Among active 13F managers last quarter, 3 opened and none reduced or exited; the largest holder to move was Scientech Research LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
7 tracked 13F filers disclose a position in STAK as of the latest SEC 13F filings, a combined $181K 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 | Jane Street Group, LLC | 54K | $54K | ▲New +54K sh | Q1 2026 | |
| 2 | Morgan Stanley | 50K | $50K | ▲New +50K sh | Q1 2026 | |
| 3 | Scientech Research LLC | 17K | $63K | ▲New +17K sh | Q2 2026 | |
| 4 | UBS Group AG | 8K | $8K | ▲+434% Added · +7K sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 3K | $3K | ▲New +3K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 3K | $3K | ▲New +3K sh | Q1 2026 | |
| 7 | Caitong International Asset Management Co., Ltd | 1 | $4 | ▲New +1 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, 3 funds opened a new position in STAK, while none reduced or exited. 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 |
|---|---|---|
| Tesla IncTSLA | 3 funds | $77.2M |
| Advanced Micro DevicesAMD | 3 funds | $52.5M |
| Intel CorpINTC | 3 funds | $44.0M |
| Strategy IncMSTR | 3 funds | $33.8M |
| Corning IncGLW | 3 funds | $32.1M |
| Eli Lilly & CoLLY | 3 funds | $27.3M |
| Bloom Energy Corp- ABE | 3 funds | $22.5M |
| Applied Materials IncAMAT | 3 funds | $22.2M |
| Kla CorpKLAC | 3 funds | $21.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $18.9M |
| Lam Research CorpLRCX | 3 funds | $18.4M |
| Johnson & JohnsonJNJ | 3 funds | $17.5M |
Ranked by how many of STAK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STAK.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2021 | Johnson James Lambert | Director | Buy (P) | 1K | $3K |
| Jul 13, 2021 | Johnson James Lambert | Director | Buy (P) | 2K | $5K |
| Jun 2, 2021 | Johnson James Lambert | Director | Buy (P) | 90 | $277 |
| May 21, 2020 | Johnson James Lambert | Director | Buy (P) | 5 | $18 |
| May 12, 2020 | Johnson James Lambert | Director | Buy (P) | 75 | $103 |
| Mar 6, 2020 | Johnson James Lambert | Director | Buy (P) | 14K | $10K |
| Mar 4, 2020 | Johnson James Lambert | Director | Buy (P) | 14K | $7K |
| Feb 26, 2020 | Johnson James Lambert | Director | Buy (P) | 2K | $1K |
| Oct 12, 2015 | Pioneer Group, LLC | 10% Owner | Sell (S) | 212K | $6K |
| Sep 28, 2015 | Wonish Robert G | Director | Buy (P) | 200K | $6K |
| Sep 1, 2015 | Mikel Steven H. | Chief Executive Officer | Buy (P) | 300K | $9K |
| Jun 30, 2014 | Pioneer Group, LLC | 10% Owner | Buy (P) | 250K | $250K |
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 | 1 | 0 | – |
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.
Connected entities for STAK
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/STAK/capital-change-brief"
Use Arkolith's capital_change_brief for STAK. 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 STAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.