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/SVRA/capital-change-brief"
Use Arkolith's capital_change_brief for SVRA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEA Management Company, LLC | $133.6M | 24.5M | —Held | Q1 2026 | |
| 2 | Bain Capital Life Sciences Investors, LLC | $96.1M | 17.6M | —Held | Q1 2026 | |
| 3 | Venrock Adviser, LLC | $75.0M | 13.7M | —Held | Q1 2026 | |
| 4 | DEERFIELD MANAGEMENT COMPANY, L.P. | $74.1M | 13.6M | —Held | Q1 2026 | |
| 5 | TCG Crossover Management, LLC | $67.5M | 12.4M | —Held | Q1 2026 | |
| 6 | BlackRock, Inc. | $61.6M | 11.3M | ▲+1.7% Added · +194K sh | Q1 2026 | |
| 7 | Frazier Life Sciences Management, L.P. | $53.1M | 9.7M | ▼−1.4% Reduced · −141K sh | Q1 2026 | |
| 8 | Polar Capital Holdings Plc | $52.1M | 9.5M | ▲+15% Added · +1.2M sh | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $42.5M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 10 | Nantahala Capital Management, LLC | $40.1M | 7.3M | —Held | Q1 2026 | |
| 11 | STATE STREET CORP | $36.6M | 6.7M | ▲+55% Added · +2.4M sh | Q1 2026 | |
| 12 | RTW INVESTMENTS, LP | $32.5M | 6.0M | —Held | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $24.6M | 4.5M | ▼−1.0% Reduced · −46K sh | Q1 2026 | |
| 14 | Woodline Partners LP | $23.2M | 4.2M | ▲~0% Added · +479 sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $19.6M | 3.6M | ▲+5.2% Added · +177K sh | Q1 2026 | |
| 16 | EMERALD ADVISERS, LLC | $18.4M | 3.4M | ▼−3.5% Reduced · −124K sh | Q1 2026 | |
| 17 | Vestal Point Capital, LP | $14.2M | 2.6M | ▲+62% Added · +994K sh | Q1 2026 | |
| 18 | Affinity Asset Advisors, LLC | $13.7M | 2.5M | ▼−10% Reduced · −285K sh | Q1 2026 | |
| 19 | EMERALD MUTUAL FUND ADVISERS TRUST | $12.9M | 2.4M | ▼−1.1% Reduced · −28K sh | Q1 2026 | |
| 20 | Pictet Asset Management Holding SA | $12.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | $11.5M | 2.1M | ▲+27% Added · +443K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $9.8M | 1.8M | ▼−24% Reduced · −552K sh | Q1 2026 | |
| 23 | ADAR1 Capital Management, LLC | $8.0M | 1.5M | ▲+4.2% Added · +59K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 25 | Longaeva Partners L.P. | $7.0M | 1.3M | ▲+2.3% Added · +29K 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 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 75K | $119K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 22K | $119K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 129K | $159K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 29K | $159K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 57K | $63K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 11K | $63K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 219K | $330K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 60K | $330K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 13K | $56K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 10K | $56K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Option exercise (M) | 88K | $294K |
| Jun 22, 2026 | Lowrance David L | Chief Financial Officer | Tax withholding (F) | 53K | $294K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 54 funds | $6.1B |
| INTUITIVE SURGICAL INCISRG | 53 funds | $2.5B |
| BOSTON SCIENTIFIC CORPBSX | 52 funds | $1.8B |
| MICROSOFT CORPMSFT | 51 funds | $22.1B |
| BROADCOM INCAVGO | 51 funds | $14.0B |
| CENTENE CORPCNC | 51 funds | $777.5M |
| AMAZON.COM INCAMZN | 50 funds | $18.3B |
| ALPHABET INC-CL AGOOGL | 50 funds | $15.3B |
| TESLA INCTSLA | 50 funds | $9.0B |
| MICRON TECHNOLOGY INCMU | 50 funds | $7.5B |
| GILEAD SCIENCES INCGILD | 50 funds | $2.0B |
| UNITED THERAPEUTICS CORPUTHR | 50 funds | $1.1B |
Ranked by how many of SVRA'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 SVRA. 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.