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.
5 of 16 managers have a matching row in their newest complete report.
$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 1 new position, 9 positions with more shares reported, 10 positions with fewer shares reported, and 5 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 |
|---|---|---|---|
| $205.5 M0.3% of filing | 2,380,704 sh | FEWER SHARES | |
SEC issuerCATALYST PHARMACEUTICALS INC | $67.1 M0.1% of filing |
| 2,136,077 sh |
| FEWER SHARES |
SEC issuerITURAN LOCATION AND CONTROL | $51.4 M0.1% of filing | 843,300 sh | FEWER SHARES |
| $33.4 M0.0% of filing | 609,799 sh | MORE SHARES |
| $31.8 M0.0% of filing | 2,440,813 sh | MORE SHARES |
SEC issuerSCIENCE APPLICATIONS INTL CO | $14.1 M0.0% of filing | 127,350 sh | MORE SHARES |
SEC issuerCATHAY GEN BANCORP | $8.8 M0.0% of filing | 141,571 sh | MORE SHARES |
| $6.3 M0.0% of filing | 1,053,438 sh | FEWER SHARES |
| $5.8 M0.0% of filing | 3,976,900 sh | MORE SHARES |
SEC issuerRED CAT HLDGS INC | $5.5 M0.0% of filing | 514,126 sh | FEWER SHARES |
| $1.8 M0.0% of filing | 561,950 sh | MORE SHARES |
| $960,6760.0% of filing | 105,918 sh | FEWER SHARES |
SEC issuerSHENANDOAH TELECOMMUNICATION | $723,8400.0% of filing | 48,000 sh | FEWER SHARES |
SEC issuerCOMTECH TELECOMMUNICATIONS C | $698,2500.0% of filing | 332,500 sh | MORE SHARES |
| $695,0390.0% of filing | 349,266 sh | MORE SHARES |
| $677,6850.0% of filing | 7,305 sh | FEWER SHARES |
SEC issuer51TALK ONLINE EDUCATION GROU | $664,7160.0% of filing | 41,675 sh | FEWER SHARES |
| $381,3810.0% of filing | 23,100 sh | FEWER SHARES |
SEC issuerEDUCATIONAL DEV CORP | $304,3330.0% of filing | 201,545 sh | MORE SHARES |
| $201,6440.0% of filing | 59,133 sh | NEW THIS QUARTER |