Among active 13F managers last quarter, 7 opened and 37 added, while 12 reduced; the largest holder to move was Lynrock Lake LP (−32%). Over the last 180 days, 6 insiders sold and none bought, a net -$5.3M in open-market trades.
The legs disagree, or only one of them leans.
413 tracked 13F filers disclose a position in TDC as of the latest SEC 13F filings, a combined $3.2B 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 | BlackRock, Inc. | 16.4M | $568.0M | ▲+31% Added · +3.8M sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 9.9M | $341.8M | ▲+7.1% Added · +658K sh | Q2 2026 | |
| 3 | Lynrock Lake LP | 6.3M | $220.0M | ▼−32% Reduced · −3.0M sh | Q2 2026 | |
| 4 | Ameriprise Financial Inc | 4.2M | $106.5M | ▲+45% Added · +1.3M sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 4.1M | $141.9M | ▲+1.9% Added · +75K sh | Q2 2026 | |
| 6 | State Street Corp | 4.0M | $137.5M | ▲+19% Added · +627K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 3.4M | $118.3M | ▲+34% Added · +873K sh | Q2 2026 | |
| 8 | Boston Partners | 3.2M | $82.5M | ▲+70% Added · +1.3M sh | Q1 2026 | |
| 9 | Morgan Stanley | 2.5M | $65.2M | ▼−19% Reduced · −608K sh | Q1 2026 | |
| 10 | Fuller & Thaler Asset Management, Inc. | 2.4M | $82.4M | ▲+3.7% Added · +84K sh | Q2 2026 | |
| 11 | AQR Capital Management LLC | 2.4M | $59.4M | ▼−28% Reduced · −896K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | 2.1M | $53.7M | ▲+28% Added · +454K sh | Q1 2026 | |
| 13 | Dimensional Fund Advisors LP | 1.9M | $48.9M | ▲+12% Added · +200K sh | Q1 2026 | |
| 14 | Gotham Asset Management, LLC | 1.6M | $54.6M | ▲+20% Added · +257K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 1.5M | $38.4M | ▲+13% Added · +169K sh | Q1 2026 | |
| 16 | UBS Group AG | 1.4M | $35.9M | ▲+258% Added · +1.0M sh | Q1 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 1.4M | $35.9M | ▲+21% Added · +242K sh | Q1 2026 | |
| 18 | Victory Capital Management Inc | 1.4M | $35.1M | ▲35× Added · +1.3M sh | Q1 2026 | |
| 19 | Defiance ETFs, LLC | 1.3M | $34.1M | ▲+5.3% Added · +67K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 1.3M | $33.8M | ▲+22% Added · +235K sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 1.3M | $33.8M | ▲+40% Added · +375K sh | Q1 2026 | |
| 22 | Quantinno Capital Management LP | 1.3M | $33.2M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 23 | Alyeska Investment Group, L.P. | 1.3M | $44.5M | ▲New +1.3M sh | Q2 2026 | |
| 24 | Nuveen, LLC | 1.2M | $31.2M | ▲+29% Added · +272K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | 889K | $22.8M | ▲New +889K 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, 7 funds opened a new position in TDC and 37 added to an existing one, while 12 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 |
|---|---|---|
| Microsoft CorpMSFT | 234 funds | $227.9B |
| Nvidia CorpNVDA | 231 funds | $356.4B |
| Meta Platforms Inc-Class AMETA | 231 funds | $96.4B |
| Amazon.com IncAMZN | 228 funds | $175.5B |
| Alphabet Inc-CL AGOOGL | 227 funds | $154.2B |
| Broadcom IncAVGO | 226 funds | $144.1B |
| Apple IncAAPL | 225 funds | $261.8B |
| Micron Technology IncMU | 224 funds | $54.5B |
| Alphabet Inc-CL CGOOG | 223 funds | $119.4B |
| Eli Lilly & CoLLY | 223 funds | $73.1B |
| JPMorgan Chase & CoJPM | 222 funds | $54.5B |
| Oracle CorpORCL | 222 funds | $21.0B |
Ranked by how many of TDC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2026 | Hutchinson Michael D | Chief Operating Officer | Sell (S) | 48K | $1.4M |
| Sep 15, 2026 | McMillan Stephen | President and CEO, Director | Sell (S) | 10K | $300K |
| Jun 8, 2026 | Chou Timothy C K | Director | Sell (S) | 6K | $191K |
| Jun 1, 2026 | Petley Richard J | Chief Revenue Officer | Sell (S) 2 lots, same day | 17K | $603K |
| May 22, 2026 | McElhatton Todd | Director | Sell (S) | 15K | $502K |
| May 19, 2026 | Arora Sumeet | Chief Product Officer | Sell (S) | 15K | $495K |
| May 12, 2026 | McMillan Stephen | President and CEO, Director | Sell (S) | 20K | $634K |
| May 7, 2026 | Arora Sumeet | Chief Product Officer | Sell (S) | 3K | $82K |
| May 7, 2026 | Petley Richard J | Chief Revenue Officer | Sell (S) | 34K | $1.1M |
| Feb 26, 2026 | McMillan Stephen | President and CEO, Director | Sell (S) | 50K | $1.5M |
| Feb 24, 2026 | Gianoni Michael P | Director | Sell (S) | 25K | $749K |
| Feb 11, 2026 | Lynrock Lake LP | 10% Owner | Sell (S) 3 lots, same day | 62K | $2.5M |
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 | 65 | 26 | – |
Insiders Form 4 open-market | 0 | 6 | -$5.3M |
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 TDC
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/TDC/capital-change-brief"
Use Arkolith's capital_change_brief for TDC. 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 TDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.