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 357 new positions, 742 positions with more shares reported, 1013 positions with fewer shares reported, and 415 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 |
|---|---|---|---|
| $24.8 M0.0% of filing | 596,243 sh | MORE SHARES | |
| $24.7 M0.0% of filing |
| 1,773,740 sh |
| MORE SHARES |
| $24.6 M0.0% of filing | 82,202 sh | NEW THIS QUARTER |
| $24.5 M0.0% of filing | 332,974 sh | NEW THIS QUARTER |
SEC issuerAPPLIED INDL TECHNOLOGIES IN | $24.4 M0.0% of filing | 72,110 sh | NEW THIS QUARTER |
| $24.3 M0.0% of filing | 211,526 sh | FEWER SHARES |
| $24.2 M0.0% of filing | 3,945,493 sh | FEWER SHARES |
SEC issuerSUMITOMO MITSUI FIN GRP INC | $24.1 M0.0% of filing | 1,023,572 sh | FEWER SHARES |
| $24.1 M0.0% of filing | 498,900 sh | NEW THIS QUARTER |
SEC issuerAUTOMATIC DATA PROCESSING IN | $24.0 M0.0% of filing | 106,960 sh | FEWER SHARES |
| $23.9 M0.0% of filing | 754,302 sh | FEWER SHARES |
SEC issuerAGCO CORP | $23.8 M0.0% of filing | 198,700 sh | FEWER SHARES |
| $23.7 M0.0% of filing | 6,331,176 sh | MORE SHARES |
SEC issuerONESPAWORLD HOLDINGS LIMITED | $23.6 M0.0% of filing | 837,028 sh | FEWER SHARES |
| $23.6 M0.0% of filing | 1,560,244 sh | FEWER SHARES |
| $23.5 M0.0% of filing | 248,196 sh | NEW THIS QUARTER |
SEC issuerKEARNY FINL CORP MD | $23.5 M0.0% of filing | 2,479,729 sh | FEWER SHARES |
| $23.4 M0.0% of filing | 748,300 sh | NEW THIS QUARTER |
SEC issuerNORTHFIELD BANCORP INC DEL | $23.1 M0.0% of filing | 1,567,649 sh | MORE SHARES |
SEC issuerKODIAK GAS SVCS INC | $23.1 M0.0% of filing | 307,122 sh | FEWER SHARES |
SEC issuerCNX RES CORP | $23.0 M0.0% of filing | 678,416 sh | MORE SHARES |
| $23.0 M0.0% of filing | 161,315 sh | FEWER SHARES |
SEC issuerBANCO BRADESCO S A | $22.9 M0.0% of filing | 6,612,266 sh | FEWER SHARES |
| $22.9 M0.0% of filing | 676,000 sh | FEWER SHARES |
| $22.7 M0.0% of filing | 259,422 sh | FEWER SHARES |