183 tracked 13F filers disclose a position in SG as of the latest SEC 13F filings, a combined $477.4M 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 | BAILLIE GIFFORD & CO | $53.5M | 10.3M | ▼−3.3% Reduced · −351K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $40.0M | 7.7M | ▼−1.4% Reduced · −106K sh | Q1 2026 | |
| 3 | Woodson Capital Management, LP | $34.8M | 6.7M | ▲+12% Added · +700K sh | Q1 2026 | |
| 4 | Neuberger Berman Group LLC | $26.0M | 5.9M | ▲+31% Added · +1.4M sh | Q1 2026 | |
| 5 | Greenhouse Funds LLLP | $26.2M | 5.0M | ▲+42% Added · +1.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $22.4M | 4.3M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $20.6M | 4.0M | ▲+113% Added · +2.1M sh | Q1 2026 | |
| 8 | FEDERATED HERMES, INC. | $20.3M | 3.9M | ▲+48% Added · +1.3M sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $19.1M | 3.7M | ▼−18% Reduced · −782K sh | Q1 2026 | |
| 10 | FMR LLC | $15.7M | 3.0M | ▲102× Added · +3.0M sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $14.2M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $13.0M | 2.5M | ▲+1.9% Added · +46K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $12.5M | 2.4M | ▼−38% Reduced · −1.4M sh | Q1 2026 | |
| 14 | STATE STREET CORP | $12.5M | 2.4M | ▲+0.9% Added · +21K sh | Q1 2026 | |
| 15 | UBS Group AG | $10.0M | 1.9M | ▲+55% Added · +684K sh | Q1 2026 | |
| 16 | BNP Paribas Asset Management Holding S.A. | $7.7M | 1.5M | ▲+6.3% Added · +88K sh | Q1 2026 | |
| 17 | MAPLELANE CAPITAL, LLC | $7.6M | 1.5M | ▲+35% Added · +376K sh | Q1 2026 | |
| 18 | Point72 Asset Management, L.P. | $6.4M | 1.2M | ▲Added Added · +1.2M sh | Q1 2026 | |
| 19 | BNP PARIBAS FINANCIAL MARKETS | $5.2M | 994K | ▼−57% Reduced · −1.3M sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $4.9M | 940K | ▼−2.6% Reduced · −25K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $4.8M | 922K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $4.8M | 921K | ▼−49% Reduced · −874K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.5M | 861K | ▼−3.5% Reduced · −31K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $4.5M | 859K | ▲+2.7% Added · +23K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $4.3M | 835K | ▼−51% Reduced · −882K 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, 5 funds opened a new position in SG and 19 added to an existing one, while 10 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 |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 71 funds | $14.7B |
| NVIDIA CORPNVDA | 70 funds | $45.6B |
| MICROSOFT CORPMSFT | 70 funds | $31.3B |
| AMAZON.COM INCAMZN | 69 funds | $24.7B |
| MICRON TECHNOLOGY INCMU | 69 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 68 funds | $20.3B |
| BROADCOM INCAVGO | 68 funds | $16.3B |
| UBER TECHNOLOGIES INCUBER | 68 funds | $2.0B |
| CAPITAL ONE FINANCIAL CORPCOF | 68 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 67 funds | $5.4B |
| MASTERCARD INC - AMA | 67 funds | $4.7B |
| PALANTIR TECHNOLOGIES INC-APLTR | 67 funds | $3.8B |
Ranked by how many of SG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 18, 2026 | McConnell Jamie | Chief Financial Officer | Buy (S) | 1K | $11K |
| May 18, 2026 | Cochran Jason Miles | Chief Operating Officer | Buy (S) | 15K | $120K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 160 | $912 |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 166 | $945 |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 188 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 196 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 200 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 200 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 201 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 221 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 260 | $1K |
| Apr 7, 2026 | GOLDMAN SACHS GROUP INC | 10% Owner | Buy (P) | 272 | $2K |
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/SG/capital-change-brief"
Use Arkolith's capital_change_brief for SG. 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 SG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.