Among active 13F managers last quarter, 10 opened and 9 added, while 11 reduced; the largest holder to move was Perceptive Advisors LLC (+82%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
71 tracked 13F filers disclose a position in STRO as of the latest SEC 13F filings, a combined $451.4M 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 | Perceptive Advisors LLC | 1.3M | $43.3M | ▲+82% Added · +590K sh | Q2 2026 | |
| 2 | BVF Inc | 1.3M | $41.6M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | 1.1M | $37.3M | ▲+382% Added · +890K sh | Q2 2026 | |
| 4 | Affinity Asset Advisors, LLC | 1.1M | $26.6M | ▲+43% Added · +321K sh | Q1 2026 | |
| 5 | Samsara BioCapital, LLC | 1.1M | $35.3M | —Held | Q2 2026 | |
| 6 | Kynam Capital Management, LP | 873K | $29.0M | —Held | Q2 2026 | |
| 7 | Orbimed Advisors LLC | 744K | $24.7M | ▼−7.1% Reduced · −57K sh | Q2 2026 | |
| 8 | Vanguard Capital Management LLC | 694K | $23.0M | ▼−3.6% Reduced · −26K sh | Q2 2026 | |
| 9 | Eventide Asset Management, LLC | 585K | $19.4M | ▼−18% Reduced · −130K sh | Q2 2026 | |
| 10 | ADAR1 Capital Management, LLC | 524K | $13.1M | ▲+682% Added · +457K sh | Q1 2026 | |
| 11 | Velan Capital Investment Management LP | 512K | $17.0M | —Held | Q2 2026 | |
| 12 | Balyasny Asset Management L.P. | 466K | $11.6M | ▲+102% Added · +236K sh | Q1 2026 | |
| 13 | Woodline Partners LP | 458K | $15.2M | ▲+0.1% Added · +588 sh | Q2 2026 | |
| 14 | UBS Group AG | 393K | $9.8M | ▲50× Added · +385K sh | Q1 2026 | |
| 15 | Geode Capital Management, LLC | 390K | $12.9M | ▲+127% Added · +218K sh | Q2 2026 | |
| 16 | State Street Corp | 306K | $10.2M | ▲+487% Added · +254K sh | Q2 2026 | |
| 17 | Merck & Co., Inc. | 272K | $9.0M | ▲New +272K sh | Q2 2026 | |
| 18 | Acuta Capital Partners, LLC | 270K | $9.0M | ▲+0.3% Added · +826 sh | Q2 2026 | |
| 19 | Point72 Asset Management, L.P. | 238K | $7.9M | ▼−66% Reduced · −454K sh | Q2 2026 | |
| 20 | KVP Capital Advisors, LP | 227K | $7.5M | —Held | Q2 2026 | |
| 21 | Marshall Wace, LLP | 223K | $5.5M | ▲+160% Added · +137K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 210K | $5.2M | ▼−50% Reduced · −208K sh | Q1 2026 | |
| 23 | Adage Capital Partners GP, L.L.C. | 200K | $5.0M | —Held | Q1 2026 | |
| 24 | Vanguard Portfolio Management LLC | 198K | $6.6M | ▲New +198K sh | Q2 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 104K | $3.5M | ▲+9.9% Added · +9K 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, 10 funds opened a new position in STRO and 9 added to an existing one, while 11 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 |
|---|---|---|
| Intuitive Surgical IncISRG | 29 funds | $8.5B |
| Eli Lilly & CoLLY | 28 funds | $26.1B |
| Boston Scientific CorpBSX | 28 funds | $2.8B |
| Viridian Therapeutics IncVRDN | 28 funds | $427.7M |
| Revolution Medicines IncRVMD | 27 funds | $2.5B |
| Nvidia CorpNVDA | 26 funds | $112.3B |
| Broadcom IncAVGO | 26 funds | $44.3B |
| Unitedhealth Group IncUNH | 26 funds | $14.4B |
| Microsoft CorpMSFT | 25 funds | $55.0B |
| Micron Technology IncMU | 25 funds | $22.9B |
| Lam Research CorpLRCX | 25 funds | $14.0B |
| Arista Networks IncANET | 25 funds | $7.1B |
Ranked by how many of STRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STRO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 15, 2025 | Matsui Connie | Director | Buy (P) | 50K | $40K |
| Oct 15, 2025 | Chow Gregory K. | CFO | Buy (P) | 20K | $16K |
| Oct 15, 2025 | Chung Jane | Chief Executive Officer, Director | Buy (P) | 13K | $10K |
| Oct 15, 2025 | Gerber Hans-Peter | CHIEF SCIENTIFIC OFFICER | Buy (P) | 17K | $14K |
| Oct 15, 2025 | Pauling David | Chief Admin. Ofcr. & GC | Buy (P) | 13K | $10K |
| Jan 29, 2024 | Vasquez Nicki | CHIEF PORT. STRAT & ALNCE OFCR | Sell (S) | 12K | $61K |
| Aug 28, 2023 | Shtylla Brunilda | Chief Business Officer | Sell (S) | 15K | $73K |
| Aug 25, 2023 | Shtylla Brunilda | Chief Business Officer | Sell (S) | 12K | $53K |
| Mar 14, 2022 | Newell William J | CEO, Director | Buy (P) | 10K | $78K |
| Sep 28, 2021 | Vasquez Nicki | Chief Port. Strat & Alnce Ofcr | Sell (S) | 4K | $73K |
| Jan 26, 2021 | Hallam Trevor | Chief Scientific Officer | Sell (S) 2 lots, same day | 2K | $62K |
| Dec 28, 2020 | Hallam Trevor | Chief Scientific Officer | Sell (S) | 2K | $54K |
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 | 21 | 16 | – |
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.
| Class | 13F holders | Value held |
|---|---|---|
| STROthis pageEquity | 71 funds | $451.4M |
| 869367102Stock | 5 funds | $5K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for STRO
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/STRO/capital-change-brief"
Use Arkolith's capital_change_brief for STRO. 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 STRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.