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 121 new positions, 248 positions with more shares reported, 217 positions with fewer shares reported, and 135 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 issuerSPS COMM INC | $1.9 M0.0% of filing | 32,794 sh | NEW THIS QUARTER |
| $1.9 M0.0% of filing |
| 12,200 sh |
| NEW THIS QUARTER |
| $1.8 M0.0% of filing | 11,219 sh | MORE SHARES |
| $1.8 M0.0% of filing | 1,958 sh | MORE SHARES |
| $1.8 M0.0% of filing | 55,342 sh | MORE SHARES |
| $1.8 M0.0% of filing | 7,020 sh | NO CHANGE |
| $1.8 M0.0% of filing | 9,201 sh | MORE SHARES |
| $1.8 M0.0% of filing | 36,406 sh | NEW THIS QUARTER |
SEC issuerARM HOLDINGS PLC | $1.7 M0.0% of filing | 4,924 sh | FEWER SHARES |
SEC issuerAXALTA COATING SYS LTD | $1.7 M0.0% of filing | 50,914 sh | FEWER SHARES |
| $1.7 M0.0% of filing | 24,018 sh | FEWER SHARES |
SEC issuerDILLARDS INC | $1.7 M0.0% of filing | 3,275 sh | NEW THIS QUARTER |
SEC issuerFIRST INTST BANCSYSTEM INC | $1.7 M0.0% of filing | 44,810 sh | NEW THIS QUARTER |
SEC issuerMDU RES GROUP INC | $1.7 M0.0% of filing | 80,657 sh | MORE SHARES |
SEC issuerUNITED NAT FOODS INC | $1.7 M0.0% of filing | 37,418 sh | FEWER SHARES |
SEC issuerGENERAC HLDGS INC | $1.7 M0.0% of filing | 5,823 sh | NEW THIS QUARTER |
SEC issuerGRANITE CONSTR INC | $1.7 M0.0% of filing | 10,599 sh | FEWER SHARES |
| $1.7 M0.0% of filing | 24,420 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 16,972 sh | MORE SHARES |
| $1.6 M0.0% of filing | 12,878 sh | FEWER SHARES |
| $1.6 M0.0% of filing | 51,278 sh | MORE SHARES |
| $1.6 M0.0% of filing | 29,155 sh | FEWER SHARES |
SEC issuerENOVIS CORPORATION | $1.6 M0.0% of filing | 77,088 sh | MORE SHARES |
SEC issuerGAMING & LEISURE P | $1.6 M0.0% of filing | 35,706 sh | NEW THIS QUARTER |
| $1.5 M0.0% of filing | 26,951 sh | MORE SHARES |