Skip to content

Alpha stage software — under active development. Data may be incomplete or change without notice.

FolioFact
FolioFact
Q2 2026 58/68 funds filed
Latest observation
Sign in Sign up

Some record dates are in the future and are excluded from the latest observation date.

Cross-fund research workbook

Stock Screener

Rank by up to three signals, then narrow any metric. The URL keeps the current screen shareable, bookmarkable, and reversible with browser Back.

Ranking model

Order by up to three signals

Missing values always fall to the bottom, independent of direction.

1
2
3
4,554 of 4,554 stocks match this screen
Reset
Stocks matching the selected ranks and filters
Rank Ticker Funds Activity Top fund weight (OCF − SBC) / EV Share reduction 1Y (FCF − SBC) / EV Revenue growth 1Y Revenue CAGR 2Y Revenue CAGR 3Y Share reduction 2Y Share reduction 3Y
4301 SNX TD Synnex Corporation 4 ▼ −4 net 8.4% (Brave Warr…) 2% 3% 1.3% 6.9% 4.2% 0.1% 6.4% 14.7%
4302 SOFI SOFI Technologies Inc. 4 ▼ −2 net 0.44% (ARK Invest…) -39.8% -15.9% -41.1% 23.1% 21.2% 18% -21.1% -36%
4303 SPHR Madison Square Garden Entertainment Corp. 4 ▼ −3 net 3.73% (Jericho Ca…) 6.4% 19.4% — 18.8% 45.8% 26% -1.6% -32.2%
4304 SPYV SPDR Series Trust 4 ▲ +4 net 0.01% (Thrive Cap…) — — — — — — — —
4305 SSD Simpson MFG Inc. 4 ▲ +2 net 3.09% (ValueAct C…) 8% 1.5% 6.4% 4.5% 2.7% 3.3% 2.8% 4%
4306 STM Stmicroelectronics Nv - US NY Reg Shrs 4 ▲ +3 net 4.46% (Duquesne F…) 4.5% 1% — -11.1% -17.4% -9.9% 1.6% 1.7%
4307 SYM Symbotic Inc. 4 — 6.93% (SoftBank) — -2.4% — 25.7% 38.2% 55.9% -3.2% -8.7%
4308 SYY Sysco Corp. 4 ▲ +3 net 1.03% (Third Poin…) 5.2% -0.2% 3.8% 3.9% 5.3% 7.2% 5.6% 5.1%
4309 TDY Teledyne Technologies Inc. 4 — 3.48% (Central Se…) — 1.1% — 7.9% 4.2% 3.9% 1.3% 1.5%
4310 TEAM Atlassian Corporation 4 — 2.45% (Deepwater …) -0.5% 0.6% -0.6% 26% 22.8% 23% -0.4% -1.5%
4311 TER Teradyne Inc. 4 ▼ −3 net 4.42% (Lone Pine …) — 1.8% — 13.1% 9.2% 0.4% 3.4% -1.4%
4312 TEVA TEVA Pharmaceutical Inds Ltd. 4 ▼ −2 net 2.5% (Greenlight…) — -1.6% — 4.3% 4.4% 5% -2.9% -4%
4313 TJX TJX Cos. Inc. New 4 — 2.5% (Fundsmith) 5.7% 1% 4.2% 7.1% 5.5% 6.5% 2.4% 3.8%
4314 TRMB Trimble Inc. 4 ▲ +4 net 0.44% (ARK Invest…) 4.4% 2% 4.2% -2.6% -2.8% -0.8% 5% 6.1%
4315 TTAN Servicetitan, Inc. 4 — 51.68% (Bessemer V…) -1.9% -4.6% -2% 24.5% 25.1% 27.1% -175.6% -203.8%
4316 TVTX Travere Therapeutics Inc. 4 ▼ −2 net 0.14% (Renaissanc…) — -5.7% — 110.5% 83.8% 64.9% -23.2% -25.6%
4317 TW Tradeweb MKTS Inc. 4 ▲ +2 net 0.09% (Viking Glo…) — 1% — 18.9% 23.8% 20% 1% 0.2%
4318 TWST Twist Bioscience Corp 4 ▲ +1 net 3.04% (ARK Invest…) — -4.2% — 20.3% 23.9% 22.8% -7.1% -9.3%
4319 UTHR United Therapeutics Corp. Del 4 — 1.27% (Renaissanc…) — 5.6% — 10.6% 16.9% 18% 3.9% 9%
4320 Unmapped CUSIP Adeia Inc - US - CUSIP 00676P107 needs mapping 4 ▲ +2 net 0.02% (Renaissanc…) — — — — — — — —
4321 Unmapped CUSIP Billiontoone Inc. - CUSIP 090168105 needs mapping 4 ▲ +4 net 0.02% (Polen Capi…) — — — — — — — —
4322 Unmapped CUSIP Penguin Solutions Inc - US - CUSIP 706915105 needs mapping 4 ▲ +4 net 0.02% (Polen Capi…) — — — — — — — —
4323 Unmapped CUSIP Sanmina Corp. - CUSIP 801056102 needs mapping 4 ▲ +4 net 0.05% (Renaissanc…) — — — — — — — —
4324 Unmapped CUSIP DPC Holdings Ltd. - CUSIP G2R11M108 needs mapping 4 ▲ +4 net 0.55% (Samlyn Cap…) — — — — — — — —
4325 Unmapped CUSIP Fedex FGHT Holding Co. Inc. - CUSIP 314352105 needs mapping 4 ▲ +4 net 1.02% (Viking Glo…) — — — — — — — —
4326 Unmapped CUSIP Quantinuum Inc. - CUSIP 74768A104 needs mapping 4 ▲ +4 net 0.32% (Light Stre…) — — — — — — — —
4327 Unmapped CUSIP Booz Allen Hamilton Holding Corp - US - CUSIP 099502106 needs mapping 4 ▲ +2 net 0.14% (Coatue Man…) — — — — — — — —
4328 Unmapped CUSIP Champion Homes Inc - US - CUSIP 830830105 needs mapping 4 ▲ +2 net 0.43% (Duquesne F…) — — — — — — — —
4329 Unmapped CUSIP Versant Media Group Inc - US - CUSIP 925283103 needs mapping 4 ▲ +2 net 1.77% (Greenlight…) — — — — — — — —
4330 VELO Velo3D Inc. 4 ▲ +1 net 100% (Khosla Ven…) -24% -128.5% -26.1% 12.1% -23% -16.4% 81.3% 83.7%
4331 VIAV Viavi Solutions Inc - US 4 ▲ +4 net 2.64% (Whale Rock…) — -10.8% — 40% 17.2% 5.5% -11.3% -11.3%
4332 VICI VICI Properties Inc. 4 ▲ +2 net 0.11% (Gotham Ass…) 6.1% -4.2% — 4.1% 5.3% 15.5% -5.6% -9.3%
4333 VIG Vanguard Specialized Funds 4 ▼ −2 net 0.06% (Thrive Cap…) — — — — — — — —
4334 VNQ Vanguard Index FDS 4 ▲ +4 net 0.13% (Thrive Cap…) — — — — — — — —
4335 VO Vanguard Index FDS 4 ▲ +4 net 0.02% (Thrive Cap…) — — — — — — — —
4336 VRSK Verisk Analytics Inc. 4 ▲ +1 net 0.21% (Markel Gro…) 5% 6.4% 4% 6.6% 7% 7.2% 8.2% 9.4%
4337 VT Vanguard Intl Equity Index F 4 ▲ +4 net 0.04% (Gotham Ass…) — — — — — — — —
4338 VWO Vanguard Intl Equity Index F 4 ▲ +2 net 0.29% (Thrive Cap…) — — — — — — — —
4339 WFC Wells Fargo & Co. New 4 ▲ +3 net 0.2% (Tudor Inve…) -7.6% 6% — — — — 11% 17.2%
4340 WM Waste Management Inc. Del 4 ▲ +2 net 17.3% (Gates Foun…) 6% 0.6% 3.2% 14.2% 11.1% 8.6% 0.3% 1.2%
4341 WOLF Wolfspeed Inc/DE - US 4 ▲ +2 net 0.03% (Renaissanc…) -10% -67.6% -17.2% -1.3% -3.4% -0.5% -106.3% -109%
4342 WRB Berkley W R Corp. 4 ▲ +2 net 0.08% (Thrive Cap…) — 2.2% — 7.8% 10.1% 9.6% 2.5% -44.1%
4343 WSC Willscot Mobil Mini Hldng Co. 4 ▲ +1 net 2.19% (Samlyn Cap…) 9.9% 0.6% 9.6% -4.8% -1.8% 2.1% 4% 8.7%
4344 WSO Watsco Inc. 4 — 1.9% (Markel Gro…) 4.5% -0.8% 4.3% -5% -0.3% -0.2% -3.7% —
4345 WST West Pharmaceutical SVSC Inc. 4 ▼ −2 net 0.46% (Gates Foun…) 2.5% 2.1% 1.6% 6.3% 2.1% 2.1% 3% 4.7%
4346 WTW Willis Towers Watson PLC Ltd. 4 — 3.44% (Abrams Cap…) 5.2% 4.8% 4.5% -2.2% 1.2% 3.1% 8.6% 11.4%
4347 WY Weyerhaeuser Co. MTN Be 4 ▲ +4 net 0.08% (Renaissanc…) 2.5% 0.2% — -3.1% -5.1% -12.1% 0.9% 1.4%
4348 XENE Xenon Pharmaceuticals Inc. 4 — 0.28% (Duquesne F…) — -25.8% — — — -7.4% -27.9% -51.8%
4349 XLE Select Sector SPDR TR 4 — 0.06% (Renaissanc…) — — — — — — — —
4350 XLP Select Sector SPDR TR 4 ▲ +2 net 0.04% (Renaissanc…) — — — — — — — —
4351 XLU Select Sector SPDR TR 4 — 0.04% (Renaissanc…) — — — — — — — —
4352 XLV Select Sector SPDR TR 4 ▲ +2 net 0.22% (Tudor Inve…) — — — — — — — —
4353 XLY State Street Consumer Discretionary Select Sector 4 — 0.4% (Samlyn Cap…) — — — — — — — —
4354 YUM YUM Brands Inc. 4 ▲ +1 net 0.65% (Fundsmith) 4.3% 1.7% 3.5% 8.8% 7.7% 6.3% 2.9% 2.6%
4355 ZS Zscaler Inc. 4 ▼ −1 net 1.59% (Jericho Ca…) — -3% — 25.4% 24.4% 27.5% -6.9% -10.8%
4356 ACWI Ishares TR 5 ▼ −1 net 0.16% (Polen Capi…) — — — — — — — —
4357 AGX Argan Inc. 5 ▲ +1 net 1.8% (Lone Pine …) — -1.6% — 8.1% 28.4% 27.6% -4% -5.1%
4358 APLD Applied Digital Corp. 5 ▲ +4 net 2.32% (Situationa…) — -28% — 324% 111.5% 122.6% -107% -200.1%
4359 ATI ATI Inc. 5 ▲ +1 net 1.39% (Polen Capi…) 2.9% 1.2% 1.8% 5.2% 4.8% 6.1% -9.4% -5.9%
4360 AXSM Axsome Therapeutics Inc. 5 ▲ +5 net 0.98% (Samlyn Cap…) -1.6% -5% -1.6% 65.5% 53.6% 133.7% -9.4% -11.9%
4361 BA Boeing Co. 5 ▲ +3 net 2.24% (Appaloosa) 1.6% -4.5% -0.3% 34.5% 7.2% 10.3% -28.3% -31%
4362 BBIO BridgeBio Pharma Inc. 5 — 2.11% (Viking Glo…) -3.9% -2.2% -3.9% 126.3% 634.6% 86.3% -3.9% -21%
4363 BEAM Beam Therapeutics Inc 5 ▲ +1 net 2.28% (ARK Invest…) -17.9% -2.5% -18.5% 120% -39.2% 31.9% -25.3% -32.5%
4364 BFLY Butterfly Network Inc 5 ▲ +2 net 0.28% (ARK Invest…) — -5.5% — 19% 21.7% 10% -23.8% -27.9%
4365 CAI Caris Life Sciences Inc. 5 — 0.65% (Duquesne F…) 0.2% -0.5% 0% 97% 62.9% — -698.9% —
4366 CAT Caterpillar Inc. 5 ▼ −5 net 19.65% (Gates Foun…) — 1.9% — 4.3% 0.4% 4.4% 5.2% 9.9%
4367 CBOE CBOE Global MKTS Inc. 5 ▼ −3 net 0.34% (Renaissanc…) 7.1% 0% 5.9% 15.1% 11.8% 6% 0.2% 0.9%
4368 CBRE CBRE Group Inc. 5 ▲ +3 net 2.37% (ValueAct C…) 2.7% 2.6% 1.7% 13.4% 12.7% 9.6% 5.4% 6.8%
4369 CIFR Cipher Mining Inc. 5 ▲ +2 net 0.66% (Samlyn Cap…) -2.8% -7.1% -12.9% 48% 32.9% 319.3% -26.1% -65.4%
4370 CLBT Cellebrite Di Ltd. 5 ▲ +2 net 7.76% (Voss Capit…) — -4.2% — 18.6% 21% 20.7% -21.5% -28.1%
4371 CNI Canadian Natl Ry Co. 5 ▼ −3 net 17.95% (Gates Foun…) — 2.3% — 1.5% 1.4% 0.4% 4.6% 8.6%
4372 COHR Coherent Corp. 5 ▼ −1 net 4.84% (NVIDIA) -0.2% -25.7% -1.9% 22.5% 23% 11.3% -27.7% -42.2%
4373 COIN Coinbase Global, Inc. 5 ▲ +1 net 25.25% (Andreessen…) 1.6% 5.4% — 9.4% 52% 31% 1.1% -12.4%
4374 CPRI Capri Holdings Limited 5 — 2.29% (Greenlight…) 6.6% 4.6% 2.7% -4.1% -8.4% -14.8% 3.5% 2.1%
4375 CRDO Credo Technology Group Holding Ltd. 5 — 5.47% (Deepwater …) — -8.6% — 205.7% 163% 93.5% -13.1% -25.3%
4376 CRM Salesforce Inc. 5 — 8.33% (ValueAct C…) 5.4% 14.3% 5.1% 9.6% 9.1% 9.8% 15.5% 15.9%
4377 CVX Chevron Corp. 5 ▲ +2 net 4.67% (Berkshire …) — -14.3% — -6.8% -3% -8.4% -8% -5.8%
4378 DE Deere & Co. 5 ▼ −1 net 6.56% (Gates Foun…) — 0.3% — -11.7% -13.6% -4.6% 1.5% 6.4%
4379 DG Dollar Gen Corp. New 5 ▲ +1 net 0.76% (Markel Gro…) 10.7% -0.2% 6.4% 5.2% 5.1% 4.1% -0.3% -0.6%
4380 DPZ Dominos Pizza Inc. 5 — 0.08% (Fairfax Fi…) 5.1% 2.6% 4.2% 5% 5% 2.9% 5.4% 5.7%
4381 EFX Equifax Inc. 5 ▲ +4 net 1.72% (Central Se…) 6.7% 5% 4.5% 6.9% 7.4% 5.8% 4.9% 4.2%
4382 ELV Elevance Health Inc. 5 ▼ −1 net 9.11% (Baupost Gr…) 6.6% 3.6% 5.5% 12.5% 7.8% 8.3% 6.5% 8.1%
4383 EQH Equitable Holdings Inc. 5 ▲ +2 net 30.38% (Conifer Ma…) — 9.5% — -6.1% 5.6% -2.7% 15.1% 22%
4384 FDX FedEx Corp. 5 ▲ +2 net 2.17% (Gates Foun…) 10.7% -0.3% 6% 7.7% 3.9% 1.7% 3.2% 5.8%
4385 FFIV F5 Networks Inc. 5 ▲ +1 net 7.28% (Jericho Ca…) — 1.8% — 9.7% 4.8% 4.6% 2.5% 4.2%
4386 FIX Comfort Sys USA Inc. 5 ▲ +2 net 0.21% (Gotham Ass…) 4.5% 0.2% 3.8% -73.9% -40.7% -23.8% 1.4% 1.6%
4387 FPS Forgent Power Solutions Inc. 5 ▲ +2 net 2.35% (Coatue Man…) — — — — — — — —
4388 GM General Motors Co. 5 ▼ −2 net 1.1% (Fairfax Fi…) — 8.4% — -1.3% 3.8% 5.7% 20.3% 37.4%
4389 GPI Group 1 Automotive Inc. 5 ▲ +5 net 46.41% (Conifer Ma…) 7% 7.9% 2.3% 13.2% 12.4% 11.6% 11.1% 15.1%
4390 HUT HUT 8 Corp. 5 ▲ +1 net 4.07% (Lone Pine …) -1.2% -18% — 44.8% 56.5% 47.2% -35.5% -185.2%
4391 IMVT Immunovant Inc. 5 ▲ +2 net 1.05% (Baker Bros…) — -20.6% — — — — -41.1% -58%
4392 INSM Insmed Inc. 5 ▲ +4 net 4.7% (Baker Bros…) -3.6% -3.4% -3.7% 66.7% 41% 35.2% -31% -52.9%
4393 JNJ Johnson & Johnson 5 — 1.33% (Central Se…) 3.9% -0.1% 3.1% 6% 5.2% 5.6% -0.1% 7.3%
4394 KEYS Keysight Technologies Inc. 5 ▲ +4 net 5.22% (Central Se…) 2.5% 0.7% 2.2% 8% -0.8% -0.3% 2.1% 4.2%
4395 KHC Kraft Heinz Co. 5 ▲ +3 net 12.8% (Fairfax Fi…) 10.2% -0.2% 8.4% -3.5% -3.2% -2% 1.9% 3.4%
4396 KKR KKR & Co. Inc. 5 ▼ −4 net 8.93% (Akre Capit…) — -0.8% — -11% 15.9% 50.6% -1.2% -4.6%
4397 KLAR Klarna Group PLC 5 ▼ −2 net 3.49% (Sequoia Ca…) — -3.6% — 24.8% 24.2% — -4.3% —
4398 KSPI Kaspi KZ JSC 5 ▲ +1 net 2.11% (Samlyn Cap…) — -0.1% — 59.8% 45.4% 47.1% -0.5% 1.9%
4399 LEN Lennar Corp. 5 ▼ −1 net 4.68% (Brave Warr…) 0.2% 7.5% -0.6% -3.5% -0.1% 0.5% 12% 15.5%
4400 LITE Lumentum Holdings Inc. 5 ▼ −3 net 3.35% (Jericho Ca…) 0.7% -26.9% 0.2% 83.2% 30.6% 20.7% -30.5% -33.4%

Send feedback

Optional — tap one if it fits

We'll only use this to respond to your feedback.