| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $27.2M | 5.2M | ▲+1.3% Added · +65K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $17.7M | 3.4M | ▲+41% Added · +986K sh | Q1 2026 | |
| 3 | Velan Capital Investment Management LP | $14.8M | 2.8M | —Held | Q1 2026 | |
| 4 | MILLENNIUM MANAGEMENT LLC | $14.8M | 2.8M | ▲+276% Added · +2.1M sh | Q1 2026 | |
| 5 | Blackstone Inc. | $11.8M | 2.3M | ▲+19% Added · +356K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $11.0M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 7 | ACORN CAPITAL ADVISORS, LLC | $9.1M | 1.8M | —Held | Q1 2026 | |
| 8 | Integral Health Asset Management, LLC | $9.1M | 1.8M | ▼−22% Reduced · −500K sh | Q1 2026 | |
| 9 | UBS Group AG | $7.3M | 1.4M | ▲+15% Added · +187K sh | Q1 2026 | |
| 10 | 5AM Venture Management, LLC | $7.1M | 1.4M | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $6.1M | 1.2M | ▲+44% Added · +360K sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $6.0M | 1.2M | ▲41× Added · +1.1M sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $5.6M | 1.1M | ▲+19% Added · +167K sh | Q1 2026 | |
| 14 | Patient Square Capital LP | $5.4M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 15 | STATE STREET CORP | $5.2M | 1.0M | ▲+76% Added · +434K sh | Q1 2026 | |
| 16 | BAKER BROS. ADVISORS LP | $5.1M | 972K | —Held | Q1 2026 | |
| 17 | ADAR1 Capital Management, LLC | $4.9M | 941K | ▼−17% Reduced · −196K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $4.8M | 926K | ▲+87% Added · +430K sh | Q1 2026 | |
| 19 | J. Goldman & Co LP | $4.5M | 856K | ▲New +856K sh | Q1 2026 | |
| 20 | Catalio Capital Management, LP | $3.0M | 580K | ▼−60% Reduced · −866K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $2.9M | 557K | ▲+218% Added · +382K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $2.8M | 531K | ▲+134% Added · +304K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | $2.3M | 443K | ▲+204% Added · +298K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1M | 413K | ▲New +413K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $2.1M | 398K | ▲+527% Added · +334K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 30 funds | $2.1B |
| AMAZON.COM INCAMZN | 29 funds | $8.2B |
| MICROSOFT CORPMSFT | 29 funds | $7.9B |
| BROADCOM INCAVGO | 29 funds | $5.1B |
| UNITEDHEALTH GROUP INCUNH | 29 funds | $1.5B |
| ARISTA NETWORKS INCANET | 29 funds | $1.3B |
| AUTOMATIC DATA PROCESSINGADP | 29 funds | $453.7M |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $4.8B |
| MICRON TECHNOLOGY INCMU | 28 funds | $3.8B |
| MASTERCARD INC - AMA | 28 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $1.9B |
| CHEVRON CORPCVX | 28 funds | $1.6B |
Ranked by how many of TARA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Shefferman Jesse | CEO and President, Director | Sell (S) | 216K | $882K |
| Apr 8, 2026 | Zummo Jacqueline | Chief R&D Officer | Sell (S) | 1K | $6K |
| Apr 1, 2026 | Zummo Jacqueline | Chief R&D Officer | Sell (S) | 23K | $119K |
| May 14, 2025 | Levy Richard S | Director | Buy (P) | 20K | $64K |
| Mar 26, 2025 | Zummo Jacqueline | Chf Scientific Operations Off | Sell (S) | 21K | $96K |
| Sep 12, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 7K | $11K |
| Sep 12, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 120K | $205K |
| Sep 11, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 31K | $53K |
| Sep 11, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 2K | $3K |
| Sep 10, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 24K | $42K |
| Sep 10, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 2K | $3K |
| Sep 9, 2024 | Opaleye Management Inc. | 10% Owner | Sell (S) | 35K | $65K |
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/TARA/capital-change-brief"
Use Arkolith's capital_change_brief for TARA. 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 TARA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.