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← Squarepoint Ops LLC, its record

Squarepoint Ops LLC and Wellington Management Group LLP: where the books meet

At Q2 2026, at least 21% of the two 13F books was the same, across 167 stocks both listed, against 22% at Q4 2014. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%14%27%Q4 2014: 22%, 94 in bothQ1 2015: 15%, 127 in both15Q2 2015: 15%, 117 in bothQ3 2015: 14%, 105 in bothQ4 2015: 18%, 170 in bothQ1 2016: 27%, 191 in both16Q2 2016: 20%, 173 in bothQ3 2016: 19%, 159 in bothQ4 2016: 22%, 176 in bothQ1 2017: 20%, 170 in both17Q2 2017: 24%, 183 in bothQ3 2017: 24%, 177 in bothQ4 2017: 21%, 186 in bothQ1 2018: 24%, 191 in both18Q2 2018: 25%, 205 in bothQ3 2018: 23%, 186 in bothQ4 2018: 24%, 189 in bothQ1 2019: 23%, 180 in both19Q2 2019: 23%, 193 in bothQ3 2019: 22%, 186 in bothQ4 2019: 19%, 200 in bothQ1 2020: 23%, 182 in both20Q2 2020: 24%, 190 in bothQ3 2020: 25%, 175 in bothQ4 2020: 25%, 169 in bothQ1 2021: 18%, 149 in both21Q2 2021: 14%, 146 in bothQ3 2021: 13%, 129 in bothQ4 2021: 13%, 139 in bothQ1 2022: 16%, 137 in both22Q2 2022: 15%, 137 in bothQ3 2022: 15%, 126 in bothQ4 2022: 18%, 146 in bothQ1 2023: 17%, 150 in both23Q2 2023: 19%, 149 in bothQ3 2023: 16%, 125 in bothQ4 2023: 15%, 119 in bothQ1 2024: 13%, 119 in both24Q2 2024: 13%, 127 in bothQ3 2024: 12%, 122 in bothQ4 2024: 15%, 119 in bothQ1 2025: 18%, 131 in both25Q2 2025: 17%, 134 in bothQ3 2025: 18%, 146 in bothQ4 2025: 18%, 143 in bothQ1 2026: 20%, 159 in both26Q2 2026: 21%, 167 in both
  • Q4 2014: 22%, 94 in both
  • Q1 2015: 15%, 127 in both
  • Q2 2015: 15%, 117 in both
  • Q3 2015: 14%, 105 in both
  • Q4 2015: 18%, 170 in both
  • Q1 2016: 27%, 191 in both
  • Q2 2016: 20%, 173 in both
  • Q3 2016: 19%, 159 in both
  • Q4 2016: 22%, 176 in both
  • Q1 2017: 20%, 170 in both
  • Q2 2017: 24%, 183 in both
  • Q3 2017: 24%, 177 in both
  • Q4 2017: 21%, 186 in both
  • Q1 2018: 24%, 191 in both
  • Q2 2018: 25%, 205 in both
  • Q3 2018: 23%, 186 in both
  • Q4 2018: 24%, 189 in both
  • Q1 2019: 23%, 180 in both
  • Q2 2019: 23%, 193 in both
  • Q3 2019: 22%, 186 in both
  • Q4 2019: 19%, 200 in both
  • Q1 2020: 23%, 182 in both
  • Q2 2020: 24%, 190 in both
  • Q3 2020: 25%, 175 in both
  • Q4 2020: 25%, 169 in both
  • Q1 2021: 18%, 149 in both
  • Q2 2021: 14%, 146 in both
  • Q3 2021: 13%, 129 in both
  • Q4 2021: 13%, 139 in both
  • Q1 2022: 16%, 137 in both
  • Q2 2022: 15%, 137 in both
  • Q3 2022: 15%, 126 in both
  • Q4 2022: 18%, 146 in both
  • Q1 2023: 17%, 150 in both
  • Q2 2023: 19%, 149 in both
  • Q3 2023: 16%, 125 in both
  • Q4 2023: 15%, 119 in both
  • Q1 2024: 13%, 119 in both
  • Q2 2024: 13%, 127 in both
  • Q3 2024: 12%, 122 in both
  • Q4 2024: 15%, 119 in both
  • Q1 2025: 18%, 131 in both
  • Q2 2025: 17%, 134 in both
  • Q3 2025: 18%, 146 in both
  • Q4 2025: 18%, 143 in both
  • Q1 2026: 20%, 159 in both
  • Q2 2026: 21%, 167 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockSquarepoint Ops LLCWellington Management Group LLP
Amazon Com Inc(AMZN)1.0%Added2.3%Trimmed
Nvidia Corp(NVDA)0.9%Added4.2%Trimmed
Apple Inc(AAPL)0.9%Added3.0%Trimmed
Microsoft Corp(MSFT)0.8%Trimmed3.1%Trimmed
Advanced Micro Devices Inc(AMD)0.7%Added0.9%Added
Micron Technology Inc(MU)0.6%Trimmed1.0%Added
Tesla Inc(TSLA)0.6%Trimmed0.7%Added
Broadcom Inc(AVGO)0.4%Trimmed3.4%Added
SanDisk Corp(SNDK)0.5%Trimmed0.4%Added
Exxon Mobil Corp(XOM)0.4%Added0.4%Trimmed
Kla-tencor Corp(KLAC)0.4%Added0.8%Added
Johnson & Johnson(JNJ)0.3%Added1.0%Added
Facebook Inc(META)0.3%Added0.7%Trimmed
Lilly Eli & Co(LLY)0.3%Trimmed2.3%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.3%Added0.3%Added
Intuitive Surgical Inc(ISRG)0.3%Added0.3%Trimmed
Gilead Sciences Inc(GILD)0.3%Added0.3%Trimmed
Snowflake Inc(SNOW)0.2%Trimmed0.2%Trimmed
Marriott Intl Inc New(MAR)0.2%Added0.3%Trimmed
Linde PLC(LIN)0.2%Added0.4%Trimmed

and 147 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Nvidia Corp(NVDA)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
  • Broadcom Inc(AVGO)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Apple Inc(AAPL)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
  • Amazon Com Inc(AMZN)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
  • Alphabet Inc(GOOG)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Micron Technology Inc(MU)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Unitedhealth Group Inc(UNH)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Blackrock Inc(BLK)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Tesla Inc(TSLA)Squarepoint Ops LLC trimmed; Wellington Management Group LLP added
  • Facebook Inc(META)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
  • Texas Instrs Inc(TXN)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
  • Wells Fargo & Co New(WFC)Squarepoint Ops LLC added; Wellington Management Group LLP trimmed
Squarepoint Ops LLC: the recordWellington Management Group LLP: the record

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