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 64 new positions, 122 positions with more shares reported, 125 positions with fewer shares reported, and 55 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 issuerTHOMSON REUTERS CORP | $3.4 M0.0% of filing | 41,160 sh | NEW THIS QUARTER |
SEC issuerPAYLOCITY HLDG CORP | $3.3 M0.0% of filing |
| 31,858 sh |
| MORE SHARES |
SEC issuerNEW JERSEY RES CORP | $3.3 M0.0% of filing | 59,048 sh | NEW THIS QUARTER |
| $3.2 M0.0% of filing | 60,275 sh | NEW THIS QUARTER |
| $3.0 M0.0% of filing | 301,219 sh | MORE SHARES |
| $2.9 M0.0% of filing | 60,791 sh | MORE SHARES |
| $2.9 M0.0% of filing | 31,016 sh | FEWER SHARES |
| $2.8 M0.0% of filing | 68,181 sh | MORE SHARES |
SEC issuerNATIONAL STORAGE AFFILIATES | $2.8 M0.0% of filing | 62,778 sh | NEW THIS QUARTER |
SEC issuerNORTHERN TR CORP | $2.7 M0.0% of filing | 15,796 sh | MORE SHARES |
SEC issuerBRIXMOR PPTY GROUP INC | $2.7 M0.0% of filing | 85,756 sh | FEWER SHARES |
| $2.7 M0.0% of filing | 84,698 sh | FEWER SHARES |
| $2.7 M0.0% of filing | 21,774 sh | NEW THIS QUARTER |
| $2.7 M0.0% of filing | 28,728 sh | MORE SHARES |
SEC issuerUS FOODS HLDG CORP | $2.6 M0.0% of filing | 25,754 sh | FEWER SHARES |
| $2.6 M0.0% of filing | 81,910 sh | FEWER SHARES |
| $2.6 M0.0% of filing | 7,655 sh | NEW THIS QUARTER |
| $2.5 M0.0% of filing | 42,339 sh | NEW THIS QUARTER |
| $2.5 M0.0% of filing | 76,036 sh | MORE SHARES |
| $2.5 M0.0% of filing | 15,294 sh | FEWER SHARES |
| $2.4 M0.0% of filing | 105,693 sh | NEW THIS QUARTER |
| $2.4 M0.0% of filing | 7,707 sh | NEW THIS QUARTER |
| $2.4 M0.0% of filing | 90,524 sh | MORE SHARES |
SEC issuerFORTUNE BRANDS INNOVATIONS I | $2.3 M0.0% of filing | 41,706 sh | NEW THIS QUARTER |
| $2.3 M0.0% of filing | 36,505 sh | NEW THIS QUARTER |