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/TWST/capital-change-brief"
Use Arkolith's capital_change_brief for TWST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Artisan Partners Limited Partnership | $302.6M | 6.4M | ▲+9.2% Added · +538K sh | Q1 2026 | |
| 2 | ARK Investment Management LLC | $301.4M | 6.3M | ▼−16% Reduced · −1.2M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $263.9M | 5.6M | ▼−5.8% Reduced · −341K sh | Q1 2026 | |
| 4 | EdgePoint Investment Group Inc. | $255.8M | 5.4M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $250.4M | 5.3M | ▼−11% Reduced · −685K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $174.4M | 3.7M | ▲+1.2% Added · +43K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $125.9M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $125.4M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 9 | FMR LLC | $89.8M | 1.9M | ▲27× Added · +1.8M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $81.0M | 1.7M | ▲+0.5% Added · +9K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $72.2M | 1.5M | ▲+4.1% Added · +60K sh | Q1 2026 | |
| 12 | Sumitomo Mitsui Trust Group, Inc. | $71.1M | 1.5M | ▼−21% Reduced · −407K sh | Q1 2026 | |
| 13 | Amova Asset Management Americas, Inc. | $71.1M | 1.5M | ▼−21% Reduced · −407K sh | Q1 2026 | |
| 14 | FARALLON CAPITAL MANAGEMENT LLC | $67.8M | 1.4M | ▲187× Added · +1.4M sh | Q1 2026 | |
| 15 | Soleus Capital Management, L.P. | $58.3M | 1.2M | ▼−34% Reduced · −635K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $58.0M | 1.2M | ▲38× Added · +1.2M sh | Q1 2026 | |
| 17 | BAILLIE GIFFORD & CO | $57.7M | 1.2M | ▼−4.8% Reduced · −61K sh | Q1 2026 | |
| 18 | First Light Asset Management, LLC | $41.8M | 879K | ▼−23% Reduced · −262K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $39.2M | 824K | ▼−30% Reduced · −349K sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $37.1M | 782K | ▼−4.1% Reduced · −34K sh | Q1 2026 | |
| 21 | BALYASNY ASSET MANAGEMENT L.P. | $34.5M | 726K | ▲+25% Added · +147K sh | Q1 2026 | |
| 22 | NEW YORK STATE COMMON RETIREMENT FUND | $32.0M | 674K | ▲+14% Added · +83K sh | Q1 2026 | |
| 23 | Point72 Asset Management, L.P. | $31.8M | 670K | ▲New +670K sh | Q1 2026 | |
| 24 | JENNISON ASSOCIATES LLC | $28.8M | 605K | ▼−2.2% Reduced · −14K sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $28.7M | 604K | ▲+45% Added · +188K 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 9, 2026 | Laponis Adam | Chief Financial Officer | Sell (S) | 2K | $226K |
| Jun 25, 2026 | Leproust Emily M. | Chief Executive Officer, Director | Sell (S) | 19K | $1.8M |
| Jun 24, 2026 | Cho Dennis | See Remarks | Sell (S) | 14K | $1.3M |
| Jun 22, 2026 | Cho Dennis | See Remarks | Sell (S) | 346 | $30K |
| Jun 22, 2026 | Green Paula | SVP of Human Resources | Sell (S) | 291 | $25K |
| Jun 22, 2026 | Leproust Emily M. | Chief Executive Officer, Director | Sell (S) | 2K | $147K |
| Jun 15, 2026 | Green Paula | SVP of Human Resources | Option exercise (M) | 26K | $610K |
| Jun 15, 2026 | Green Paula | SVP of Human Resources | Sell (S) | 24K | $2.0M |
| Jun 15, 2026 | Green Paula | SVP of Human Resources | Sell (S) | 2K | $167K |
| Jun 15, 2026 | Green Paula | SVP of Human Resources | Option exercise (M) | 26K | $0 |
| Jun 8, 2026 | Cho Dennis | See Remarks | Sell (S) | 402 | $28K |
| Jun 8, 2026 | Leproust Emily M. | Chief Executive Officer, Director | Sell (S) | 2K | $158K |
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 80 funds | $22.8B |
| MICROSOFT CORPMSFT | 79 funds | $38.2B |
| AMAZON.COM INCAMZN | 79 funds | $31.2B |
| ELI LILLY & COLLY | 79 funds | $9.9B |
| NVIDIA CORPNVDA | 77 funds | $58.5B |
| ALPHABET INC-CL AGOOGL | 77 funds | $24.3B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $18.5B |
| INTUITIVE SURGICAL INCISRG | 77 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 76 funds | $17.2B |
| MASTERCARD INC - AMA | 76 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 76 funds | $7.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 76 funds | $5.9B |
Ranked by how many of TWST'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 TWST. 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.