Financial Designs Corp
All 13F Filings
- Location
- Claremont, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,570
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 41 | 186,570 | 13F-HR | Financial Designs Corp |
| Q1 2026 | 4/16/2026 | 40 | 179,648 | 13F-HR | Financial Designs Corp |
| Q4 2025 | 1/23/2026 | 23 | 176,567 | 13F-HR | Financial Designs Corp |
| Q3 2025 | 11/10/2025 | 22 | 172,709 | 13F-HR | Financial Designs Corp |
| Q2 2025 | 7/17/2025 | 35 | 163,122 | 13F-HR | Financial Designs Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.05 K | 16.1% | 0 | 9.494 K | -9.494 K |
| ETFs | 156.5 K | 83.9% | 16.42 K | 0 | 16.42 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
186,570
Holdings
41
QoQ value change ($000)
6,922
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.