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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
iA Global Asset Management Inc. 1969566 TGT Target Corp 11,984 112,091 +835.3% +100,107
Horizon Investments, LLC 1560717 AGG iShares Core U.S. Aggregate Bond ETF 284,724 2,662,443 +835.1% +2,377,719
Squarepoint Ops LLC 1642575 FORM Formfactor Inc 16,579 154,855 +834.0% +138,276
BANK OF NOVA SCOTIA 9631 KHC Kraft Heinz Co 114,843 1,072,563 +833.9% +957,720
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2094379 INTU Intuit Inc. 31,000 289,500 +833.9% +258,500
MARSHALL WACE, LLP 1318757 CHEF Chefs' Warehouse, Inc. 12,453 116,286 +833.8% +103,833
Lansforsakringar Fondforvaltning AB (publ) 2059323 ENLT Enlight Renewable Energy Ltd. 33,662 314,322 +833.8% +280,660
CAPITAL FUND MANAGEMENT S.A. 1323645 JD JD.com, Inc. 132,631 1,238,367 +833.7% +1,105,736
ROYAL LONDON ASSET MANAGEMENT LTD 863748 ILMN Illumina, Inc. 7,374 68,793 +832.9% +61,419
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 ITGR Integer Holdings Corp 14,292 133,316 +832.8% +119,024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 PATH UiPath, Inc. 2,049,447 19,114,851 +832.7% +17,065,404
Invesco Ltd. 914208 RKT Rocket Companies, Inc. 1,160,618 10,821,212 +832.4% +9,660,594
Invesco Ltd. 914208 LFST LifeStance Health Group, Inc. 745,539 6,948,379 +832.0% +6,202,840
Annex Advisory Services, LLC 1542287 MRVL Marvell Technology, Inc. 21,065 196,274 +831.8% +175,209
Private Advisor Group, LLC 1567755 VONV VANGUARD RUSSELL 1000 VALUE INDEX FUND 42,724 398,077 +831.7% +355,353
Qube Research & Technologies Ltd 1729829 CNI Canadian National Railway Co 29,675 276,446 +831.6% +246,771
Advisors Capital Management, LLC 1345576 UNP Union Pacific Corp 7,247 67,482 +831.2% +60,235
AMERICAN CENTURY COMPANIES INC 748054 FORM Formfactor Inc 21,452 199,753 +831.2% +178,301
1832 Asset Management L.P. 944388 ROST Ross Stores, Inc. 76,424 711,543 +831.0% +635,119
Legacy Edge Advisors, LLC 2105396 ACYN First Trust Exchange-Traded Fund 73,495 684,166 +830.9% +610,671
Qube Research & Technologies Ltd 1729829 ARX Accelerant Holdings 239,317 2,227,552 +830.8% +1,988,235
Walleye Capital LLC 1758720 BKR Baker Hughes Co 34,843 324,109 +830.2% +289,266
Sustainable Insight Capital Management, LLC 1580677 LRCX Lam Research Corp 3,530 32,830 +830.0% +29,300
Invesco Ltd. 914208 PVLA Palvella Therapeutics, Inc. 33,652 312,729 +829.3% +279,077
VICTORY CAPITAL MANAGEMENT INC 1040188 ATI Ati Inc 50,750 471,291 +828.7% +420,541
UBS Group AG 1610520 SYBT Stock Yards Bancorp, Inc. 55,441 514,266 +827.6% +458,825
MARTINGALE ASSET MANAGEMENT L P 936944 CVS CVS HEALTH Corp 11,692 108,408 +827.2% +96,716
VOYA INVESTMENT MANAGEMENT LLC 1068837 GPN Global Payments Inc 45,619 422,858 +826.9% +377,239
DekaBank Deutsche Girozentrale 1456228 WMB Williams Companies, Inc. 255,493 2,368,017 +826.8% +2,112,524
CITIGROUP INC 831001 HUBS Hubspot Inc 26,410 244,771 +826.8% +218,361
Walleye Capital LLC 1758720 SPY Spdr S&P 500 ETF Trust 543,848 5,040,107 +826.7% +4,496,259
MARSHALL WACE, LLP 1318757 STRZ Starz Entertainment Corp 42,960 398,090 +826.7% +355,130
BARCLAYS PLC 312069 DOO BRP Inc. 23,631 218,972 +826.6% +195,341
STRS OHIO 820478 SJM J M SMUCKER Co 18,822 174,311 +826.1% +155,489
CAPITAL FUND MANAGEMENT S.A. 1323645 CPRT Copart Inc 361,164 3,342,714 +825.5% +2,981,550
JONES FINANCIAL COMPANIES LLLP 815917 SITM SITIME Corp 1,356 12,548 +825.4% +11,192
BNP PARIBAS ARBITRAGE, SA 1166588 TDS Telephone & Data Systems Inc 37,401 345,982 +825.1% +308,581
IMC-Chicago, LLC 1452861 MCHP Microchip Technology Inc 27,284 252,134 +824.1% +224,850
Qube Research & Technologies Ltd 1729829 BBT Beacon Financial Corp 43,234 399,400 +823.8% +356,166
PARK NATIONAL CORP /OH/ 805676 VOO VANGUARD 500 INDEX FUND 20,954 193,537 +823.6% +172,583
PEAK6 LLC 1389958 IWM iShares Russell 2000 ETF 515,502 4,759,842 +823.3% +4,244,340
Jefferies Financial Group Inc. 96223 MTB M&T Bank Corp 4,690 43,300 +823.2% +38,610
Walleye Capital LLC 1758720 CB Chubb Ltd 15,094 139,339 +823.1% +124,245
Plato Investment Management Ltd 1984475 SNDK Sandisk Corp 500 4,615 +823.0% +4,115
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 HCA HCA Healthcare, Inc. 15,424 142,353 +822.9% +126,929
OSAIC HOLDINGS, INC. 1677044 GGOV 23,828 219,883 +822.8% +196,055
MACKENZIE FINANCIAL CORP 919859 IR Ingersoll Rand Inc. 43,913 404,885 +822.0% +360,972
LBP AM SA 1970075 CME Cme Group Inc. 4,941 45,539 +821.7% +40,598
Decker Retirement Planning Inc. 1975700 MU Micron Technology Inc 1,546 14,245 +821.4% +12,699
Global Alpha Capital Management Ltd. 1584691 VMI Valmont Industries Inc 8,347 76,806 +820.2% +68,459
Daiwa Securities Group Inc. 1481045 UNH Unitedhealth Group Inc 246,020 2,263,767 +820.2% +2,017,747
AMERICAN CENTURY COMPANIES INC 748054 RJET Republic Airways Holdings Inc. 72,981 671,298 +819.8% +598,317
MARSHALL WACE, LLP 1318757 ALAB Astera Labs, Inc. 41,065 377,675 +819.7% +336,610
Endure Capital Management, LLC 2055657 XLE State Street(R) Energy Select Sector SPDR(R) ETF 31,100 285,900 +819.3% +254,800
CITIGROUP INC 831001 CLBT Cellebrite DI Ltd. 352,350 3,237,542 +818.8% +2,885,192
MARSHALL WACE, LLP 1318757 WEX WEX Inc. 9,680 88,880 +818.2% +79,200
WEDGE CAPITAL MANAGEMENT L L P/NC 1015308 AMZN Amazon Com Inc 14,828 136,141 +818.1% +121,313
Cypress Capital, LLC 1729939 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 38,471 353,162 +818.0% +314,691
Verition Fund Management LLC 1454027 ADI Analog Devices Inc 7,377 67,717 +817.9% +60,340
Assenagon Asset Management S.A. 1546007 ADSK Autodesk, Inc. 27,266 250,207 +817.7% +222,941
ACADIAN ASSET MANAGEMENT LLC 916542 RBRK Rubrik, Inc. 38,345 351,776 +817.4% +313,431
Quadrature Capital Ltd 1651424 PZA Invesco National AMT-Free Municipal Bond ETF 170,490 1,563,965 +817.3% +1,393,475
BARCLAYS PLC 312069 SON Sonoco Products Co 39,863 365,649 +817.3% +325,786
CITIGROUP INC 831001 FWONK Liberty Media Corp 173,325 1,589,254 +816.9% +1,415,929
HRT FINANCIAL LP 1475597 BX Blackstone Inc. 49,133 450,362 +816.6% +401,229
COOKSON PEIRCE & CO INC 1141455 SNOW Snowflake Inc. 9,047 82,915 +816.5% +73,868
WINTON GROUP Ltd 1612063 ROST Ross Stores, Inc. 6,000 54,988 +816.5% +48,988
BNP PARIBAS ARBITRAGE, SA 1166588 VLUE iShares MSCI USA Value Factor ETF 36,670 335,963 +816.2% +299,293
Centiva Capital, LP 1692507 WDAY Workday, Inc. 41,811 383,061 +816.2% +341,250
TIAA Wealth Investment Management LLC 2124867 UBER Uber Technologies, Inc 19,392 177,623 +816.0% +158,231
Advisors Asset Management, Inc. 1297376 EGP Eastgroup Properties Inc 22,917 209,877 +815.8% +186,960
JANE STREET GROUP, LLC 1595888 GFL GFL Environmental Inc. 150,771 1,379,848 +815.2% +1,229,077
GREAT LAKES ADVISORS, LLC 1078013 CVS CVS HEALTH Corp 98,261 899,237 +815.2% +800,976
VIRGINIA RETIREMENT SYSTEMS ET Al 1005354 NLY Annaly Capital Management Inc 248,000 2,268,458 +814.7% +2,020,458
HRT FINANCIAL LP 1475597 BLDR Builders FirstSource, Inc. 28,470 260,372 +814.5% +231,902
BNP PARIBAS ARBITRAGE, SA 1166588 TKR Timken Co 7,295 66,715 +814.5% +59,420
OP Asset Management Ltd 2097005 A Agilent Technologies, Inc. 33,520 306,513 +814.4% +272,993
Walleye Capital LLC 1758720 GTLB Gitlab Inc. 68,427 625,405 +814.0% +556,978
EXCHANGE TRADED CONCEPTS, LLC 1457320 CSX Csx Corp 21,784 199,033 +813.7% +177,249
CARY STREET PARTNERS FINANCIAL LLC 1475045 MKL Markel Group Inc. 987 9,014 +813.3% +8,027
DEUTSCHE BANK AG\ 948046 HIW Highwoods Properties, Inc. 165,165 1,508,052 +813.1% +1,342,887
MACKENZIE FINANCIAL CORP 919859 SVM Silvercorp Metals Inc 356,918 3,258,845 +813.1% +2,901,927
DANSKE BANK A/S 800177 D Dominion Energy, Inc 31,100 283,950 +813.0% +252,850
Edgestream Partners, L.P. 1535061 CTS Cts Corp 18,277 166,796 +812.6% +148,519
BIT Capital GmbH 2053305 MSFT Microsoft Corp 19,000 173,393 +812.6% +154,393
Baird Financial Group, Inc. 1648711 LITE Lumentum Holdings Inc. 4,031 36,771 +812.2% +32,740
TIAA Wealth Investment Management LLC 2124867 VONG VANGUARD RUSSELL 1000 GROWTH INDEX FUND 49,502 451,541 +812.2% +402,039
Qube Research & Technologies Ltd 1729829 FUL Fuller H B Co 45,545 415,436 +812.1% +369,891
FMR LLC 315066 NATL NCR Atleos Corp 184,202 1,679,836 +812.0% +1,495,634
Walleye Capital LLC 1758720 TFC Truist Financial Corp 91,099 830,759 +811.9% +739,660
Squarepoint Ops LLC 1642575 SEZL Sezzle Inc. 12,715 115,904 +811.6% +103,189
IEQ CAPITAL, LLC 1779789 DIS Walt Disney Co 45,846 417,837 +811.4% +371,991
MARSHALL WACE, LLP 1318757 CARR CARRIER GLOBAL Corp 351,833 3,206,429 +811.3% +2,854,596
Centiva Capital, LP 1692507 NLY Annaly Capital Management Inc 220,760 2,010,087 +810.5% +1,789,327
Pathstone Holdings, LLC 2011612 VTWO VANGUARD RUSSELL 2000 INDEX FUND 123,634 1,125,093 +810.0% +1,001,459
Oasis Advisors, LLC 2124777 BOXX Alpha Architect 1-3 Month Box ETF 9,334 84,879 +809.4% +75,545
Willis Johnson & Associates, Inc. 1853239 VTEB VANGUARD TAX-EXEMPT BOND INDEX FUND 43,110 391,978 +809.3% +348,868
Qube Research & Technologies Ltd 1729829 OKTA Okta, Inc. 64,500 586,374 +809.1% +521,874
Rockefeller Capital Management L.P. 1739439 LPLA LPL Financial Holdings Inc. 4,726 42,964 +809.1% +38,238
LYNCH & ASSOCIATES/IN 1108965 FELV Fidelity Enhanced Large Cap Value ETF 33,092 300,777 +808.9% +267,685