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/VNET/capital-change-brief"
Use Arkolith's capital_change_brief for VNET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | $135.2M | 16.1M | ▲+38% Added · +4.4M sh | Q1 2026 | |
| 2 | Blackstone Inc. | $87.3M | 10.4M | —Held | Q1 2026 | |
| 3 | NORGES BANK | $65.6M | 7.8M | ▼−1.2% Reduced · −95K sh | Q4 2025 | |
| 4 | MORGAN STANLEY | $59.5M | 7.1M | ▼−31% Reduced · −3.2M sh | Q1 2026 | |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | $57.0M | 6.8M | ▲+68% Added · +2.7M sh | Q1 2026 | |
| 6 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $50.4M | 6.0M | ▼−4.9% Reduced · −311K sh | Q1 2026 | |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.2M | 5.9M | ▲+53% Added · +2.0M sh | Q1 2026 | |
| 8 | UBS Group AG | $48.1M | 5.7M | ▲+72% Added · +2.4M sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $43.7M | 5.2M | ▲+50% Added · +1.7M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $39.5M | 4.7M | ▲14× Added · +4.4M sh | Q1 2026 | |
| 11 | Oasis Management Co Ltd. | $38.8M | 4.6M | ▲+34% Added · +1.2M sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $29.9M | 3.6M | ▲+4.9% Added · +167K sh | Q1 2026 | |
| 13 | Senvest Management, LLC | $23.3M | 2.8M | ▲+212% Added · +1.9M sh | Q1 2026 | |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $22.0M | 2.6M | ▲+20% Added · +444K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $21.2M | 2.5M | ▲90× Added · +2.5M sh | Q1 2026 | |
| 16 | VANGUARD CAPITAL MANAGEMENT LLC | $17.1M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $14.7M | 1.8M | ▲+192% Added · +1.2M sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $14.5M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $12.3M | 1.5M | ▲+17% Added · +210K sh | Q1 2026 | |
| 20 | Carrhae Capital LLP | $11.8M | 1.5M | ▼−3.0% Reduced · −46K sh | Q2 2026 | |
| 21 | Temasek Holdings (Private) Ltd | $12.1M | 1.4M | ▼−56% Reduced · −1.8M sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $11.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 23 | AMERICAN CENTURY COMPANIES INC | $11.7M | 1.4M | ▼−1.1% Reduced · −15K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $11.4M | 1.4M | ▲48× Added · +1.3M sh | Q1 2026 | |
| 25 | Allianz Asset Management GmbH | $11.2M | 1.3M | ▼−8.3% Reduced · −121K 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 |
|---|---|---|---|---|---|
| Jun 1, 2026 | Shao Sean | Director | Sell (S) | 60K | $103K |
| May 18, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | Sell (S) | 9K | $15K |
| May 15, 2026 | Shao Sean | Director | Grant (A) | 244K | $0 |
| May 15, 2026 | TAI KENNETH | Director | Grant (A) | 244K | $0 |
| May 15, 2026 | UENO Yoshihisa | Director | Grant (A) | 731K | $0 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | Option exercise (M) | 43K | $0 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | Grant (A) | 43K | $0 |
| May 15, 2026 | ZHANG ZHIHUA | SVP, Operational Finance | Option exercise (M) | 43K | $0 |
| Apr 30, 2026 | Chen David Lifeng | Director | Option exercise (M) | 84K | $0 |
| Apr 30, 2026 | Chen David Lifeng | Director | Option exercise (M) | 84K | $0 |
| Mar 23, 2026 | Chen David Lifeng | Director | Sell (S) | 84K | $126K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 63 funds | $30.3B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $9.3B |
| MICROSOFT CORPMSFT | 60 funds | $20.8B |
| AMAZON.COM INCAMZN | 60 funds | $17.5B |
| BROADCOM INCAVGO | 60 funds | $11.5B |
| MICRON TECHNOLOGY INCMU | 59 funds | $4.9B |
| ORACLE CORPORCL | 59 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 58 funds | $13.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 58 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 57 funds | $7.3B |
| ADVANCED MICRO DEVICESAMD | 57 funds | $2.9B |
| BOSTON SCIENTIFIC CORPBSX | 57 funds | $1.8B |
Ranked by how many of VNET'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 VNET. 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.