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.
10 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 8 new positions, 16 positions with more shares reported, 20 positions with fewer shares reported, and 18 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 |
|---|---|---|---|
| $337.2 M0.5% of filing | 5,122,450 sh | MORE SHARES | |
| $130.7 M0.2% of filing |
| 550,100 sh |
| MORE SHARES |
| $93.7 M0.1% of filing | 3,284,500 sh | NEW THIS QUARTER |
| $72.1 M0.1% of filing | 315,050 sh | MORE SHARES |
| $68.8 M0.1% of filing | 1,452,054 sh | FEWER SHARES |
| $63.3 M0.1% of filing | 299,717 sh | FEWER SHARES |
| $52.4 M0.1% of filing | 2,099,637 sh | MORE SHARES |
SEC issuerHEALTHCARE RLTY TR | $51.7 M0.1% of filing | 2,561,272 sh | MORE SHARES |
| $45.7 M0.1% of filing | 864,362 sh | FEWER SHARES |
SEC issuerDESCARTES SYS GROUP INC | $44.4 M0.1% of filing | 640,844 sh | FEWER SHARES |
SEC issuerAMN HEALTHCARE SVCS INC | $35.5 M0.0% of filing | 1,096,521 sh | FEWER SHARES |
| $35.4 M0.0% of filing | 1,242,959 sh | MORE SHARES |
| $31.4 M0.0% of filing | 744,700 sh | MORE SHARES |
| $31.2 M0.0% of filing | 210,958 sh | NEW THIS QUARTER |
| $23.8 M0.0% of filing | 998,400 sh | FEWER SHARES |
| $23.0 M0.0% of filing | 673,827 sh | MORE SHARES |
SEC issuerWP CAREY INC | $20.9 M0.0% of filing | 292,200 sh | MORE SHARES |
SEC issuerCARLISLE COS INC | $20.0 M0.0% of filing | 55,220 sh | FEWER SHARES |
| $17.0 M0.0% of filing | 412,500 sh | NEW THIS QUARTER |
SEC issuerCARRIAGE SVCS INC | $16.8 M0.0% of filing | 437,125 sh | MORE SHARES |
| $14.1 M0.0% of filing | 493,000 sh | NEW THIS QUARTER |
| $10.1 M0.0% of filing | 568,000 sh | MORE SHARES |
| $7.3 M0.0% of filing | 18,600 sh | NEW THIS QUARTER |
SEC issuerAVEANNA HEALTHCARE HLDGS INC | $7.0 M0.0% of filing | 816,116 sh | FEWER SHARES |
| $4.9 M0.0% of filing | 2,773,545 sh | MORE SHARES |