Among active 13F managers last quarter, 3 opened and 26 added, while 11 reduced; the largest holder to move was Baillie Gifford & Co (−3.3%). Over the last 180 days, 1 insider bought and 2 insiders sold, a net +$3.1M in open-market trades.
Funds lean in and no leg opposes.
215 tracked 13F filers disclose a position in SG as of the latest SEC 13F filings, a combined $679.5M 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 | Baillie Gifford & Co | 10.3M | $53.5M | ▼−3.3% Reduced · −351K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 8.3M | $73.3M | ▲+8.0% Added · +614K sh | Q2 2026 | |
| 3 | Neuberger Berman Group LLC | 5.9M | $26.0M | ▲+31% Added · +1.4M sh | Q1 2026 | |
| 4 | Woodson Capital Management, LP | 5.3M | $46.7M | ▼−21% Reduced · −1.4M sh | Q2 2026 | |
| 5 | Greenhouse Funds LLLP | 5.1M | $44.6M | ▲+0.3% Added · +17K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 4.4M | $38.7M | ▲+1.8% Added · +77K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 4.0M | $20.6M | ▲+113% Added · +2.1M sh | Q1 2026 | |
| 8 | Federated Hermes, Inc. | 3.9M | $20.3M | ▲+48% Added · +1.3M sh | Q1 2026 | |
| 9 | Millennium Management LLC | 3.7M | $19.1M | ▼−18% Reduced · −782K sh | Q1 2026 | |
| 10 | FMR LLC | 3.4M | $29.8M | ▲+11% Added · +345K sh | Q2 2026 | |
| 11 | Point72 Asset Management, L.P. | 3.3M | $29.0M | ▲+165% Added · +2.1M sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 2.8M | $25.1M | ▲+4.0% Added · +110K sh | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 2.7M | $23.8M | ▲+8.2% Added · +204K sh | Q2 2026 | |
| 14 | State Street Corp | 2.6M | $22.5M | ▲+6.2% Added · +149K sh | Q2 2026 | |
| 15 | Morgan Stanley | 2.4M | $12.5M | ▼−38% Reduced · −1.4M sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 2.0M | $17.7M | ▲+118% Added · +1.1M sh | Q2 2026 | |
| 17 | UBS Group AG | 1.9M | $10.0M | ▲+55% Added · +684K sh | Q1 2026 | |
| 18 | BNP Paribas Asset Management Holding S.A. | 1.5M | $7.7M | ▲+6.3% Added · +88K sh | Q1 2026 | |
| 19 | Ibex Investors LLC | 1.1M | $9.9M | ▲+1.8% Added · +20K sh | Q2 2026 | |
| 20 | Maplelane Capital, LLC | 1.1M | $9.3M | ▼−28% Reduced · −413K sh | Q2 2026 | |
| 21 | Tudor Investment Corp Et Al | 1.0M | $9.1M | ▲+73% Added · +436K sh | Q2 2026 | |
| 22 | Portolan Capital Management, LLC | 1.0M | $9.1M | ▲Added Added · +1.0M sh | Q2 2026 | |
| 23 | BNP Paribas Financial Markets | 994K | $5.2M | ▼−57% Reduced · −1.3M sh | Q1 2026 | |
| 24 | Dimensional Fund Advisors LP | 940K | $4.9M | ▼−2.6% Reduced · −25K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 921K | $4.8M | ▼−49% Reduced · −874K 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, 3 funds opened a new position in SG and 26 added to an existing one, while 11 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 |
|---|---|---|
| Amazon.com IncAMZN | 105 funds | $122.9B |
| Meta Platforms Inc-Class AMETA | 105 funds | $68.0B |
| Eli Lilly & CoLLY | 104 funds | $54.1B |
| Micron Technology IncMU | 104 funds | $36.8B |
| Alphabet Inc-CL AGOOGL | 103 funds | $103.2B |
| Mastercard Inc - AMA | 103 funds | $35.4B |
| Nvidia CorpNVDA | 102 funds | $258.3B |
| Microsoft CorpMSFT | 102 funds | $152.8B |
| Advanced Micro DevicesAMD | 102 funds | $38.3B |
| Broadcom IncAVGO | 101 funds | $99.6B |
| Tesla IncTSLA | 100 funds | $41.8B |
| Unitedhealth Group IncUNH | 100 funds | $21.9B |
Ranked by how many of SG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Cochran Jason Miles | Chief Operating Officer | Sell (S) | 5K | $30K |
| Aug 17, 2026 | McConnell Jamie | Chief Financial Officer | Sell (S) | 15K | $93K |
| May 18, 2026 | Cochran Jason Miles | Chief Operating Officer | Sell (S) | 15K | $120K |
| May 18, 2026 | McConnell Jamie | Chief Financial Officer | Sell (S) | 1K | $11K |
| Apr 7, 2026 | Goldman Sachs Group Inc | 10% Owner | Buy (P) 30 lots, same day | 595K | $3.4M |
| Mar 5, 2026 | Jammet Nicolas | Chief Concept Officer, Director | Buy (P) | 4K | $25K |
| Nov 12, 2025 | Jammet Nicolas | Chief Concept Officer, Director | Buy (P) 2 lots, same day | 18K | $100K |
| Nov 12, 2025 | Neman Jonathan | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 180K | $1000K |
| Aug 18, 2025 | Reback Mitch | CHIEF FINANCIAL OFFICER | Sell (S) | 12K | $106K |
| May 23, 2025 | Burrows Clifford | Director | Buy (P) | 19K | $252K |
| May 16, 2025 | Reback Mitch | CHIEF FINANCIAL OFFICER | Sell (S) | 10K | $154K |
| Apr 15, 2025 | Reback Mitch | CHIEF FINANCIAL OFFICER | Sell (S) | 4K | $84K |
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 | 49 | 34 | – |
Insiders Form 4 open-market | 1 | 2 | +$3.1M |
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 SG
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.