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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
Quadrature Capital Ltd 1651424 NVR Nvr Inc 790 23,456 +2869.1% +22,666
JANE STREET GROUP, LLC 1595888 RARE Ultragenyx Pharmaceutical Inc. 39,800 1,180,774 +2866.8% +1,140,974
Assenagon Asset Management S.A. 1546007 HPQ Hp Inc 55,975 1,659,432 +2864.6% +1,603,457
ASSETMARK, INC 1344551 JAZZ Jazz Pharmaceuticals plc 12,017 356,165 +2863.8% +344,148
JANE STREET GROUP, LLC 1595888 BRBR Bellring Brands, Inc. 169,700 5,025,719 +2861.5% +4,856,019
Qube Research & Technologies Ltd 1729829 DY Dycom Industries Inc 19,031 563,544 +2861.2% +544,513
Walleye Capital LLC 1758720 MPWR Monolithic Power Systems, Inc. 1,642 48,516 +2854.7% +46,874
Baker Avenue Asset Management, LP 1432529 SPCX Space Exploration Technologies Corp 9,121 269,194 +2851.4% +260,073
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1079935 ABBV AbbVie Inc. 5,312 156,714 +2850.2% +151,402
Walleye Capital LLC 1758720 GEV GE Vernova Inc. 12,858 378,484 +2843.6% +365,626
NATIXIS 1274981 XYL Xylem Inc. 9,302 273,673 +2842.1% +264,371
Walleye Capital LLC 1758720 ALB Albemarle Corp 20,716 607,233 +2831.2% +586,517
NEUBERGER BERMAN GROUP LLC 1465109 HST Host Hotels & Resorts, Inc. 98,650 2,888,510 +2828.0% +2,789,860
Qube Research & Technologies Ltd 1729829 ETSY Etsy Inc 48,200 1,407,228 +2819.6% +1,359,028
Capital World Investors 1422849 SN SharkNinja, Inc. 18,273 531,256 +2807.3% +512,983
MORGAN STANLEY 895421 IDRV iShares Self-Driving EV and Tech ETF 151,789 4,404,391 +2801.7% +4,252,602
Annex Advisory Services, LLC 1542287 VPG Vishay Precision Group, Inc. 8,809 255,441 +2799.8% +246,632
TIAA Wealth Investment Management LLC 2124867 VTEB VANGUARD TAX-EXEMPT BOND INDEX FUND 1,560,240 45,238,904 +2799.5% +43,678,664
Pathstone Holdings, LLC 2011612 UI Ubiquiti Inc. 2,045 58,840 +2777.3% +56,795
1832 Asset Management L.P. 944388 CVX Chevron Corp 31,735 906,622 +2756.9% +874,887
VICTORY CAPITAL MANAGEMENT INC 1040188 IGIC International General Insurance Holdings Ltd. 48,466 1,380,841 +2749.1% +1,332,375
JONES FINANCIAL COMPANIES LLLP 815917 SANM Sanmina Corp 4,582 130,252 +2742.7% +125,670
NOMURA ASSET MANAGEMENT CO LTD 1055964 MRNA Moderna, Inc. 17,502 496,580 +2737.3% +479,078
SOROS FUND MANAGEMENT LLC 1029160 INTC Intel Corp 100,000 2,830,000 +2730.0% +2,730,000
Brookstone Capital Management 1599584 USEP 44,905 1,264,028 +2714.9% +1,219,123
Advisors Asset Management, Inc. 1297376 RS Reliance, Inc. 12,559 352,852 +2709.6% +340,293
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 CSX Csx Corp 179,943 5,054,983 +2709.2% +4,875,040
JANE STREET GROUP, LLC 1595888 KOD Kodiak Sciences Inc. 43,800 1,229,379 +2706.8% +1,185,579
Hudson Bay Capital Management LP 1393825 RIOT Riot Platforms, Inc. 200,000 5,600,000 +2700.0% +5,400,000
Intesa Sanpaolo Wealth Management 2110902 SPY Spdr S&P 500 ETF Trust 2,325 65,086 +2699.4% +62,761
MORGAN STANLEY 895421 MBBA 22,340 624,027 +2693.3% +601,687
Focus Partners Wealth 1542153 ALAB Astera Labs, Inc. 7,348 205,132 +2691.7% +197,784
Boston Partners 1386060 FLG Flagstar Bank, National Association 103,128 2,875,776 +2688.6% +2,772,648
FNY Investment Advisers, LLC 1742998 TLT iShares 20+ Year Treasury Bond ETF 16,933 471,480 +2684.4% +454,547
NEUBERGER BERMAN GROUP LLC 1465109 SEIC Sei Investments Co 34,896 968,810 +2676.3% +933,914
Merit Financial Group, LLC 1621225 DFSD Dimensional Short-Duration Fixed Income ETF 28,369 786,368 +2671.9% +757,999
Walleye Capital LLC 1758720 AAOI Applied Optoelectronics, Inc. 26,029 721,497 +2671.9% +695,468
HB Wealth Management, LLC 1911253 NOW ServiceNow, Inc. 38,426 1,064,762 +2670.9% +1,026,336
Advisors Asset Management, Inc. 1297376 SNDK Sandisk Corp 506 13,963 +2659.5% +13,457
BARCLAYS PLC 312069 HR Healthcare Realty Trust Inc 111,617 3,079,708 +2659.2% +2,968,091
Stonehage Fleming Financial Services Holdings Ltd 1786379 NVDA Nvidia Corp 31,173 857,952 +2652.2% +826,779
Kapitalo Investimentos Ltda 1798686 MU Micron Technology Inc 1,000 27,442 +2644.2% +26,442
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 HLN Haleon plc 1,101,870 30,107,537 +2632.4% +29,005,667
Squarepoint Ops LLC 1642575 EVR Evercore Inc. 3,100 84,684 +2631.7% +81,584
Nykredit A/S 1847328 SPCX Space Exploration Technologies Corp 5,867 159,750 +2622.9% +153,883
Capricorn Fund Managers Ltd 1901361 XENE Xenon Pharmaceuticals Inc. 20,900 568,800 +2621.5% +547,900
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 AXP American Express Co 14,103 383,778 +2621.3% +369,675
Assenagon Asset Management S.A. 1546007 CRWD CrowdStrike Holdings, Inc. 30,436 824,970 +2610.5% +794,534
Life Cycle Investment Partners Ltd 2072459 KB KB Financial Group Inc. 89,944 2,435,900 +2608.2% +2,345,956
FIL Ltd 318989 MCD Mcdonalds Corp 7,528 203,629 +2605.0% +196,101
Quadrature Capital Ltd 1651424 PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 88,143 2,382,968 +2603.5% +2,294,825
VICTORY CAPITAL MANAGEMENT INC 1040188 ALB Albemarle Corp 34,988 945,217 +2601.5% +910,229
ELEVATION POINT WEALTH PARTNERS, LLC 1744349 PJIO PGIM Jennison Focused International Equity ETF 19,320 521,847 +2601.1% +502,527
Qube Research & Technologies Ltd 1729829 PINS Pinterest, Inc. 239,000 6,444,553 +2596.5% +6,205,553
JANE STREET GROUP, LLC 1595888 CPT Camden Property Trust 16,500 444,833 +2596.0% +428,333
OSSIAM 1767471 XOM ExxonMobil Holdings Corp 14,257 382,894 +2585.7% +368,637
VOYA INVESTMENT MANAGEMENT LLC 1068837 FCFS FirstCash Holdings, Inc. 7,807 209,473 +2583.1% +201,666
Altshuler Shaham Ltd 1324290 CAMT Camtek Ltd 16,215 434,929 +2582.3% +418,714
CREDIT AGRICOLE S A 1191672 VTR Ventas, Inc. 21,900 586,538 +2578.3% +564,638
SOROS FUND MANAGEMENT LLC 1029160 DDOG Datadog, Inc. 9,662 258,747 +2578.0% +249,085
Thrivent Financial for Lutherans 314984 MSA MSA Safety Inc 8,058 215,773 +2577.7% +207,715
a16z Perennial Management, L.P. 2009275 ABNB Airbnb, Inc. 294,893 7,891,200 +2576.0% +7,596,307
Madison Wealth Partners, Inc 1844424 FLXR 31,525 841,784 +2570.2% +810,259
Laurion Capital Management LP 1390202 NTAP NetApp, Inc. 11,433 304,800 +2566.0% +293,367
BCM ADVISORS, LLC 1373017 VXUS Vanguard Total International Stock ETF 15,578 414,593 +2561.4% +399,015
Pinpoint Asset Management (Singapore) Pte. Ltd. 2080247 SNDK Sandisk Corp 540 14,317 +2551.3% +13,777
Artemis Investment Management LLP 1535385 MSFT Microsoft Corp 21,647 573,809 +2550.8% +552,162
BW Gestao de Investimentos Ltda. 1568280 LLY ELI LILLY & Co 976 25,821 +2545.6% +24,845
VOYA INVESTMENT MANAGEMENT LLC 1068837 ARES Ares Management Corp 44,595 1,179,800 +2545.6% +1,135,205
Laurion Capital Management LP 1390202 GEV GE Vernova Inc. 4,792 126,100 +2531.5% +121,308
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 GLW Corning Inc 48,964 1,288,458 +2531.4% +1,239,494
MUFG Securities EMEA plc 1597694 WDC Western Digital Corp 30,938 813,551 +2529.6% +782,613
Qube Research & Technologies Ltd 1729829 RPM Rpm International Inc 31,895 836,585 +2522.9% +804,690
Truxt Investmentos Ltda. 1721168 MU Micron Technology Inc 1,008 26,364 +2515.5% +25,356
Connor, Clark & Lunn Investment Management Ltd. 1596800 LHX L3harris Technologies, Inc. 8,630 225,548 +2513.5% +216,918
JANE STREET GROUP, LLC 1595888 AON Aon plc 72,376 1,890,260 +2511.7% +1,817,884
CITIGROUP INC 831001 EQH Equitable Holdings, Inc. 83,218 2,172,286 +2510.4% +2,089,068
HB Wealth Management, LLC 1911253 DFCF Dimensional Core Fixed Income ETF 360,320 9,397,248 +2508.0% +9,036,928
Tidal Investments LLC 1600064 XLK State Street(R) Technology Select Sector SPDR(R) ETF 7,191 187,515 +2507.6% +180,324
Jump Financial, LLC 1831577 IBM International Business Machines Corp 7,085 184,590 +2505.4% +177,505
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 EWN iShares MSCI Netherlands ETF 19,116 497,407 +2502.0% +478,291
JANE STREET GROUP, LLC 1595888 JGLO JPMorgan Global Select Equity ETF 44,349 1,151,067 +2495.5% +1,106,718
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 COHR Coherent Corp. 12,231 316,231 +2485.5% +304,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 RF Regions Financial Corp 53,353 1,378,169 +2483.1% +1,324,816
Qube Research & Technologies Ltd 1729829 ODFL Old Dominion Freight Line, Inc. 17,602 453,578 +2476.9% +435,976
MARSHALL WACE, LLP 1318757 MPWR Monolithic Power Systems, Inc. 1,849 47,610 +2474.9% +45,761
Focus Partners Wealth 1542153 PAAA PGIM AAA CLO ETF 46,573 1,198,827 +2474.1% +1,152,254
West Wealth Group, LLC 1923591 GOOG Alphabet Inc. 2,844 72,999 +2466.8% +70,155
PRINCIPAL FINANCIAL GROUP INC 1126328 GLDM World Gold Trust 40,205 1,031,200 +2464.9% +990,995
Americana Partners, LLC 1797678 XOM ExxonMobil Holdings Corp 19,343 495,980 +2464.1% +476,637
Squarepoint Ops LLC 1642575 SRE Sempra 31,011 795,124 +2464.0% +764,113
Walleye Capital LLC 1758720 HUM Humana Inc 13,709 350,432 +2456.2% +336,723
Systelligence, LLC 1882691 VV VANGUARD LARGE-CAP INDEX FUND 5,234 133,663 +2453.7% +128,429
Dynasty Wealth Management, LLC 1727599 ABLD Abacus FCF Real Assets Leaders ETF 115,019 2,933,468 +2450.4% +2,818,449
Laurion Capital Management LP 1390202 MU Micron Technology Inc 4,300 109,515 +2446.9% +105,215
VICTORY CAPITAL MANAGEMENT INC 1040188 NVO Novo Nordisk A S 25,317 644,784 +2446.8% +619,467
Clal Insurance Enterprises Holdings Ltd 1376192 COHR Coherent Corp. 3,500 89,000 +2442.9% +85,500
BANK OF MONTREAL /CAN/ 927971 NOK Nokia Corp 741,467 18,843,702 +2441.4% +18,102,235
Fisher Asset Management, LLC 850529 KYMR Kymera Therapeutics, Inc. 12,732 323,219 +2438.6% +310,487
SNS Financial Group, LLC 1557485 SCHA Schwab U.S. Small-Cap ETF 31,262 792,335 +2434.5% +761,073