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 73 new positions, 151 positions with more shares reported, 196 positions with fewer shares reported, and 117 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 |
|---|---|---|---|
| $31.4 M0.0% of filing | 2,150,239 sh | FEWER SHARES | |
| $30.5 M0.0% of filing |
| 316,800 sh |
| FEWER SHARES |
| $29.1 M0.0% of filing | 7,281,900 sh | MORE SHARES |
| $28.9 M0.0% of filing | 1,000,200 sh | MORE SHARES |
| $27.6 M0.0% of filing | 2,049,849 sh | MORE SHARES |
| $27.6 M0.0% of filing | 425,924 sh | FEWER SHARES |
| $27.4 M0.0% of filing | 4,642,500 sh | MORE SHARES |
| $27.2 M0.0% of filing | 140,953 sh | NEW THIS QUARTER |
SEC issuerRUSH ENTERPRISES INC | $25.3 M0.0% of filing | 330,247 sh | FEWER SHARES |
| $24.4 M0.0% of filing | 115,913 sh | NEW THIS QUARTER |
SEC issuerAPPLIED INDL TECHNOLOGIES IN | $24.4 M0.0% of filing | 72,110 sh | NEW THIS QUARTER |
| $23.7 M0.0% of filing | 1,400,004 sh | NEW THIS QUARTER |
SEC issuerONESPAWORLD HOLDINGS LIMITED | $23.6 M0.0% of filing | 837,028 sh | FEWER SHARES |
SEC issuerSCHWAB STRATEGIC TR | $23.2 M0.0% of filing | 787,200 sh | MORE SHARES |
| $23.0 M0.0% of filing | 161,315 sh | FEWER SHARES |
| $22.4 M0.0% of filing | 84,465 sh | FEWER SHARES |
| $22.2 M0.0% of filing | 59,680 sh | MORE SHARES |
SEC issuerWATERSTONE FINL INC MD | $21.8 M0.0% of filing | 1,051,571 sh | FEWER SHARES |
SEC issuerUNIVERSAL TECHNICAL INST INC | $20.4 M0.0% of filing | 476,030 sh | FEWER SHARES |
| $20.0 M0.0% of filing | 120,261 sh | FEWER SHARES |
SEC issuerTEXAS CAP BANCSHARES INC | $19.8 M0.0% of filing | 191,800 sh | MORE SHARES |
| $19.5 M0.0% of filing | 1,408,925 sh | MORE SHARES |
| $19.2 M0.0% of filing | 39,188 sh | FEWER SHARES |
| $18.7 M0.0% of filing | 2,376,200 sh | NEW THIS QUARTER |
| $18.4 M0.0% of filing | 63,040 sh | MORE SHARES |