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Double-Down Report

Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction

Comparing Sep 30, 2026 vs prior quarter Jun 30, 2026
5,000 positions
Institution Stock Prior Shares Current Shares Change
Quantbot Technologies LP 1512991 BNY Bank of New York Mellon Corp 9,808 141,633 +1344.1% +131,825
Verition Fund Management LLC 1454027 NOC Northrop Grumman Corp 2,216 31,993 +1343.7% +29,777
Hudson Bay Capital Management LP 1393825 CLS Celestica Inc 16,000 230,913 +1343.2% +214,913
RENAISSANCE TECHNOLOGIES LLC 1037389 VRT Vertiv Holdings Co 30,758 443,318 +1341.3% +412,560
OSSIAM 1767471 BA Boeing Co 24,274 349,781 +1341.0% +325,507
ACADIAN ASSET MANAGEMENT LLC 916542 TNET Trinet Group, Inc. 23,073 332,260 +1340.0% +309,187
AustralianSuper Pty Ltd 1694164 CRM Salesforce, Inc. 16,400 236,084 +1339.5% +219,684
FORTRESS PRIVATE LEDGER, LLC 1718251 BOXX Alpha Architect 1-3 Month Box ETF 49,857 716,503 +1337.1% +666,646
HUB Investment Partners, LLC 1841815 SPCX Space Exploration Technologies Corp 9,383 134,505 +1333.5% +125,122
Walleye Capital LLC 1758720 NET Cloudflare, Inc. 47,373 678,929 +1333.2% +631,556
FRANKLIN RESOURCES INC 38777 CDNA CareDx, Inc. 68,788 985,690 +1332.9% +916,902
LPL Financial LLC 1403438 TBUX T. Rowe Price Ultra Short-Term Bond ETF 127,391 1,824,963 +1332.6% +1,697,572
MARSHALL WACE, LLP 1318757 ELV Elevance Health, Inc. 21,016 300,891 +1331.7% +279,875
VANGUARD CAPITAL MANAGEMENT LLC 2100119 OCTV Octave Intelligence plc 176,811 2,530,558 +1331.2% +2,353,747
Harfst & Associates, Inc. 1649147 CAT Caterpillar Inc 2,905 41,567 +1330.9% +38,662
GARDNER LEWIS ASSET MANAGEMENT L P 941560 OGN Organon & Co. 76,053 1,088,176 +1330.8% +1,012,123
Empowered Funds, LLC 1592828 QXO QXO, Inc. 78,534 1,122,720 +1329.6% +1,044,186
JANE STREET GROUP, LLC 1595888 DBA Invesco Db Agriculture Fund 264,659 3,781,653 +1328.9% +3,516,994
Qube Research & Technologies Ltd 1729829 CW Curtiss Wright Corp 27,724 396,079 +1328.7% +368,355
Steward Partners Investment Advisory, LLC 1723397 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 33,001 471,455 +1328.6% +438,454
GATEWAY INVESTMENT ADVISERS LLC 1114618 VICI Vici Properties Inc. 42,663 608,753 +1326.9% +566,090
OSSIAM 1767471 LRCX Lam Research Corp 30,879 440,444 +1326.4% +409,565
Squarepoint Ops LLC 1642575 KBR Kbr, Inc. 39,452 562,335 +1325.4% +522,883
Clearbridge Investments, LLC 1348883 TKR Timken Co 17,416 248,166 +1324.9% +230,750
MEITAV INVESTMENT HOUSE LTD 1398346 AMAT Applied Materials Inc 4,817 68,629 +1324.7% +63,812
Western Wealth Management, LLC 1767902 CAT Caterpillar Inc 7,760 110,215 +1320.3% +102,455
BNP PARIBAS ARBITRAGE, SA 1166588 ONDS Ondas Inc. 127,422 1,809,114 +1319.8% +1,681,692
TRUST POINT INC. 1635633 HYMB State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF 65,995 936,908 +1319.7% +870,913
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 DECK Deckers Outdoor Corp 19,233 272,958 +1319.2% +253,725
Walleye Capital LLC 1758720 META Meta Platforms, Inc. 234,677 3,329,530 +1318.8% +3,094,853
MARSHALL WACE, LLP 1318757 TE T1 Energy Inc. 162,243 2,301,064 +1318.3% +2,138,821
ROCKLAND TRUST CO 84616 DHR Danaher Corp 6,631 94,026 +1318.0% +87,395
AMERICAN CENTURY COMPANIES INC 748054 SMTC Semtech Corp 12,919 182,968 +1316.3% +170,049
CAPITAL FUND MANAGEMENT S.A. 1323645 STT State Street Corp 14,445 204,309 +1314.4% +189,864
STOREBRAND ASSET MANAGEMENT AS 1685676 TIGO Millicom International Cellular SA 14,540 205,338 +1312.2% +190,798
Legacy Wealth Management, LLC 1488921 AGG iShares Core U.S. Aggregate Bond ETF 37,783 533,295 +1311.5% +495,512
MIZUHO MARKETS AMERICAS LLC 1825516 RSP Victory Portfolios II 9,350 131,800 +1309.6% +122,450
Tanglewood Wealth Management, Inc. 1454308 XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF 27,682 390,142 +1309.4% +362,460
FIL Ltd 318989 MBGL Mobility Global Inc. 216,216 3,047,065 +1309.3% +2,830,849
OFI INVEST ASSET MANAGEMENT 1977602 LITE Lumentum Holdings Inc. 1,218 17,143 +1307.5% +15,925
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 HTHT H World Group Ltd 26,372 370,844 +1306.2% +344,472
Squarepoint Ops LLC 1642575 AMRZ Amrize Ltd 46,349 651,073 +1304.7% +604,724
Walleye Capital LLC 1758720 CDNS Cadence Design Systems Inc 12,988 182,400 +1304.4% +169,412
Twin Tree Management, LP 1535588 ABNB Airbnb, Inc. 7,838 110,069 +1304.3% +102,231
HighTower Advisors, LLC 1462245 IBTJ iShares iBonds Dec 2029 Term Treasury ETF 84,520 1,186,808 +1304.2% +1,102,288
Prospera Financial Services Inc 1541625 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 10,548 148,086 +1303.9% +137,538
TEACHER RETIREMENT SYSTEM OF TEXAS 796848 ODFL Old Dominion Freight Line, Inc. 4,807 67,474 +1303.7% +62,667
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 AJG Arthur J. Gallagher & Co. 33,194 465,864 +1303.5% +432,670
Quadrature Capital Ltd 1651424 XLU State Street(R) Utilities Select Sector SPDR(R) ETF 35,264 494,887 +1303.4% +459,623
Steward Partners Investment Advisory, LLC 1723397 IWB iShares Russell 1000 ETF 7,756 108,826 +1303.1% +101,070
BARCLAYS PLC 312069 STAG STAG Industrial, Inc. 28,908 405,594 +1303.1% +376,686
JANE STREET GROUP, LLC 1595888 RPM Rpm International Inc 32,748 459,433 +1302.9% +426,685
PRINCIPAL FINANCIAL GROUP INC 1126328 FERG Ferguson Enterprises Inc. 39,774 557,871 +1302.6% +518,097
Advisors Asset Management, Inc. 1297376 MSM Msc Industrial Direct Co Inc 22,433 314,462 +1301.8% +292,029
Squarepoint Ops LLC 1642575 FHN First Horizon Corp 122,597 1,715,852 +1299.6% +1,593,255
BG Investment Services, LLC 1873989 AAPL Apple Inc. 6,447 90,187 +1298.9% +83,740
J. M. Brown & Associates Inc. 2134631 VBIL Vanguard Institutional Index Funds 24,122 337,346 +1298.5% +313,224
BARCLAYS PLC 312069 ALGM Allegro Microsystems, Inc. 17,736 248,011 +1298.3% +230,275
Walleye Capital LLC 1758720 MU Micron Technology Inc 155,359 2,171,740 +1297.9% +2,016,381
Qube Research & Technologies Ltd 1729829 MAX MediaAlpha, Inc. 92,453 1,290,072 +1295.4% +1,197,619
49 WEALTH MANAGEMENT, LLC 2022291 CLIP Global X 1-3 Month T-Bill ETF 39,917 556,595 +1294.4% +516,678
Thrivent Financial for Lutherans 314984 FENI Fidelity Enhanced International ETF 227,140 3,163,830 +1292.9% +2,936,690
OSSIAM 1767471 NXPI NXP Semiconductors N.V. 4,647 64,712 +1292.6% +60,065
Advisors Asset Management, Inc. 1297376 CLX Clorox Co 23,139 322,044 +1291.8% +298,905
J. Safra Sarasin Holding AG 1890222 ENTG Entegris Inc 7,710 107,284 +1291.5% +99,574
Munro Partners 1768744 TRGP Targa Resources Corp. 43,870 609,835 +1290.1% +565,965
Boston Partners 1386060 HRMY Harmony Biosciences Holdings, Inc. 30,481 423,647 +1289.9% +393,166
MARSHALL WACE, LLP 1318757 SYY Sysco Corp 57,696 801,382 +1289.0% +743,686
Quadrature Capital Ltd 1651424 HIMS Hims & Hers Health, Inc. 87,217 1,209,178 +1286.4% +1,121,961
IMC-Chicago, LLC 1452861 NCLH Norwegian Cruise Line Holdings Ltd. 54,925 761,462 +1286.4% +706,537
Verition Fund Management LLC 1454027 ISRG Intuitive Surgical Inc 6,315 87,503 +1285.6% +81,188
Advisors Asset Management, Inc. 1297376 INGR Ingredion Inc 22,254 308,335 +1285.5% +286,081
Walleye Capital LLC 1758720 RKLB Rocket Lab Corp 210,295 2,912,239 +1284.8% +2,701,944
Invesco Ltd. 914208 STUB StubHub Holdings, Inc. 121,229 1,678,488 +1284.6% +1,557,259
Sepio Capital, LP 1751412 CPNG Coupang, Inc. 114,607 1,586,760 +1284.5% +1,472,153
ESL Trust Services, LLC 1785545 GOVT iShares U.S. Treasury Bond ETF 62,991 871,292 +1283.2% +808,301
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 GS Goldman Sachs Group Inc 1,265 17,462 +1280.4% +16,197
BARCLAYS PLC 312069 LXP LXP Industrial Trust 51,091 705,007 +1279.9% +653,916
FRANKLIN RESOURCES INC 38777 BABA Alibaba Group Holding Ltd 39,250 541,207 +1278.9% +501,957
iA Global Asset Management Inc. 1969566 LOW Lowes Companies Inc 6,073 83,621 +1276.9% +77,548
DANSKE BANK A/S 800177 FANG Diamondback Energy, Inc. 6,305 86,705 +1275.2% +80,400
Morton Capital Management LLC/CA 2002628 VBIL Vanguard Institutional Index Funds 17,190 236,251 +1274.4% +219,061
FEDERATED HERMES, INC. 1056288 NET Cloudflare, Inc. 78,943 1,084,741 +1274.1% +1,005,798
PANAGORA ASSET MANAGEMENT INC 883677 OKTA Okta, Inc. 17,739 243,638 +1273.5% +225,899
MARSHALL WACE, LLP 1318757 AYA Aya Gold & Silver Inc. 123,022 1,688,487 +1272.5% +1,565,465
NATIXIS 1274981 ENPH Enphase Energy, Inc. 31,650 434,254 +1272.1% +402,604
LPL Financial LLC 1403438 BCPL BNY Mellon Core Plus ETF 99,142 1,359,041 +1270.8% +1,259,899
BANK OF MONTREAL /CAN/ 927971 FRMI Fermi Inc. 185,426 2,540,380 +1270.0% +2,354,954
MARSHALL WACE, LLP 1318757 MGY Magnolia Oil & Gas Corp 328,279 4,494,682 +1269.2% +4,166,403
Advisors Asset Management, Inc. 1297376 SPOT Spotify Technology S.A. 2,989 40,921 +1269.1% +37,932
Assenagon Asset Management S.A. 1546007 BKD Brookdale Senior Living Inc. 96,081 1,315,247 +1268.9% +1,219,166
LORD, ABBETT & CO. LLC 728100 EOG Eog Resources Inc 21,043 287,557 +1266.5% +266,514
JANE STREET GROUP, LLC 1595888 APD Air Products & Chemicals, Inc. 201,371 2,750,444 +1265.9% +2,549,073
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 ACGL Arch Capital Group Ltd. 43,756 597,609 +1265.8% +553,853
JANE STREET GROUP, LLC 1595888 EYPT EyePoint, Inc. 126,439 1,726,731 +1265.7% +1,600,292
PICTON MAHONEY ASSET MANAGEMENT 1539041 CM Canadian Imperial Bank Of Commerce 16,784 229,079 +1264.9% +212,295
Advisors Asset Management, Inc. 1297376 MPWR Monolithic Power Systems, Inc. 3,071 41,857 +1263.0% +38,786
SAX WEALTH ADVISORS, LLC 1846150 AMD Advanced Micro Devices Inc 5,552 75,636 +1262.3% +70,084
Counterpoint Mutual Funds LLC 1698461 KLIC Kulicke & Soffa Industries Inc 8,558 116,536 +1261.7% +107,978
Royal Fund Management, LLC 1810099 IJT iShares S&P Small-Cap 600 Growth ETF 7,691 104,432 +1257.8% +96,741