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/SITM/capital-change-brief"
Use Arkolith's capital_change_brief for SITM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.4B | 4.0M | ▲+18% Added · +607K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $994.9M | 2.9M | ▼−15% Reduced · −497K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $480.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $343.3M | 994K | ▲New +994K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $319.4M | 925K | ▲+0.7% Added · +7K sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $236.2M | 684K | ▲+21% Added · +121K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $215.8M | 625K | ▲+16% Added · +85K sh | Q1 2026 | |
| 8 | Whale Rock Capital Management LLC | $199.2M | 577K | ▼−17% Reduced · −122K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $183.2M | 530K | ▲+7.1% Added · +35K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $161.3M | 467K | ▲+2.0% Added · +9K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $128.8M | 373K | ▲+5.4% Added · +19K sh | Q1 2026 | |
| 12 | GILDER GAGNON HOWE & CO LLC | $112.6M | 326K | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $101.4M | 287K | ▼−4.5% Reduced · −13K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $92.5M | 268K | ▲+24% Added · +52K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $91.7M | 266K | ▲+6.3% Added · +16K sh | Q1 2026 | |
| 16 | PRINCIPAL FINANCIAL GROUP INC | $90.1M | 261K | ▼−28% Reduced · −103K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $88.5M | 256K | ▼−35% Reduced · −139K sh | Q1 2026 | |
| 18 | NORGES BANK | $84.0M | 238K | ▲14× Added · +221K sh | Q4 2025 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $76.4M | 221K | ▼−26% Reduced · −77K sh | Q1 2026 | |
| 20 | Hood River Capital Management LLC | $70.0M | 203K | ▼−24% Reduced · −65K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.8M | 196K | ▼−10% Reduced · −23K sh | Q1 2026 | |
| 22 | Artisan Partners Limited Partnership | $67.7M | 196K | ▲New +196K sh | Q1 2026 | |
| 23 | BNP Paribas Asset Management Holding S.A. | $65.1M | 189K | ▲+56% Added · +68K sh | Q1 2026 | |
| 24 | FULLER & THALER ASSET MANAGEMENT, INC. | $61.6M | 178K | ▲+5.9% Added · +10K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $61.1M | 177K | ▼−38% Reduced · −111K 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 15, 2026 | Bonnot Lionel | See Remarks | Sell (S) | 500 | $368K |
| Jun 15, 2026 | VASHIST RAJESH | Chief Executive Officer, Director | Sell (S) | 15K | $11.3M |
| Jun 15, 2026 | VASHIST RAJESH | Chief Executive Officer, Director | Sell (S) | 5K | $3.8M |
| Jun 12, 2026 | Chitkara Raman | Director | Sell (S) | 2K | $1.5M |
| Jun 12, 2026 | Pangrazio Vincent P | See Remarks | Sell (S) | 2K | $1.5M |
| Jun 11, 2026 | Bonnot Lionel | See Remarks | Sell (S) | 1K | $700K |
| Jun 4, 2026 | Assaderaghi Fariborz | See Remarks | Sell (S) | 200 | $142K |
| Jun 4, 2026 | Assaderaghi Fariborz | See Remarks | Sell (S) | 800 | $569K |
| Jun 3, 2026 | VASHIST RAJESH | Chief Executive Officer, Director | Sell (S) | 30K | $21.0M |
| Jun 3, 2026 | VASHIST RAJESH | Chief Executive Officer, Director | Sell (S) | 10K | $7.0M |
| Jun 3, 2026 | Assaderaghi Fariborz | See Remarks | Sell (S) | 1K | $703K |
| Jun 2, 2026 | Heckart Christine | Director | Sell (S) | 1K | $903K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 126 funds | $74.8B |
| MICROSOFT CORPMSFT | 126 funds | $53.5B |
| META PLATFORMS INC-CLASS AMETA | 125 funds | $23.5B |
| AMAZON.COM INCAMZN | 123 funds | $39.1B |
| BROADCOM INCAVGO | 123 funds | $29.8B |
| APPLE INCAAPL | 122 funds | $60.2B |
| ALPHABET INC-CL AGOOGL | 121 funds | $35.3B |
| LAM RESEARCH CORPLRCX | 121 funds | $7.0B |
| ALPHABET INC-CL CGOOG | 120 funds | $23.6B |
| ELI LILLY & COLLY | 120 funds | $15.0B |
| VERTIV HOLDINGS CO-AVRT | 120 funds | $3.0B |
| MICRON TECHNOLOGY INCMU | 119 funds | $8.4B |
Ranked by how many of SITM'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 SITM. 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.