The Filing Season
Every 13F report from every filer — cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.
8,846 of approximately 8,795 expected managers have filed for Q2 2026 (100.6%) — “expected” = the prior season's filer count
Σ value = cover-page totals as reported, across 9,191 of 9,191 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)
Position-level changes across tracked managers with a comparable prior filing — the deep-parsed universe, not all filers. Buying in depth → · Selling in depth →
Most accumulated so far
| Security | Δ holders | New | Holders |
|---|---|---|---|
| FDXF FedEx Freight… | +162 | +163 | 163 |
| SPCX Space Exploration… | +162 | +163 | 163 |
| HONA Honeywell Aerospace… | +158 | +158 | 158 |
| TRI Thomson Reuters… | +116 | +117 | 118 |
| VGNT Versigent PLC | +103 | +106 | 118 |
| CBRS Cerebras Systems… | +100 | +101 | 101 |
| KEEL Keel Infrastructure… | +92 | +92 | 92 |
| WSE Wise Group plc… | +86 | +87 | 87 |
Most reduced so far
| Security | Δ holders | Exits | Holders |
|---|---|---|---|
| MAPS | -54 | −54 | 3 |
| SNBRQ | -51 | −52 | 3 |
| SGMOQ | -40 | −41 | 3 |
| WIX Wix.com Ltd. | -21 | −25 | 93 |
| NVRI Enviri Corporation | -21 | −23 | 54 |
| MNDY monday.com Ltd. | -19 | −25 | 93 |
| MQ Marqeta, Inc. | -19 | −22 | 81 |
| EPAM EPAM Systems, Inc. | -18 | −27 | 121 |
Tracked universe, comparable-manager sets.
| # | Manager | Reported value | Positions | Filed |
|---|---|---|---|---|
| 1 | BlackRock | $6.73T | 49,968 | Aug 07 |
| 2 | Vanguard Capital Management Llc | $4.68T | 4,092 | Aug 13 |
| 3 | State Street Global Advisors | $3.37T | 4,177 | Aug 07 |
| 4 | Fidelity (FMR) | $2.30T | 13,978 | Aug 13 |
| 5 | Vanguard Portfolio Management Llc (cover page only) | $2.22T | 3,141 | Aug 13 |
| 6 | Morgan Stanley | $1.89T | 45,905 | Aug 13 |
| 7 | Geode Capital Management | $1.88T | 8,470 | Aug 12 |
| 8 | JPMorgan Chase | $1.81T | 34,064 | Aug 12 |
| 9 | Bank Of America Corp /De/ | $1.55T | 18,318 | Aug 14 |
| 10 | Susquehanna International Group, Llp | $1.28T | 15,205 | Aug 14 |
| 11 | Invesco Ltd. | $1.26T | 23,395 | Aug 14 |
| 12 | Jane Street Group, Llc | $1.21T | 14,718 | Aug 14 |
Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.
| Manager | Type | Original filed | Amended | Value: original → amended | |
|---|---|---|---|---|---|
| Berkley W R Corp | new holdings | Aug 14 | Aug 24 | $2.10B → $78.43M (-96.3%) | SEC ↗ |
| Alaska Permanent Fund Corp | restatement | Aug 03 | Aug 24 | $1.44B → $1.51M (-99.9%) | SEC ↗ |
| First Eagle Investment Management… | new holdings | Aug 05 | Aug 24 | $59.92B → $60.75B (+1.4%) | SEC ↗ |
| Caz Investments Lp | new holdings | Aug 13 | Aug 24 | $95.93M → $452.92M (+372.2%) | SEC ↗ |
| California State Teachers… | restatement | Aug 24 | Aug 24 | $108.62B → $108.62B (0.0%) | SEC ↗ |
| Royalty Pharma Sub-Manager, LLC | restatement | Aug 14 | Aug 21 | $241.92M → $241.92M (0.0%) | SEC ↗ |
| West Michigan Advisors, Llc | restatement | Jul 24 | Aug 21 | $455.19M → $526.14M (+15.6%) | SEC ↗ |
| Nokomis Capital, L.L.C. | restatement | Aug 14 | Aug 21 | $298.09M → $290.30M (-2.6%) | SEC ↗ |
| Harvey Capital Management Inc | restatement | Aug 17 | Aug 21 | $486.25M → $486.25M (0.0%) | SEC ↗ |
| Assenagon Asset Management S.A. | new holdings | Jul 08 | Aug 21 | $80.18B → $80.20B (0.0%) | SEC ↗ |
| Condire Management, LP | new holdings | Aug 14 | Aug 20 | $854.89M → $87.45M (-89.8%) | SEC ↗ |
| Pandowealth. LLC | restatement | Aug 07 | Aug 20 | $110.54M → $121.46M (+9.9%) | SEC ↗ |
| Arbiter Partners Capital Management… | new holdings | Aug 10 | Aug 19 | $189.91M → $189.80M (-0.1%) | SEC ↗ |
| Cantor Fitzgerald, L. P. | new holdings | Aug 14 | Aug 19 | $9.23B → $9.31B (+0.9%) | SEC ↗ |
| Kalehua Capital Management LLC | new holdings | Aug 14 | Aug 19 | $139.53M → $173.96M (+24.7%) | SEC ↗ |
“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work
Showing 1–100 of 11,259 filings in this season
13F-HR/A · $60.75B · 1 other managers included · top holding: GOOG · +39 new · −38 exits · analysis · SEC ↗
Q2 202613F-HR/A · $80.20B · 1,159 positions · top holding: NVDA · +171 new · −99 exits · analysis · SEC ↗
Q2 202613F-HR · $395.57M · 326 positions · 6 other managers included · SEC ↗
Q2 202613F-HR · $314.01M · 246 positions · 5 other managers included · SEC ↗
Q2 202613F-HR/A · $241.92M · 4 positions · 2 other managers included · SEC ↗
Q2 202613F-HR · $3.02B · 456 positions · 1 other managers included · SEC ↗
Q2 202613F-HR · $13.82M · 3 positions · 22 other managers included · SEC ↗
Q2 202613F-HR/A · $80.93B · 3,717 positions · top holding: AGG · +476 new · −125 exits · analysis · SEC ↗
Q2 202613F-HR/A · $9.31B · 334 positions · 3 other managers included · SEC ↗
Q2 202613F-HR · $8.25B · 1,574 positions · 1 other managers included · SEC ↗
Q2 202613F-HR/A · $3.49B · 694 positions · 1 other managers included · SEC ↗
Q2 202613F-HR/A · $484.84M · 340 positions · 1 other managers included · SEC ↗
Q2 202613F-HR · $197.70M · 69 positions · SEC ↗
Q2 202613F-HR/A · $189.80M · 42 positions · 2 other managers included · SEC ↗
Q2 202613F-HR · $46.95B · 6 positions · 9 other managers included · SEC ↗
Q2 202613F-HR · $34.64B · 467 positions · top holding: VTI · +21 new · −17 exits · analysis · SEC ↗
Q2 2026