CONGRESS ASSET MANAGEMENT CO has opened a new $145.0M position in $ARM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ARM.
$ARM Hedge Fund Activity
We have seen 382 institutional investors add shares of $ARM stock to their portfolio, and 260 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 7,245,019 shares (+339.9%) to their portfolio in Q1 2026, for an estimated $1,096,026,474
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,413,619 shares (+133.7%) to their portfolio in Q1 2026, for an estimated $365,132,282
- COATUE MANAGEMENT LLC removed 2,300,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $347,944,000
- GOLDMAN SACHS GROUP INC removed 2,244,096 shares (-57.9%) from their portfolio in Q1 2026, for an estimated $339,486,842
- VAN ECK ASSOCIATES CORP added 2,162,503 shares (+4292.3%) to their portfolio in Q1 2026, for an estimated $327,143,453
- SCHRODER INVESTMENT MANAGEMENT GROUP added 1,933,035 shares (+102.2%) to their portfolio in Q1 2026, for an estimated $292,429,534
- ALTIMETER CAPITAL MANAGEMENT, LP added 1,715,440 shares (+inf%) to their portfolio in Q1 2026, for an estimated $259,511,763
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ARM Insider Trading Activity
$ARM insiders have traded $ARM stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $ARM stock by insiders over the last 6 months:
- SPENCER COLLINS (Chief Legal Officer) has made 0 purchases and 9 sales selling 92,902 shares for an estimated $19,804,062.
- JASON CHILD (Chief Financial Officer) has made 0 purchases and 3 sales selling 74,480 shares for an estimated $14,218,870.
- WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 10 sales selling 43,831 shares for an estimated $12,023,373.
- RENE A. HAAS (Chief Executive Officer) has made 0 purchases and 11 sales selling 41,152 shares for an estimated $6,627,111.
- RICHARD ROY GRISENTHWAITE (Chief Architect) sold 24,339 shares for an estimated $5,090,501
- LAURA KATHLEEN BARTELS (Chief Accounting Officer) sold 11,306 shares for an estimated $4,439,866
- CHARLOTTE CLAIRE EATON (Chief People Officer) has made 0 purchases and 4 sales selling 14,905 shares for an estimated $4,176,575.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ARM Analyst Ratings
Wall Street analysts have issued reports on $ARM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 05/07/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
To track analyst ratings and price targets for $ARM, check out Quiver Quantitative's $ARM forecast page.
$ARM Price Targets
Multiple analysts have issued price targets for $ARM recently. We have seen 21 analysts offer price targets for $ARM in the last 6 months, with a median target of $265.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $470.0 on 06/24/2026
- Krish Sankar from TD Cowen set a target price of $475.0 on 06/24/2026
- Vivek Arya from B of A Securities set a target price of $460.0 on 06/23/2026
- Vijay Rakesh from Mizuho set a target price of $500.0 on 06/04/2026
- Joe Quatrochi from Wells Fargo set a target price of $410.0 on 06/01/2026
- Tom O'Malley from Barclays set a target price of $360.0 on 06/01/2026
- David Dai from Bernstein set a target price of $300.0 on 05/18/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ARM ticker page for more data.
