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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
Squarepoint Ops LLC 1642575 NVTS Navitas Semiconductor Corp 67,900 421,099 +520.2% +353,199
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1710477 MSFT Microsoft Corp 13,808 85,617 +520.1% +71,809
Walleye Capital LLC 1758720 DDOG Datadog, Inc. 112,604 698,066 +519.9% +585,462
MEEDER ASSET MANAGEMENT INC 809443 CVX Chevron Corp 8,512 52,759 +519.8% +44,247
Boston Partners 1386060 HTHT H World Group Ltd 25,687 159,157 +519.6% +133,470
HUB Investment Partners, LLC 1841815 PAAA PGIM AAA CLO ETF 23,212 143,796 +519.5% +120,584
Erste Asset Management GmbH 2024532 MSI Motorola Solutions, Inc. 4,120 25,522 +519.5% +21,402
Y-Intercept (Hong Kong) Ltd 1772875 CSTM Constellium SE 40,687 251,937 +519.2% +211,250
JONES FINANCIAL COMPANIES LLLP 815917 DFAS Dimensional U.S. Small Cap ETF 399,583 2,474,075 +519.2% +2,074,492
Quintet Private Bank (Europe) S.A. 1977290 MU Micron Technology Inc 4,995 30,924 +519.1% +25,929
JANE STREET GROUP, LLC 1595888 ABVX Abivax S.A. 184,795 1,144,031 +519.1% +959,236
SOROS FUND MANAGEMENT LLC 1029160 RUN Sunrun Inc. 600,000 3,714,217 +519.0% +3,114,217
VANGUARD FIDUCIARY TRUST CO 933478 CAI Caris Life Sciences, Inc. 132,479 820,060 +519.0% +687,581
ALL OPTIONS USA, LLC 1954107 WES Western Midstream Partners, LP 23,700 146,700 +519.0% +123,000
Qube Research & Technologies Ltd 1729829 SMH VanEck Semiconductor ETF 79,318 490,911 +518.9% +411,593
OSSIAM 1767471 NDAQ Nasdaq, Inc. 15,824 97,910 +518.7% +82,086
TD Waterhouse Canada Inc. 1999606 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 12,075 74,700 +518.6% +62,625
Hamilton Capital Partners Inc. 2141005 PNC Pnc Financial Services Group, Inc. 5,597 34,623 +518.6% +29,026
ACADIAN ASSET MANAGEMENT LLC 916542 MITK Mitek Systems Inc 66,149 409,103 +518.5% +342,954
MUFG Securities EMEA plc 1597694 AON Aon plc 8,360 51,692 +518.3% +43,332
Savvy Advisors, Inc. 2003633 IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 37,361 230,998 +518.3% +193,637
Assenagon Asset Management S.A. 1546007 C Citigroup Inc 80,858 499,898 +518.2% +419,040
Vanguard Global Advisers, LLC 1811242 BE Bloom Energy Corp 105,306 651,044 +518.2% +545,738
Militia Capital Management LLC 2130487 APP AppLovin Corp 11,000 68,000 +518.2% +57,000
RENAISSANCE TECHNOLOGIES LLC 1037389 CVS CVS HEALTH Corp 441,016 2,724,053 +517.7% +2,283,037
Squarepoint Ops LLC 1642575 TFC Truist Financial Corp 64,284 397,064 +517.7% +332,780
HARBOUR INVESTMENTS, INC. 810121 FLRT Pacer Aristotle Pacific Floating Rate High Income ETF 29,504 182,233 +517.7% +152,729
Campbell & CO Investment Adviser LLC 1353570 HEI Heico Corp 4,337 26,786 +517.6% +22,449
COMMERZBANK AKTIENGESELLSCHAFT /FI 852933 ABT Abbott Laboratories 116,599 719,874 +517.4% +603,275
JPMORGAN CHASE & CO 19617 AUGO Aura Minerals Inc. 373,679 2,306,963 +517.4% +1,933,284
Stephens Investment Management Group LLC 1314440 AMPX Amprius Technologies, Inc. 714,324 4,408,140 +517.1% +3,693,816
VAN ECK ASSOCIATES CORP 869178 STX Seagate Technology Holdings plc 2,082 12,846 +517.0% +10,764
BLAIR WILLIAM & CO/IL 902367 SPCX Space Exploration Technologies Corp 59,525 367,098 +516.7% +307,573
Qube Research & Technologies Ltd 1729829 ALGN Align Technology Inc 6,500 40,084 +516.7% +33,584
PANAGORA ASSET MANAGEMENT INC 883677 CI Cigna Group 44,054 271,549 +516.4% +227,495
FMR LLC 315066 COO Cooper Companies, Inc. 933,197 5,750,322 +516.2% +4,817,125
Y-Intercept (Hong Kong) Ltd 1772875 STE STERIS plc 6,157 37,928 +516.0% +31,771
VOYA INVESTMENT MANAGEMENT LLC 1068837 CME Cme Group Inc. 124,411 766,090 +515.8% +641,679
Squarepoint Ops LLC 1642575 BULL Webull Corp 391,437 2,410,048 +515.7% +2,018,611
RITHOLTZ WEALTH MANAGEMENT 1698218 SPBO State Street(R) SPDR Portfolio Corporate Bond ETF 88,982 547,777 +515.6% +458,795
WINTON GROUP Ltd 1612063 TECH BIO-TECHNE Corp 67,227 413,809 +515.5% +346,582
Tidal Investments LLC 1600064 MBGL Mobility Global Inc. 512,310 3,152,179 +515.3% +2,639,869
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 CASY Caseys General Stores Inc 5,811 35,751 +515.2% +29,940
JUPITER ASSET MANAGEMENT LTD 1215838 NXT Nextpower Inc. 109,453 673,372 +515.2% +563,919
Sellwood Investment Partners LLC 1763958 VT VANGUARD TOTAL WORLD STOCK INDEX FUND 8,412 51,749 +515.2% +43,337
Marnell Management LLC 1852314 HUT Hut 8 Corp. 13,084 80,489 +515.2% +67,405
LYNCH & ASSOCIATES/IN 1108965 FESM Fidelity Enhanced Small Cap Core ETF 35,574 218,835 +515.2% +183,261
EXCHANGE TRADED CONCEPTS, LLC 1457320 HIVE HIVE Digital Technologies Ltd. 475,494 2,924,620 +515.1% +2,449,126
Bitwise Funds Trust 1928561 HIVE HIVE Digital Technologies Ltd. 475,494 2,924,620 +515.1% +2,449,126
Magnetar Financial LLC 1352851 IRDM Iridium Communications Inc. 153,186 941,932 +514.9% +788,746
WOLVERINE ASSET MANAGEMENT LLC 1279891 DE Deere & Co 3,500 21,520 +514.9% +18,020
ATWOOD & PALMER INC 1044929 HLI Houlihan Lokey, Inc. 20,897 128,463 +514.7% +107,566
MUFG Securities EMEA plc 1597694 BKNG Booking Holdings Inc. 69,551 427,550 +514.7% +357,999
Amundi 1330387 AN Autonation, Inc. 11,611 71,309 +514.2% +59,698
Edgestream Partners, L.P. 1535061 LZ Legalzoom.Com, Inc. 243,144 1,492,924 +514.0% +1,249,780
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 WTFC Wintrust Financial Corp 46,768 287,046 +513.8% +240,278
AMERICAN CENTURY COMPANIES INC 748054 FR First Industrial Realty Trust Inc 71,912 441,275 +513.6% +369,363
BNP PARIBAS ARBITRAGE, SA 1166588 FBIN Fortune Brands Innovations, Inc. 22,284 136,623 +513.1% +114,339
IMC-Chicago, LLC 1452861 VFC V F Corp 124,510 763,342 +513.1% +638,832
Public Sector Pension Investment Board 1396318 SMCI Super Micro Computer, Inc. 100,929 618,712 +513.0% +517,783
Systelligence, LLC 1882691 AIQ Global X Artificial Intelligence & Technology ETF 32,380 198,445 +512.9% +166,065
TCI Wealth Advisors, Inc. 1583751 VSDM VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF 15,420 94,415 +512.3% +78,995
INTECH INVESTMENT MANAGEMENT LLC 1086318 DLR Digital Realty Trust, Inc. 25,326 155,050 +512.2% +129,724
BNP PARIBAS ARBITRAGE, SA 1166588 FHN First Horizon Corp 425,890 2,606,246 +512.0% +2,180,356
Walleye Capital LLC 1758720 CRS Carpenter Technology Corp 7,809 47,782 +511.9% +39,973
Quantinno Capital Management LP 1759654 PACS PACS Group, Inc. 85,162 521,090 +511.9% +435,928
MARSHALL WACE, LLP 1318757 LFST LifeStance Health Group, Inc. 1,627,266 9,955,435 +511.8% +8,328,169
AMERICAN CENTURY COMPANIES INC 748054 UAA Under Armour, Inc. 475,902 2,910,675 +511.6% +2,434,773
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 LFUS Littelfuse Inc 24,768 151,470 +511.6% +126,702
BARCLAYS PLC 312069 SNDX Syndax Pharmaceuticals Inc 98,295 600,958 +511.4% +502,663
Sculptor Capital LP 1054587 LRCX Lam Research Corp 51,200 313,000 +511.3% +261,800
NORDEA INVESTMENT MANAGEMENT AB 1218210 VRSK Verisk Analytics, Inc. 37,628 230,015 +511.3% +192,387
Assenagon Asset Management S.A. 1546007 FCNCA First Citizens Bancshares Inc 569 3,478 +511.2% +2,909
Russell Investments Group, Ltd. 1692234 PIPR Piper Sandler Companies 33,354 203,848 +511.2% +170,494
BARCLAYS PLC 312069 CHYM Chime Financial, Inc. 173,975 1,063,111 +511.1% +889,136
Squarepoint Ops LLC 1642575 TAL TAL Education Group 146,844 896,844 +510.7% +750,000
HRT FINANCIAL LP 1475597 ORLY O Reilly Automotive Inc 146,757 896,299 +510.7% +749,542
Walleye Trading LLC 1388391 NN Nextnav Inc. 56,500 345,048 +510.7% +288,548
BNP PARIBAS ARBITRAGE, SA 1166588 QXO QXO, Inc. 79,895 487,863 +510.6% +407,968
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 HON Honeywell International Inc 32,325 197,375 +510.6% +165,050
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 SPHY State Street(R) SPDR(R) Portfolio High Yield Bond ETF 190,127 1,160,735 +510.5% +970,608
USS Investment Management Ltd 1587381 OKTA Okta, Inc. 15,300 93,401 +510.5% +78,101
Jefferies Financial Group Inc. 96223 APO Apollo Global Management, Inc. 13,212 80,647 +510.4% +67,435
Endure Capital Management, LLC 2055657 EWZ iShares MSCI Brazil ETF 356,700 2,177,000 +510.3% +1,820,300
LYNCH & ASSOCIATES/IN 1108965 RDVY First Trust Rising Dividend Achievers ETF 29,441 179,612 +510.1% +150,171
UBS Group AG 1610520 MCHB Mechanics Bancorp 116,457 710,223 +509.9% +593,766
VICUS CAPITAL 1544806 MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 23,482 143,202 +509.8% +119,720
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 882928 FLRN State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF 137,372 837,588 +509.7% +700,216
JPMORGAN CHASE & CO 19617 VTEC Vanguard California Tax-Exempt Bond ETF 21,493 131,031 +509.6% +109,538
GoalVest Advisory LLC 1839307 NVDA Nvidia Corp 21,878 133,374 +509.6% +111,496
Candriam S.C.A. 1537014 NKE NIKE, Inc. 119,042 725,483 +509.4% +606,441
LPL Financial LLC 1403438 QVML Invesco Ltd. 107,596 655,672 +509.4% +548,076
KBC Group NV 1411133 IP International Paper Co 101,910 621,014 +509.4% +519,104
Walleye Capital LLC 1758720 CBRE Cbre Group, Inc. 32,640 198,831 +509.2% +166,191
Jump Financial, LLC 1831577 POWL Powell Industries Inc 9,305 56,670 +509.0% +47,365
Empowered Funds, LLC 1592828 DAR Darling Ingredients Inc. 53,835 327,814 +508.9% +273,979
NEUBERGER BERMAN GROUP LLC 1465109 KNX Knight-Swift Transportation Holdings Inc. 17,542 106,808 +508.9% +89,266
JPMORGAN CHASE & CO 19617 SMCI Super Micro Computer, Inc. 1,519,636 9,250,614 +508.7% +7,730,978
Employees Retirement System of Texas 1398739 HCA HCA Healthcare, Inc. 23,392 142,392 +508.7% +119,000
BANK OF NOVA SCOTIA 9631 CIEN Ciena Corp 16,604 101,040 +508.5% +84,436