Among active 13F managers last quarter, 11 opened and 21 added, while 16 reduced; the largest holder to move was Renaissance Technologies LLC (+11%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
151 tracked 13F filers disclose a position in VNDA as of the latest SEC 13F filings, a combined $275.1M 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 | BlackRock, Inc. | 7.7M | $46.8M | ▲+5.2% Added · +378K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 3.8M | $26.0M | ▲+11% Added · +379K sh | Q1 2026 | |
| 3 | State Street Corp | 3.5M | $21.5M | ▲+17% Added · +501K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.5M | $15.4M | ▲+1.7% Added · +43K sh | Q2 2026 | |
| 5 | AIGH Capital Management LLC | 2.0M | $12.5M | ▼−26% Reduced · −706K sh | Q2 2026 | |
| 6 | Millennium Management LLC | 1.9M | $13.0M | ▲+12% Added · +202K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 1.8M | $12.2M | ▼−16% Reduced · −347K sh | Q1 2026 | |
| 8 | AQR Capital Management LLC | 1.6M | $11.1M | ▲+156% Added · +977K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 1.5M | $9.1M | ▲+2.8% Added · +41K sh | Q2 2026 | |
| 10 | Two Sigma Investments, LP | 1.4M | $9.7M | ▲+43% Added · +419K sh | Q1 2026 | |
| 11 | Jacobs Levy Equity Management, Inc | 1.2M | $7.4M | ▲+3.8% Added · +45K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 1.1M | $6.9M | ▲+11% Added · +117K sh | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 838K | $5.8M | ▲+105% Added · +430K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 758K | $4.6M | ▲+20% Added · +125K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 596K | $4.1M | ▲New +596K sh | Q1 2026 | |
| 16 | Federated Hermes, Inc. | 575K | $4.0M | ▲+3.8% Added · +21K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 552K | $3.8M | ▲+10% Added · +51K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 451K | $3.1M | ▲+5.1% Added · +22K sh | Q1 2026 | |
| 19 | Morgan Stanley | 441K | $3.0M | ▼−26% Reduced · −152K sh | Q1 2026 | |
| 20 | Lionhunter Capital Management, LLC | 400K | $2.4M | ▲New +400K sh | Q2 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 400K | $2.4M | ▲+3.0% Added · +12K sh | Q2 2026 | |
| 22 | Quantinno Capital Management LP | 327K | $2.3M | ▲+25% Added · +65K sh | Q1 2026 | |
| 23 | Point72 Asset Management, L.P. | 311K | $1.9M | ▲+93% Added · +150K sh | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 305K | $2.0M | ▼−23% Reduced · −91K sh | Q1 2026 | |
| 25 | Los Angeles Capital Management LLC | 303K | $1.9M | ▲10× Added · +273K 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, 11 funds opened a new position in VNDA and 21 added to an existing one, while 16 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 |
|---|---|---|
| Eli Lilly & CoLLY | 79 funds | $42.6B |
| Meta Platforms Inc-Class AMETA | 78 funds | $59.4B |
| Nvidia CorpNVDA | 77 funds | $217.6B |
| Microsoft CorpMSFT | 77 funds | $136.6B |
| Amazon.com IncAMZN | 77 funds | $109.2B |
| Apple IncAAPL | 76 funds | $155.5B |
| JPMorgan Chase & CoJPM | 76 funds | $33.6B |
| Tesla IncTSLA | 75 funds | $33.7B |
| Lam Research CorpLRCX | 75 funds | $29.9B |
| Costco Wholesale CorpCOST | 75 funds | $18.5B |
| Chevron CorpCVX | 75 funds | $17.4B |
| Alphabet Inc-CL AGOOGL | 74 funds | $101.0B |
Ranked by how many of VNDA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VNDA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 2, 2026 | Polymeropoulos Mihael Hristos | President and CEO, Director | Sell (S) | 156K | $1.3M |
| Mar 2, 2026 | Birznieks Gunther | SVP, Business Development | Sell (S) | 42K | $351K |
| Mar 2, 2026 | Williams Timothy | SVP & General Counsel | Sell (S) | 42K | $351K |
| Mar 2, 2026 | Wijkstrom Joakim | SVP, Chief Marketing Officer | Sell (S) | 31K | $255K |
| Mar 2, 2026 | Moran Kevin Patrick | SVP, CFO & Treasurer | Sell (S) | 42K | $351K |
| Feb 23, 2026 | Honore Tage | Director | Sell (S) | 30K | $241K |
| Aug 7, 2025 | Polymeropoulos Mihael Hristos | President and CEO, Director | Buy (P) | 10K | $42K |
| Jun 13, 2025 | Mitchell Stephen Ray | Director | Sell (S) | 7K | $32K |
| May 21, 2025 | Polymeropoulos Mihael Hristos | President and CEO, Director | Buy (P) 2 lots, same day | 10K | $44K |
| May 16, 2025 | Polymeropoulos Mihael Hristos | President and CEO, Director | Buy (P) | 20K | $84K |
| Mar 6, 2025 | Polymeropoulos Mihael Hristos | President and CEO, Director | Buy (P) 2 lots, same day | 10K | $50K |
| Mar 5, 2025 | Polymeropoulos Mihael Hristos | President and CEO, Director | Buy (P) 2 lots, same day | 10K | $50K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 51 | 28 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
Connected entities for VNDA
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/VNDA/capital-change-brief"
Use Arkolith's capital_change_brief for VNDA. 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 VNDA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.