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 41 new positions, 62 positions with more shares reported, 58 positions with fewer shares reported, and 31 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 issuerRTX CORPORATION | $5.0 M0.0% of filing | 26,182 sh | NEW THIS QUARTER |
SEC issuerBROADRIDGE FINL SOLUTIONS IN | $4.9 M0.0% of filing |
| 35,752 sh |
| NEW THIS QUARTER |
SEC issuerINTERCONTINENTAL EXCHANGE IN | $4.8 M0.0% of filing | 38,886 sh | NEW THIS QUARTER |
| $4.6 M0.0% of filing | 50,477 sh | MORE SHARES |
SEC issuerHAEMONETICS CORP MASS | $4.5 M0.0% of filing | 59,733 sh | MORE SHARES |
SEC issuerMONDELEZ INTL INC | $4.4 M0.0% of filing | 75,420 sh | MORE SHARES |
| $4.4 M0.0% of filing | 56,076 sh | FEWER SHARES |
SEC issuerHARMONY GOLD MNG LTD | $4.3 M0.0% of filing | 285,332 sh | FEWER SHARES |
SEC issuerMONOLITHIC PWR SYS INC | $4.3 M0.0% of filing | 3,096 sh | FEWER SHARES |
| $4.1 M0.0% of filing | 21,255 sh | MORE SHARES |
SEC issuerARMSTRONG WORLD INDS INC NEW | $4.1 M0.0% of filing | 25,290 sh | FEWER SHARES |
| $4.0 M0.0% of filing | 115,965 sh | FEWER SHARES |
| $4.0 M0.0% of filing | 3,146 sh | FEWER SHARES |
| $3.9 M0.0% of filing | 369,968 sh | NEW THIS QUARTER |
SEC issuerSTRYKER CORPORATION | $3.8 M0.0% of filing | 12,155 sh | FEWER SHARES |
| $3.8 M0.0% of filing | 45,304 sh | FEWER SHARES |
| $3.8 M0.0% of filing | 403,127 sh | NEW THIS QUARTER |
SEC issuerONEMAIN HLDGS INC | $3.7 M0.0% of filing | 60,961 sh | FEWER SHARES |
| $3.6 M0.0% of filing | 46,905 sh | FEWER SHARES |
SEC issuerTHOMSON REUTERS CORP | $3.4 M0.0% of filing | 41,160 sh | NEW THIS QUARTER |
| $3.3 M0.0% of filing | 246,309 sh | MORE SHARES |
| $3.3 M0.0% of filing | 28,890 sh | MORE SHARES |
| $3.3 M0.0% of filing | 18,630 sh | MORE SHARES |
| $3.2 M0.0% of filing | 17,265 sh | MORE SHARES |
| $3.1 M0.0% of filing | 128,632 sh | MORE SHARES |