70 tracked 13F filers disclose a position in XFOR as of the latest SEC 13F filings, a combined $319.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $39.1M | 9.5M | ▲+15% Added · +1.3M sh | Q1 2026 | |
| 2 | FMR LLC | $33.5M | 8.1M | ▼−4.7% Reduced · −396K sh | Q1 2026 | |
| 3 | Bain Capital Life Sciences Investors, LLC | $32.9M | 8.0M | —Held | Q1 2026 | |
| 4 | PERCEPTIVE ADVISORS LLC | $27.8M | 6.7M | ▲+6.7% Added · +423K sh | Q1 2026 | |
| 5 | Saturn V Capital Management LP | $26.7M | 6.5M | ▲+11% Added · +656K sh | Q1 2026 | |
| 6 | Deep Track Capital, LP | $26.2M | 6.3M | ▲+26% Added · +1.3M sh | Q1 2026 | |
| 7 | Kalehua Capital Management LLC | $15.4M | 3.7M | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $14.4M | 3.5M | →First observed position No prior filed position | Q1 2026 | |
| 9 | BRAIDWELL LP | $13.5M | 3.3M | ▼−2.8% Reduced · −96K sh | Q1 2026 | |
| 10 | Blackstone Inc. | $11.1M | 2.7M | —Held | Q1 2026 | |
| 11 | Trails Edge Capital Partners, LP | $10.6M | 2.6M | —Held | Q1 2026 | |
| 12 | Nantahala Capital Management, LLC | $10.1M | 2.4M | —Held | Q1 2026 | |
| 13 | BVF INC/IL | $9.2M | 2.2M | —Held | Q1 2026 | |
| 14 | Samsara BioCapital, LLC | $7.6M | 1.8M | ▼−6.5% Reduced · −127K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $5.0M | 1.2M | ▼−1.2% Reduced · −15K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $5.0M | 1.2M | ▲22× Added · +1.2M sh | Q1 2026 | |
| 17 | Woodline Partners LP | $4.1M | 1.0M | ▲~0% Added · +240 sh | Q1 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $3.9M | 940K | ▼−0.1% Reduced · −721 sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $3.6M | 882K | ▲+6.0% Added · +50K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 856K | ▲39× Added · +834K sh | Q1 2026 | |
| 21 | STEMPOINT CAPITAL LP | $3.5M | 851K | ▼−5.3% Reduced · −48K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 481K | →First observed position No prior filed position | Q1 2026 | |
| 23 | STATE STREET CORP | $1.7M | 404K | ▲+104% Added · +205K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $1.4M | 337K | ▲+319% Added · +256K sh | Q1 2026 | |
| 25 | Venrock Adviser, LLC | $1.4M | 331K | ▲New +331K 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 9 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| REVOLUTION MEDICINES INCRVMD | 28 funds | $905.6M |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $5.0B |
| MICRON TECHNOLOGY INCMU | 25 funds | $3.7B |
| NVIDIA CORPNVDA | 24 funds | $15.7B |
| MICROSOFT CORPMSFT | 24 funds | $8.8B |
| AMAZON.COM INCAMZN | 24 funds | $8.7B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.6B |
| INTUITIVE SURGICAL INCISRG | 24 funds | $1.9B |
| BOSTON SCIENTIFIC CORPBSX | 24 funds | $1.8B |
| ELECTRONIC ARTS INCEA | 24 funds | $1.4B |
| AMPHENOL CORP-CL AAPH | 24 funds | $1.4B |
| CAPITAL ONE FINANCIAL CORPCOF | 24 funds | $1.4B |
Ranked by how many of XFOR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 | Arbet-Engels Christophe | Chief Medical Officer | Sell (S) | 12K | $5K |
| Jan 24, 2025 | DiBiase Mary | Chief Operating Officer | Sell (S) | 22K | $10K |
| 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 |
| Jan 24, 2025 | Ragan Paula | President and CEO, Director | Sell (S) | 76K | $34K |
| Nov 15, 2024 | Baldry Mark | Chief Commercial Officer | Buy (P) | 13K | $5K |
| Nov 15, 2024 | Ragan Paula | President and CEO, Director | Sell (S) | 32K | $12K |
| Oct 15, 2024 | Ragan Paula | President and CEO, Director | Sell (S) | 32K | $18K |
| Oct 7, 2024 | Taveras Arthur | Chief Scientific Officer | Sell (S) | 77K | $43K |
| Class | 13F holders | Value held |
|---|---|---|
| XFORthis pageStock | 70 funds | $320.3M |
| ASNSUSDCOM | 2 funds | $14.3M |
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.