Among active 13F managers last quarter, 2 opened and 31 added, while 29 reduced; the largest holder to move was FIL Ltd (+2.1%). Over the last 180 days, 6 insiders sold and none bought, a net -$578.1M in open-market trades.
The legs disagree, or only one of them leans.
473 tracked 13F filers disclose a position in SN as of the latest SEC 13F filings, a combined $11.3B 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 | FMR LLC | 19.4M | $3.0B | ▼−3.9% Reduced · −789K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 7.4M | $1.1B | ▲+136% Added · +4.3M sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | 6.6M | $701.8M | ▲+4.7% Added · +299K sh | Q1 2026 | |
| 4 | State Street Corp | 2.6M | $395.1M | ▲+127% Added · +1.5M sh | Q2 2026 | |
| 5 | FIL Ltd | 2.3M | $245.4M | ▲+2.1% Added · +49K sh | Q1 2026 | |
| 6 | UBS Group AG | 2.2M | $229.4M | ▲+5.2% Added · +107K sh | Q1 2026 | |
| 7 | Baillie Gifford & Co | 1.9M | $205.4M | ▼−2.5% Reduced · −49K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 1.4M | $218.1M | ▲+11% Added · +138K sh | Q2 2026 | |
| 9 | Abrams Bison Investments, LLC | 1.4M | $218.7M | —Held | Q2 2026 | |
| 10 | Price T Rowe Associates Inc | 1.3M | $199.8M | ▲+79% Added · +581K sh | Q2 2026 | |
| 11 | AllianceBernstein L.P. | 1.3M | $146.5M | ▼−15% Reduced · −224K sh | Q1 2026 | |
| 12 | Dimensional Fund Advisors LP | 1.0M | $110.5M | ▼−2.4% Reduced · −26K sh | Q1 2026 | |
| 13 | Westfield Capital Management Co LP | 1.0M | $153.5M | ▲+11% Added · +104K sh | Q2 2026 | |
| 14 | William Blair Investment Management, LLC | 987K | $150.3M | ▼−8.1% Reduced · −87K sh | Q2 2026 | |
| 15 | Ameriprise Financial Inc | 953K | $100.9M | ▼−1.3% Reduced · −13K sh | Q1 2026 | |
| 16 | Gilder Gagnon Howe & Co LLC | 935K | $142.4M | ▼−2.3% Reduced · −22K sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 897K | $95.0M | ▲+13% Added · +101K sh | Q1 2026 | |
| 18 | Vanguard Capital Management LLC | 885K | $134.8M | ▲+3.4% Added · +29K sh | Q2 2026 | |
| 19 | Divisadero Street Capital Management, LP | 819K | $124.7M | ▲+6.5% Added · +50K sh | Q2 2026 | |
| 20 | Disciplined Growth Investors Inc | 716K | $109.0M | ▲+67% Added · +288K sh | Q2 2026 | |
| 21 | Evercore Wealth Management, LLC | 707K | $107.7M | ▲+5.5% Added · +37K sh | Q2 2026 | |
| 22 | Greenvale Capital LLP | 665K | $101.3M | ▼−30% Reduced · −285K sh | Q2 2026 | |
| 23 | Blue Grotto Capital, LLC | 663K | $100.9M | ▼−1.1% Reduced · −7K sh | Q2 2026 | |
| 24 | Voss Capital, LP | 630K | $95.9M | ▼−9.3% Reduced · −65K sh | Q2 2026 | |
| 25 | Oberweis Asset Management Inc | 594K | $90.4M | ▼−1.1% Reduced · −6K 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, 2 funds opened a new position in SN and 31 added to an existing one, while 29 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 |
|---|---|---|
| Amazon.com IncAMZN | 275 funds | $172.6B |
| Nvidia CorpNVDA | 274 funds | $354.8B |
| Microsoft CorpMSFT | 274 funds | $206.1B |
| Meta Platforms Inc-Class AMETA | 264 funds | $97.2B |
| Alphabet Inc-CL AGOOGL | 263 funds | $149.1B |
| Broadcom IncAVGO | 260 funds | $136.4B |
| Apple IncAAPL | 257 funds | $231.9B |
| Micron Technology IncMU | 253 funds | $65.7B |
| Visa Inc-Class A SharesV | 251 funds | $52.3B |
| Alphabet Inc-CL CGOOG | 248 funds | $112.0B |
| Eli Lilly & CoLLY | 248 funds | $77.2B |
| JPMorgan Chase & CoJPM | 248 funds | $52.4B |
Ranked by how many of SN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Shah Neil B. | Chief Commercial Officer | Sell (S) 2 lots, same day | 50K | $9.3M |
| Aug 20, 2026 | Feld Peter | Director | Sell (S) | 5K | $900K |
| Aug 10, 2026 | Shah Neil B. | Chief Commercial Officer | Sell (S) 3 lots, same day | 20K | $3.8M |
| Aug 7, 2026 | Shah Neil B. | Chief Commercial Officer | Sell (S) 2 lots, same day | 30K | $5.5M |
| Aug 7, 2026 | Quigley Adam | Chief Financial Officer | Sell (S) | 2K | $322K |
| Aug 6, 2026 | Barrocas Mark | Chief Executive Officer, Director | Sell (S) | 250K | $46.3M |
| Aug 5, 2026 | Barrocas Mark | Chief Executive Officer, Director | Sell (S) | 250K | $42.5M |
| Jul 17, 2026 | Barrocas Mark | Chief Executive Officer, Director | Sell (S) | 250K | $38.8M |
| Jul 10, 2026 | Wang Xuning | Director, 10% Owner | Sell (S) | 2.7M | $401.2M |
| Jun 25, 2026 | Barrocas Mark | Chief Executive Officer, Director | Sell (S) | 100K | $14.5M |
| Jun 18, 2026 | Barrocas Mark | Chief Executive Officer, Director | Sell (S) | 100K | $14.0M |
| Jun 4, 2026 | Lopez-Baldrich Pedro J. | Chief Legal Officer | Sell (S) | 2K | $270K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 57 | 38 | – |
Insiders Form 4 open-market | 0 | 6 | -$578.1M |
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 SN
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/SN/capital-change-brief"
Use Arkolith's capital_change_brief for SN. 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 SN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.