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/TFX/capital-change-brief"
Use Arkolith's capital_change_brief for TFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $644.9M | 5.4M | ▲+1.0% Added · +53K sh | Q1 2026 | |
| 2 | JANUS HENDERSON GROUP PLC | $513.3M | 4.3M | ▲+1.1% Added · +45K sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 3.8M | ▼−12% Reduced · −521K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $291.6M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $237.3M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 6 | BAUPOST GROUP LLC/MA | $190.8M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 7 | Sessa Capital IM, L.P. | $182.6M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $179.8M | 1.5M | ▲+1.6% Added · +24K sh | Q1 2026 | |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | $163.1M | 1.4M | ▲+96% Added · +667K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $140.1M | 1.2M | ▲18× Added · +1.1M sh | Q1 2026 | |
| 11 | COOKE & BIELER LP | $136.7M | 1.1M | ▼−3.4% Reduced · −41K sh | Q1 2026 | |
| 12 | ABRAMS BISON INVESTMENTS, LLC | $119.6M | 1.0M | ▲+3.2% Added · +31K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $119.4M | 998K | ▲+1.3% Added · +13K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $119.3M | 997K | ▼−20% Reduced · −254K sh | Q1 2026 | |
| 15 | River Road Asset Management, LLC | $110.3M | 922K | ▲New +922K sh | Q1 2026 | |
| 16 | Irenic Capital Management LP | $104.1M | 870K | ▲New +870K sh | Q1 2026 | |
| 17 | PZENA INVESTMENT MANAGEMENT LLC | $83.6M | 699K | ▲+84% Added · +320K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $81.6M | 682K | ▲+15% Added · +90K sh | Q1 2026 | |
| 19 | Point72 Asset Management, L.P. | $81.0M | 677K | ▲New +677K sh | Q1 2026 | |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $76.4M | 639K | ▼−15% Reduced · −111K sh | Q1 2026 | |
| 21 | NORGES BANK | $66.1M | 541K | ▼−2.6% Reduced · −15K sh | Q4 2025 | |
| 22 | MORGAN STANLEY | $64.1M | 536K | ▼−79% Reduced · −2.0M sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.2M | 520K | ▲+3.7% Added · +19K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $53.3M | 446K | ▲+6.4% Added · +27K sh | Q1 2026 | |
| 25 | Invenomic Capital Management LP | $52.2M | 436K | ▲+26% Added · +90K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | RANDLE STUART A | Director | Grant (A) | 995 | $0 |
| Jun 8, 2026 | RANDLE STUART A | Director | Grant (A) | 5K | $0 |
| Jun 8, 2026 | RANDLE STUART A | Director | Grant (A) | 2K | $0 |
| Jun 8, 2026 | Weidman Jason R. | President and CEO, Director | Grant (A) | 54K | $0 |
| Jun 8, 2026 | Weidman Jason R. | President and CEO, Director | Grant (A) | 26K | $0 |
| Jun 7, 2026 | RANDLE STUART A | Director | Tax withholding (F) | 4K | $526K |
| May 15, 2026 | TOKICH MICHAEL J | Director | Grant (A) | 5K | $0 |
| May 15, 2026 | TOKICH MICHAEL J | Director | Grant (A) | 1K | $0 |
| May 15, 2026 | Ryu Jaewon | Director | Grant (A) | 2K | $0 |
| May 15, 2026 | Ryu Jaewon | Director | Grant (A) | 1K | $0 |
| May 15, 2026 | Patil Neena M | Director | Grant (A) | 2K | $0 |
| May 15, 2026 | Patil Neena M | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 130 funds | $52.9B |
| AMAZON.COM INCAMZN | 127 funds | $42.8B |
| ALPHABET INC-CL AGOOGL | 127 funds | $34.9B |
| NVIDIA CORPNVDA | 126 funds | $75.1B |
| VISA INC-CLASS A SHARESV | 126 funds | $11.5B |
| META PLATFORMS INC-CLASS AMETA | 125 funds | $23.5B |
| UNION PACIFIC CORPUNP | 125 funds | $4.0B |
| CHEVRON CORPCVX | 124 funds | $7.1B |
| BANK OF AMERICA CORPBAC | 124 funds | $6.8B |
| CITIGROUP INCC | 124 funds | $5.6B |
| ELI LILLY & COLLY | 123 funds | $13.6B |
| UNITEDHEALTH GROUP INCUNH | 123 funds | $5.0B |
Ranked by how many of TFX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.