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 230 new positions, 445 positions with more shares reported, 583 positions with fewer shares reported, and 278 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 issuerEMPLOYERS HLDGS INC | $5.6 M0.0% of filing | 110,560 sh | MORE SHARES |
SEC issuerVANGUARD WORLD FD | $5.5 M0.0% of filing | 46,309 sh |
| NEW THIS QUARTER |
SEC issuerCANADIAN NATL RY CO | $5.5 M0.0% of filing | 46,100 sh | FEWER SHARES |
| $5.5 M0.0% of filing | 60,500 sh | FEWER SHARES |
SEC issuerRED CAT HLDGS INC | $5.5 M0.0% of filing | 514,126 sh | FEWER SHARES |
| $5.5 M0.0% of filing | 652,530 sh | FEWER SHARES |
| $5.4 M0.0% of filing | 742,418 sh | FEWER SHARES |
SEC issuerCADRE HLDGS INC | $5.4 M0.0% of filing | 189,144 sh | MORE SHARES |
| $5.4 M0.0% of filing | 425,741 sh | FEWER SHARES |
| $5.3 M0.0% of filing | 539,856 sh | MORE SHARES |
| $5.3 M0.0% of filing | 3,019,624 sh | FEWER SHARES |
SEC issuerSTANDEX INTL CORP | $5.3 M0.0% of filing | 14,920 sh | NEW THIS QUARTER |
| $5.3 M0.0% of filing | 472,324 sh | FEWER SHARES |
| $5.3 M0.0% of filing | 603,411 sh | MORE SHARES |
SEC issuerNEPTUNE INS HLDGS INC | $5.3 M0.0% of filing | 166,671 sh | MORE SHARES |
SEC issuerINFUSYSTEM HLDGS INC | $5.2 M0.0% of filing | 543,009 sh | FEWER SHARES |
SEC issuerACME UTD CORP | $5.2 M0.0% of filing | 109,607 sh | FEWER SHARES |
SEC issuerUNIVERSAL INS HLDGS INC | $5.2 M0.0% of filing | 125,600 sh | FEWER SHARES |
SEC issuerPLAYTIKA HLDG CORP | $5.2 M0.0% of filing | 1,389,694 sh | MORE SHARES |
SEC issuerINDUSTRIAL LOGISTICS PPTYS T | $5.2 M0.0% of filing | 582,330 sh | MORE SHARES |
| $5.1 M0.0% of filing | 106,100 sh | NEW THIS QUARTER |
SEC issuerBASSETT FURNITURE INDS INC | $5.1 M0.0% of filing | 288,543 sh | FEWER SHARES |
SEC issuerSPDR SERIES TRUST | $5.1 M0.0% of filing | 111,420 sh | MORE SHARES |
| $5.1 M0.0% of filing | 655,000 sh | FEWER SHARES |
| $5.1 M0.0% of filing | 343,300 sh | FEWER SHARES |