SWK Holdings Corp

$SWKH
13F holders
51
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 51 · Source: 13F-HR
01
Fairholme Capital Management LLC
02
St. James Investment Company, LLC
03
Whittier Trust Co. of Nevada Inc.
04
Banyan Capital Management, Inc.
05
Captrust Financial Advisors
06
Axa S.a.
07
State Street
08
Loomis Sayles & Co. L P
09
Traub Capital Management LLC
10
Campbell Newman Asset Management Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 51 13F holders · Pro →

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$SWKH is held by 3 top-200 alpha managers as of Q1 2026. The table below lists each position.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SWKH in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SWKH in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SWKH lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SWKH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:02 UTC.