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/SITE/capital-change-brief"
Use Arkolith's capital_change_brief for SITE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $600.8M | 4.5M | ▲+1.0% Added · +47K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $331.0M | 2.5M | ▼−6.8% Reduced · −181K sh | Q1 2026 | |
| 3 | AQR CAPITAL MANAGEMENT LLC | $292.8M | 2.3M | ▲+229% Added · +1.6M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $275.0M | 2.1M | ▲+4.2% Added · +84K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $266.9M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $235.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 1.7M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 8 | WASATCH ADVISORS LP | $145.3M | 1.3M | ▼−40% Reduced · −852K sh | Q2 2026 | |
| 9 | Conestoga Capital Advisors, LLC | $147.3M | 1.1M | ▲+2.9% Added · +32K sh | Q1 2026 | |
| 10 | 59 North Capital Management, LP | $139.7M | 1.0M | ▼−28% Reduced · −407K sh | Q1 2026 | |
| 11 | Artisan Partners Limited Partnership | $111.4M | 837K | ▲+89% Added · +394K sh | Q1 2026 | |
| 12 | Impax Asset Management Group plc | $109.7M | 824K | ▼−10.0% Reduced · −91K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $107.2M | 805K | ▲+3.7% Added · +29K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $104.6M | 786K | ▲+2.5% Added · +19K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $102.6M | 771K | ▲+1.7% Added · +13K sh | Q1 2026 | |
| 16 | UBS Group AG | $96.2M | 722K | ▲+223% Added · +499K sh | Q1 2026 | |
| 17 | Amundi | $93.6M | 704K | ▼−0.8% Reduced · −6K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $89.3M | 671K | ▲+20% Added · +111K sh | Q1 2026 | |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | $83.5M | 627K | ▼−7.5% Reduced · −51K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $79.2M | 595K | ▲+6.6% Added · +37K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78.3M | 588K | ▲+4.7% Added · +26K sh | Q1 2026 | |
| 22 | Neuberger Berman Group LLC | $71.3M | 536K | ▼−11% Reduced · −64K sh | Q1 2026 | |
| 23 | Schonfeld Strategic Advisors LLC | $70.9M | 533K | ▲+480% Added · +441K sh | Q1 2026 | |
| 24 | Stephens Investment Management Group LLC | $58.0M | 436K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 25 | Interval Partners, LP | $57.5M | 432K | ▼−0.6% Reduced · −2K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Jackson Travis Ryan | General Counsel & Secretary | Option exercise (M) | 547 | — |
| Jun 2, 2026 | Jackson Travis Ryan | General Counsel & Secretary | Tax withholding (F) | 160 | $17K |
| Jun 2, 2026 | Jackson Travis Ryan | General Counsel & Secretary | Option exercise (M) | 547 | $0 |
| May 28, 2026 | Diaz Fred M | Director | Sell (S) | 562 | $63K |
| May 27, 2026 | Diaz Fred M | Director | Sell (S) | 563 | $65K |
| May 13, 2026 | Douglas William W III | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | Diaz Fred M | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | Drake Larisa | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | Sansone Judith S | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | Dunbar Webster Roy | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | Isbell Jeri L | Director | Grant (A) | 1K | $0 |
| May 13, 2026 | WYSZOMIERSKI JACK L | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 151 funds | $61.1B |
| AMAZON.COM INCAMZN | 151 funds | $48.8B |
| NVIDIA CORPNVDA | 149 funds | $87.4B |
| ALPHABET INC-CL AGOOGL | 149 funds | $39.5B |
| COSTCO WHOLESALE CORPCOST | 148 funds | $10.7B |
| MASTERCARD INC - AMA | 147 funds | $11.0B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $26.4B |
| VISA INC-CLASS A SHARESV | 146 funds | $13.9B |
| APPLE INCAAPL | 145 funds | $72.0B |
| JPMORGAN CHASE & COJPM | 145 funds | $21.5B |
| BROADCOM INCAVGO | 144 funds | $31.2B |
| ALPHABET INC-CL CGOOG | 142 funds | $27.5B |
Ranked by how many of SITE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SITE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.