Among active 13F managers last quarter, 13 opened and 24 added, while 15 reduced; the largest holder to move was Ra Capital Management, L.P. (+29%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
144 tracked 13F filers disclose a position in SLDB as of the latest SEC 13F filings, a combined $1.0B 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 | Ra Capital Management, L.P. | 12.0M | $120.2M | ▲+29% Added · +2.7M sh | Q2 2026 | |
| 2 | Perceptive Advisors LLC | 11.9M | $118.9M | —Held | Q2 2026 | |
| 3 | Bain Capital Life Sciences Investors, LLC | 9.8M | $98.0M | —Held | Q2 2026 | |
| 4 | Siren, L.L.C. | 7.7M | $76.8M | —Held | Q2 2026 | |
| 5 | BlackRock, Inc. | 6.9M | $69.3M | ▲+40% Added · +2.0M sh | Q2 2026 | |
| 6 | FMR LLC | 6.9M | $68.7M | ▲+91% Added · +3.3M sh | Q2 2026 | |
| 7 | State Street Corp | 4.2M | $41.7M | ▲+271% Added · +3.0M sh | Q2 2026 | |
| 8 | Janus Henderson Group Ltd. | 4.0M | $28.9M | ▲New +4.0M sh | Q1 2026 | |
| 9 | Vanguard Capital Management LLC | 4.0M | $40.1M | ▲+50% Added · +1.3M sh | Q2 2026 | |
| 10 | RTW Investments, LP | 3.9M | $38.9M | ▲New +3.9M sh | Q2 2026 | |
| 11 | Deep Track Capital, LP | 3.6M | $25.7M | ▲New +3.6M sh | Q1 2026 | |
| 12 | Armistice Capital, LLC | 3.2M | $23.0M | ▲+23% Added · +588K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 2.8M | $28.1M | ▲+8.4% Added · +218K sh | Q2 2026 | |
| 14 | Ameriprise Financial Inc | 2.4M | $17.6M | ▲New +2.4M sh | Q1 2026 | |
| 15 | Alyeska Investment Group, L.P. | 2.3M | $22.8M | ▲~0% Added · +359 sh | Q2 2026 | |
| 16 | Franklin Templeton Inc | 2.2M | $15.8M | ▲+37% Added · +594K sh | Q1 2026 | |
| 17 | Vestal Point Capital, LP | 2.2M | $21.6M | ▼−57% Reduced · −2.8M sh | Q2 2026 | |
| 18 | Redmile Group, LLC | 1.9M | $19.5M | ▼−3.1% Reduced · −63K sh | Q2 2026 | |
| 19 | Geode Capital Management, LLC | 1.9M | $19.4M | ▲+50% Added · +645K sh | Q2 2026 | |
| 20 | Adage Capital Partners GP, L.L.C. | 1.8M | $12.6M | ▲+25% Added · +357K sh | Q1 2026 | |
| 21 | Dimensional Fund Advisors LP | 956K | $6.9M | ▲+41% Added · +277K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 936K | $6.7M | ▼−7.0% Reduced · −71K sh | Q1 2026 | |
| 23 | Blair William & Co | 756K | $7.6M | ▲+16% Added · +105K sh | Q2 2026 | |
| 24 | Vanguard Portfolio Management LLC | 749K | $7.5M | ▲+121% Added · +410K sh | Q2 2026 | |
| 25 | Woodline Partners LP | 674K | $6.7M | ▲+36% Added · +179K sh | Q2 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, 13 funds opened a new position in SLDB and 24 added to an existing one, while 15 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 | 69 funds | $255.9B |
| Amazon.com IncAMZN | 69 funds | $120.0B |
| Alphabet Inc-CL AGOOGL | 69 funds | $110.0B |
| Microsoft CorpMSFT | 68 funds | $154.5B |
| Western Digital CorpWDC | 67 funds | $7.2B |
| Cogent Biosciences IncCOGT | 67 funds | $1.3B |
| Broadcom IncAVGO | 65 funds | $104.8B |
| Seagate Technology HoldingsSTX | 65 funds | $9.1B |
| Meta Platforms Inc-Class AMETA | 64 funds | $69.7B |
| JPMorgan Chase & CoJPM | 64 funds | $41.0B |
| Micron Technology IncMU | 64 funds | $35.2B |
| Unitedhealth Group IncUNH | 64 funds | $23.5B |
Ranked by how many of SLDB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SLDB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 18, 2026 | Tan Kevin | CFO & Treasurer | Sell (S) | 5K | $31K |
| Feb 18, 2026 | Brooks Gabriel | Chief Medical Officer | Sell (S) | 0 | $0 |
| Feb 18, 2026 | Howton David T | Chief Operating Officer | Sell (S) | 7K | $43K |
| Feb 18, 2026 | Herzich Paul | Chief Technology Officer | Sell (S) | 4K | $21K |
| Feb 18, 2026 | Ganot Ilan | Director | Sell (S) | 3K | $15K |
| Feb 18, 2026 | Hanrahan Jessie | Chief Regulatory Officer | Sell (S) | 4K | $24K |
| Feb 18, 2026 | Cumbo Alexander | President and CEO, Director | Sell (S) | 17K | $97K |
| Feb 4, 2026 | Herzich Paul | Chief Technology Officer | Sell (S) | 11K | $70K |
| Feb 4, 2026 | Hanrahan Jessie | Chief Regulatory Officer | Sell (S) | 12K | $80K |
| Feb 4, 2026 | Brooks Gabriel | Chief Medical Officer | Sell (S) | 13K | $81K |
| Feb 4, 2026 | Tan Kevin | CFO & Treasurer | Sell (S) | 15K | $95K |
| Feb 4, 2026 | Ganot Ilan | Director | Sell (S) | 7K | $46K |
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 | 45 | 29 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| SLDBthis pagecs | 144 funds | $1.0B |
| 83422E105Stock | 3 funds | $14K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SLDB
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/SLDB/capital-change-brief"
Use Arkolith's capital_change_brief for SLDB. 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 SLDB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.