170 tracked 13F filers disclose a position in TALK as of the latest SEC 13F filings, a combined $682.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hudson Executive Capital LP | $50.7M | 11.3M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $53.9M | 10.4M | ▲+9.8% Added · +932K sh | Q1 2026 | |
| 3 | BALYASNY ASSET MANAGEMENT L.P. | $45.9M | 8.9M | ▲New +8.9M sh | Q1 2026 | |
| 4 | DEUTSCHE BANK AG\ | $36.9M | 7.1M | ▲+0.4% Added · +27K sh | Q1 2026 | |
| 5 | NEXPOINT ASSET MANAGEMENT, L.P. | $35.3M | 6.8M | ▲+128% Added · +3.8M sh | Q2 2026 | |
| 6 | FIL Ltd | $34.6M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $27.9M | 5.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | Magnetar Financial LLC | $22.6M | 4.3M | ▲+2.1% Added · +91K sh | Q2 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $21.5M | 4.1M | ▲+19% Added · +646K sh | Q2 2026 | |
| 10 | ALLIANCEBERNSTEIN L.P. | $14.0M | 3.9M | ▲+608% Added · +3.3M sh | Q1 2026 | |
| 11 | AWM Investment Company, Inc. | $19.8M | 3.8M | ▼−2.6% Reduced · −103K sh | Q1 2026 | |
| 12 | GARDNER LEWIS ASSET MANAGEMENT L P | $19.4M | 3.7M | ▲+81% Added · +1.7M sh | Q2 2026 | |
| 13 | STATE STREET CORP | $17.1M | 3.3M | ▲+10% Added · +304K sh | Q2 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.8M | 3.1M | ▲+39% Added · +855K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $15.8M | 3.1M | ▲+75% Added · +1.3M sh | Q1 2026 | |
| 16 | Polar Asset Management Partners Inc. | $15.5M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 17 | SOROS FUND MANAGEMENT LLC | $14.3M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $14.0M | 2.7M | ▲+12% Added · +296K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $13.9M | 2.7M | ▲+24% Added · +523K sh | Q1 2026 | |
| 20 | Sagefield Capital LP | $13.7M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 21 | AQR Arbitrage LLC | $12.6M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $12.4M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 23 | Schonfeld Strategic Advisors LLC | $11.2M | 2.1M | ▲16× Added · +2.0M sh | Q2 2026 | |
| 24 | ALPINE ASSOCIATES MANAGEMENT INC. | $9.6M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 25 | Capula Management Ltd | $8.3M | 1.6M | ▲+217% Added · +1.1M 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, 20 funds opened a new position in TALK and 24 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 84 funds | $119.3B |
| MICROSOFT CORPMSFT | 83 funds | $159.3B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $68.2B |
| NVIDIA CORPNVDA | 81 funds | $224.5B |
| ELI LILLY & COLLY | 79 funds | $45.7B |
| ALPHABET INC-CL CGOOG | 78 funds | $81.7B |
| MASTERCARD INC - AMA | 78 funds | $34.3B |
| ALPHABET INC-CL AGOOGL | 77 funds | $89.9B |
| ELECTRONIC ARTS INCEA | 77 funds | $4.8B |
| APPLE INCAAPL | 76 funds | $167.4B |
| BROADCOM INCAVGO | 76 funds | $94.3B |
| TESLA INCTSLA | 76 funds | $33.7B |
Ranked by how many of TALK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Reilly John Charles | Chief Legal Officer, Secretary | Sell (S) | 39K | $203K |
| Jun 18, 2026 | Reilly John Charles | Chief Legal Officer, Secretary | Sell (S) | 474 | $2K |
| Jun 18, 2026 | Reilly John Charles | Chief Legal Officer, Secretary | Sell (S) | 700 | $4K |
| Jun 12, 2026 | Reilly John Charles | Chief Legal Officer, Secretary | Sell (S) | 900 | $5K |
| Jun 12, 2026 | Reilly John Charles | Chief Legal Officer, Secretary | Sell (S) | 54K | $283K |
| Dec 11, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 15K | $47K |
| Dec 2, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 4K | $11K |
| Sep 12, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 20K | $50K |
| Sep 2, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 4K | $9K |
| Jun 16, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 19K | $56K |
| Jun 6, 2025 | Watson Katelyn | Chief Marketing Officer | Sell (S) | 39K | $129K |
| Jun 2, 2025 | Margolin Gil | Chief Technology Officer | Sell (S) | 4K | $11K |
| Class | 13F holders | Value held |
|---|---|---|
| TALKthis pagecs | 170 funds | $682.7M |
| TALKWSPAC Combination | 6 funds | $21K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TALK
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/TALK/capital-change-brief"
Use Arkolith's capital_change_brief for TALK. 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 TALK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.