What the Funds Bought Last Quarter

Comparing each fund's two most recent 13Fs shows what changed. Group those changes by stock rather than by fund, and you get the names the most separate managers were building into at the same time.

This covers Q2 2026, and counts a fund once per stock whether it opened the position or added to one it already had.

What the most funds were buying

Reading "shares up 40%" correctly

A 13F reports market value, and market value moves whether or not anyone trades. A fund that did absolutely nothing in a quarter where the stock rose 30% will show a 30% larger position.

So the percentage changes on this site are computed from share counts, not from value. That is the only figure in a 13F that a manager controls directly, and it is the difference between "they bought more" and "it went up".

The trap in a table like this

The order here is by number of funds, not by size, and that is deliberate. Sorting by value would put whatever the largest manager happened to buy at the top every quarter, which measures the size of the fund rather than the strength of the idea.

But even sorted this way, be careful of the obvious reading. These are decisions taken up to four and a half months ago, disclosed all at once, and now visible to everyone at the same moment. Whatever edge existed in them was priced before you read this page. The value is in understanding why a name keeps appearing, not in following it.

See each fund's own buys and sells.

Educational information, not financial advice. Every figure on this page is read from the source filings when the page loads, not written into the article, so what you are reading is today's data and not a snapshot of the day it was published.