Among active 13F managers last quarter, 9 opened and 32 added, while 14 reduced; the largest holder to move was Disciplined Growth Investors Inc (+162%). Over the last 180 days, 1 insider sold and none bought, a net -$115K in open-market trades.
The legs disagree, or only one of them leans.
284 tracked 13F filers disclose a position in SPSC as of the latest SEC 13F filings, a combined $2.2B 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 | BlackRock, Inc. | 5.9M | $339.3M | ▲+1.8% Added · +106K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.9M | $166.6M | ▼−1.5% Reduced · −44K sh | Q2 2026 | |
| 3 | Disciplined Growth Investors Inc | 2.1M | $121.4M | ▲+162% Added · +1.3M sh | Q2 2026 | |
| 4 | Neuberger Berman Group LLC | 1.8M | $99.7M | ▲+26% Added · +375K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 1.6M | $91.4M | ▼−5.9% Reduced · −100K sh | Q2 2026 | |
| 6 | State Street Corp | 1.5M | $88.4M | ▲+3.0% Added · +46K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 1.3M | $72.4M | ▲+27% Added · +268K sh | Q2 2026 | |
| 8 | Goldman Sachs Group Inc | 1.1M | $59.5M | ▲+62% Added · +408K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 999K | $55.6M | ▲+3.3% Added · +31K sh | Q1 2026 | |
| 10 | Morgan Stanley | 961K | $53.5M | ▲+10% Added · +89K sh | Q1 2026 | |
| 11 | Engine Capital Management, LP | 916K | $52.4M | ▲New +916K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 914K | $52.2M | ▲+0.1% Added · +628 sh | Q2 2026 | |
| 13 | Invenomic Capital Management LP | 869K | $49.7M | ▲+229% Added · +605K sh | Q2 2026 | |
| 14 | Anson Funds Management LP | 745K | $42.6M | ▲+30% Added · +170K sh | Q2 2026 | |
| 15 | Federated Hermes, Inc. | 739K | $41.1M | ▲+202% Added · +494K sh | Q1 2026 | |
| 16 | BNP Paribas Asset Management Holding S.A. | 710K | $39.5M | ▼−4.0% Reduced · −29K sh | Q1 2026 | |
| 17 | Lightrock Netherlands B.V. | 613K | $35.1M | ▲+39% Added · +172K sh | Q2 2026 | |
| 18 | Irenic Capital Management LP | 598K | $34.2M | —Held | Q2 2026 | |
| 19 | Norges Bank | 560K | $49.9M | ▲+32% Added · +137K sh | Q4 2025 | |
| 20 | Nordea Investment Management AB | 538K | $30.0M | ▼−56% Reduced · −679K sh | Q1 2026 | |
| 21 | Dimensional Fund Advisors LP | 504K | $28.1M | ▲+17% Added · +74K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 501K | $27.9M | ▲+2.5% Added · +12K sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | 491K | $27.3M | ▲+8.5% Added · +38K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 442K | $24.6M | ▼−2.3% Reduced · −10K sh | Q1 2026 | |
| 25 | Arrowstreet Capital, Limited Partnership | 355K | $19.7M | ▲131× Added · +352K 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.
Last quarter, 9 funds opened a new position in SPSC and 32 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 145 funds | $226.1B |
| Amazon.com IncAMZN | 140 funds | $176.0B |
| Alphabet Inc-CL AGOOGL | 140 funds | $152.1B |
| Apple IncAAPL | 139 funds | $253.8B |
| Nvidia CorpNVDA | 137 funds | $349.4B |
| Costco Wholesale CorpCOST | 136 funds | $31.2B |
| Broadcom IncAVGO | 135 funds | $143.3B |
| Meta Platforms Inc-Class AMETA | 135 funds | $94.0B |
| Lam Research CorpLRCX | 134 funds | $40.7B |
| Eli Lilly & CoLLY | 133 funds | $72.2B |
| JPMorgan Chase & CoJPM | 133 funds | $51.6B |
| Visa Inc-Class A SharesV | 133 funds | $49.4B |
Ranked by how many of SPSC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPSC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2026 | Reaume Marty M | Director | Sell (S) | 1K | $57K |
| Apr 7, 2026 | Reaume Marty M | Director | Sell (S) | 1K | $58K |
| Mar 9, 2026 | Reaume Marty M | Director | Sell (S) | 1K | $63K |
| Feb 24, 2026 | Thingelstad Jamie | EVP, Chief Technology Officer | Sell (S) 2 lots, same day | 2K | $133K |
| Feb 20, 2026 | Nelson Kimberly K. | EVP & CFO | Sell (S) 3 lots, same day | 6K | $370K |
| Feb 20, 2026 | Collins Chadwick | Chief Executive Officer, Director | Sell (S) 3 lots, same day | 13K | $785K |
| Feb 9, 2026 | Reaume Marty M | Director | Sell (S) | 1K | $80K |
| Jan 7, 2026 | Reaume Marty M | Director | Sell (S) 2 lots, same day | 2K | $160K |
| Feb 26, 2025 | Nelson Kimberly K. | EVP & CFO | Sell (S) 4 lots, same day | 5K | $755K |
| Feb 19, 2025 | Nelson Kimberly K. | EVP & CFO | Sell (S) 7 lots, same day | 5K | $808K |
| Feb 19, 2025 | Collins Chadwick | Chief Executive Officer, Director | Sell (S) 7 lots, same day | 5K | $662K |
| Feb 5, 2025 | Nelson Kimberly K. | EVP & CFO | Sell (S) 4 lots, same day | 9K | $1.7M |
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 | 55 | 30 | – |
Insiders Form 4 open-market | 0 | 1 | -$115K |
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 SPSC
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/SPSC/capital-change-brief"
Use Arkolith's capital_change_brief for SPSC. 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 SPSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.