1.7M | $5.6M | ▲+102% Added · +857K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | 1.6M | $5.3M | ▼−3.6% Reduced · −59K sh | Q1 2026 | |
| 18 | Ameriprise Financial Inc | 1.6M | $5.2M | ▼−2.7% Reduced · −44K sh | Q1 2026 | |
| 19 | UBS Group AG | 1.4M | $4.7M | ▲+116% Added · +755K sh | Q1 2026 | |
| 20 | Hodges Capital Management Inc. | 1.4M | $5.7M | ▼−2.1% Reduced · −30K sh | Q2 2026 | |
| 21 | Focus Partners Wealth | 1.1M | $3.6M | ▲+21% Added · +187K sh | Q1 2026 | |
| 22 | Northern Trust Corp | 881K | $2.9M | ▲+5.0% Added · +42K sh | Q1 2026 | |
| 23 | FMR LLC | 843K | $3.5M | ▲+3.3% Added · +27K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 793K | $3.3M | ▲+1.4% Added · +11K sh | Q2 2026 | |
| 25 | Coatue Management LLC | 735K | $3.0M | —Held | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in SFIX and 24 added to an existing one, while 14 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 |
|---|---|---|
| Nvidia CorpNVDA | 84 funds | $228.1B |
| Microsoft CorpMSFT | 84 funds | $159.4B |
| Alphabet Inc-CL AGOOGL | 84 funds | $92.4B |
| Meta Platforms Inc-Class AMETA | 84 funds | $65.3B |
| Micron Technology IncMU | 84 funds | $21.2B |
| Amazon.com IncAMZN | 83 funds | $115.8B |
| Broadcom IncAVGO | 82 funds | $97.4B |
| Apple IncAAPL | 80 funds | $174.0B |
| Visa Inc-Class A SharesV | 79 funds | $35.6B |
| Costco Wholesale CorpCOST | 79 funds | $21.6B |
| Eli Lilly & CoLLY | 78 funds | $44.7B |
| JPMorgan Chase & CoJPM | 78 funds | $34.7B |
Ranked by how many of SFIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SFIX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $286K |
| Jul 27, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $263K |
| Jul 20, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $265K |
| Jul 16, 2026 | O'Connor Casey | Chief Legal Officer | Sell (S) | 50K | $197K |
| Jul 13, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $253K |
| Jul 6, 2026 | Aufderhaar David | Chief Financial Officer | Sell (S) | 68K | $257K |
| Jul 6, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $265K |
| Jun 29, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $310K |
| Jun 24, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) | 100K | $451K |
| Jun 22, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $282K |
| Jun 16, 2026 | Bacos Anthony | Chief Prod/Technology Officer | Sell (S) 2 lots, same day | 70K | $290K |
| Apr 10, 2026 | O'Connor Casey | Chief Legal Officer | Sell (S) | 60K | $185K |
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 | 55 | 28 | – |
Insiders Form 4 open-market | 0 | 3 | -$3.5M |
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 SFIX
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 + the live filing stream, joined for SFIX. Filings are public domain, sourced to SEC EDGAR.