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.
13 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 12 new positions, 30 positions with more shares reported, 44 positions with fewer shares reported, and 21 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 |
|---|---|---|---|
| $517.8 M0.7% of filing | 648,379 sh | MORE SHARES | |
SEC issuerSEAGATE TECHNOLOGY HLDNGS PL | $441.3 M0.6% of filing |
| 457,353 sh |
| MORE SHARES |
| $144.8 M0.2% of filing | 4,772,807 sh | FEWER SHARES |
| $123.5 M0.2% of filing | 788,033 sh | FEWER SHARES |
| $88.6 M0.1% of filing | 2,838,997 sh | FEWER SHARES |
| $77.0 M0.1% of filing | 496,541 sh | MORE SHARES |
| $52.5 M0.1% of filing | 3,092,824 sh | MORE SHARES |
SEC issuerTELEFONAKTIEBOLAGET LM ERICS | $45.5 M0.1% of filing | 4,077,200 sh | FEWER SHARES |
| $39.7 M0.1% of filing | 117,440 sh | MORE SHARES |
| $33.2 M0.0% of filing | 1,296,902 sh | FEWER SHARES |
| $30.5 M0.0% of filing | 316,800 sh | FEWER SHARES |
| $24.9 M0.0% of filing | 1,852,381 sh | NEW THIS QUARTER |
SEC issuerAGCO CORP | $23.8 M0.0% of filing | 198,700 sh | FEWER SHARES |
SEC issuerVILLAGE SUPER MKT INC | $18.6 M0.0% of filing | 440,384 sh | FEWER SHARES |
SEC issuerCARRIAGE SVCS INC | $16.8 M0.0% of filing | 437,125 sh | MORE SHARES |
| $16.3 M0.0% of filing | 152,214 sh | MORE SHARES |
| $14.3 M0.0% of filing | 2,652,116 sh | FEWER SHARES |
SEC issuerULTRAGENYX PHARMACEUTICAL IN | $13.8 M0.0% of filing | 413,700 sh | FEWER SHARES |
| $9.8 M0.0% of filing | 2,076,732 sh | FEWER SHARES |
SEC issuerTHE REAL BROKERAGE INC | $7.5 M0.0% of filing | 4,100,213 sh | MORE SHARES |
SEC issuerPELAGOS INS CAP LTD | $7.3 M0.0% of filing | 301,643 sh | MORE SHARES |
SEC issuerFEDERAL AGRIC MTG CORP | $4.8 M0.0% of filing | 24,000 sh | NEW THIS QUARTER |
| $4.6 M0.0% of filing | 478,438 sh | FEWER SHARES |
| $4.2 M0.0% of filing | 669,418 sh | FEWER SHARES |
| $4.1 M0.0% of filing | 165,700 sh | MORE SHARES |