Fund Update: 1,413,806 ARM HOLDINGS (ARM) shares added to BAILLIE GIFFORD & CO portfolio

BAILLIE GIFFORD & CO has added 1,413,806 shares of $ARM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Investivoq, and also track the largest institutional owners of $ARM.

ARM HOLDINGS Hedge Fund Activity

We have seen 477 institutional investors add shares of ARM HOLDINGS stock to their portfolio, and 438 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• INVESCO LTD. added 9,864,357 shares (+334.1%) to their portfolio in Q2 2026, for an estimated $3,497,605,061
• CAPITAL WORLD INVESTORS added 4,330,875 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,535,598,348
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 3,149,544 shares (+333.2%) to their portfolio in Q2 2026, for an estimated $1,116,733,816
• DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,872,131 shares (-30.6%) from their portfolio in Q2 2026, for an estimated $1,018,371,488
• MORGAN STANLEY removed 2,305,387 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $817,421,068
• SCHRODER INVESTMENT MANAGEMENT GROUP removed 1,951,039 shares (-51.0%) from their portfolio in Q2 2026, for an estimated $691,779,898
• CAPITAL RESEARCH GLOBAL INVESTORS removed 1,817,307 shares (-43.1%) from their portfolio in Q2 2026, for an estimated $644,362,542

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

ARM HOLDINGS Insider Trading Activity

ARM HOLDINGS insiders have traded $ARM stock on the open market 26 times in the past 6 months. Of those trades, 0 have been purchases and 26 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 52,720 shares for an estimated $13,006,588.
• WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 8 sales selling 40,677 shares for an estimated $11,359,471.
• 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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

ARM HOLDINGS Price Targets

Multiple analysts have issued price targets for $ARM recently. We have seen 7 analysts offer price targets for $ARM in the last 6 months, with a median target of $460.0.

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 Investivoq's $ARM ticker page for more data.