Five of 147: Two New Positions Are 90.5% of the Superinvestors' Aptiv Stake. Its Insiders Bought $8.25 Million in 90 Days.

GetCoattail Research — The Filing Tape #143. Aptiv has been one of the most searched-for stocks on Zacks.com lately, and the filings behind that attention describe a register that was rebuilt in a single quarter: 5 of the 147 superinvestors held the common stock at June 30, 2026, and two new positions — Viking Global Investors and Slate Path Capital — are 7,203,002 of its 7,958,867 tracked shares, 90.5%. Inside the company, insiders recorded six purchases worth $8,254,508.40 in 90 days, against no sales.

The Hype

Aptiv's attention is search-driven. Zacks reported on October 20, 2026 that the stock "has recently been on Zacks.com's list of the most searched stocks," with shares returning +2.1% over the past month against +0.7% for the Zacks S&P 500 composite, while the Zacks Technology Services industry lost 9.5%, and the current-quarter consensus estimate stands at $1.33 per share, down 38.7% from a year earlier, after a 0.3% cut to the consensus over the last 30 days. Zacks Our price file adds the longer path: Aptiv fell 11.6% in the second quarter, from $69.44 on March 31 to $61.38 on June 30, and kept falling to $44.56 by October 6 — down 27.4% from the quarter-end close, down 41.4% year to date, down 49.1% from a year ago and 49.7% below its 252-session high close of $88.67, set on January 9, 2026. An auto-parts supplier with falling estimates and a halved price: the filings answer who holds it, and what insiders have done.

The Tape

For Aptiv — the one hundred and forty-third Filing Tape audit — the tape shows a tracked register rebuilt by two new positions, a full market that added shares while shedding filers, an insider record with purchases and no recent sales, a single recorded congressional purchase, a 5% register whose maximum is 7.5%, and a borrow that dropped 30.95% at the latest settlement.

Lens 1 — the superinvestors: five holders, and 90.5% of the stake arrived this quarter. We track 149 managers whose 13F portfolios we collect from SEC EDGAR — 147 are in the collection (144 at a June 30 period-end, 3 early filers at September 30, none of them holding this name) — and the June 30, 2026 register for the common stock (CUSIP G3265R107) is 5 distinct managers holding 7,958,867 shares worth $488,515,257, long only, with no option rows: three rows are labelled INCREASED and two are NEW, and one holder exited during the quarter. Viking Global Investors is the register's largest holder and a new position: 4,552,887 shares worth $279,456,204 — 57.2% of the tracked stake — at a 0.80% portfolio weight (filed August 14, 2026). The second holder, Slate Path Capital, is also new, with 2,650,115 shares — 33.3% of the tracked stake, at a 2.25% weight — so the two new positions together are 7,203,002 shares, 90.5% of the cohort. The register's movement is verified, not just labelled: all 3 continuing holders reconcile row by row, and together they held 600,770 shares at March 31 and 755,865 at June 30, a rise of 25.8%. The largest of them, Alex Roepers - Atlantic Investment Management, holds 453,842 shares, labelled INCREASED at +40.5%, at a 14.51% portfolio weight. The one exit is Sarah Ketterer - Causeway Capital Management, which held 683,463 shares at March 31 — more than any continuing holder holds now. With the exit counted, the full register reconciles with no residual (methodology). The June rows imply $61.38, the June 30 close (methodology). 13F figures are as of June 30, 2026, published up to 45 days later.

Lens 2 — institutions: fewer filers, a quarter more shares. At June 30, 2026, 660 institutions reported positions on the name's two CUSIPs, down 29 from 689 at March 31 (−4.21%); 656 are long. Reported shares rose 24.99% to 206,014,206 (+41,190,571 shares), and reported value rose 13.22% to $12,572,804,013, labelled "reported" because the aggregate includes option rows (methodology), in a quarter when the price fell 11.6%. Flow counts agree (614 entered, 643 exited, net −29). The market sits almost entirely on the main CUSIP: 656 filers hold 205,931,470 shares there, implying $61.05 against the $61.38 close. The second CUSIP (G6095L109) is a legacy stub line — 5 filers, 82,736 shares, $358,331 reported — whose implied price of about $4.33 is not the traded common price and is never blended into the main line (methodology). Against the by-ticker total, the tracked cohort's 7,958,867 shares are 3.86% of reported institutional shares.

Lens 3 — insiders: six purchases, no sales, in the last 90 days. The parsed Form 4 record holds 75 filings through October 2, 2026. Across the full record there are 8 open-market purchases (181,721 shares for $8,903,579.00, by 4 buyers, 1 of them an officer purchase) against 16 sales (116,488 shares for $8,834,998.60, by 7 sellers). The last 90 days hold 6 purchases (171,921 shares for $8,254,508.40, by 4 buyers, including one officer purchase of $2,502,684.22) against no sales at all — and the last year holds all 8 recorded purchases, against 7 sales worth $4,015,594.60, so every purchase in the record sits inside the last year, most inside the last 90 days. The purchases imply $48.01 per share over the last 90 days and $49.00 over the full record — every cited purchase and sales figure sits inside its window's close range (methodology). The site's insider aggregate records the same 90-day counts and values, and flags a chief-executive purchase and a large purchase, with the last purchase dated August 13, 2026 (methodology).

Lens 4 — Congress: one purchase, on the Senate side. The combined aggregate (as of October 3, 2026) carries a row for this name recording 1 member, 1 purchase and 0 sales, with the last purchase dated July 9, 2026 and the party field reading R; the Senate aggregate (as of October 1, 2026) carries the same row, and the House aggregate carries no row — so the single recorded transaction sits on the Senate side, and no sale is recorded in any of the three aggregates.

Lens 5 — the 5% register: six passive filings, maximum 7.5%. Our full parse holds 6 SC 13D/G filings on the main CUSIP matching the site aggregate exactly — 0 SC 13D family and 6 SC 13G family (3 SC 13G, 3 amendments); 7 reporter names across 12 rows. The maximum is Vanguard Capital Management at 15,992,284 shares and 7.5% as of March 31, 2026 (filed April 27, 2026, SC 13G). The latest filing is Barrow Hanley Mewhinney & Strauss LLC at 10,796,391 shares and 5.1% as of June 30, 2026 (filed August 12, 2026). A second CUSIP carries one further filing, a zero-share line disclosed separately (methodology). There is no activist-form filing in the register.

Lens 6 — short interest: a sharp drop at the latest settlement, still above a year ago. The latest FINRA settlement, September 15, 2026, records 7,383,432 shares sold short at 2.09 days to cover, down 30.95% from the prior settlement — 3.56% of the share count in our fundamentals file (dated July 31, 2026). The series peak across all 137 settlements is 36,462,158 shares, set on August 15, 2024, so the latest reading sits 79.8% below that peak; it is also 25.7% below the June 30, 2026 settlement (9,933,584 shares) and 48.7% above the year-ago settlement (4,964,633 shares on September 15, 2025). The recent path runs 9,933,584 (June 30), 11,671,859 (July 15), 11,067,614 (July 31), 9,328,977 (August 14), 10,692,442 (August 31) and 7,383,432 (September 15) — a July bulge, two mixed settlements, then a sharp drop. One step in the full series reaches 2x, at the peak settlement itself (methodology).

The Gap

The narrative arriving this week is a search-and-estimates one: a most-searched supplier whose current-quarter consensus has been cut 38.7% year over year, inside an industry down 9.5% in a month, while the stock itself has halved in a year. The June tape describes sponsorship that is new rather than broad. Five tracked managers hold the name, but 90.5% of their shares arrived as two new positions in a single quarter, the three continuing holders together hold 755,865 shares, and the quarter's largest single tracked move out was Causeway's exit of 683,463 shares. The broad market moved the same way on breadth: 29 fewer filers reported, even as reported shares rose 24.99%. The insider lens runs against the price, not with it — six purchases worth $8,254,508.40 in 90 days and no sales, by four buyers, at prices implying about $48 a share while the stock traded down toward $43.02 — but it is a small sum next to a $12,572,804,013 institutional register. Against that, the borrow fell 30.95% at the latest settlement yet remains 48.7% above its year-ago level, and the 5% register holds nothing activist: its maximum is 7.5%. One plausible reading is that the filings describe a register being rebuilt by a few new buyers and by insiders, on a stock the estimates and the year-ago borrow describe very differently.

What Would Change the Picture

Nothing above is a recommendation. These filings would change it:

• 1. The 2026Q3 13F season (filing window closing mid-November 2026). The tracked baseline is 5 June holders with 7,958,867 shares and a new-position share of 90.5%. Whether Viking Global Investors (4,552,887 shares) and Slate Path Capital (2,650,115 shares) hold their new positions, whether the three increasers add again, and whether Causeway Capital Management reappears after its exit would each change this lens.
• 2. A first recent insider sale — or a seventh purchase. The parsed record holds 8 purchases against 16 sales, with no sale in the last 90 days. A further purchase would extend a streak that is currently four buyers and $8,254,508.40 in 90 days; any sale in the next window would break the one-sided pattern.
• 3. A second congressional transaction. The combined, House and Senate aggregates record one purchase and no sales. A second purchase, or any recorded sale in either chamber, would change this lens from a single line to a pattern.
• 4. A first SC 13D filing, or a new 5% print above 7.5%. The register's 6 filings on the main CUSIP are all SC 13G family, and its maximum is Vanguard Capital Management at 7.5% as of March 31, 2026. A first activist-form filing, or any print above 7.5%, would change this lens.
• 5. Short interest back above the July 15 reading, or below the September 15 reading. The borrow stands at 7,383,432 shares after a 30.95% drop. A reading above 11,671,859 would rebuild the July bulge; a reading below 7,383,432 would extend the decline to two straight settlements.

Related reading: Fifteen of 147: One Holder Is 30.0% of the Superinvestors' Pfizer Stake. Its Insiders Bought $2.96 Million in 90 Days.; One of 147: Fundsmith Is the Superinvestors' Only Nextpower Holder — a New Position. Its Insiders Have Never Bought a Share.. Aptiv's own page: Aptiv (APTV) on GetCoattail.

Methodology and data notes

• As-of & limits: The lenses rest on different clocks, none live: 13F is a June 30, 2026 snapshot published up to 45 days later; Form 4 runs through October 2, 2026; Congress aggregates run through October 3, 2026 (Senate through October 1, 2026); 13D/G through August 12, 2026; short interest through September 15, 2026; the price file ends October 6, 2026. Seven limits are specific to this audit. First, the roster expanded before the recent audits — from 85 managers (83 filing) to 149 (147 filing) — so "of 147" counts are not comparable to earlier pieces' "of 83" figures. Second, this name carries two CUSIPs. The traded common stock is G3265R107; G6095L109 is a legacy stub line (5 filers, 82,736 shares, $358,331 reported in the full-market aggregate; one zero-share SC 13G/A filing) whose implied price of about $4.33 is a stale residual, not a traded price. Share and value sums across the two CUSIP rows match the by-ticker aggregate exactly; holder counts do not sum, because 1 filer reports both CUSIPs in the current quarter (2 in the prior quarter), so the by-ticker counts of 660 filers and 689 prior filers sit below the row sums of 661 and 691. No tracked manager holds the stub CUSIP, and no figure in this audit blends the stub's implied price into the main line. Third, the register reconciles exactly on the main CUSIP in both quarters: the March 31 register (1,284,233 shares) is the 3 verified continuing holders' 600,770 shares plus the exited holder's 683,463, and the June 30 register (7,958,867 shares) is the June register itself, with no residual in either quarter and no leftover Q2 pipeline row, as detailed in Lens 1. No September 30, 2026 early filer holds this name. Fourth, every insider figure cited sits inside its window's close range (90-day purchases imply $48.01 against a $43.02–$60.57 close range; one-year purchases $49.00 and sales $79.70 against $43.02–$88.67; full record purchases $49.00 and sales $75.84 against $43.02–$178.12; the 90-day window records no sale, so no 90-day sales figure exists to test). The site's 90-day insider aggregate (dated October 20, 2026) records the same counts and values as the full parse's 90 days to October 2, 2026, and its chief-executive purchase flag, large-purchase flag and August 13, 2026 last-purchase date are that file's own fields, reported as recorded. Fifth, the 5% register's cross-date share total of 118,364,431 is an arithmetic sum of reporter rows across different as-of dates, not a current combined stake: it counts the Jane Street group's joint filing once per reporting entity (four rows of 16,766,274 shares at December 31, 2024, later amended to a combined 130,892 shares at March 31, 2025), alongside Massachusetts Financial Services at 14,289,126 shares (December 31, 2024) and 10,090,642 shares (September 30, 2025), Vanguard Capital Management at 15,992,284 and Barrow Hanley at 10,796,391. The stub CUSIP's single filing — The Vanguard Group at 0 shares and 0.0% as of March 13, 2026 (filed March 26, 2026, SC 13G/A) — is keyed to the legacy line and changes neither the maximum nor the economics of the main register; parsed totals match the aggregates exactly on both CUSIPs. Sixth, the short-interest series carries one step of 2x or more — 4.580x at the August 15, 2024 settlement (7,960,493 to 36,462,158 shares), the settlement that also sets the series peak; the higher level persisted into the next settlement (35,749,351 shares), so it reads as a level shift in the collected series rather than a one-settlement spike — and no step to one-half (smallest step 0.516x at the June 30, 2023 settlement), no row carries a split flag, one row carries a FINRA revision flag (June 15, 2021), and our price file records no split entries for this name, so settlements across the full series are compared directly, with that one step flagged wherever the peak is cited. The issuer-name field reads "Aptiv PLC" at all 137 settlements, on a single market class (NYSE) throughout. Against the share count in our fundamentals file — 207,633,331 shares outstanding dated July 31, 2026 — the latest borrow is 3.56%. Seventh, the Congress lens is stated as recorded: the combined and Senate aggregates carry a row recording one member, one purchase and no sales, and the House aggregate carries no row. The June tracked rows imply the June 30 close of $61.38 exactly. The company's fundamentals as collected print fiscal 2025 revenue of $20,398,000,000, net income of $165,000,000 and assets of $23,413,000,000 (fiscal year ended December 31, 2025), with 207,633,331 shares outstanding as of July 31, 2026; those figures are reported as collected and are not used in any lens above. Every price statement here is mechanical, a date and a close from our price file. The Zacks report (published October 20, 2026) postdates the 13F snapshot and the short-interest series; its search-list status, one-month return, industry return and consensus estimates are reported as outlet content in The Hype, and no other figure from it is cited.
• Market context sources: Zacks, "Aptiv PLC (APTV) Is a Trending Stock: Facts to Know Before Betting on It", published October 20, 2026 (Aptiv on Zacks.com's list of most searched stocks; shares +2.1% over the past month against +0.7% for the Zacks S&P 500 composite; Zacks Technology Services industry −9.5% over the period; current-quarter consensus EPS estimate $1.33, −38.7% year over year; consensus cut 0.3% over the last 30 days). Figures we could not confirm were left out; the external items above are reported speech from that outlet, not GetCoattail measurements.
• Aptiv is in the GetCoattail stock-page universe: Aptiv (APTV) stock page. Series data: aptv_lens_data.csv · aptv_short_interest_series.csv. Earlier audits: Pfizer · Nextpower.

Past patterns are not a promise of future results. For education only — not investment advice.

This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.

Revision history: v1.0 — October 21, 2026: first publication.