TVRD

Tvardi Therapeutics Inc Cross-source read$1.87 1.91%
Health CareCUSIP 140755307· EOD Sep 11, 2026

Among active 13F managers last quarter, 3 opened and 6 added, while 7 reduced; the largest holder to move was Renaissance Technologies LLC (−12%). No open-market insider trades in the last 180 days.

Tracked 13F holders
64
29 in Q2 2026 filings
13F value (tracked)
$5.0M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
9 adding · 7 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$1.87 1.91%5Y -99.6%
$1.38$177.33$353.27$529.22$705.162021202220232024202520263921443533141531891311510
Hover for who · click for detailEnd-of-day closing prices52w $1.50 – $42.98

Who owns TVRD?

64 tracked 13F filers · ranked by shares held

64 tracked 13F filers disclose a position in TVRD as of the latest SEC 13F filings, a combined $5.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Slate Path Capital LP704K
$1.3M
Held
Q2 2026
2Vanguard Capital Management LLC344K
$654K
−0.1%
Reduced · −326 sh
Q2 2026
3American Financial Group Inc224K
$425K
Held
Q2 2026
4Silvercrest Asset Management Group LLC101K
$321K
Held
Q1 2026
5BlackRock, Inc.95K
$181K
−75%
Reduced · −293K sh
Q2 2026
6Renaissance Technologies LLC92K
$293K
−12%
Reduced · −12K sh
Q1 2026
7Geode Capital Management, LLC90K
$172K
−50%
Reduced · −92K sh
Q2 2026
8Morgan Stanley73K
$232K
−14%
Reduced · −12K sh
Q1 2026
9Duncan Williams Asset Management, LLC63K
$120K
Held
Q2 2026
10UBS Group AG50K
$160K
+42%
Added · +15K sh
Q1 2026
11Northern Trust Corp49K
$156K
+2.5%
Added · +1K sh
Q1 2026
12Vanguard Fiduciary Trust Co45K
$85K
−4.6%
Reduced · −2K sh
Q2 2026
13AQR Capital Management LLC42K
$134K
New
+42K sh
Q1 2026
14State Street Corp34K
$64K
−65%
Reduced · −63K sh
Q2 2026
15Squarepoint Ops LLC33K
$104K
−37%
Reduced · −19K sh
Q1 2026
16Goldman Sachs Group Inc24K
$76K
−28%
Reduced · −9K sh
Q1 2026
17Russell Investments Group, Ltd.23K
$74K
+46%
Added · +7K sh
Q1 2026
18Farallon Capital Management, L.L.C.21K
$68K
−50%
Reduced · −22K sh
Q1 2026
19Savant Capital, LLC19K
$49K
New
+19K sh
Q2 2026
20Bank of New York Mellon Corp17K
$55K
−4.1%
Reduced · −741 sh
Q1 2026
21Diadema Partners LP17K
$32K
New
+17K sh
Q2 2026
22Charles Schwab Investment Management Inc12K
$37K
−0.1%
Reduced · −18 sh
Q1 2026
23Arax Advisory Partners11K
$21K
+32%
Added · +3K sh
Q2 2026
24Persistent Asset Partners Ltd4K
$8K
Added
Added · +4K sh
Q2 2026
25Tower Research Capital LLC (TRC)3K
$11K
+38%
Added · +953 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.

Is TVRD being bought or sold by institutions?

Last quarter, 3 funds opened a new position in TVRD and 6 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
6
added to an existing position
Reduced
7
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own TVRD also own

CompanyCo-held byTheir position there
Unitedhealth Group IncUNH27 funds$1.8B
Microsoft CorpMSFT26 funds$10.9B
Broadcom IncAVGO26 funds$5.7B
Mastercard Inc - AMA26 funds$2.0B
Citigroup IncC26 funds$1.5B
Nvidia CorpNVDA25 funds$15.0B
Amazon.com IncAMZN25 funds$7.1B
Alphabet Inc-CL CGOOG25 funds$5.3B
Johnson & JohnsonJNJ25 funds$2.3B
Bristol-Myers Squibb CoBMY25 funds$2.2B
Visa Inc-Class A SharesV25 funds$2.1B
General ElectricGE25 funds$1.8B

Ranked by how many of TVRD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TVRD.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Feb 28, 2025Terrillion ScottSEC'Y; CHIEF COMPLIANCE & G.C.Sell (S)163$776
Feb 28, 2025Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)583$3K
Feb 4, 2025Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)372$2K
Nov 4, 2024Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)4K$1K
Aug 1, 2024Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)4K$1K
May 2, 2024Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)4K$3K
Apr 5, 2024Terrillion ScottSEC'Y; CHIEF COMPLIANCE & G.C.Sell (S)3K$2K
Apr 5, 2024Goncalves JoanaCHIEF MEDICAL OFFICERSell (S)3K$2K
Feb 29, 2024Terrillion ScottSEC'Y; CHIEF COMPLIANCE & G.C.Sell (S)3K$3K
Feb 29, 2024Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)6K$5K
Feb 29, 2024Goncalves JoanaCHIEF MEDICAL OFFICERSell (S)3K$3K
Feb 8, 2024Posner ChristopherPRESIDENT AND CEO, DirectorSell (S)36K$19K

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1822
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
TVRD is in Health Care, which smart money is rotating OUT OF
$5.0B

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.

Institutional ownership over time

29 tracked filers in Q2 2026 filingsstill filing
03467Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $3.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for TVRD

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Ask your agent what changed in TVRD

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/TVRD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TVRD.
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 TVRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.