Financial Designs Corp
All 13F Filings
- Location
- Claremont, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 194,223
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 39 | 194,223 | 13F-HR | Financial Designs Corp |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.68 K | 16.3% | 1.627 K | 0 | 1.627 K |
| ETFs | 162.5 K | 83.7% | 6.02 K | 0 | 6.02 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
194,223
Holdings
39
QoQ value change ($000)
7,653
(4.1%)
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.