40 tracked 13F filers disclose a position in SGP as of the latest SEC 13F filings, a combined $650.2M 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 | RA CAPITAL MANAGEMENT, L.P. | $207.8M | 8.0M | ▲New +8.0M sh | Q1 2026 | |
| 2 | NEA Management Company, LLC | $191.5M | 7.4M | ▲New +7.4M sh | Q1 2026 | |
| 3 | Sands Capital Alternatives, LLC | $55.7M | 2.5M | —Held | Q2 2026 | |
| 4 | Samsara BioCapital, LLC | $54.7M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $18.3M | 704K | ▲New +704K sh | Q1 2026 | |
| 6 | Vestal Point Capital, LP | $17.3M | 667K | ▲New +667K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $13.5M | 577K | ▲New +577K sh | Q1 2026 | |
| 8 | DEERFIELD MANAGEMENT COMPANY, L.P. | $14.3M | 550K | ▲New +550K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $12.1M | 469K | ▲New +469K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $11.3M | 435K | →First observed position No prior filed position | Q1 2026 | |
| 11 | First Light Asset Management, LLC | $9.7M | 375K | ▲New +375K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $7.8M | 300K | ▲New +300K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 277K | ▲+119% Added · +151K sh | Q2 2026 | |
| 14 | Affinity Asset Advisors, LLC | $6.5M | 250K | ▲New +250K sh | Q1 2026 | |
| 15 | Aberdeen Group plc | $5.7M | 220K | ▲New +220K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | $3.8M | 145K | ▲New +145K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $2.6M | 118K | ▲+582% Added · +100K sh | Q2 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $1.5M | 60K | →First observed position No prior filed position | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 60K | ▲New +60K sh | Q1 2026 | |
| 20 | Alyeska Investment Group, L.P. | $1.5M | 57K | ▲New +57K sh | Q1 2026 | |
| 21 | TD ASSET MANAGEMENT INC | $1.2M | 48K | ▲New +48K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $1.2M | 44K | ▲New +44K sh | Q1 2026 | |
| 23 | ALPS ADVISORS INC | $755K | 34K | ▲New +34K sh | Q2 2026 | |
| 24 | MARSHALL WACE, LLP | $760K | 29K | ▲New +29K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $726K | 28K | ▲New +28K 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, 19 funds opened a new position in SGP, while 0 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 |
|---|---|---|
| COGENT BIOSCIENCES INCCOGT | 15 funds | $688.3M |
| APOGEE THERAPEUTICS INCAPGE | 15 funds | $432.4M |
| NUVALENT INC-ANUVL | 14 funds | $2.4B |
| PRAXIS PRECISION MEDICINES IPRAX | 14 funds | $885.6M |
| TYRA BIOSCIENCES INCTYRA | 14 funds | $557.7M |
| TAYSHA GENE THERAPIES INCTSHA | 14 funds | $230.1M |
| REVOLUTION MEDICINES INCRVMD | 13 funds | $1.2B |
| RHYTHM PHARMACEUTICALS INCRYTM | 13 funds | $864.0M |
| DIANTHUS THERAPEUTICS INCDNTH | 13 funds | $580.6M |
| SIONNA THERAPEUTICS INCSION | 13 funds | $511.5M |
| XENON PHARMACEUTICALS INCXENE | 13 funds | $505.6M |
| BIOCRYST PHARMACEUTICALS INCBCRX | 13 funds | $422.2M |
Ranked by how many of SGP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 9, 2026 | Vensana Capital I GP, LLC | 10% Owner | Buy (P) | 165K | $2.6M |
| Feb 9, 2026 | Walker Paul Edward | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Chang Carmen | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Mathers Edward T | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | SANDELL SCOTT D | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Makhzoumi Mohamad | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Yang Rick | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | NEA 17 GP, LLC | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | BASKETT FOREST | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Florence Anthony A. Jr. | 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | Behbahani Ali | Director, 10% Owner | Buy (P) | 938K | $15.0M |
| Feb 9, 2026 | RA Capital Healthcare Fund LP | Director, 10% Owner | Buy (P) | 248K | $4.0M |
Connected entities for SGP
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/SGP/capital-change-brief"
Use Arkolith's capital_change_brief for SGP. 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 SGP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.