TRAX

First Tracks Biotherapeutics
Health CareUSCUSIP 337185102◍ Confluence graph
Tracked 13F Holders
44
13F Value (tracked)
$118.9M
Insider Net · 180d
$65.0M
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)34 adding · 0 trimming
Insider net (180d)+$65.0M

Who owns TRAX?

44 tracked 13F filers

44 tracked 13F filers disclose a position in TRAX as of the latest SEC 13F filings, a combined $118.9M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Trails Edge Capital Partners, LP
$30.5M
1.5M
New
+1.5M sh
Q2 2026
2Sanofi
$16.5M
822K
New
+822K sh
Q2 2026
3683 Capital Management, LLC
$15.1M
750K
New
+750K sh
Q2 2026
4GEODE CAPITAL MANAGEMENT, LLC
$14.1M
702K
New
+702K sh
Q2 2026
5Palo Alto Investors LP
$12.1M
603K
New
+603K sh
Q2 2026
6Sofinnova Investments, Inc.
$11.4M
565K
New
+565K sh
Q2 2026
7Nantahala Capital Management, LLC
$5.0M
250K
New
+250K sh
Q2 2026
8Connor, Clark & Lunn Investment Management Ltd.
$3.3M
165K
New
+165K sh
Q2 2026
9Ensign Peak Advisors, Inc
$2.3M
116K
New
+116K sh
Q2 2026
10Financial Enhancement Group LLC
$1.5M
74K
New
+74K sh
Q2 2026
11MOODY ALDRICH PARTNERS LLC
$1.1M
54K
New
+54K sh
Q2 2026
12LOS ANGELES CAPITAL MANAGEMENT LLC
$741K
37K
New
+37K sh
Q2 2026
13CRCM LP
$711K
35K
New
+35K sh
Q2 2026
14Tidal Investments LLC
$622K
31K
New
+31K sh
Q2 2026
15TEMA ETFS LLC
$622K
31K
New
+31K sh
Q2 2026
16Y-Intercept (Hong Kong) Ltd
$565K
28K
New
+28K sh
Q2 2026
17Rafferty Asset Management, LLC
$520K
26K
New
+26K sh
Q2 2026
18CREDIT AGRICOLE S A
$402K
20K
New
+20K sh
Q2 2026
19Virtus Investment Advisers, LLC
$373K
19K
New
+19K sh
Q2 2026
20Cresset Asset Management, LLC
$276K
14K
New
+14K sh
Q2 2026
21PROFUND ADVISORS LLC
$263K
13K
New
+13K sh
Q2 2026
22GLENMEDE TRUST CO NA
$246K
12K
New
+12K sh
Q2 2026
23Persistent Asset Partners Ltd
$159K
8K
New
+8K sh
Q2 2026
24Police & Firemen's Retirement System of New Jersey
$153K
8K
New
+8K sh
Q2 2026
25China Universal Asset Management Co., Ltd.
$112K
6K
New
+6K sh
Q2 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.

Is TRAX being bought or sold by institutions?

Last quarter, 34 funds opened a new position in TRAX, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
34
funds
Added
0
funds
Reduced
0
funds
Exited
0
funds

Funds that own TRAX also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN27 funds$5.0B
ANAPTYSBIO INCANAB27 funds$199.2M
NVIDIA CORPNVDA26 funds$11.5B
ELI LILLY & COLLY26 funds$2.4B
LAM RESEARCH CORPLRCX26 funds$1.8B
INSMED INCINSM26 funds$210.9M
APPLE INCAAPL25 funds$9.3B
MICROSOFT CORPMSFT25 funds$6.1B
ALPHABET INC-CL AGOOGL25 funds$4.9B
BROADCOM INCAVGO25 funds$4.5B
JOHNSON & JOHNSONJNJ25 funds$1.1B
UNITEDHEALTH GROUP INCUNH25 funds$1.0B

Ranked by how many of TRAX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$65.0M
1 insiders
Sells · 180d
$0
0 insiders
Net
$65.0M
1 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Apr 20, 2026EcoR1 Capital, LLC10% OwnerBuy (S)4.7M$65.0M

Recent filings

15 shown

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Connected entities for TRAX

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Ask your agent what changed in TRAX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TRAX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TRAX.
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 TRAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.