PAR — PAR TECHNOLOGY CORP
Reported value held$413.98M
Funds holding (latest)42
SectorMiscellaneous
Funds holding (Q2 2026)30
Institutional value$243.85M · 26.09M sh
New / Add / Cut / Exit3 / 18 / 7 / 4
Top-5 / Top-10 concentration67.1% / 84.9%
Institutional holdings change
Reducing -5.9%
(-1.64M sh)
Institutional value change
Up +37.0%
As of Q2 2026, 30 SEC-registered investment managers reported holding PAR (PAR TECHNOLOGY CORP) in their latest 13F filings, with a combined reported value of $243.85M across 26.09M shares. That is -5.9% by share count (-1.64M shares) versus the previous quarter, while reported value moved +37.0%. Ownership is concentrated: the five largest holders account for 67.1% of reported value and the top ten for 84.9%.
Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 7 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PAR is classified in the Miscellaneous sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.05M | $70.56M | 0.00% | Add |
| Citadel Advisors history | 1.72M | $29.91M | 0.00% | Add |
| Marshall Wace history | 1.53M | $26.59M | 0.02% | Reduce |
| Geode Capital Management history | 1.07M | $18.57M | 0.00% | Add |
| Capital Research Global Investors history | 1.03M | $17.90M | 0.00% | Reduce |
| D. E. Shaw & Co history | 797.22K | $13.89M | 0.01% | Add |
| Balyasny Asset Management history | 8.92M | $8.48M | 0.01% | Reduce |
| Two Sigma Investments history | 421.49K | $7.34M | 0.01% | New |
| UBS Group AG history | 405.91K | $7.07M | 0.00% | Add |
| Northern Trust Corp history | 382.38K | $6.66M | 0.00% | Add |
| Millennium Management history | 379.12K | $6.60M | 0.00% | Add |
| Charles Schwab Investment Management history | 355.36K | $6.19M | 0.00% | Add |
| Bank of America Corp history | 297.40K | $5.18M | 0.00% | Add |
| Renaissance Technologies history | 287.00K | $5.00M | 0.01% | Reduce |
| AQR Capital Management history | 152.08K | $2.65M | 0.00% | Add |
| BNY Mellon history | 143.24K | $2.50M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.96M | $1.86M | 0.00% | New |
| Invesco Ltd history | 82.02K | $1.43M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.75M | $1.41M | 0.00% | Add |
| Point72 Asset Management history | 75.25K | $1.31M | 0.00% | New |
| Deutsche Bank AG history | 43.96K | $765.82K | 0.00% | Add |
| Wells Fargo & Co history | 36.27K | $631.89K | 0.00% | Reduce |
| Citigroup Inc history | 32.73K | $570.17K | 0.00% | Add |
| Legal & General Investment Management America history | 25.37K | $441.88K | 0.00% | Add |
| Manulife Financial history | 11.19K | $194.97K | 0.00% | Add |
| Baron Funds history | 2.17K | $37.73K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.00K | $36.89K | 0.00% | Hold |
| PNC Financial Services history | 1.74K | $30.22K | 0.00% | Reduce |
| Morgan Stanley history | 25.00K | $23.65K | 0.00% | Hold |
| T. Rowe Price Associates history | 68.87K | $1.20K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.48M | $46.39M | 0.00% | Add |
| Marshall Wace history | 1.74M | $23.22M | 0.02% | Add |
| Capital Research Global Investors history | 1.48M | $19.67M | 0.00% | Reduce |
| Geode Capital Management history | 969.43K | $12.92M | 0.00% | Add |
| Baron Funds history | 944.30K | $12.59M | 0.04% | Reduce |
| Citadel Advisors history | 876.85K | $11.69M | 0.00% | Add |
| Balyasny Asset Management history | 10.50M | $8.13M | 0.01% | Add |
| D. E. Shaw & Co history | 585.39K | $7.80M | 0.01% | Add |
| Royce & Associates history | 579.42K | $7.72M | 0.08% | Reduce |
| Renaissance Technologies history | 413.20K | $5.51M | 0.01% | New |
| Northern Trust Corp history | 343.71K | $4.58M | 0.00% | Add |
| UBS Group AG history | 335.76K | $4.48M | 0.00% | Add |
| Charles Schwab Investment Management history | 286.64K | $3.82M | 0.00% | Reduce |
| Millennium Management history | 139.29K | $1.86M | 0.00% | Add |
| BNY Mellon history | 120.99K | $1.61M | 0.00% | Reduce |
| Bank of America Corp history | 118.70K | $1.58M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.70M | $1.31M | 0.00% | Add |
| Invesco Ltd history | 65.90K | $878.49K | 0.00% | Add |
| Deutsche Bank AG history | 42.47K | $566.14K | 0.00% | Add |
| AQR Capital Management history | 34.14K | $455.06K | 0.00% | Add |
| Legal & General Investment Management America history | 24.85K | $331.20K | 0.00% | Reduce |
| Franklin Resources history | 17.29K | $230.41K | 0.00% | Reduce |
| Janus Henderson Group history | 16.77K | $223.31K | 0.00% | Hold |
| Manulife Financial history | 10.91K | $145.44K | 0.00% | Reduce |
| Wells Fargo & Co history | 90.00K | $90.21K | 0.00% | Hold |
| Citigroup Inc history | 3.47K | $46.28K | 0.00% | Add |
| Goldman Sachs Group history | 39.00K | $35.99K | 0.00% | Hold |
| Lazard Asset Management history | 2.69M | $26.66K | 0.00% | Hold |
| PNC Financial Services history | 1.94K | $25.90K | 0.00% | Add |
| Morgan Stanley history | 25.00K | $23.07K | 0.00% | Hold |
| T. Rowe Price Associates history | 55.15K | $736 | 0.00% | Reduce |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.30M | $119.87M | 0.00% | Hold |
| Capital Research Global Investors history | 2.96M | $107.47M | 0.02% | Reduce |
| Baron Funds history | 1.00M | $36.44M | 0.10% | Reduce |
| Geode Capital Management history | 946.58K | $34.35M | 0.00% | Hold |
| Royce & Associates history | 937.25K | $34.00M | 0.34% | Reduce |
| Marshall Wace history | 345.04K | $12.52M | 0.01% | Add |
| Northern Trust Corp history | 337.62K | $12.25M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 336.18K | $12.20M | 0.00% | Reduce |
| UBS Group AG history | 199.21K | $7.23M | 0.00% | Add |
| Balyasny Asset Management history | 5.18M | $5.07M | 0.01% | Add |
| BNY Mellon history | 323.52K | $4.68M | 0.00% | Add |
| Citadel Advisors history | 122.10K | $4.43M | 0.00% | Reduce |
| Bank of America Corp history | 113.33K | $4.11M | 0.00% | Add |
| BlackRock Inc history | 3.35M | $3.26M | 0.00% | Add |
| D. E. Shaw & Co history | 53.99K | $1.96M | 0.00% | Reduce |
| Invesco Ltd history | 44.26K | $1.61M | 0.00% | Add |
| Legal & General Investment Management America history | 40.16K | $1.46M | 0.00% | Hold |
| Deutsche Bank AG history | 38.78K | $1.41M | 0.00% | Add |
| JPMorgan Chase & Co history | 32.14K | $1.17M | 0.00% | Reduce |
| Manulife Financial history | 17.54K | $636.32K | 0.00% | Reduce |
| Franklin Resources history | 17.44K | $632.65K | 0.00% | Add |
| Janus Henderson Group history | 16.77K | $609.29K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 475.00K | $462.41K | 0.00% | Hold |
| Millennium Management history | 7.82K | $283.64K | 0.00% | Reduce |
| AQR Capital Management history | 5.55K | $201.43K | 0.00% | New |
| Wells Fargo & Co history | 90.00K | $91.57K | 0.00% | Hold |
| PNC Financial Services history | 1.63K | $59.06K | 0.00% | Reduce |
| Citigroup Inc history | 1.14K | $41.32K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.00K | $37.97K | 0.00% | Hold |
| Lazard Asset Management history | 2.69M | $27.59K | 0.00% | Hold |
| Morgan Stanley history | 25.00K | $24.34K | 0.00% | Hold |
| T. Rowe Price Associates history | 481.73K | $17.48K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.29M | $130.29M | 0.00% | Hold |
| Capital Research Global Investors history | 3.24M | $128.12M | 0.02% | Add |
| Baron Funds history | 1.71M | $67.74M | 0.18% | Reduce |
| Royce & Associates history | 972.42K | $38.49M | 0.38% | Add |
| Geode Capital Management history | 945.71K | $37.44M | 0.00% | Hold |
| Citadel Advisors history | 549.48K | $21.75M | 0.00% | Add |
| Northern Trust Corp history | 361.33K | $14.30M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 338.39K | $13.39M | 0.00% | Add |
| Marshall Wace history | 271.93K | $10.76M | 0.01% | Add |
| UBS Group AG history | 195.67K | $7.74M | 0.00% | Add |
| Balyasny Asset Management history | 156.43K | $6.19M | 0.01% | New |
| D. E. Shaw & Co history | 131.47K | $5.20M | 0.00% | Add |
| BNY Mellon history | 318.55K | $4.89M | 0.00% | Hold |
| Bank of America Corp history | 96.84K | $3.83M | 0.00% | Add |
| BlackRock Inc history | 2.65M | $2.55M | 0.00% | Add |
| Legal & General Investment Management America history | 40.28K | $1.59M | 0.00% | Reduce |
| Point72 Asset Management history | 40.06K | $1.59M | 0.00% | New |
| Invesco Ltd history | 37.74K | $1.49M | 0.00% | Reduce |
| Deutsche Bank AG history | 33.99K | $1.35M | 0.00% | Add |
| Millennium Management history | 30.68K | $1.21M | 0.00% | New |
| JPMorgan Chase & Co history | 691.00K | $1.17M | 0.00% | Hold |
| Manulife Financial history | 19.13K | $757.21K | 0.00% | Reduce |
| Janus Henderson Group history | 16.77K | $663.88K | 0.00% | Hold |
| Franklin Resources history | 15.89K | $628.85K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 475.00K | $456.93K | 0.00% | Hold |
| Prudential Financial history | 5.13K | $203.04K | 0.00% | Hold |
| Citigroup Inc history | 3.76K | $148.78K | 0.00% | Reduce |
| Wells Fargo & Co history | 90.00K | $96.04K | 0.00% | Hold |
| PNC Financial Services history | 2.03K | $80.23K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.00K | $37.52K | 0.00% | Hold |
| Lazard Asset Management history | 2.69M | $30.19K | 0.00% | New |
| Morgan Stanley history | 25.00K | $24.05K | 0.00% | Hold |
| T. Rowe Price Associates history | 329.77K | $13.05K | 0.00% | Add |
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.28M | $227.30M | 0.00% | Add |
| Capital Research Global Investors history | 2.76M | $191.47M | 0.04% | Reduce |
| Invesco Ltd history | 1.88M | $130.22M | 0.02% | Add |
| Baron Funds history | 1.75M | $121.49M | 0.33% | Add |
| Geode Capital Management history | 942.50K | $65.39M | 0.01% | Add |
| Royce & Associates history | 939.80K | $65.19M | 0.67% | Hold |
| Wellington Management Group history | 448.77K | $31.13M | 0.01% | Reduce |
| Northern Trust Corp history | 371.34K | $25.76M | 0.00% | Add |
| Charles Schwab Investment Management history | 334.56K | $23.21M | 0.00% | Add |
| Citadel Advisors history | 167.56K | $11.62M | 0.00% | Add |
| UBS Group AG history | 124.99K | $8.67M | 0.00% | Add |
| BNY Mellon history | 318.60K | $8.45M | 0.00% | Add |
| Bank of America Corp history | 82.11K | $5.70M | 0.00% | Hold |
| Legal & General Investment Management America history | 42.74K | $2.96M | 0.00% | Add |
| Renaissance Technologies history | 42.20K | $2.93M | 0.00% | Reduce |
| BlackRock Inc history | 2.52M | $2.88M | 0.00% | Add |
| Deutsche Bank AG history | 30.32K | $2.10M | 0.00% | Reduce |
| Manulife Financial history | 20.06K | $1.39M | 0.00% | Add |
| Two Sigma Investments history | 18.34K | $1.27M | 0.00% | New |
| JPMorgan Chase & Co history | 691.00K | $1.17M | 0.00% | Hold |
| Janus Henderson Group history | 16.77K | $1.16M | 0.00% | Hold |
| Citigroup Inc history | 16.55K | $1.15M | 0.00% | Reduce |
| Franklin Resources history | 15.89K | $1.10M | 0.00% | Reduce |
| Marshall Wace history | 8.61K | $597.48K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 475.00K | $542.98K | 0.00% | Hold |
| D. E. Shaw & Co history | 7.72K | $535.47K | 0.00% | New |
| Prudential Financial history | 5.12K | $355.17K | 0.00% | New |
| Wells Fargo & Co history | 90.00K | $148.44K | 0.00% | Hold |
| PNC Financial Services history | 2.10K | $145.88K | 0.00% | Reduce |
| CPP Investments history | 900 | $62.43K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.00K | $44.58K | 0.00% | Reduce |
| Morgan Stanley history | 25.00K | $28.58K | 0.00% | Hold |
| T. Rowe Price Associates history | 32.44K | $2.25K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 3.17M | $194.60M | 0.04% | Add |
| Vanguard Group history | 2.90M | $177.77M | 0.00% | Add |
| Baron Funds history | 1.61M | $99.00M | 0.29% | Add |
| Invesco Ltd history | 1.51M | $92.77M | 0.02% | Add |
| Royce & Associates history | 940.80K | $57.71M | 0.63% | Reduce |
| Geode Capital Management history | 832.34K | $51.07M | 0.00% | Add |
| Northern Trust Corp history | 344.71K | $21.14M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 302.66K | $18.56M | 0.00% | Add |
| Goldman Sachs Group history | 231.49K | $14.20M | 0.00% | Add |
| Renaissance Technologies history | 171.10K | $10.50M | 0.02% | Reduce |
| Citadel Advisors history | 113.52K | $6.96M | 0.00% | Reduce |
| UBS Group AG history | 101.89K | $6.25M | 0.00% | Add |
| BNY Mellon history | 287.00K | $5.55M | 0.00% | Hold |
| Bank of America Corp history | 82.09K | $5.04M | 0.00% | Add |
| Legal & General Investment Management America history | 41.09K | $2.52M | 0.00% | Hold |
| BlackRock Inc history | 2.25M | $2.40M | 0.00% | Hold |
| Deutsche Bank AG history | 36.09K | $2.21M | 0.00% | Reduce |
| Millennium Management history | 27.69K | $1.70M | 0.00% | Reduce |
| Citigroup Inc history | 26.11K | $1.60M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 691.00K | $1.17M | 0.00% | Add |
| Manulife Financial history | 18.70K | $1.15M | 0.00% | Add |
| Janus Henderson Group history | 16.77K | $1.03M | 0.00% | Hold |
| Franklin Resources history | 16.21K | $994.14K | 0.00% | Add |
| Wellington Management Group history | 674.00K | $727.48K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 475.00K | $506.59K | 0.00% | Hold |
| Marshall Wace history | 5.81K | $356.57K | 0.00% | Reduce |
| AQR Capital Management history | 5.03K | $308.76K | 0.00% | New |
| CPP Investments history | 3.80K | $233.09K | 0.00% | Add |
| PNC Financial Services history | 3.25K | $199.17K | 0.00% | Add |
| Wells Fargo & Co history | 90.00K | $152.84K | 0.00% | Hold |
| Morgan Stanley history | 25.00K | $26.66K | 0.00% | Hold |
| T. Rowe Price Associates history | 26.11K | $1.60K | 0.00% | Reduce |
| Amundi US history | 25 | $1.41K | 0.00% | Add |
New Positions (Q2 2026)
- Two Sigma Investments 421.49K sh · $7.34M
- JPMorgan Chase & Co 1.96M sh · $1.86M
- Point72 Asset Management 75.25K sh · $1.31M
Fully Exited (vs previous quarter)
- Royce & Associates sold 579.42K sh · $7.72M
- Franklin Resources sold 17.29K sh · $230.41K
- Janus Henderson Group sold 16.77K sh · $223.31K
- Lazard Asset Management sold 2.69M sh · $26.66K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.05M | 3.48M | 3.35M | 2.65M | 2.52M | 2.25M | 2.25M | 2.25M | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 1.72M | 876.85K | 122.10K | 549.48K | 167.56K | 113.52K | 121.57K | 89.04K | 73.44K | 236.10K | 232.48K | 171.03K | 139.36K | 309.38K | 226.60K | 19.00M | 115.61K | 375.18K | 95.90K | 181.15K |
| Marshall Wace | 1.53M | 1.74M | 345.04K | 271.93K | 8.61K | 5.81K | 20.57K | 36.79K | 11.74K | 17.65K | — | 78.78K | 109.06K | 91.27K | 165.98K | 98.93K | 60.07K | 70.04K | — | — |
| Geode Capital Management | 1.07M | 969.43K | 946.58K | 945.71K | 942.50K | 832.34K | 784.07K | 819.03K | 737.48K | 605.90K | 582.42K | 550.16K | 531.73K | 507.88K | 483.08K | 472.08K | 448.33K | 438.37K | 415.27K | 402.03K |
| Capital Research Global Investors | 1.03M | 1.48M | 2.96M | 3.24M | 2.76M | 3.17M | 3.08M | 3.53M | 3.53M | 3.53M | 2.46M | 2.77M | 2.68M | 2.98M | 2.98M | 2.98M | 2.98M | 2.98M | 3.09M | 2.98M |
| D. E. Shaw & Co | 797.22K | 585.39K | 53.99K | 131.47K | 7.72K | — | 103.01K | 37.20K | — | — | — | — | — | 17.24K | 46.60K | 13.32K | 21.52K | 64.30K | 81.22K | 10.00K |
| Balyasny Asset Management | 8.92M | 10.50M | 5.18M | 156.43K | — | — | 40.79K | 34.93K | — | 26.63K | 22.70K | — | — | 7.19K | — | — | — | — | 12.54K | — |
| Two Sigma Investments | 421.49K | — | — | — | 18.34K | — | 17.91K | 3.90K | 34.96K | 84.91K | 82.14K | 111.47K | 118.14K | 135.74K | 53.78K | 13.20K | 30.70K | 119.89K | 30.05K | 4.50M |
| UBS Group AG | 405.91K | 335.76K | 199.21K | 195.67K | 124.99K | 101.89K | 66.26K | 31.69K | 20.50K | 37.10K | 39.89K | 25.08K | 27.39K | 14.62K | 3.56K | 300 | 1.50K | 1.55K | 8.45K | 1.42K |
| Northern Trust Corp | 382.38K | 343.71K | 337.62K | 361.33K | 371.34K | 344.71K | 352.08K | 327.83K | 268.98K | 259.13K | 261.22K | 259.13K | 254.91K | 255.39K | 255.59K | 469.84K | 474.30K | 420.50K | 410.14K | 333.67K |
| Millennium Management | 379.12K | 139.29K | 7.82K | 30.68K | — | 27.69K | 152.51K | 56.37K | — | 13.83K | 8.07K | 11.30K | 18.89K | — | — | 20.85K | 36.75K | 17.28K | — | 75.44K |
| Charles Schwab Investment Management | 355.36K | 286.64K | 336.18K | 338.39K | 334.56K | 302.66K | 294.04K | 298.07K | 277.26K | 220.05K | 215.70K | 210.56K | 204.07K | 201.73K | 200.68K | 196.74K | 183.32K | 185.39K | 180.38K | 169.91K |
| Bank of America Corp | 297.40K | 118.70K | 113.33K | 96.84K | 82.11K | 82.09K | 68.45K | 151.81K | 109.43K | 73.43K | 43.93K | 55.67K | 75.00K | 92.17K | 35.94K | 80.22K | 45.31K | 51.65K | 39.23K | 32.32K |
| Renaissance Technologies | 287.00K | 413.20K | — | — | 42.20K | 171.10K | 180.70K | 110.70K | 105.60K | 30.00K | — | — | — | — | 50.80K | 32.77K | 53.40K | 141.31K | 43.60K | — |
| AQR Capital Management | 152.08K | 34.14K | 5.55K | — | — | 5.03K | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.91K |
| BNY Mellon | 143.24K | 120.99K | 323.52K | 318.55K | 318.60K | 287.00K | 287.86K | 294.23K | 312.62K | 286.84K | 292.81K | 298.01K | 290.97K | 288.46K | 289.99K | 311.61K | 308.04K | 301.63K | 302.50K | 290.30K |
| JPMorgan Chase & Co | 1.96M | — | 32.14K | 691.00K | 691.00K | 691.00K | 244.00K | 58.47K | 53.35K | 670.00K | 620.00K | 33.94K | 38.60K | 1.10K | 28.32K | 29.32K | 29.00K | 35.34K | 31.78K | 26.45K |
| Invesco Ltd | 82.02K | 65.90K | 44.26K | 37.74K | 1.88M | 1.51M | 1.28M | 639.06K | 23.17K | 22.32K | 40.18K | 174.61K | 25.54K | 27.02K | 18.87K | 19.27K | 19.23K | 18.09K | 13.00K | 14.63K |
| Fidelity Management & Research (FMR) | 1.75M | 1.70M | 475.00K | 475.00K | 475.00K | 475.00K | 475.00K | 475.00K | 475.00K | 1.39K | 1.56K | 1.81K | 1.07K | 992 | 774 | 670 | 801 | 892 | 15 | 15 |
| Point72 Asset Management | 75.25K | — | — | 40.06K | — | — | — | — | — | 8.60K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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