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Holocene Advisors, LP: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holocene Advisors, LP on UMBF, newest first. How the timeline and the estimate are built.

Holocene Advisors, LP held 262,423 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,423 shares
    Change vs previous 13F +216,413 shares

    0.09% of the 13F portfolio, value $37,463,507.

    13F-HR 0001172661-26-003735 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,010 shares
    Change vs previous 13F +15,184 shares

    0.01% of the 13F portfolio, value $5,189,468.

    13F-HR 0001172661-26-002328 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,826 shares
    Change vs previous 13F +7,996 shares

    0.01% of the 13F portfolio, value $3,546,223.

    13F-HR 0001172661-26-001069 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,830 shares
    Change vs previous 13F -19,599 shares

    0.01% of the 13F portfolio, value $2,701,931.

    13F-HR 0001172661-25-005031 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,429 shares
    Change vs previous 13F -189,964 shares

    0.01% of the 13F portfolio, value $4,461,834.

    13F-HR 0001172661-25-003485 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 232,393 shares
    Change vs previous 13F +42,243 shares

    0.07% of the 13F portfolio, value $23,494,932.

    13F-HR 0001172661-25-002386 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 190,150 shares
    Change vs previous 13F +10,931 shares

    0.07% of the 13F portfolio, value $21,460,329.

    13F-HR 0001172661-25-001140 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 179,219 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,837,709.

    13F-HR 0001172661-24-005174 filed by Holocene Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).