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.
$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 2 new positions, 17 positions with more shares reported, 19 positions with fewer shares reported, and 9 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 |
|---|---|---|---|
| $451.3 M0.6% of filing | 5,990,442 sh | MORE SHARES | |
SEC issuerCOMFORT SYS USA INC | $150.9 M0.2% of filing |
| 76,160 sh |
| MORE SHARES |
SEC issuerCOMMVAULT SYS INC | $120.3 M0.2% of filing | 848,898 sh | FEWER SHARES |
SEC issuerMONOLITHIC PWR SYS INC | $87.2 M0.1% of filing | 63,066 sh | NEW THIS QUARTER |
SEC issuerDESCARTES SYS GROUP INC | $44.4 M0.1% of filing | 640,844 sh | FEWER SHARES |
| $43.2 M0.1% of filing | 960,100 sh | MORE SHARES |
| $24.3 M0.0% of filing | 103,800 sh | MORE SHARES |
SEC issuerLANDSTAR SYS INC | $22.8 M0.0% of filing | 110,236 sh | MORE SHARES |
SEC issuerINSPIRE MED SYS INC | $19.0 M0.0% of filing | 426,000 sh | FEWER SHARES |
SEC issuerELBIT SYS LTD | $18.5 M0.0% of filing | 24,340 sh | FEWER SHARES |
| $17.6 M0.0% of filing | 39,538 sh | FEWER SHARES |
SEC issuerBALLARD PWR SYS INC NEW | $16.9 M0.0% of filing | 4,344,197 sh | MORE SHARES |
SEC issuerTD SYNNEX CORPORATION | $15.6 M0.0% of filing | 58,528 sh | FEWER SHARES |
SEC issuerTACTILE SYS TECHNOLOGY INC | $14.1 M0.0% of filing | 474,100 sh | FEWER SHARES |
SEC issuerAEHR TEST SYS | $12.9 M0.0% of filing | 134,500 sh | NEW THIS QUARTER |
SEC issuerCOLUMBIA BKG SYS INC | $12.3 M0.0% of filing | 384,544 sh | MORE SHARES |
SEC issuerMERIT MED SYS INC | $8.7 M0.0% of filing | 125,412 sh | FEWER SHARES |
SEC issuerONE STOP SYS INC | $7.4 M0.0% of filing | 407,860 sh | MORE SHARES |
| $7.0 M0.0% of filing | 321,600 sh | FEWER SHARES |
SEC issuerAMTECH SYS INC | $6.0 M0.0% of filing | 260,605 sh | MORE SHARES |
SEC issuerINFUSYSTEM HLDGS INC | $5.2 M0.0% of filing | 543,009 sh | FEWER SHARES |
SEC issuerVARONIS SYS INC | $4.9 M0.0% of filing | 117,800 sh | FEWER SHARES |
SEC issuer3D SYS CORP DEL | $4.9 M0.0% of filing | 1,632,334 sh | MORE SHARES |
| $3.4 M0.0% of filing | 927,700 sh | MORE SHARES |
SEC issuerMITEK SYS INC | $2.5 M0.0% of filing | 123,200 sh | FEWER SHARES |