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.
$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 144 new positions, 292 positions with more shares reported, 256 positions with fewer shares reported, and 138 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 |
|---|---|---|---|
| $5.7 M0.0% of filing | 869,859 sh | FEWER SHARES | |
| $5.6 M0.0% of filing |
| 166,942 sh |
| FEWER SHARES |
| $5.6 M0.0% of filing | 149,973 sh | MORE SHARES |
| $5.6 M0.0% of filing | 34,390 sh | FEWER SHARES |
| $5.6 M0.0% of filing | 41,377 sh | NEW THIS QUARTER |
SEC issuerVONTIER CORPORATION | $5.5 M0.0% of filing | 190,533 sh | MORE SHARES |
| $5.5 M0.0% of filing | 58,377 sh | MORE SHARES |
| $5.5 M0.0% of filing | 167,828 sh | FEWER SHARES |
SEC issuerVEEVA SYS INC | $5.4 M0.0% of filing | 30,709 sh | NEW THIS QUARTER |
| $5.4 M0.0% of filing | 59,775 sh | FEWER SHARES |
| $5.4 M0.0% of filing | 117,410 sh | MORE SHARES |
SEC issuerVERTEX PHARMACEUTICALS INC | $5.4 M0.0% of filing | 10,865 sh | FEWER SHARES |
| $5.3 M0.0% of filing | 36,456 sh | FEWER SHARES |
| $5.3 M0.0% of filing | 66,359 sh | FEWER SHARES |
| $5.3 M0.0% of filing | 12,230 sh | FEWER SHARES |
SEC issuerEMERSON ELEC CO | $5.2 M0.0% of filing | 36,541 sh | FEWER SHARES |
SEC issuerRAYMOND JAMES FINL INC | $5.2 M0.0% of filing | 34,074 sh | MORE SHARES |
| $5.1 M0.0% of filing | 169,146 sh | FEWER SHARES |
| $5.0 M0.0% of filing | 57,602 sh | MORE SHARES |
SEC issuerFLYWIRE CORPORATION | $5.0 M0.0% of filing | 284,851 sh | NEW THIS QUARTER |
SEC issuerSCHEIN HENRY INC | $4.9 M0.0% of filing | 58,993 sh | MORE SHARES |
| $4.9 M0.0% of filing | 491,057 sh | FEWER SHARES |
SEC issuerBROADRIDGE FINL SOLUTIONS IN | $4.9 M0.0% of filing | 35,752 sh | NEW THIS QUARTER |
SEC issuerDANAHER CORP DEL | $4.9 M0.0% of filing | 25,684 sh | MORE SHARES |
SEC issuerINTERCONTINENTAL EXCHANGE IN | $4.8 M0.0% of filing | 38,886 sh | NEW THIS QUARTER |