| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $64.0M | 5.1M | —Held | Q1 2026 | |
| 2 | 5AM Venture Management, LLC | $51.2M | 4.1M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $29.8M | 2.4M | ▲+9.8% Added · +212K sh | Q1 2026 | |
| 4 | TCG Crossover Management, LLC | $28.9M | 2.3M | ▲+9.5% Added · +199K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $15.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 6 | StepStone Group LP | $9.6M | 761K | —Held | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $8.4M | 667K | ▲+4.3% Added · +27K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $6.7M | 534K | ▲+4.9% Added · +25K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $6.6M | 526K | ▲+61% Added · +199K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $6.6M | 519K | ▲+4.3% Added · +22K sh | Q1 2026 | |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | $4.2M | 334K | ▼−8.0% Reduced · −29K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $4.1M | 324K | ▲+19% Added · +51K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $3.0M | 235K | ▲+3.8% Added · +9K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 220K | ▲New +220K sh | Q1 2026 | |
| 15 | Woodline Partners LP | $2.7M | 216K | ▲+52% Added · +74K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $2.7M | 215K | ▼−27% Reduced · −78K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.7M | 215K | ▼−2.9% Reduced · −7K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.7M | 213K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 19 | Longaeva Partners L.P. | $2.6M | 205K | ▲New +205K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $2.6M | 202K | ▼−20% Reduced · −51K sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $2.3M | 181K | ▲+0.1% Added · +179 sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $2.2M | 176K | ▼−32% Reduced · −84K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $2.2M | 176K | ▲+211% Added · +119K sh | Q1 2026 | |
| 24 | Nantahala Capital Management, LLC | $2.0M | 159K | ▲New +159K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 157K | ▲New +157K 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 | 29 funds | $13.5B |
| AMAZON.COM INCAMZN | 29 funds | $11.3B |
| BROADCOM INCAVGO | 29 funds | $8.5B |
| ELI LILLY & COLLY | 29 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 28 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $6.6B |
| TESLA INCTSLA | 28 funds | $4.4B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $2.4B |
| CHEVRON CORPCVX | 28 funds | $2.0B |
| UNITEDHEALTH GROUP INCUNH | 28 funds | $1.8B |
| ARISTA NETWORKS INCANET | 28 funds | $1.6B |
| BANK OF AMERICA CORPBAC | 28 funds | $1.6B |
Ranked by how many of TRDA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | Zeiher Bernhardt G | Director | Buy (P) | 5K | $29K |
| May 4, 2026 | Dowden Nathan J | President & COO | Sell (S) | 15K | $230K |
| May 4, 2026 | Sethuraman Natarajan | President, Research & Develop. | Sell (S) | 26K | $399K |
| Apr 1, 2026 | WENTWORTH KORY JAMES | Chief Financial Officer | Sell (S) | 3K | $32K |
| Mar 10, 2026 | WENTWORTH KORY JAMES | Chief Financial Officer | Sell (S) | 11K | $148K |
| Mar 10, 2026 | Dowden Nathan J | President & COO | Sell (S) | 12K | $155K |
| Mar 9, 2026 | WENTWORTH KORY JAMES | Chief Financial Officer | Sell (S) | 5K | $66K |
| Mar 9, 2026 | Dowden Nathan J | President & COO | Sell (S) | 3K | $41K |
| Mar 4, 2026 | WENTWORTH KORY JAMES | Chief Financial Officer | Sell (S) | 8K | $98K |
| Nov 21, 2025 | WENTWORTH KORY JAMES | Chief Financial Officer | Sell (S) | 9K | $89K |
| Nov 20, 2025 | BAKER FELIX | 10% Owner | Buy (P) | 13K | $119K |
| Nov 20, 2025 | BAKER FELIX | 10% Owner | Buy (P) | 1K | $11K |
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/TRDA/capital-change-brief"
Use Arkolith's capital_change_brief for TRDA. 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 TRDA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.