Among active 13F managers last quarter, 5 opened and 5 added, while 1 reduced; the largest holder to move was Renaissance Technologies LLC (−7.0%). Over the last 180 days, 1 insider sold and none bought, a net -$63K in open-market trades.
The legs disagree, or only one of them leans.
43 tracked 13F filers disclose a position in SPRO as of the latest SEC 13F filings, a combined $24.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pfizer Inc | 2.4M | $5.3M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 2.0M | $4.5M | ▲+13% Added · +236K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 1.2M | $2.8M | ▼−7.0% Reduced · −90K sh | Q1 2026 | |
| 4 | Alphabet Inc. | 890K | $2.0M | —Held | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 886K | $2.1M | ▲+138% Added · +513K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | 594K | $1.3M | ▲+37% Added · +161K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 566K | $1.3M | ▲+8.9% Added · +46K sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 333K | $779K | ▲+13% Added · +39K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 288K | $636K | ▲+8.9% Added · +24K sh | Q2 2026 | |
| 10 | State Street Corp | 215K | $475K | —Held | Q2 2026 | |
| 11 | Squarepoint Ops LLC | 194K | $455K | ▲+63% Added · +75K sh | Q1 2026 | |
| 12 | Marshall Wace, LLP | 157K | $368K | ▲New +157K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 121K | $283K | —Held | Q1 2026 | |
| 14 | Bridgeway Capital Management, LLC | 115K | $254K | —Held | Q2 2026 | |
| 15 | Jane Street Group, LLC | 106K | $249K | ▼−33% Reduced · −52K sh | Q1 2026 | |
| 16 | Point72 Asset Management, L.P. | 104K | $231K | ▲+75% Added · +45K sh | Q2 2026 | |
| 17 | Ionic Capital Management LLC | 103K | $227K | ▼−48% Reduced · −93K sh | Q2 2026 | |
| 18 | Federation des caisses Desjardins du Quebec | 92K | $202K | ▲New +92K sh | Q2 2026 | |
| 19 | Shay Capital LLC | 72K | $160K | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 20 | Axxcess Wealth Management, LLC | 33K | $72K | ▲Added Added · +33K sh | Q2 2026 | |
| 21 | Capital Asset Advisory Services LLC | 33K | $72K | —Held | Q2 2026 | |
| 22 | DLK Investment Management, LLC | 31K | $41K | ▲New +31K sh | Q2 2026 | |
| 23 | Simplex Trading, LLC | 30K | $71K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 24 | Dimensional Fund Advisors LP | 30K | $69K | —Held | Q1 2026 | |
| 25 | Charles Schwab Investment Management Inc | 29K | $67K | —Held | 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, 5 funds opened a new position in SPRO and 5 added to an existing one, while 1 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 | 14 funds | $6.8B |
| Alphabet Inc-CL AGOOGL | 14 funds | $3.6B |
| Microsoft CorpMSFT | 14 funds | $3.4B |
| Meta Platforms Inc-Class AMETA | 14 funds | $1.9B |
| Visa Inc-Class A SharesV | 14 funds | $1.2B |
| Broadcom IncAVGO | 13 funds | $2.7B |
| Advanced Micro DevicesAMD | 13 funds | $2.2B |
| Chevron CorpCVX | 13 funds | $1.9B |
| Airbnb Inc-Class AABNB | 13 funds | $1.1B |
| Oracle CorpORCL | 13 funds | $759.6M |
| Teradyne IncTER | 13 funds | $685.2M |
| Netflix IncNFLX | 13 funds | $598.3M |
Ranked by how many of SPRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPRO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 4, 2026 | Rajavelu Esther | See Remarks | Sell (S) | 25K | $63K |
| Feb 6, 2026 | Keutzer Timothy | Chief Operating Officer | Sell (S) | 19K | $44K |
| Feb 6, 2026 | Rajavelu Esther | See Remarks | Sell (S) 2 lots, same day | 88K | $207K |
| Feb 4, 2026 | Keutzer Timothy | Chief Operating Officer | Sell (S) | 3K | $8K |
| Feb 3, 2026 | Keutzer Timothy | Chief Operating Officer | Sell (S) | 24K | $52K |
| Feb 2, 2026 | Rajavelu Esther | See Remarks | Sell (S) | 18K | $41K |
| Feb 2, 2026 | Keutzer Timothy | Chief Operating Officer | Sell (S) | 19K | $42K |
| Nov 7, 2025 | Rajavelu Esther | See Remarks | Sell (S) | 40K | $95K |
| Aug 28, 2025 | Keutzer Timothy | Chief Operating Officer | Sell (S) | 2K | $3K |
| Aug 28, 2025 | Mahadevia Ankit | Director | Sell (S) | 7K | $13K |
| Feb 5, 2025 | Mahadevia Ankit | Director | Sell (S) 2 lots, same day | 69K | $54K |
| Feb 5, 2025 | Shukla Sath | CEO & President | Sell (S) 3 lots, same day | 155K | $121K |
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 | 14 | 6 | – |
Insiders Form 4 open-market | 0 | 1 | -$63K |
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 SPRO
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/SPRO/capital-change-brief"
Use Arkolith's capital_change_brief for SPRO. 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 SPRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.