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/THRY/capital-change-brief"
Use Arkolith's capital_change_brief for THRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PAULSON & CO. INC. | $23.1M | 8.4M | ▲+94% Added · +4.1M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $10.5M | 3.8M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 3 | FMR LLC | $5.4M | 2.0M | ▼−59% Reduced · −2.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $4.9M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | Ancient Art, L.P. | $4.3M | 1.6M | —Held | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $3.4M | 1.2M | ▲+293% Added · +912K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3M | 1.2M | ▲+5.8% Added · +67K sh | Q1 2026 | |
| 8 | Luxor Capital Group, LP | $3.1M | 1.1M | ▲+36% Added · +302K sh | Q1 2026 | |
| 9 | CDC Financial, Inc. | $3.0M | 1.1M | ▲+72% Added · +454K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 934K | ▼−0.7% Reduced · −6K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $2.1M | 765K | ▲+167% Added · +478K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $2.1M | 753K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 635K | ▲New +635K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $1.6M | 592K | ▼−9.4% Reduced · −61K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $1.5M | 546K | ▲+62% Added · +210K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $1.3M | 470K | ▼−41% Reduced · −325K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | $1.2M | 427K | ▲+37% Added · +116K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $1.1M | 390K | ▲+12% Added · +43K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $1.0M | 380K | ▼−35% Reduced · −207K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $917K | 335K | ▼−8.9% Reduced · −33K sh | Q1 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $908K | 331K | ▲+36% Added · +87K sh | Q1 2026 | |
| 22 | FEDERATED HERMES, INC. | $888K | 324K | ▲+411% Added · +260K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $797K | 291K | ▼−6.3% Reduced · −20K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $748K | 273K | ▲New +273K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $740K | 270K | ▲+291% Added · +201K 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 |
|---|---|---|---|---|---|
| Jul 6, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 958 | $4K |
| Jul 6, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 1K | $5K |
| Jun 11, 2026 | Akhtar Amer | Director | Grant (A) | 38K | $0 |
| Jun 11, 2026 | Kintzer Bonnie | Director | Grant (A) | 38K | $0 |
| Jun 11, 2026 | OHARA RYAN | Director | Grant (A) | 38K | $0 |
| Jun 11, 2026 | Slater John | Director | Grant (A) | 38K | $0 |
| Jun 11, 2026 | Vaccarello Lauren | Director | Grant (A) | 38K | $0 |
| Jun 11, 2026 | Orfanos Lou | Director | Grant (A) | 38K | $0 |
| Jun 8, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 1K | $4K |
| Jun 5, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 958 | $4K |
| May 6, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 1K | $4K |
| May 5, 2026 | Walsh Joe | Chairman and CEO, Director | Tax withholding (F) | 958 | $4K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 44 funds | $3.9B |
| MICROSOFT CORPMSFT | 43 funds | $14.4B |
| AMAZON.COM INCAMZN | 43 funds | $11.7B |
| ALPHABET INC-CL AGOOGL | 43 funds | $9.2B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $7.3B |
| COSTCO WHOLESALE CORPCOST | 43 funds | $3.6B |
| VISA INC-CLASS A SHARESV | 42 funds | $3.3B |
| MASTERCARD INC - AMA | 42 funds | $2.9B |
| NETFLIX INCNFLX | 42 funds | $2.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 42 funds | $1.8B |
| LAM RESEARCH CORPLRCX | 42 funds | $1.5B |
| O'REILLY AUTOMOTIVE INCORLY | 42 funds | $1.4B |
Ranked by how many of THRY'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 THRY. 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.