Intrinsic Edge Capital Management’s Arm ARM Stock Holding History

Intrinsic Edge Capital Management’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6M	Buy	69,266 +42,300	+157%	+$11.2M	2.54%	2
2026 Q1	$4.08M	Buy	+26,966	New	+$3.27M	0.68%	64
2025 Q4	–	Sell	-40,000	Closed	-$5.66M	–	89
2025 Q3	$5.66M	Hold	40,000	–	–	0.79%	47
2025 Q2	$6.47M	Buy	+40,000	New	+$4.97M	0.91%	45

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Intrinsic Edge Capital Management's ARM Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its Arm (ARM) stake by 157% in Q2 2026, buying an estimated $11.2M and bringing the position to 69,266 shares worth $24.6M. The position accounts for 2.54% of the portfolio, ranked #2.

Intrinsic Edge Capital Management first reported a position in ARM in Q2 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Intrinsic Edge Capital Management held 69,266 shares of Arm worth $24.6M as of Q2 2026.
Intrinsic Edge Capital Management bought 42,300 Arm shares in Q2 2026, an estimated $11.2M.
Arm made up 2.54% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #2 holding.
Intrinsic Edge Capital Management first reported a position in Arm in Q2 2025 and has held it in 4 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.