Among active 13F managers last quarter, 11 opened and 13 added, while 22 reduced; the largest holder to move was Madison Avenue Partners, LP (−3.1%). Over the last 180 days, 2 insiders sold and none bought, a net -$6.4M in open-market trades.
The legs disagree, or only one of them leans.
158 tracked 13F filers disclose a position in TBPH as of the latest SEC 13F filings, a combined $755.9M 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 | Madison Avenue Partners, LP | 9.2M | $156.6M | ▼−3.1% Reduced · −299K sh | Q2 2026 | |
| 2 | Weiss Asset Management LP | 7.5M | $126.8M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | 4.6M | $77.6M | ▲+6.2% Added · +266K sh | Q2 2026 | |
| 4 | Newtyn Management, LLC | 3.4M | $58.4M | ▼−29% Reduced · −1.4M sh | Q2 2026 | |
| 5 | Irenic Capital Management LP | 2.8M | $46.9M | —Held | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 1.8M | $30.1M | ▼−0.7% Reduced · −12K sh | Q2 2026 | |
| 7 | State Street Corp | 1.3M | $22.6M | ▲+2.4% Added · +31K sh | Q2 2026 | |
| 8 | Two Sigma Investments, LP | 1.3M | $20.4M | ▲+134% Added · +721K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 1.1M | $19.0M | ▼−1.7% Reduced · −20K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 984K | $16.0M | ▲+15% Added · +125K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | 954K | $15.5M | ▼−24% Reduced · −306K sh | Q1 2026 | |
| 12 | UBS Group AG | 764K | $12.4M | ▲+34% Added · +194K sh | Q1 2026 | |
| 13 | Oasis Management Co Ltd. | 583K | $9.9M | —Held | Q2 2026 | |
| 14 | Morgan Stanley | 510K | $8.3M | ▼−36% Reduced · −293K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 507K | $8.6M | ▲+489% Added · +421K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 416K | $6.8M | ▲+43% Added · +125K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 394K | $6.7M | ▼−1.6% Reduced · −7K sh | Q2 2026 | |
| 18 | Janus Henderson Group Ltd. | 379K | $6.2M | ▼−5.4% Reduced · −22K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 371K | $6.0M | ▲+12% Added · +41K sh | Q1 2026 | |
| 20 | Susquehanna International Group, LLP | 342K | $5.5M | ▲16× Added · +320K sh | Q1 2026 | |
| 21 | Arrowstreet Capital, Limited Partnership | 328K | $5.3M | ▼−66% Reduced · −636K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 311K | $5.0M | ▼−0.9% Reduced · −3K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | 289K | $4.7M | ▼−39% Reduced · −184K sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 272K | $4.6M | ▲+3.9% Added · +10K sh | Q2 2026 | |
| 25 | BNP Paribas Financial Markets | 216K | $3.5M | ▼−34% Reduced · −109K 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.
Last quarter, 11 funds opened a new position in TBPH and 13 added to an existing one, while 22 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 |
|---|---|---|
| Eli Lilly & CoLLY | 83 funds | $55.3B |
| Nvidia CorpNVDA | 82 funds | $264.7B |
| Microsoft CorpMSFT | 82 funds | $165.9B |
| Amazon.com IncAMZN | 82 funds | $128.3B |
| Meta Platforms Inc-Class AMETA | 82 funds | $68.9B |
| Apple IncAAPL | 81 funds | $187.0B |
| Alphabet Inc-CL AGOOGL | 80 funds | $112.1B |
| Lam Research CorpLRCX | 80 funds | $32.2B |
| Chevron CorpCVX | 79 funds | $18.3B |
| Micron Technology IncMU | 78 funds | $40.2B |
| JPMorgan Chase & CoJPM | 78 funds | $38.9B |
| Visa Inc-Class A SharesV | 78 funds | $38.0B |
Ranked by how many of TBPH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TBPH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2026 | Farnum Rhonda | SVP, COMM & MEDICAL AFFAIRS | Sell (S) 3 lots, same day | 13K | $227K |
| Jul 7, 2026 | Samaha Eli | 10% Owner | Sell (S) | 6K | $96K |
| Jul 6, 2026 | Samaha Eli | 10% Owner | Sell (S) | 1K | $24K |
| Jul 1, 2026 | Samaha Eli | 10% Owner | Sell (S) | 38K | $643K |
| Jun 30, 2026 | Samaha Eli | 10% Owner | Sell (S) | 25K | $429K |
| Jun 29, 2026 | Samaha Eli | 10% Owner | Sell (S) | 274K | $4.7M |
| Jun 15, 2026 | Farnum Rhonda | SVP, COMM & MEDICAL AFFAIRS | Sell (S) 3 lots, same day | 13K | $218K |
| Mar 16, 2026 | Farnum Rhonda | SVP, COMM & MEDICAL AFFAIRS | Sell (S) 3 lots, same day | 31K | $434K |
| Dec 3, 2025 | Farnum Rhonda | SVP, COMM & MEDICAL AFFAIRS | Sell (S) 3 lots, same day | 31K | $583K |
| Nov 26, 2025 | Broshy Eran | Director | Sell (S) 2 lots, same day | 30K | $590K |
| Nov 11, 2025 | Broshy Eran | Director | Sell (S) 3 lots, same day | 45K | $809K |
| Jul 14, 2025 | Farnum Rhonda | SVP, COMM & MEDICAL AFFAIRS | Sell (S) 3 lots, same day | 10K | $114K |
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 | 37 | 36 | – |
Insiders Form 4 open-market | 0 | 2 | -$6.4M |
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.
Connected entities for TBPH
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/TBPH/capital-change-brief"
Use Arkolith's capital_change_brief for TBPH. 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 TBPH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.