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.
9 of 16 managers have a matching row in their newest complete report.
$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 7 new positions, 6 positions with more shares reported, 9 positions with fewer shares reported, and 6 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 issuerCOMFORT SYS USA INC | $96.1 M0.4% of filing | 48,506 sh | FEWER SHARES |
| $20.6 M0.1% of filing |
| 273,253 sh |
| MORE SHARES |
| $17.9 M0.1% of filing | 40,180 sh | FEWER SHARES |
SEC issuerCOLUMBIA BKG SYS INC | $14.9 M0.1% of filing | 466,337 sh | MORE SHARES |
| $14.5 M0.1% of filing | 172,898 sh | MORE SHARES |
| $13.0 M0.1% of filing | 55,597 sh | MORE SHARES |
SEC issuerTD SYNNEX CORPORATION | $12.4 M0.1% of filing | 46,474 sh | FEWER SHARES |
| $11.7 M0.0% of filing | 153,894 sh | NEW THIS QUARTER |
| $8.3 M0.0% of filing | 183,975 sh | MORE SHARES |
SEC issuerFACTSET RESH SYS INC | $7.9 M0.0% of filing | 34,488 sh | NEW THIS QUARTER |
SEC issuerVEEVA SYS INC | $5.4 M0.0% of filing | 30,709 sh | NEW THIS QUARTER |
| $5.1 M0.0% of filing | 169,146 sh | FEWER SHARES |
SEC issuerNETSCOUT SYS INC | $4.3 M0.0% of filing | 99,831 sh | FEWER SHARES |
SEC issuerMONOLITHIC PWR SYS INC | $4.3 M0.0% of filing | 3,096 sh | FEWER SHARES |
SEC issuerADVANCED DRAIN SYS INC DEL | $4.1 M0.0% of filing | 26,071 sh | FEWER SHARES |
SEC issuerMERIT MED SYS INC | $2.4 M0.0% of filing | 35,333 sh | MORE SHARES |
SEC issuerAXALTA COATING SYS LTD | $1.7 M0.0% of filing | 50,914 sh | FEWER SHARES |
SEC issuerFIRST INTST BANCSYSTEM INC | $1.7 M0.0% of filing | 44,810 sh | NEW THIS QUARTER |
SEC issuerLANDSTAR SYS INC | $829,3080.0% of filing | 4,010 sh | NEW THIS QUARTER |
SEC issuerCOMMVAULT SYS INC | $797,6560.0% of filing | 5,628 sh | NEW THIS QUARTER |
| $491,5680.0% of filing | 4,704 sh | NEW THIS QUARTER |
SEC issuerCADENCE DESIGN SYSTEM INC | $421,8600.0% of filing | 1,124 sh | FEWER SHARES |