Among active 13F managers last quarter, 9 opened and 25 added, while 16 reduced; the largest holder to move was RTW Investments, LP (+0.9%). Over the last 180 days, 2 insiders sold and none bought, a net -$117K in open-market trades.
The legs disagree, or only one of them leans.
143 tracked 13F filers disclose a position in VSTM as of the latest SEC 13F filings, a combined $367.3M 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. | 9.2M | $35.1M | ▲+48% Added · +3.0M sh | Q2 2026 | |
| 2 | RTW Investments, LP | 6.6M | $25.3M | ▲+0.9% Added · +59K sh | Q2 2026 | |
| 3 | Deep Track Capital, LP | 5.7M | $30.4M | —Held | Q1 2026 | |
| 4 | State Street Corp | 5.1M | $19.6M | ▲+46% Added · +1.6M sh | Q2 2026 | |
| 5 | Armistice Capital, LLC | 4.6M | $24.3M | ▲+30% Added · +1.1M sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 3.9M | $14.7M | ▲+16% Added · +529K sh | Q2 2026 | |
| 7 | Nantahala Capital Management, LLC | 3.6M | $13.7M | —Held | Q2 2026 | |
| 8 | Stonepine Capital Management, LLC | 3.3M | $12.8M | ▲+1.4% Added · +47K sh | Q2 2026 | |
| 9 | Vanguard Portfolio Management LLC | 3.3M | $12.5M | ▲+332% Added · +2.5M sh | Q2 2026 | |
| 10 | Foresite Capital Management VI LLC | 3.1M | $12.0M | —Held | Q2 2026 | |
| 11 | Baker Bros. Advisors LP | 2.5M | $9.5M | ▲+327% Added · +1.9M sh | Q2 2026 | |
| 12 | Millennium Management LLC | 2.4M | $12.8M | ▲+334% Added · +1.9M sh | Q1 2026 | |
| 13 | Alyeska Investment Group, L.P. | 2.3M | $8.7M | ▲+12% Added · +240K sh | Q2 2026 | |
| 14 | Morgan Stanley | 2.2M | $11.9M | ▲+20% Added · +376K sh | Q1 2026 | |
| 15 | Geode Capital Management, LLC | 2.1M | $7.9M | ▲+21% Added · +357K sh | Q2 2026 | |
| 16 | AIGH Capital Management LLC | 1.9M | $7.4M | ▼−3.6% Reduced · −73K sh | Q2 2026 | |
| 17 | Opaleye Management Inc. | 1.8M | $6.9M | ▲New +1.8M sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 1.5M | $7.9M | ▼−0.8% Reduced · −11K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | 1.5M | $7.8M | ▲+479% Added · +1.2M sh | Q1 2026 | |
| 20 | Acorn Capital Advisors, LLC | 1.5M | $5.6M | —Held | Q2 2026 | |
| 21 | Franklin Templeton Inc | 1.1M | $5.9M | ▲+19% Added · +180K sh | Q1 2026 | |
| 22 | Pinnacle Financial Partners, Inc. | 1.1M | $4.2M | ▲+119% Added · +591K sh | Q2 2026 | |
| 23 | Longaeva Partners L.P. | 808K | $4.3M | ▲New +808K sh | Q1 2026 | |
| 24 | Two Sigma Investments, LP | 667K | $3.5M | ▲+40% Added · +190K sh | Q1 2026 | |
| 25 | Panagora Asset Management Inc | 667K | $2.5M | ▲+173% Added · +423K 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, 9 funds opened a new position in VSTM and 25 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 |
|---|---|---|
| Amazon.com IncAMZN | 72 funds | $99.0B |
| Nvidia CorpNVDA | 71 funds | $212.6B |
| Microsoft CorpMSFT | 70 funds | $128.9B |
| Eli Lilly & CoLLY | 68 funds | $45.7B |
| Alphabet Inc-CL AGOOGL | 66 funds | $92.4B |
| Meta Platforms Inc-Class AMETA | 66 funds | $57.7B |
| Lam Research CorpLRCX | 66 funds | $25.2B |
| Applied Materials IncAMAT | 66 funds | $22.5B |
| General ElectricGE | 66 funds | $17.7B |
| Vertiv Holdings Co-AVRT | 66 funds | $6.7B |
| Broadcom IncAVGO | 65 funds | $89.5B |
| Unitedhealth Group IncUNH | 65 funds | $19.8B |
Ranked by how many of VSTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VSTM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Paterson Dan | President and CEO, Director | Sell (S) | 1K | $8K |
| Jun 22, 2026 | Calkins Daniel | Chief Financial Officer | Sell (S) 2 lots, same day | 4K | $17K |
| Jun 22, 2026 | Paterson Dan | President and CEO, Director | Sell (S) | 21K | $87K |
| May 4, 2026 | Paterson Dan | President and CEO, Director | Sell (S) | 806 | $5K |
| Feb 4, 2026 | Paterson Dan | President and CEO, Director | Sell (S) | 970 | $6K |
| Jan 12, 2026 | Calkins Daniel | Chief Financial Officer | Sell (S) | 5K | $36K |
| Jan 12, 2026 | Paterson Dan | President and CEO, Director | Sell (S) | 10K | $74K |
| Dec 24, 2025 | Calkins Daniel | Chief Financial Officer | Sell (S) | 80 | $629 |
| Dec 16, 2025 | Gagnon Robert E. | Director | Sell (S) | 283 | $3K |
| Dec 16, 2025 | Paterson Dan | President and CEO, Director | Sell (S) | 393 | $4K |
| Dec 16, 2025 | Stuglik Brian M | Director | Sell (S) | 592 | $5K |
| Dec 11, 2025 | Paterson Dan | President and CEO, Director | Sell (S) | 2K | $20K |
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 | 52 | 27 | – |
Insiders Form 4 open-market | 0 | 2 | -$117K |
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 VSTM
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/VSTM/capital-change-brief"
Use Arkolith's capital_change_brief for VSTM. 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 VSTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.