| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | $30.4M | 9.3M | ▲+53% Added · +3.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $27.1M | 8.2M | ▼−0.8% Reduced · −66K sh | Q1 2026 | |
| 3 | MARSHALL WACE, LLP | $16.1M | 4.9M | ▲+1.5% Added · +71K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $14.3M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $10.1M | 3.1M | ▲+7.2% Added · +208K sh | Q1 2026 | |
| 6 | FMR LLC | $10.0M | 3.1M | ▼−2.9% Reduced · −91K sh | Q1 2026 | |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.7M | 3.0M | ▲+19% Added · +474K sh | Q1 2026 | |
| 8 | Qube Research & Technologies Ltd | $9.0M | 2.7M | ▲+76% Added · +1.2M sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.0M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 10 | GILDER GAGNON HOWE & CO LLC | $7.8M | 2.4M | ▲+16% Added · +323K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $7.7M | 2.4M | ▼−2.5% Reduced · −62K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $7.3M | 2.2M | ▲+146% Added · +1.3M sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.8M | 2.1M | ▲+37% Added · +562K sh | Q1 2026 | |
| 14 | BLAIR WILLIAM & CO/IL | $6.8M | 2.1M | ▲+38% Added · +576K sh | Q1 2026 | |
| 15 | CI INVESTMENTS INC. | $5.9M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 16 | Woodson Capital Management, LP | $5.6M | 1.7M | ▼−5.8% Reduced · −105K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $5.5M | 1.7M | ▼−13% Reduced · −247K sh | Q1 2026 | |
| 18 | Squarepoint Ops LLC | $5.4M | 1.7M | ▲+181% Added · +1.1M sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $4.6M | 1.4M | ▼−38% Reduced · −881K sh | Q1 2026 | |
| 20 | UBS Group AG | $4.5M | 1.4M | ▲+270% Added · +1.0M sh | Q1 2026 | |
| 21 | Trexquant Investment LP | $4.3M | 1.3M | ▲+33% Added · +323K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $4.3M | 1.3M | ▼−19% Reduced · −308K sh | Q1 2026 | |
| 23 | Archon Capital Management LLC | $4.1M | 1.2M | ▲+257% Added · +891K sh | Q1 2026 | |
| 24 | FEDERATED HERMES, INC. | $3.6M | 1.1M | ▲+18% Added · +168K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $3.6M | 1.1M | ▲+599% Added · +932K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 60 funds | $25.8B |
| NVIDIA CORPNVDA | 59 funds | $36.8B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $11.7B |
| APPLE INCAAPL | 58 funds | $27.5B |
| AMAZON.COM INCAMZN | 58 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 58 funds | $15.7B |
| BOSTON SCIENTIFIC CORPBSX | 58 funds | $2.5B |
| CAPITAL ONE FINANCIAL CORPCOF | 58 funds | $1.8B |
| BROADCOM INCAVGO | 57 funds | $13.5B |
| ALPHABET INC-CL CGOOG | 57 funds | $12.0B |
| MICRON TECHNOLOGY INCMU | 57 funds | $6.1B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $4.6B |
Ranked by how many of TDUP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Sobers Sean | Chief Financial Officer | Sell (S) | 12K | $55K |
| Jun 2, 2026 | Sobers Sean | Chief Financial Officer | Sell (S) | 14K | $61K |
| Jun 2, 2026 | Sobers Sean | Chief Financial Officer | Sell (S) | 19K | $86K |
| Jun 2, 2026 | Homer Christopher | Chief Operating Officer | Sell (S) | 14K | $64K |
| Jun 2, 2026 | Homer Christopher | Chief Operating Officer | Sell (S) | 20K | $88K |
| Jun 2, 2026 | Homer Christopher | Chief Operating Officer | Sell (S) | 27K | $121K |
| Jun 2, 2026 | Reinhart James G. | Chief Executive Officer, Director | Sell (S) | 28K | $123K |
| Jun 2, 2026 | Reinhart James G. | Chief Executive Officer, Director | Sell (S) | 59K | $262K |
| Jun 2, 2026 | Reinhart James G. | Chief Executive Officer, Director | Sell (S) | 88K | $391K |
| Mar 10, 2026 | Nakache Patricia | Director | Buy (P) | 13K | $49K |
| Mar 3, 2026 | Sobers Sean | Chief Financial Officer | Sell (S) | 15K | $59K |
| Mar 3, 2026 | Sobers Sean | Chief Financial Officer | Sell (S) | 24K | $93K |
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/TDUP/capital-change-brief"
Use Arkolith's capital_change_brief for TDUP. 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 TDUP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.