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.
15 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 93 new positions, 176 positions with more shares reported, 225 positions with fewer shares reported, and 85 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 issuerRAYONIER ADVANCED MATLS INC | $12.3 M0.0% of filing | 1,559,314 sh | FEWER SHARES |
SEC issuerVANGUARD CHARLOTTE FDS | $12.2 M0.0% of filing |
| 252,649 sh |
| MORE SHARES |
| $12.2 M0.0% of filing | 407,800 sh | MORE SHARES |
SEC issuerLIVERAMP HLDGS INC | $12.2 M0.0% of filing | 323,399 sh | FEWER SHARES |
| $12.0 M0.0% of filing | 279,528 sh | FEWER SHARES |
SEC issuerVANGUARD INTL EQUITY INDEX F | $11.6 M0.0% of filing | 73,700 sh | MORE SHARES |
SEC issuerWEST PHARMACEUTICAL SVSC INC | $11.1 M0.0% of filing | 30,900 sh | FEWER SHARES |
| $10.9 M0.0% of filing | 266,700 sh | MORE SHARES |
SEC issuerTAKE-TWO INTERACTIVE SOFTWAR | $10.9 M0.0% of filing | 43,644 sh | FEWER SHARES |
SEC issuerVANECK ETF TRUST | $10.7 M0.0% of filing | 28,806 sh | MORE SHARES |
| $10.7 M0.0% of filing | 53,200 sh | NEW THIS QUARTER |
SEC issuerLINCOLN EDL SVCS CORP | $10.7 M0.0% of filing | 213,685 sh | FEWER SHARES |
| $10.4 M0.0% of filing | 1,016,864 sh | MORE SHARES |
| $10.3 M0.0% of filing | 30,758 sh | FEWER SHARES |
SEC issuerWOLVERINE WORLD WIDE INC | $10.2 M0.0% of filing | 617,900 sh | MORE SHARES |
| $10.1 M0.0% of filing | 81,852 sh | NEW THIS QUARTER |
SEC issuerOREILLY AUTOMOTIVE INC | $9.9 M0.0% of filing | 107,610 sh | NEW THIS QUARTER |
| $9.9 M0.0% of filing | 1,704,520 sh | MORE SHARES |
| $9.9 M0.0% of filing | 1,104,300 sh | FEWER SHARES |
SEC issuerVANGUARD SCOTTSDALE FDS | $9.7 M0.0% of filing | 165,000 sh | MORE SHARES |
SEC issuerVANECK ETF TRUST | $9.7 M0.0% of filing | 188,097 sh | MORE SHARES |
| $9.4 M0.0% of filing | 125,500 sh | NEW THIS QUARTER |
| $9.3 M0.0% of filing | 113,400 sh | FEWER SHARES |
SEC issuerVANGUARD WHITEHALL FDS | $9.3 M0.0% of filing | 59,000 sh | FEWER SHARES |
SEC issuerNATIONAL VISION HLDGS INC | $9.3 M0.0% of filing | 489,100 sh | FEWER SHARES |