Among active 13F managers last quarter, 9 opened and 9 added, while 7 reduced; the largest holder to move was Perceptive Advisors LLC (+18%). Over the last 180 days, 3 insiders sold and none bought, a net -$429K in open-market trades.
The legs disagree, or only one of them leans.
72 tracked 13F filers disclose a position in XFOR as of the latest SEC 13F filings, a combined $393.6M 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 | Morgan Stanley | 9.5M | $39.1M | ▲+15% Added · +1.3M sh | Q1 2026 | |
| 2 | FMR LLC | 8.3M | $38.9M | ▲+2.7% Added · +218K sh | Q2 2026 | |
| 3 | Bain Capital Life Sciences Investors, LLC | 8.0M | $37.2M | —Held | Q2 2026 | |
| 4 | Perceptive Advisors LLC | 7.9M | $37.0M | ▲+18% Added · +1.2M sh | Q2 2026 | |
| 5 | Saturn V Capital Management LP | 7.0M | $32.6M | ▲+8.0% Added · +517K sh | Q2 2026 | |
| 6 | Deep Track Capital, LP | 6.3M | $26.2M | ▲+26% Added · +1.3M sh | Q1 2026 | |
| 7 | BlackRock, Inc. | 5.6M | $25.9M | ▲+358% Added · +4.3M sh | Q2 2026 | |
| 8 | Kalehua Capital Management LLC | 3.7M | $17.4M | —Held | Q2 2026 | |
| 9 | Vanguard Capital Management LLC | 3.7M | $17.4M | ▲+6.2% Added · +218K sh | Q2 2026 | |
| 10 | Braidwell LP | 2.9M | $13.6M | ▼−11% Reduced · −350K sh | Q2 2026 | |
| 11 | Blackstone Inc. | 2.7M | $11.1M | —Held | Q1 2026 | |
| 12 | Trails Edge Capital Partners, LP | 2.6M | $12.0M | —Held | Q2 2026 | |
| 13 | Nantahala Capital Management, LLC | 2.4M | $11.4M | —Held | Q2 2026 | |
| 14 | BVF Inc | 2.2M | $10.4M | —Held | Q2 2026 | |
| 15 | Geode Capital Management, LLC | 2.1M | $9.8M | ▲+123% Added · +1.2M sh | Q2 2026 | |
| 16 | Venrock Adviser, LLC | 1.9M | $9.0M | ▲+485% Added · +1.6M sh | Q2 2026 | |
| 17 | Samsara BioCapital, LLC | 1.4M | $6.5M | ▼−24% Reduced · −437K sh | Q2 2026 | |
| 18 | State Street Corp | 1.3M | $6.1M | ▲+221% Added · +892K sh | Q2 2026 | |
| 19 | Millennium Management LLC | 1.2M | $5.0M | ▲22× Added · +1.2M sh | Q1 2026 | |
| 20 | Woodline Partners LP | 1.0M | $4.7M | —Held | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 882K | $3.6M | ▲+6.0% Added · +50K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 856K | $3.5M | ▲39× Added · +834K sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 572K | $2.7M | ▲+19% Added · +91K sh | Q2 2026 | |
| 24 | Vanguard Portfolio Management LLC | 542K | $2.5M | ▲New +542K sh | Q2 2026 | |
| 25 | Marshall Wace, LLP | 337K | $1.4M | ▲+319% Added · +256K 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.
Last quarter, 9 funds opened a new position in XFOR and 9 added to an existing one, while 7 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 24 funds | $43.1B |
| Amazon.com IncAMZN | 24 funds | $35.2B |
| Micron Technology IncMU | 24 funds | $20.4B |
| Boston Scientific CorpBSX | 24 funds | $2.0B |
| McKesson CorpMCK | 24 funds | $1.2B |
| Centene CorpCNC | 24 funds | $1.1B |
| Nvidia CorpNVDA | 23 funds | $89.1B |
| Meta Platforms Inc-Class AMETA | 23 funds | $22.8B |
| JPMorgan Chase & CoJPM | 23 funds | $12.4B |
| Mastercard Inc - AMA | 23 funds | $12.4B |
| Applied Materials IncAMAT | 23 funds | $11.5B |
| Amphenol Corp-CL AAPH | 23 funds | $7.1B |
Ranked by how many of XFOR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XFOR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Craig Adam R | Executive Chairman, Director | Sell (S) | 47K | $211K |
| Aug 12, 2026 | Volpone John | President | Sell (S) | 25K | $109K |
| Jun 30, 2026 | Kirske David | Chief Financial Officer | Sell (S) | 9K | $36K |
| May 12, 2026 | Kirske David | Chief Financial Officer | Sell (S) | 17K | $73K |
| Oct 23, 2025 | Craig Adam R | Executive Chairman, Director | Buy (P) | 86K | $250K |
| Jan 24, 2025 | DiBiase Mary | Chief Operating Officer | Sell (S) | 22K | $10K |
| Jan 24, 2025 | Arbet-Engels Christophe | Chief Medical Officer | Sell (S) | 12K | $5K |
| Jan 24, 2025 | Ragan Paula | President and CEO, Director | Sell (S) | 76K | $34K |
| Jan 24, 2025 | Baldry Mark | Chief Commercial Officer | Sell (S) | 29K | $13K |
| Jan 24, 2025 | Mostafa Adam S. | Chief Financial Officer | Sell (S) | 75K | $34K |
| Nov 15, 2024 | Ragan Paula | President and CEO, Director | Sell (S) | 32K | $12K |
| Nov 15, 2024 | Baldry Mark | Chief Commercial Officer | Buy (P) | 13K | $5K |
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 | 24 | 14 | – |
Insiders Form 4 open-market | 0 | 3 | -$429K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| XFORthis pageStock | 72 funds | $393.6M |
| ASNSUSDCOM | 1 funds | $15.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XFOR
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/XFOR/capital-change-brief"
Use Arkolith's capital_change_brief for XFOR. 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 XFOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.