Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week, we’ve got heavy hitters across capital markets, biotech, real estate, and software.
Here’s the most notable activity:
Let’s start with the standout: BGC Group $BGC. Cantor Fitzgerald dropped a staggering $82.6 million into shares.
Few Form 4 filings this year have come close in terms of size.
Over in biotech, Zenas Biopharma $ZBIO broke to new highs after Fairmount Funds Management scooped up more than $6 million worth of stock.
When a specialist fund makes a move like that, it usually means they see serious upside ahead.
Meanwhile, Twist Bioscience $TWST is seeing quiet but steady accumulation.
Artisan Partners bumped their stake from 8.45% to 10.6%, showing continued confidence in the company’s long-term potential.
In software, Philotimo Fund made its presence felt with a new 7.60% position in eGain $EGAN.
A fresh 13D filing like this often signals that an investor plans to get more involved.
On the real estate front, Agree Realty $ADC got insider support from director John Rakolta Jr., who picked up roughly $1.77 million in shares.
Even on the political side, money’s moving into stocks.
Senator John Hickenlooper disclosed a purchase between $100K and $250K in Palo Alto Networks $PANW.
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