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 159 new positions, 287 positions with more shares reported, 270 positions with fewer shares reported, and 148 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 |
|---|---|---|---|
| $5.2 M0.0% of filing | 15,663 sh | FEWER SHARES | |
SEC issuerRAYMOND JAMES FINL INC | $5.2 M0.0% of filing |
| 34,074 sh |
| MORE 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 issuerRTX CORPORATION | $5.0 M0.0% of filing | 26,182 sh | NEW THIS QUARTER |
| $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 |
| $4.8 M0.0% of filing | 12,227 sh | MORE SHARES |
SEC issuerDISNEY WALT CO | $4.7 M0.0% of filing | 49,331 sh | MORE SHARES |
| $4.7 M0.0% of filing | 58,463 sh | MORE SHARES |
| $4.6 M0.0% of filing | 50,477 sh | MORE SHARES |
| $4.6 M0.0% of filing | 51,283 sh | MORE SHARES |
SEC issuerCNO FINL GROUP INC | $4.5 M0.0% of filing | 89,137 sh | FEWER SHARES |
| $4.5 M0.0% of filing | 32,371 sh | NEW THIS QUARTER |
| $4.5 M0.0% of filing | 4,683 sh | NEW THIS QUARTER |
SEC issuerHAEMONETICS CORP MASS | $4.5 M0.0% of filing | 59,733 sh | MORE SHARES |
| $4.4 M0.0% of filing | 10,359 sh | FEWER SHARES |
SEC issuerSIRIUSXM HOLDINGS INC | $4.4 M0.0% of filing | 148,290 sh | MORE SHARES |
SEC issuerMONDELEZ INTL INC | $4.4 M0.0% of filing | 75,420 sh | MORE SHARES |
| $4.4 M0.0% of filing | 23,591 sh | FEWER SHARES |
| $4.4 M0.0% of filing | 424,582 sh | FEWER SHARES |
| $4.4 M0.0% of filing | 56,076 sh | FEWER SHARES |
SEC issuerNETSCOUT SYS INC | $4.3 M0.0% of filing | 99,831 sh | FEWER SHARES |