Smart Money · Holder IQ
52.5 / 100
Below median holder quality (percentile 40.4 this quarter).
HLLY
Holley IncNYSE
$2.36-5.98%
Close Nov 12, 2026
Reading stored signals…
Consumer Cyclical • Auto Parts
Factor tilt: Micro-Cap Blend
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 20-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- 48.2%
- Consistency of fitted trend · R²
- 0.277
- Recent / whole-window slope
- -0.02×
- HLLY
- Whole-window fit
- Recent 12-quarter fit
- LKQ
Peers: same industry, any size · 1 qualifying series. Each starts at 100 on its own fiscal dates.
Quarterly chart values · 21 observations
· 100 indexed · 0.5 per share
· 525.6 indexed · 2.8 per share
· 500.4 indexed · 2.6 per share
· 552.6 indexed · 2.9 per share
· 625.6 indexed · 3.3 per share
· 679.6 indexed · 3.6 per share
· 675.8 indexed · 3.6 per share
· 682.9 indexed · 3.6 per share
· 706.8 indexed · 3.7 per share
· 709.5 indexed · 3.7 per share
· 713.3 indexed · 3.7 per share
· 715.7 indexed · 3.8 per share
· 742.8 indexed · 3.9 per share
· 728.8 indexed · 3.8 per share
· 675 indexed · 3.5 per share
· 678.6 indexed · 3.6 per share
· 697.9 indexed · 3.7 per share
· 700.9 indexed · 3.7 per share
· 714 indexed · 3.8 per share
· 723.4 indexed · 3.8 per share
· 712.5 indexed · 3.7 per share
LKQ · 2021-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:83fcb0fff6b5641ca4ee503c2601a2d8f66ff9c841eb9e7a59949f87876a88df
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
The recent trend is weaker than the whole-window trend.
Method, filing sources and publication receipt
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (22 in this window): 0000950170-21-003921; 0000950170-22-003648; 0000950170-22-009468. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. Some quarters use weighted-average shares.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:2a714f22bba4c0bcea534de965c30f49b1e165e0248aa45d4b97bcfc3682ff8e
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 11 reporting owners
- Sarah E. AppleSVP & General Counsel — as filedRED 0 · GREEN 0 · Net 0
- Owen BashamDirector — as filedRED 0 · GREEN 0 · Net 0
- Graham ClempsonDirector — as filedRED 0 · GREEN 0 · Net 0
- James D. CoadyDirector — as filedRED 0 · GREEN 0 · Net 0
- Michelle J. GloecklerDirector — as filedRED 0 · GREEN 0 · Net 0
- Ginger M. JonesDirector — as filedRED 0 · GREEN 0 · Net 0
- Carly KennedyEVP & General Counsel — as filedRED 0 · GREEN 0 · Net 0
- Matthew E. RubelDirector · Other reporting role — as filedRED 0 · GREEN 0 · Net 0
- Anita SehgalDirector — as filedRED 0 · GREEN 0 · Net 0
- Matthew StevensonPresident and CEO · Director — as filedRED 0 · GREEN 0 · Net 0
- Jesse WeaverChief Financial Officer — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 11 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
- Issuer CIK
- 0001822928
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Sarah E. Apple · SEC CIK 0002132654
Read the Form 3 filed May 27, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 1c5336a45eec3bdceabd46717adf1709cf7a23d9af5b2b4ba479ebb68095b070
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Owen Basham · SEC CIK 0001871961
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5928de1032030a18d2b75c9dc298b8df27b9a1ba7cca9ef7e667903483b24ca0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Graham Clempson · SEC CIK 0001827089
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 3a5ad8132f3156645dbe22343029516f93652ac9e7e63c2b3d01aad9e06b7bff
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
James D. Coady · SEC CIK 0001872749
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 44ac67f2673496e6fd80c89f4ac93ea809c7f4a139a20df49f680de24d4ecaf5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Michelle J. Gloeckler · SEC CIK 0001788782
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: dd2cedce9b3dbc69c3966714220edcea7b2ef53f37995cd455d95d29043283d1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ginger M. Jones · SEC CIK 0001360712
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a63fe6fdd72487d8075de9efc5a4d9cd39354983c0fcd9fa076b0ec12e62e7fc
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Carly Kennedy · SEC CIK 0001920979
Read the Form 4 filed Apr 29, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 72de8ef8502fbbc895ed117bbec7e0735496ff4e9971cae2152bfda986d7b120
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Matthew E. Rubel · SEC CIK 0001332547
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 47011db94669ed9f9dbf5b6b21fe2135e2468aedd971068f9b43c6c90d0b7c39
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Anita Sehgal · SEC CIK 0001919350
Read the Form 4 filed May 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ea4bf1669136871c89f2bffca67d80478c1185379404f83d931f4ef5fb281c49
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Matthew Stevenson · SEC CIK 0001738710
Read the Form 4 filed Aug 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 43fc141498769ccda91a9eb6b391234e64d41d751694e6083b3344e45922b713
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jesse Weaver · SEC CIK 0001956264
Read the Form 4 filed Aug 14, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 73b5317aaef50a01d14dd4af96afffe70d016ac6d29dd1a65bc15aeac8dbe22a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
- Market cap
- $285.27M
- 1 month
- -4.8%
- 3 months
- -24.1%
- 1 year
- -37.7%
- 52-week range
- $2.10$4.39
More market facts
- Dividend
- No dividends on record
- Short interest
- 4.4% of float3.5M shares · settled Oct 30, 2026 · -3.8% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $616.33M
- Net income
- $18.95M
- Free cash flow
- $43.62M
- Book value
- $458.86M
- Total debt
- $541.69M
- P/E
- 15.1×
- Price / sales
- 0.5×
- Price / book
- 0.6×
- FCF yield
- +15.3%
- Net margin
- +3.1%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
About Holley Inc
Holley Inc. designs, manufactures, and distributes automotive aftermarket products to car and truck enthusiasts in the United States, Canada, and Europe.
Read more
Its performance automotive products include carburetors, fuel pumps, fuel injection systems, nitrous oxide injection systems, superchargers, exhaust headers, mufflers, distributors, ignition components, engine tuners, and automotive performance plumbing products; and exhaust products, as well as shifters, converters, transmission kits, transmissions, tuners, and automotive software. The company sells its products under the Holley EFI, Holley, MSD, Simpson, EDGE, Accel, Flowmaster, Cataclean, and other brands through DTC, E-tailer, warehouse distributor, traditional retailer, automotive platforms, and jobber/installer channels. The company was founded in 1903 and is headquartered in Nashville, Tennessee.
- Website
- holley.com
- Headquarters
- Nashville, TN, United States
- Employees
- 1,407
- Listed
- Nov 27, 2020
- Fiscal year ends
- December
Company profile stored Nov 10, 2026.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Nov 5, 2026 | $141.6M | +2.3% | 44.0% | $19.6M | $7.8M |
| Jun 2026filed Aug 5, 2026 | $172.0M | +3.2% | 41.0% | $2.8M | -$2.4M |
| Mar 2026filed May 6, 2026 | $147.3M | -3.7% | 38.9% | $18.4M | $7.3M |
| Dec 2025filed Mar 16, 2026 | $155.4M | +11.0% | 44.6% | $20.5M | $6.3M |
| Sep 2025filed Nov 7, 2025 | $138.4M | +3.2% | 43.2% | $15.9M | -$806.0K |
| Jun 2025filed Aug 6, 2025 | $166.7M | -1.7% | 41.7% | $27.5M | $10.9M |
| Mar 2025filed May 7, 2025 | $153.0M | -3.5% | 41.9% | $19.3M | $2.8M |
| Dec 2024filed Mar 14, 2025 | $140.1M | -10.1% | 51.5% | -$29.0M | -$37.8M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $49.9M
- Reported total debt
- $541.7M
- Current assets
- $304.8M
- Current liabilities
- $100.3M
Vendor filing date:
As of
- Reported cash
- $69.0M
- Reported total debt
- $533.3M
- Current assets
- $330.6M
- Current liabilities
- $108.1M
Vendor filing date:
As of
- Reported cash
- $33.1M
- Reported total debt
- $581.5M
- Current assets
- $317.9M
- Current liabilities
- $100.3M
Vendor filing date:
As of
- Reported cash
- $37.2M
- Reported total debt
- $528.5M
- Current assets
- $316.2M
- Current liabilities
- $115.1M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Mar 16, 2026 | $613.5M | +1.9% | 41.1% | $87.5M | $19.2M |
| Dec 2024filed Mar 14, 2025 | $602.2M | -8.7% | 41.0% | $14.7M | -$23.2M |
| Dec 2023filed Mar 14, 2024 | $659.7M | -4.2% | 38.8% | $94.0M | $19.2M |
| Dec 2022filed Mar 15, 2023 | $688.4M | -0.6% | 36.8% | $50.7M | $73.8M |
| Dec 2021filed Mar 15, 2022 | $692.8M | +37.4% | 41.4% | $77.5M | -$27.1M |
| Dec 2020filed Mar 8, 2021 | $504.2M | +36.8% | 41.3% | $85.5M | $32.9M |
Annual cash generation
Does profit turn into cash? Compare HLLY’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $19.2M
- Operating cash flow
- $46.2M
- Capital spending
- $32.6M
- Free cash flow
- $13.7M
Fiscal year ending
- Net income
- -$23.2M
- Operating cash flow
- $46.9M
- Capital spending
- $6.8M
- Free cash flow
- $40.1M
Fiscal year ending
- Net income
- $19.2M
- Operating cash flow
- $88.1M
- Capital spending
- $5.9M
- Free cash flow
- $82.2M
Earlier cash-flow years
Fiscal year ending
- Net income
- $73.8M
- Operating cash flow
- $12.3M
- Capital spending
- $13.6M
- Free cash flow
- -$1.3M
Fiscal year ending
- Net income
- -$27.1M
- Operating cash flow
- $21.6M
- Capital spending
- $15.2M
- Free cash flow
- $6.4M
Fiscal year ending
- Net income
- $32.9M
- Operating cash flow
- $88.4M
- Capital spending
- $9.5M
- Free cash flow
- $78.9M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did HLLY’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$32.1M
- Total financing cash flow
- -$32.6M
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$32.4M
- Total financing cash flow
- -$34.6M
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$66.0M
- Total financing cash flow
- -$69.0M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- $383.0K
- Net borrowing / repayment
- $3.5M
- Total financing cash flow
- $2.9M
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$45.9M
- Total financing cash flow
- $77.2M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $100.0K
- Net borrowing / repayment
- $145.4M
- Total financing cash flow
- $140.5M
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 126 observations
Settlement Oct 30, 2026
3,525,602 shares short
-137,465 shares (-3.8%) vs Oct 15, 2026
4.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
3,663,067 shares short
+84,736 shares (+2.4%) vs Sep 30, 2026
4.6% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
3,578,331 shares short
+298,142 shares (+9.1%) vs Sep 15, 2026
4.5% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
3,280,189 shares short
-86,642 shares (-2.6%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
3,366,831 shares short
+13,146 shares (+0.4%) vs Aug 14, 2026
4.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
3,353,685 shares short
+167,040 shares (+5.2%) vs Jul 31, 2026
4.2% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
3,186,645 shares short
+87,350 shares (+2.8%) vs Jul 15, 2026
4% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
3,099,295 shares short
-212,179 shares (-6.4%) vs Jun 30, 2026
3.9% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
3,311,474 shares short
+942,533 shares (+39.8%) vs Jun 15, 2026
4.1% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
2,368,941 shares short
-101,529 shares (-4.1%) vs May 29, 2026
2.9% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
2,470,470 shares short
-104,468 shares (-4.1%) vs May 15, 2026
3.1% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
2,574,938 shares short
+745,813 shares (+40.8%) vs Apr 30, 2026
3.2% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
1,829,125 shares short
+130,147 shares (+7.7%) vs Apr 15, 2026
2.3% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
1,698,978 shares short
-333,084 shares (-16.4%) vs Mar 31, 2026
2.1% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
2,032,062 shares short
+258,840 shares (+14.6%) vs Mar 13, 2026
2.5% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
1,773,222 shares short
+305,774 shares (+20.8%) vs Feb 27, 2026
2.2% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
1,467,448 shares short
-97,498 shares (-6.2%) vs Feb 13, 2026
1.8% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
1,564,946 shares short
+68,943 shares (+4.6%) vs Jan 30, 2026
1.9% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
1,496,003 shares short
-69,622 shares (-4.4%) vs Jan 15, 2026
1.9% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
1,565,625 shares short
-58,701 shares (-3.6%) vs Dec 31, 2025
1.9% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
1,624,326 shares short
+169,917 shares (+11.7%) vs Dec 15, 2025
2% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
1,454,409 shares short
-138,140 shares (-8.7%) vs Nov 28, 2025
1.8% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
1,592,549 shares short
+149,787 shares (+10.4%) vs Nov 14, 2025
2% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
1,442,762 shares short
+64,709 shares (+4.7%) vs Oct 31, 2025
1.8% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
1,378,053 shares short
+172,300 shares (+14.3%) vs Oct 15, 2025
1.7% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
1,205,753 shares short
+43,807 shares (+3.8%) vs Sep 30, 2025
1.5% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
1,161,946 shares short
-106,557 shares (-8.4%) vs Sep 15, 2025
1.4% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
1,268,503 shares short
-115,146 shares (-8.3%) vs Aug 29, 2025
1.6% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
1,383,649 shares short
-1,536 shares (-0.1%) vs Aug 15, 2025
1.7% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
1,385,185 shares short
-483,899 shares (-25.9%) vs Jul 31, 2025
1.7% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
1,869,084 shares short
-398,370 shares (-17.6%) vs Jul 15, 2025
2.3% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
2,267,454 shares short
-200,701 shares (-8.1%) vs Jun 30, 2025
2.8% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
2,468,155 shares short
+325,705 shares (+15.2%) vs Jun 13, 2025
3.1% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
2,142,450 shares short
-60,532 shares (-2.7%) vs May 30, 2025
2.7% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,202,982 shares short
-121,572 shares (-5.2%) vs May 15, 2025
2.7% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,324,554 shares short
+138,750 shares (+6.3%) vs Apr 30, 2025
2.9% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
2,185,804 shares short
+7,598 shares (+0.3%) vs Apr 15, 2025
2.7% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
2,178,206 shares short
+174,929 shares (+8.7%) vs Mar 31, 2025
2.7% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
2,003,277 shares short
+152,226 shares (+8.2%) vs Mar 14, 2025
2.5% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,851,051 shares short
-356,200 shares (-16.1%) vs Feb 28, 2025
2.3% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
2,207,251 shares short
+129,575 shares (+6.2%) vs Feb 14, 2025
2.7% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
2,077,676 shares short
+34,681 shares (+1.7%) vs Jan 31, 2025
2.6% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
2,042,995 shares short
+110,012 shares (+5.7%) vs Jan 15, 2025
2.5% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
1,932,983 shares short
-86,667 shares (-4.3%) vs Dec 31, 2024
2.4% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
2,019,650 shares short
-19,518 shares (-1%) vs Dec 13, 2024
2.5% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
2,039,168 shares short
+104,472 shares (+5.4%) vs Nov 29, 2024
2.5% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
1,934,696 shares short
-160,823 shares (-7.7%) vs Nov 15, 2024
2.4% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
2,095,519 shares short
-157,768 shares (-7%) vs Oct 31, 2024
2.6% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
2,253,287 shares short
-163,348 shares (-6.8%) vs Oct 15, 2024
2.8% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
2,416,635 shares short
-110,828 shares (-4.4%) vs Sep 30, 2024
3% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
2,527,463 shares short
-186,967 shares (-6.9%) vs Sep 13, 2024
3.1% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
2,714,430 shares short
-23,552 shares (-0.9%) vs Aug 30, 2024
3.4% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
2,737,982 shares short
-19,748 shares (-0.7%) vs Aug 15, 2024
3.4% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
2,757,730 shares short
-228,999 shares (-7.7%) vs Jul 31, 2024
3.4% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
2,986,729 shares short
+592,385 shares (+24.7%) vs Jul 15, 2024
3.7% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
2,394,344 shares short
-156,101 shares (-6.1%) vs Jun 28, 2024
3% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
2,550,445 shares short
-29,709 shares (-1.2%) vs Jun 14, 2024
3.2% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
2,580,154 shares short
+28,945 shares (+1.1%) vs May 31, 2024
3.2% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
2,551,209 shares short
+1,912 shares (+0.1%) vs May 15, 2024
3.2% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
2,549,297 shares short
+241,315 shares (+10.5%) vs Apr 30, 2024
3.2% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
2,307,982 shares short
+298,407 shares (+14.8%) vs Apr 15, 2024
2.9% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
2,009,575 shares short
-77,564 shares (-3.7%) vs Mar 28, 2024
2.5% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
2,087,139 shares short
-207,196 shares (-9%) vs Mar 15, 2024
2.6% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
2,294,335 shares short
-53,847 shares (-2.3%) vs Feb 29, 2024
2.9% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
2,348,182 shares short
-37,573 shares (-1.6%) vs Feb 15, 2024
2.9% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
2,385,755 shares short
+181,449 shares (+8.2%) vs Jan 31, 2024
3% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
2,204,306 shares short
-64,928 shares (-2.9%) vs Jan 12, 2024
2.7% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
2,269,234 shares short
+68,868 shares (+3.1%) vs Dec 29, 2023
2.8% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
2,200,366 shares short
+263,593 shares (+13.6%) vs Dec 15, 2023
2.7% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
1,936,773 shares short
-34,360 shares (-1.7%) vs Nov 30, 2023
2.4% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,971,133 shares short
-359,129 shares (-15.4%) vs Nov 15, 2023
2.4% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
2,330,262 shares short
-196,909 shares (-7.8%) vs Oct 31, 2023
2.9% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
2,527,171 shares short
+51,888 shares (+2.1%) vs Oct 13, 2023
3.1% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
2,475,283 shares short
+136,787 shares (+5.8%) vs Sep 29, 2023
3.1% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
2,338,496 shares short
-53,839 shares (-2.3%) vs Sep 15, 2023
2.9% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
2,392,335 shares short
-342,518 shares (-12.5%) vs Aug 31, 2023
3% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
2,734,853 shares short
-783,745 shares (-22.3%) vs Aug 15, 2023
3.4% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
3,518,598 shares short
+197,412 shares (+5.9%) vs Jul 31, 2023
4.4% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
3,321,186 shares short
+3,248 shares (+0.1%) vs Jul 14, 2023
4.1% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
3,317,938 shares short
-177,294 shares (-5.1%) vs Jun 30, 2023
4.1% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
3,495,232 shares short
+634,198 shares (+22.2%) vs Jun 15, 2023
4.3% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
2,861,034 shares short
-978,749 shares (-25.5%) vs May 31, 2023
3.6% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
3,839,783 shares short
-126,881 shares (-3.2%) vs May 15, 2023
4.8% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
3,966,664 shares short
+474,433 shares (+13.6%) vs Apr 28, 2023
4.9% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
3,492,231 shares short
+257,388 shares (+8%) vs Apr 14, 2023
4.3% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
3,234,843 shares short
+96,217 shares (+3.1%) vs Mar 31, 2023
4% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
3,138,626 shares short
+33,702 shares (+1.1%) vs Mar 15, 2023
3.9% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
3,104,924 shares short
+567,051 shares (+22.3%) vs Feb 28, 2023
3.9% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
2,537,873 shares short
-170,981 shares (-6.3%) vs Feb 15, 2023
3.2% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
2,708,854 shares short
+383,406 shares (+16.5%) vs Jan 31, 2023
3.4% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
2,325,448 shares short
+142,016 shares (+6.5%) vs Jan 13, 2023
2.9% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
2,183,432 shares short
-219,863 shares (-9.1%) vs Dec 30, 2022
2.7% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
2,403,295 shares short
-118,498 shares (-4.7%) vs Dec 15, 2022
3% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
2,521,793 shares short
-64,331 shares (-2.5%) vs Nov 30, 2022
3.1% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
2,586,124 shares short
-508,141 shares (-16.4%) vs Nov 15, 2022
3.2% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
3,094,265 shares short
-1,157,887 shares (-27.2%) vs Oct 31, 2022
3.8% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
4,252,152 shares short
-641,218 shares (-13.1%) vs Oct 14, 2022
5.3% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
4,893,370 shares short
-477,765 shares (-8.9%) vs Sep 30, 2022
6.1% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
5,371,135 shares short
+201,203 shares (+3.9%) vs Sep 15, 2022
6.7% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
5,169,932 shares short
+264,018 shares (+5.4%) vs Aug 31, 2022
6.4% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
4,905,914 shares short
+625,017 shares (+14.6%) vs Aug 15, 2022
6.1% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
4,280,897 shares short
-1,758,034 shares (-29.1%) vs Jul 29, 2022
5.3% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
6,038,931 shares short
+117,226 shares (+2%) vs Jul 15, 2022
7.5% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
5,921,705 shares short
+350,245 shares (+6.3%) vs Jun 30, 2022
7.4% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
5,571,460 shares short
+1,762,355 shares (+46.3%) vs Jun 15, 2022
6.9% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
3,809,105 shares short
+318,780 shares (+9.1%) vs May 31, 2022
4.7% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
3,490,325 shares short
+88,747 shares (+2.6%) vs May 13, 2022
4.3% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
3,401,578 shares short
-310,974 shares (-8.4%) vs Apr 29, 2022
4.2% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
3,712,552 shares short
-236,735 shares (-6%) vs Mar 31, 2022
4.6% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
3,949,287 shares short
+413,395 shares (+11.7%) vs Mar 15, 2022
4.9% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
3,535,892 shares short
+814,316 shares (+29.9%) vs Feb 28, 2022
4.4% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
2,721,576 shares short
+97,772 shares (+3.7%) vs Feb 15, 2022
3.4% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
2,623,804 shares short
+580,928 shares (+28.4%) vs Jan 31, 2022
3.3% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
2,042,876 shares short
-49,514 shares (-2.4%) vs Jan 14, 2022
2.5% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
2,092,390 shares short
+170,442 shares (+8.9%) vs Dec 31, 2021
2.6% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
1,921,948 shares short
+29,286 shares (+1.5%) vs Dec 15, 2021
2.4% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
1,892,662 shares short
+138,024 shares (+7.9%) vs Nov 30, 2021
2.4% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
1,754,638 shares short
-28,003 shares (-1.6%) vs Nov 15, 2021
2.2% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
1,782,641 shares short
+15,262 shares (+0.9%) vs Oct 29, 2021
2.2% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
1,767,379 shares short
-108,891 shares (-5.8%) vs Oct 15, 2021
2.2% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
1,876,270 shares short
-279,487 shares (-13%) vs Sep 30, 2021
2.3% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
2,155,757 shares short
+499,961 shares (+30.2%) vs Sep 15, 2021
2.7% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
1,655,796 shares short
-452,518 shares (-21.5%) vs Aug 31, 2021
2.1% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
2,108,314 shares short
+172,805 shares (+8.9%) vs Aug 13, 2021
2.6% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
1,935,509 shares short
+593,046 shares (+44.2%) vs Jul 30, 2021
2.4% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
1,342,463 shares short
1.7% of the stored float. Published Aug 10, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Portfolio context
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We’ll show you if HLLY is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: MEDIUM
16 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: distributing (light)
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Sentiment: neutral
Last trade: buy 1 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 10
Largest 13-F holders · Q2 2026
131 filers reported a long position in HLLY for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
62.3%
of the 73.5M shares 13-F filers reported
Moves vs Q1 2026
7 added1 trimmed
2 unchanged
Net shares held
+7.3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $24M · 9.8M shares | 9.8M | -0.2% |
| 2 | Boston Partners | $17.9M · 7M shares | 7M | +5.9% |
| 3 | BlackRock, Inc. | $14.4M · 5.6M shares | 5.6M | +15.6% |
| 4 | Wasatch Advisors LP | $12.5M · 4.9M shares | 4.9M | +35.1% |
| 5 | Blue Owl Capital Holdings LP | $11.2M · 4.4M shares | 4.4M | +3.3% |
| 6 | Bamco Inc | $8.3M · 3.3M shares | 3.3M | Unchanged |
| 7 | Vanguard Capital Management LLC | $8M · 3.2M shares | 3.2M | +0.9% |
| 8 | Dimensional Fund Advisors LP | $7.4M · 2.9M shares | 2.9M | +18.3% |
| 9 | Clearlake Capital Group, L.P. | $7M · 2.8M shares | 2.8M | Unchanged |
| 10 | Hillsdale Investment Management Inc. | $5.2M · 2M shares | 2M | +4.8% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of HLLY file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 4, 2026 | Boston Partners13G · passive · amended | 5.8% |
Moves the factor model did not explain
How much of HLLY’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -1.54%
- Style leanings
- -0.46%
- Unexplained residual
- -7.58%
- Stock move
- -9.58%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:21:27.606Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -4.60% | -1.05% | -1.70% | -1.85% | |
| 0.00% | +0.36% | -1.64% | +1.28% | |
| +1.20% | +0.43% | +0.73% | +0.05% | |
| -1.19% | +0.49% | -0.09% | -1.59% | |
| +4.42% | -1.09% | +1.79% | +3.72% | |
| -4.23% | -0.46% | +1.74% | -5.52% | |
| +2.81% | +0.50% | -3.10% | +5.41% | |
| +0.78% | +0.68% | -2.01% | +2.11% | |
| +2.33% | +0.37% | -0.37% | +2.32% | |
| +0.76% | -0.46% | +2.40% | -1.19% | |
| -1.13% | -1.77% | +0.54% | +0.10% | |
| +4.56% | -0.24% | +0.10% | +4.70% | |
| -1.82% | +0.35% | -1.91% | -0.25% | |
| +7.41% | +1.75% | +1.21% | +4.45% | |
| -26.21% | -3.95% | +3.05% | -25.30% | |
| -1.87% | +0.71% | -0.20% | -2.38% | |
| +24.29% | +2.42% | +3.55% | +18.32% | |
| 0.00% | -0.29% | -0.50% | +0.79% | |
| -3.83% | +1.19% | +0.25% | -5.28% | |
| -5.98% | -0.45% | -4.28% | -1.24% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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