Question 1

Which hedge funds and institutional investors hold QUAD?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for QUAD shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for QUAD whale holdings?

Accepted Answer

Conviction level reflects how significant QUAD is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to QUAD, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for QUAD?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about QUAD?

Accepted Answer

QoQ changes for QUAD show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Hotchkis & Wiley	1.0M	$6.8M	0.0%	$32.4B
Renaissance Tech	722.4K	$4.8M	0.0%	$63.9B
State Street	633.2K	$4.2M	0.0%	$2896.4B
Arrowstreet	460.5K	$3.0M	0.0%	$184.8B
Segall Bryant	310.2K	$2.1M	0.0%	$7.0B
Two Sigma	291.8K	$1.9M	0.0%	$123.9B
Millennium	183.4K	$1.2M	0.0%	$240.3B
Geode Capital	103.8K	$686K	—	$1607.5B
American Century	69.8K	$461K	0.0%	$194.3B
DFA	53.1K	$351K	0.0%	$481.4B
Marshall Wace	47.8K	$316K	0.0%	$100.4B
Invesco	46.8K	$309K	—	$653.3B
Point72	40.3K	$267K	0.0%	$78.1B
Man Group	24.8K	$164K	0.0%	$55.1B
DE Shaw	19.0K	$126K	0.0%	$166.3B
Brevan Howard	18.5K	$122K	0.0%	$11.3B
Citadel	10.2K	$67K	—	$618.5B
AQR Capital	4.9K	$32K	—	$218.4B
Northern Trust	3.8K	$25K	—	$756.6B
LSV	1.3M	$9K	0.0%	$46.4M
Franklin Templeton	1.0K	$7K	—	$408.3B
BlackRock	218	$1K	—	$5723.5B
Fidelity (FMR)	188	$1K	—	$1898.4B
Acadian	14.2K	$93	0.0%	$70.5M

QUAD

Who Holds QUAD

Changes This Quarter