Among active 13F managers last quarter, 24 opened and 15 added, while 9 reduced; the largest holder to move was Woodline Partners LP (+200%). Over the last 180 days, 3 insiders sold and none bought, a net -$4.5M in open-market trades.
The legs disagree, or only one of them leans.
101 tracked 13F filers disclose a position in SGMT as of the latest SEC 13F filings, a combined $294.5M 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 | BlackRock, Inc. | 6.6M | $50.8M | ▲+722% Added · +5.8M sh | Q2 2026 | |
| 2 | Woodline Partners LP | 3.0M | $23.2M | ▲+200% Added · +2.0M sh | Q2 2026 | |
| 3 | Silverarc Capital Management, LLC | 2.9M | $22.6M | ▲Added Added · +2.9M sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.6M | $19.8M | ▲+134% Added · +1.5M sh | Q2 2026 | |
| 5 | BVF Inc | 2.5M | $19.3M | ▲New +2.5M sh | Q2 2026 | |
| 6 | Caligan Partners LP | 2.5M | $19.3M | ▲New +2.5M sh | Q2 2026 | |
| 7 | Great Point Partners LLC | 2.0M | $15.7M | ▲New +2.0M sh | Q2 2026 | |
| 8 | State Street Corp | 2.0M | $15.4M | ▲15× Added · +1.9M sh | Q2 2026 | |
| 9 | Saturn V Capital Management LP | 1.5M | $11.4M | ▲New +1.5M sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 1.4M | $11.2M | ▲+367% Added · +1.1M sh | Q2 2026 | |
| 11 | Blue Owl Capital Holdings LP | 1.3M | $9.7M | ▲+278% Added · +927K sh | Q2 2026 | |
| 12 | Marshall Wace, LLP | 966K | $5.0M | ▲+24% Added · +186K sh | Q1 2026 | |
| 13 | Baker Bros. Advisors LP | 953K | $7.4M | —Held | Q2 2026 | |
| 14 | Affinity Asset Advisors, LLC | 868K | $4.5M | ▼−24% Reduced · −280K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 862K | $4.5M | ▲+47% Added · +275K sh | Q1 2026 | |
| 16 | HHLR Advisors, LTD. | 725K | $5.6M | —Held | Q2 2026 | |
| 17 | Renaissance Technologies LLC | 625K | $3.3M | ▲+83% Added · +283K sh | Q1 2026 | |
| 18 | Vestal Point Capital, LP | 535K | $4.1M | ▲New +535K sh | Q2 2026 | |
| 19 | Boothbay Fund Management, LLC | 464K | $3.6M | ▲New +464K sh | Q2 2026 | |
| 20 | D. E. Shaw & Co., Inc. | 412K | $2.2M | ▼−15% Reduced · −74K sh | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 403K | $3.1M | ▲New +403K sh | Q2 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 401K | $3.1M | ▲+146% Added · +238K sh | Q2 2026 | |
| 23 | Atom Investors LP | 346K | $2.7M | ▲New +346K sh | Q2 2026 | |
| 24 | Raymond James Financial Inc | 318K | $1.7M | ▲+11% Added · +31K sh | Q1 2026 | |
| 25 | UBS Group AG | 294K | $1.5M | ▲+46% Added · +92K 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, 24 funds opened a new position in SGMT and 15 added to an existing one, while 9 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 | 46 funds | $109.3B |
| Microsoft CorpMSFT | 45 funds | $53.3B |
| Amazon.com IncAMZN | 45 funds | $45.9B |
| Meta Platforms Inc-Class AMETA | 42 funds | $28.1B |
| Unitedhealth Group IncUNH | 42 funds | $13.4B |
| Bristol-Myers Squibb CoBMY | 42 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 41 funds | $54.8B |
| Advanced Micro DevicesAMD | 41 funds | $27.1B |
| Eli Lilly & CoLLY | 41 funds | $24.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 41 funds | $8.9B |
| Cisco Systems IncCSCO | 41 funds | $7.1B |
| Insmed IncINSM | 41 funds | $3.3B |
Ranked by how many of SGMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SGMT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Kemble George | Director | Sell (S) | 351K | $3.6M |
| Aug 11, 2026 | Kemble George | Director | Sell (S) | 20K | $201K |
| Jul 20, 2026 | Happel David | President & CEO, Director | Sell (S) | 64K | $497K |
| Jul 20, 2026 | Rozek Elizabeth | Chief Legal & Admin. Officer | Sell (S) | 11K | $82K |
| Jul 20, 2026 | Kemble George | Director | Sell (S) | 19K | $141K |
| Feb 10, 2026 | Rozek Elizabeth | Chief Legal & Admin. Officer | Sell (S) | 3K | $14K |
| Feb 10, 2026 | Martins Eduardo Bruno | Chief Medical Officer | Sell (S) | 4K | $20K |
| Feb 10, 2026 | Chauche Thierry | Chief Financial Officer | Sell (S) | 1K | $7K |
| Feb 10, 2026 | Happel David | President & CEO, Director | Sell (S) | 12K | $65K |
| Nov 20, 2025 | Kemble George | Executive Chairman, Director | Sell (S) | 38K | $290K |
| Jul 21, 2025 | Rozek Elizabeth | General Counsel and CCO | Sell (S) | 11K | $98K |
| Jul 21, 2025 | Martins Eduardo Bruno | Chief Medical Officer | Sell (S) | 8K | $76K |
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 | 32 | 17 | – |
Insiders Form 4 open-market | 0 | 3 | -$4.5M |
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 SGMT
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/SGMT/capital-change-brief"
Use Arkolith's capital_change_brief for SGMT. 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 SGMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.