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/STEP/capital-change-brief"
Use Arkolith's capital_change_brief for STEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $564.4M | 11.8M | ▲+11% Added · +1.2M sh | Q1 2026 | |
| 2 | MILLENNIUM MANAGEMENT LLC | $342.3M | 7.2M | ▲+61% Added · +2.7M sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $232.6M | 4.9M | ▼−4.5% Reduced · −229K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $214.0M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $168.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $136.9M | 2.9M | ▲+4.2% Added · +115K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $93.8M | 2.0M | ▲+23% Added · +366K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $93.1M | 2.0M | ▲+9.8% Added · +175K sh | Q1 2026 | |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $91.4M | 1.9M | ▲+186% Added · +1.2M sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $68.8M | 1.5M | ▲+27% Added · +314K sh | Q1 2026 | |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $68.0M | 1.4M | ▲+131% Added · +809K sh | Q1 2026 | |
| 12 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $63.1M | 1.3M | ▲+550% Added · +1.1M sh | Q1 2026 | |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | $56.2M | 1.2M | ▲+50% Added · +391K sh | Q1 2026 | |
| 14 | FMR LLC | $47.5M | 995K | ▼−3.5% Reduced · −36K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $46.6M | 977K | ▼−17% Reduced · −205K sh | Q1 2026 | |
| 16 | WASATCH ADVISORS LP | $37.4M | 905K | ▼−1.8% Reduced · −16K sh | Q2 2026 | |
| 17 | SAMLYN CAPITAL, LLC | $42.7M | 895K | ▲New +895K sh | Q1 2026 | |
| 18 | Junto Capital Management LP | $40.8M | 856K | ▲New +856K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $35.6M | 747K | ▼−5.8% Reduced · −46K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $34.6M | 734K | ▼−8.4% Reduced · −68K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $34.7M | 727K | ▲+6.9% Added · +47K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $31.0M | 651K | ▼−3.6% Reduced · −24K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $27.8M | 584K | ▲+185% Added · +379K sh | Q1 2026 | |
| 24 | UBS Group AG | $24.8M | 520K | ▲+43% Added · +157K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $24.5M | 514K | ▲New +514K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | McCabe Michael I | Head of Strategy, Director | Buy (P) | 97K | $4.0M |
| Jun 11, 2026 | McCabe Michael I | Head of Strategy, Director | Buy (P) | 23K | $981K |
| Jun 3, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 2K | $98K |
| Jun 2, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 85K | $4.0M |
| Jun 2, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 15K | $700K |
| Jun 1, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 28K | $1.4M |
| Jun 1, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 56K | $2.7M |
| Jun 1, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 12K | $603K |
| Jun 1, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Sell (S) | 3K | $171K |
| Mar 31, 2026 | Park David Y | Chief Financial Officer | Grant (A) | 64 | — |
| Mar 31, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Conversion (C) | 200K | — |
| Mar 31, 2026 | Fernandez Jose A | Co-Chief Operating Officer, Director | Disposed to issuer (D) | 200K | $200 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 94 funds | $63.0B |
| MICROSOFT CORPMSFT | 93 funds | $46.1B |
| AMAZON.COM INCAMZN | 92 funds | $36.6B |
| ALPHABET INC-CL AGOOGL | 92 funds | $30.0B |
| META PLATFORMS INC-CLASS AMETA | 92 funds | $21.2B |
| VISA INC-CLASS A SHARESV | 92 funds | $10.2B |
| APPLE INCAAPL | 91 funds | $52.0B |
| ELI LILLY & COLLY | 91 funds | $12.1B |
| MASTERCARD INC - AMA | 91 funds | $8.3B |
| BOSTON SCIENTIFIC CORPBSX | 91 funds | $2.4B |
| BROADCOM INCAVGO | 90 funds | $23.3B |
| JPMORGAN CHASE & COJPM | 90 funds | $14.7B |
Ranked by how many of STEP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.