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/U/capital-change-brief"
Use Arkolith's capital_change_brief for U. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Silver Lake Group, L.L.C. | $762.1M | 34.7M | —Held | Q1 2026 | |
| 2 | SC US (TTGP), LTD. | $698.2M | 31.8M | ▼−0.3% Reduced · −95K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $415.4M | 18.9M | ▲+1.9% Added · +344K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $407.8M | 18.6M | ▲New +18.6M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $341.3M | 15.6M | ▲New +15.6M sh | Q1 2026 | |
| 6 | Atreides Management, LP | $271.7M | 12.4M | ▲+87% Added · +5.8M sh | Q1 2026 | |
| 7 | Slate Path Capital LP | $249.0M | 11.3M | ▲+38% Added · +3.1M sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $175.9M | 8.0M | ▲+144% Added · +4.7M sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $173.5M | 7.9M | ▲+399% Added · +6.3M sh | Q1 2026 | |
| 10 | Point72 Asset Management, L.P. | $146.5M | 6.7M | ▲+15% Added · +887K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $145.7M | 6.6M | ▲+76% Added · +2.9M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $138.8M | 6.2M | ▲+6.7% Added · +394K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $130.1M | 5.9M | ▲+3.9% Added · +221K sh | Q1 2026 | |
| 14 | FMR LLC | $129.9M | 5.9M | ▼−39% Reduced · −3.8M sh | Q1 2026 | |
| 15 | NORGES BANK | $230.3M | 5.2M | ▼−17% Reduced · −1.0M sh | Q4 2025 | |
| 16 | CITADEL ADVISORS LLC | $109.4M | 5.0M | ▲+770% Added · +4.4M sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | Withheld | 4.7M | ▲+1.0% Added · +48K sh | Q1 2026 | |
| 18 | Temasek Holdings (Private) Ltd | $100.5M | 4.6M | ▲+82% Added · +2.1M sh | Q1 2026 | |
| 19 | Hood River Capital Management LLC | $98.6M | 4.5M | ▲+61% Added · +1.7M sh | Q1 2026 | |
| 20 | Schonfeld Strategic Advisors LLC | $93.9M | 4.3M | ▲+520% Added · +3.6M sh | Q1 2026 | |
| 21 | INFINITUM ASSET MANAGEMENT, LLC | $93.2M | 4.3M | ▲+204% Added · +2.9M sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $93.1M | 4.2M | ▲+53% Added · +1.5M sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $85.2M | 3.9M | ▲+8.1% Added · +291K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $78.4M | 3.6M | ▲+800% Added · +3.2M sh | Q1 2026 | |
| 25 | D1 Capital Partners L.P. | $71.5M | 3.3M | ▲New +3.3M 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 |
|---|---|---|---|---|---|
| May 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 2K | $57K |
| May 26, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | Sell (S) | 952 | $26K |
| May 26, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 19K | $517K |
| May 26, 2026 | Barrysmith Mark | Chief Accounting Officer | Sell (S) | 13K | $360K |
| May 26, 2026 | Bromberg Matthew S | CEO and President, Director | Sell (S) | 139K | $3.8M |
| May 26, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | Sell (S) | 24K | $653K |
| May 13, 2026 | BOTHA ROELOF | Director | Grant (A) | 13K | $0 |
| May 13, 2026 | Dovrat Shlomo | Director | Grant (A) | 12K | $0 |
| May 13, 2026 | SLTA IV (GP), L.L.C. | Director | Grant (A) | 16K | $0 |
| May 13, 2026 | Kim Bernard Jin | Director | Grant (A) | 8K | $0 |
| May 13, 2026 | Schuler Barry | Director | Grant (A) | 13K | $0 |
| May 13, 2026 | Sisco Daly Robynne | Director | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 194 funds | $111.0B |
| MICROSOFT CORPMSFT | 194 funds | $73.9B |
| AMAZON.COM INCAMZN | 194 funds | $60.5B |
| META PLATFORMS INC-CLASS AMETA | 191 funds | $33.5B |
| ALPHABET INC-CL AGOOGL | 190 funds | $48.5B |
| BROADCOM INCAVGO | 188 funds | $38.7B |
| TESLA INCTSLA | 187 funds | $22.9B |
| ELI LILLY & COLLY | 187 funds | $18.5B |
| MICRON TECHNOLOGY INCMU | 186 funds | $13.4B |
| APPLE INCAAPL | 185 funds | $83.8B |
| NETFLIX INCNFLX | 183 funds | $10.1B |
| ALPHABET INC-CL CGOOG | 181 funds | $33.2B |
Ranked by how many of U'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 U. 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.