Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Granahan Investment Management, LLC (new position). Over the last 180 days, 2 insiders sold and none bought, a net -$281K in open-market trades.
The legs disagree, or only one of them leans.
23 tracked 13F filers disclose a position in TRVG as of the latest SEC 13F filings, a combined $7.0M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Granahan Investment Management, LLC | 363K | $2.0M | ▲New +363K sh | Q2 2026 | |
| 2 | Morgan Stanley | 312K | $846K | ▼−6.1% Reduced · −20K sh | Q1 2026 | |
| 3 | First Eagle Investment Management, LLC | 283K | $1.6M | —Held | Q2 2026 | |
| 4 | Compagnie Lombard Odier SCmA | 170K | $927K | ▼−37% Reduced · −100K sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 125K | $683K | ▲12× Added · +115K sh | Q2 2026 | |
| 6 | BNP Paribas Financial Markets | 95K | $257K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 7 | UBS Group AG | 82K | $222K | ▼−16% Reduced · −16K sh | Q1 2026 | |
| 8 | Sei Investments Co | 54K | $146K | ▲+294% Added · +40K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 20K | $54K | ▲New +20K sh | Q1 2026 | |
| 10 | Centiva Capital, LP | 14K | $79K | ▼−33% Reduced · −7K sh | Q2 2026 | |
| 11 | Axxion S.A. | 12K | $65K | ▲New +12K sh | Q2 2026 | |
| 12 | Lodestar Private Asset Management LLC | 11K | $58K | ▲New +11K sh | Q2 2026 | |
| 13 | New York State Common Retirement Fund | 10K | $28K | —Held | Q1 2026 | |
| 14 | Rhumbline Advisers | 7K | $20K | —Held | Q1 2026 | |
| 15 | State of Tennessee, Department of Treasury | 6K | $16K | —Held | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 5K | $13K | ▲+0.7% Added · +32 sh | Q1 2026 | |
| 17 | Federation des caisses Desjardins du Quebec | 1K | $8K | —Held | Q2 2026 | |
| 18 | SBI Securities Co., Ltd. | 888 | $5K | ▲+90% Added · +421 sh | Q2 2026 | |
| 19 | Jones Financial Companies LLLP | 600 | $2K | —Held | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 151 | $826 | —Held | Q2 2026 | |
| 21 | GAMMA Investing LLC | 114 | $624 | ▼−37% Reduced · −66 sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 40 | $108 | ▼−83% Reduced · −200 sh | Q1 2026 | |
| 23 | Caitong International Asset Management Co., Ltd | 4 | $22 | ▲+100% Added · +2 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.
Last quarter, 3 funds opened a new position in TRVG and 4 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 9 funds | $5.3B |
| Alphabet Inc-CL AGOOGL | 9 funds | $3.4B |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $3.0B |
| Oracle CorpORCL | 9 funds | $2.2B |
| Salesforce IncCRM | 9 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $962.9M |
| Qxo IncQXO | 9 funds | $151.3M |
| Nvidia CorpNVDA | 8 funds | $7.5B |
| Apple IncAAPL | 8 funds | $6.0B |
| Microsoft CorpMSFT | 8 funds | $5.5B |
| Amazon.com IncAMZN | 8 funds | $5.5B |
| Meta Platforms Inc-Class AMETA | 8 funds | $3.9B |
Ranked by how many of TRVG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TRVG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Breidenbach Joana Carena | Director | Sell (S) | 35K | $181K |
| Aug 7, 2026 | Breidenbach Joana Carena | Director | Sell (S) | 3K | $16K |
| Jun 1, 2026 | Hansen Mathias | General Counsel | Sell (S) | 15K | $51K |
| May 12, 2026 | Hansen Mathias | General Counsel | Sell (S) | 11K | $34K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 7 | – |
Insiders Form 4 open-market | 0 | 2 | -$281K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| TRVGthis pageSPON ADS A SHS N | 23 funds | $7.0M |
| 89686D105ADR | 1 funds | $1K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TRVG
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/TRVG/capital-change-brief"
Use Arkolith's capital_change_brief for TRVG. 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 TRVG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.