ILMN
Holders' trades in the past 90 days
Net selling: ≈$39.2M sold against ≈$11.8M bought. Net of both sides: 0.07% of the float.
| Who | Doing | ≈ Value | Of the float | Of market cap | Their stake | Public | Price since | Price vs theirs |
|---|---|---|---|---|---|---|---|---|
| ARK Invest · ARK daily | Buying · 2 sessions, Oct 30 – Nov 2 · still going · went on 63% of the time before | $11.8M | 0.03% | 0.03% | 0.43% of shares | Nov 2 | +0.0% | -3.4% |
| ARK Invest · ARK daily | Sold · 1 session, Oct 8 | $27.9M | 0.07% | 0.08% | 0.43% of shares | Oct 8 | -14.4% | -14.4% |
| ARK Invest · ARK daily | Sold · 2 sessions, Aug 18 – Aug 19 | $9.3M | 0.03% | 0.03% | 0.43% of shares | Aug 19 | +10.5% | +17.0% |
| ARK Invest · ARK daily | Sold · 1 session, Sep 14 | $1.9M | <0.01% | <0.01% | 0.43% of shares | Sep 14 | +8.8% | +8.8% |
In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.
Technical rating: Sell (4 buy, 9 neutral, 13 sell of 26 indicators). RSI 36. Price -9.2% vs its 50-day average, +28.4% vs its 200-day, -22.9% from its 52-week high. Next 5 sessions: bargain $199.82 (-11.8%), stretch $256.92 (+13.4%). Technical · Pricing
Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| ARK Invest (Cathie Wood) | 648,653 | $153.1M | ARKG 4.1% · ARKK 1.0% | — | Nov 2 |
| Bridgewater (Ray Dalio's firm) | 12,586 | $2.2M | 0.01% | -1% | Q2 2026 |
ARK is cutting ILMN: 1.3% → 1.2% of its portfolio in a month, −0.12 points from selling (≈$17.7M). Buying on 2 sessions since Oct 30; past runs that long went on 63% of the time.
| Over | Share of ARK then → now | Net bought or sold | From trading | From price and other |
|---|---|---|---|---|
| 1M since Oct 2 | 1.3% → 1.2% | −$17.7M | −0.12 | +0.00 |
| 3M since Aug 3 | 1.3% → 1.2% | −$29M | −0.20 | +0.08 |
| 1Y since Oct 31 | 0.86% → 1.2% | −$103.9M | −0.75 | +1.0 |
| Side | Traded | Sessions traded | Shares | ≈ Value | Of each session's volume | Price over it |
|---|---|---|---|---|---|---|
| Buying · still going | Oct 30 – Nov 2, 2026 | 2 | 50,349 | $11.8M | 0.5% | -4.0% |
| Selling | Oct 8, 2026 | 1 | 105,321 | $27.9M | 3.3% | |
| Selling | Sep 14, 2026 | 1 | 9,327 | $1.9M | 0.5% | |
| Selling | Aug 18 – Aug 19, 2026 | 2 | 48,261 | $9.3M | 1.7% | +8.9% |
| Selling | Jul 29, 2026 | 1 | 2,917 | $568.3K | 0.2% | |
| Selling | Jul 16 – Jul 20, 2026 | 2 of 3 | 44,144 | $8.3M | 1.8% | -2.9% |
| Selling | Jul 2 – Jul 8, 2026 | 3 of 4 | 114,484 | $21.7M | 1.6% | -0.5% |
| Selling | Jun 11, 2026 | 1 | 46,265 | $7.7M | 3.1% | |
| Selling | Mar 25 – Mar 26, 2026 | 2 | 46,404 | $5.8M | 1.9% | -1.4% |
| Selling | Jan 28 – Feb 3, 2026 | 5 | 128,469 | $19M | 0.9% | -9.6% |
| Selling | Jan 23, 2026 | 1 | 56,070 | $8.4M | 2.0% | |
| Selling | Jan 9 – Jan 12, 2026 | 2 | 105,428 | $15.3M | 3.1% | +3.2% |
| Buying | Dec 5, 2025 | 1 | 10,110 | $1.3M | 1.2% |
Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | ARK Invest (Cathie Wood) | Bought | ARKG | 7,219 | $1.6M | source | |
| Oct 30, 2026 | ARK Invest (Cathie Wood) | Bought | ARKK | 43,130 | $10.2M | source | |
| Oct 8, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 105,321 | $27.9M | source | |
| Sep 14, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 9,327 | $1.9M | source | |
| Aug 19, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 15,613 | $3.2M | source | |
| Aug 18, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 32,648 | $6.1M | source | |
| Jul 29, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 2,917 | $568.3K | source | |
| Jul 20, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 16,027 | $3M | source | |
| Jul 16, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 28,117 | $5.3M | source | |
| Jul 8, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK, ARKG | 52,418 | $9.8M | source | |
| Jul 7, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK, ARKG | 40,787 | $7.8M | source | |
| Jul 2, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 21,279 | $4M | source | |
| Jun 11, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 46,265 | $7.7M | source | |
| Mar 26, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 14,418 | $1.8M | source | |
| Mar 25, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 31,986 | $4M | source | |
| Feb 3, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 6,564 | $889K | source | |
| Feb 2, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 4,274 | $603.2K | source | |
| Jan 30, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 22,646 | $3.3M | source | |
| Jan 29, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK, ARKG | 35,897 | $5.4M | source | |
| Jan 28, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK, ARKG | 59,088 | $8.9M | source | |
| Jan 23, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 56,070 | $8.4M | source | |
| Jan 12, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 91,312 | $13.3M | source | |
| Jan 9, 2026 | ARK Invest (Cathie Wood) | Sold | ARKK | 14,116 | $2M | source | |
| Dec 5, 2025 | ARK Invest (Cathie Wood) | Bought | ARKG | 10,110 | $1.3M | source | |
| Nov 20, 2025 | ARK Invest (Cathie Wood) | Bought | ARKK, ARKG | 70,685 | $8.4M | source | |
| Nov 18, 2025 | ARK Invest (Cathie Wood) | Bought | ARKK | 17,204 | $2.1M | source | |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q3 2025 | 300,615 | $28.7M | Nov 14 | |
| Oct 20, 2025 | ARK Invest (Cathie Wood) | Bought | ARKG | 28,900 | $2.9M | source |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves