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Occam Crest Management LP: SLQT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Occam Crest Management LP on SLQT, newest first. How the timeline and the estimate are built.

Occam Crest Management LP held 550,000 SLQT 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 550,000 shares
    Change vs previous 13F -1,450,000 shares

    0.21% of the 13F portfolio, value $381,865.

    13F-HR 0001493152-26-038284 filed by Occam Crest Management 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 2,000,000 shares
    Change vs previous 13F -88,465 shares

    0.78% of the 13F portfolio, value $1,259,000.

    13F-HR 0001493152-26-023698 filed by Occam Crest Management 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 2,088,465 shares
    Change vs previous 13F -432,854 shares

    2.07% of the 13F portfolio, value $2,944,736.

    13F-HR 0001493152-26-006684 filed by Occam Crest Management 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 2,521,319 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $4,941,785.

    13F-HR 0001493152-25-023198 filed by Occam Crest Management LP
    Filed (acceptance time not in the bulk data set), ingested

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