Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 123 new positions, 284 positions with more shares reported, 411 positions with fewer shares reported, and 123 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerPAYLOCITY HLDG CORP | $10.1 M0.0% of filing | 96,575 sh | FEWER SHARES |
| $9.9 M0.0% of filing |
| 1,022,509 sh |
| FEWER SHARES |
SEC issuerOREILLY AUTOMOTIVE INC | $9.9 M0.0% of filing | 107,610 sh | NEW THIS QUARTER |
SEC issuerWORLD ACCEP CORPORATION | $9.8 M0.0% of filing | 43,800 sh | FEWER SHARES |
SEC issuerFIRST AMERN FINL CORP | $9.8 M0.0% of filing | 142,543 sh | NEW THIS QUARTER |
SEC issuerHAEMONETICS CORP MASS | $9.8 M0.0% of filing | 130,000 sh | MORE SHARES |
SEC issuerTELEFLEX INCORPORATED | $9.6 M0.0% of filing | 75,700 sh | MORE SHARES |
| $9.5 M0.0% of filing | 212,589 sh | FEWER SHARES |
| $9.5 M0.0% of filing | 58,100 sh | NEW THIS QUARTER |
| $9.4 M0.0% of filing | 92,158 sh | FEWER SHARES |
SEC issuerUWM HOLDINGS CORPORATION | $9.4 M0.0% of filing | 4,106,460 sh | MORE SHARES |
SEC issuerOCEANFIRST FINL CORP | $9.3 M0.0% of filing | 475,056 sh | MORE SHARES |
SEC issuerARCBEST CORP | $9.1 M0.0% of filing | 63,735 sh | MORE SHARES |
| $9.1 M0.0% of filing | 502,237 sh | MORE SHARES |
| $9.1 M0.0% of filing | 15,091 sh | MORE SHARES |
SEC issuerSELECT SECTOR SPDR TR | $9.0 M0.0% of filing | 205,200 sh | NEW THIS QUARTER |
SEC issuerNAVIGATOR HLDGS LTD | $9.0 M0.0% of filing | 483,988 sh | FEWER SHARES |
| $9.0 M0.0% of filing | 2,014,903 sh | FEWER SHARES |
| $9.0 M0.0% of filing | 332,610 sh | FEWER SHARES |
| $8.9 M0.0% of filing | 177,933 sh | FEWER SHARES |
SEC issuerNORTHERN DYNASTY MINERALS LT | $8.9 M0.0% of filing | 4,650,149 sh | MORE SHARES |
SEC issuerCATHAY GEN BANCORP | $8.8 M0.0% of filing | 141,571 sh | MORE SHARES |
SEC issuerAMERICAS GOLD AND SILVER COR | $8.6 M0.0% of filing | 1,822,600 sh | MORE SHARES |
SEC issuerFORUM ENERGY TECHNOLOGIES IN | $8.4 M0.0% of filing | 166,999 sh | MORE SHARES |
SEC issuerINVENTRUST PPTYS CORP | $8.4 M0.0% of filing | 236,044 sh | MORE SHARES |