Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Ullal Jayshree | CEO and Chairperson | 2026-09-25 | 8,948 | $1,891,569 |
| Ullal Jayshree | CEO and Chairperson | 2026-09-25 | 44,726 | $9,454,884 |
| Duda Kenneth | President and CTO | 2026-09-21 | 17,333 | $245,198 |
| Duda Kenneth | President and CTO | 2026-09-21 | 1,480 | $298,516 |
| Duda Kenneth | President and CTO | 2026-09-21 | 7,420 | $1,503,719 |
| Duda Kenneth | President and CTO | 2026-09-21 | 2,700 | $549,414 |
| Duda Kenneth | President and CTO | 2026-09-21 | 3,533 | $723,499 |
| Duda Kenneth | President and CTO | 2026-09-21 | 2,200 | $452,089 |
| Duda Kenneth | President and CTO | 2026-09-21 | 1,366 | $275,522 |
| Duda Kenneth | President and CTO | 2026-09-21 | 6,849 | $1,388,001 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $2,080,506,770. | 2026-06-30 |
| Capital World Investors | Capital World Investors opened a new position worth $629,769,453. | 2026-06-30 |
| Capital International Investors | Capital International Investors opened a new position worth $249,993,879. | 2026-06-30 |
| Employees Provident Fund Board | Employees Provident Fund Board opened a new position worth $98,054,736. | 2026-06-30 |
| Alyeska Investment Group, L.P. | Alyeska Investment Group, L.P. opened a new position worth $537,735,944. | 2026-06-30 |
| Railway Pension Investments Ltd | Railway Pension Investments Ltd opened a new position worth $201,282,318. | 2026-06-30 |
| Rokos Capital Management LLP | Rokos Capital Management LLP opened a new position worth $73,781,962. | 2026-06-30 |
| SOMA EQUITY PARTNERS LP | SOMA EQUITY PARTNERS LP opened a new position worth $60,289,053. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $11,668,776,727 | 68,688,349 |
| FMR LLC | $5,616,901,184 | 33,063,935 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4,384,389,601 | 25,808,745 |
| GEODE CAPITAL MANAGEMENT, LLC | $4,099,463,868 | 24,213,777 |
| Cresset Asset Management, LLC | $3,290,245,013 | 19,368,054 |
| Capital Research Global Investors | $2,236,166,516 | 13,164,137 |
| NORGES BANK | $2,080,506,770 | 12,246,920 |
| AMERIPRISE FINANCIAL INC | $1,693,350,833 | 9,968,749 |
| Sixth Street Partners Management Company, L.P. | $1,398,570,906 | 8,232,699 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,398,570,906 | 8,232,699 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Smith Group Asset Management, LLC’s portfolio moves, tracked quarter by quarter as they surface in the fund’s SEC Form 13F filings. Institutional filings like this offer a delayed but revealing look at how large asset managers rotate capital across sectors, and this profile is built to grow with each new disclosure, giving readers a running … Read more