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Deals · Research note · 13 Oct 2026

21 of 32 listed companies matched to federal award recipients lost institutional holders in the second quarter of 2026

Thirty-two listed companies in Svatantra.ai's signal database are matched to recipients of US federal awards. At 30 June 2026, 21 of them were held by fewer investment managers than at 31 March 2026, against 10 to 12 in each of the three prior quarters and 20 in the first quarter of 2025. This note sets out how the companies were matched, what was counted, and what the counts do not show. The 32 are a matched sample, not every listed federal contractor.

By Jayprakash Mistry, Founder, Svatantra.ai

One email with the PDF attached. You will be on the list for future notes and can unsubscribe from any of them. The list is not sold or shared.

Every number, and where it comes from

The first five figures in the note.

The full table has 18 rows. Each figure is as published on the date shown, with its denominator.

FigureWhat it measuresSource
21 of 32Listed companies matched to federal award recipients whose count of 13F holders at 30 June 2026 was lower than at 31 March 2026. 11 rose, none flatSvatantra.ai signal database, count at 9 Oct 2026
12, 10, 11The same count for the same 32 companies in the quarters ending 30 September 2025, 31 December 2025 and 31 March 2026, each against the quarter beforeSvatantra.ai signal database, count at 9 Oct 2026
20 of 32The same count for the same 32 companies in the quarter ending 31 March 2025, against 31 December 2024. The quarter ending 30 June 2025: 12Svatantra.ai signal database, count at 9 Oct 2026
316 of 997Other companies in the same 13F holdings table whose holder count fell in the quarter ending 30 June 2026. 618 rose, 63 flatSvatantra.ai signal database, count at 9 Oct 2026
66% and 32%Share losing holders. Author's arithmetic: 21 / 32 = 65.6%; 316 / 997 = 31.7%Derived from Svatantra.ai signal database counts at 9 Oct 2026

13 more figures in the PDF, each with its source.

Sources

8 primary releases.

  1. Svatantra.ai, Signal database (9 October 2026)
    Counted: listed companies matched to federal award recipients (live matches only, overturned and conflicting matches excluded), and for each the number of SEC Form 13F filers reporting a share position at each quarter end from 31 December 2024 to 30 June 2026, shares only. A company is counted as losing holders when the count is below the prior quarter's. The comparison group is every other company in the same holdings table with a count in both quarters.
    svatantra.ai
  2. National Association of Counties, Congress passes short-term funding bill, keeping the federal government funded through Dec. 11 (1 September 2026)
    "On September 1, the U.S. House of Representatives passed the Senate's Continuing Resolution" by a vote of 370-48, funding the government "through December 11 or until applicable appropriations acts are passed to fund the government through Fiscal Year (FY) 2027."
    naco.org
  3. Computing Research Association, FY27 Appropriations Update: Congress Passes Continuing Resolution; Punts FY27 to December (3 September 2026)
    "the President signed the CR into law on Wednesday" and "The federal budget is now on autopilot until December 11."
    cra.org
  4. USAspending.gov, [USASpending] BOOZ ALLEN HAMILTON INC $14,175,439: artificial intelligence (2026-09-30)
    Department of Homeland Security, U.S. Customs and Border Protection. Recipient BOOZ ALLEN HAMILTON INC, UEI JCBMLGPE6Z71, parent BOOZ ALLEN HAMILTON HOLDING CORPORATION, total obligation $14,175,438.63, date signed 2026-09-30. Subject: a technology roadmap for artificial intelligence and next-generation computing.
    usaspending.gov
  5. USAspending.gov, [USASpending] GENERAL DYNAMICS INFORMATION TECHNOLOGY $12,322,380: cybersecurity (2026-09-30)
    Department of Homeland Security, Office of Procurement Operations. recipient GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC., UEI SMNWM6HN79X5, parent GENERAL DYNAMICS CORP, total obligation 12322379.81, date signed 2026-09-30, description CYBERSECURITY EXERCISE SUPPORT SERVICES.
    usaspending.gov
  6. USAspending.gov, [USASpending] SCIENCE APPLICATIONS INTERNATIONAL CORPORATION $7,984,545: high performance computing (2026-09-02)
    Department of Commerce, National Oceanic and Atmospheric Administration. recipient SCIENCE APPLICATIONS INTERNATIONAL CORPORATION, UEI MMLKPW9JLX64, total obligation $7,984,545.40, date signed 2026-09-02, period of performance start 2026-09-08, description HIGH PERFORMANCE COMPUTING (HPC) SOFTWARE DEVELOPMENT AND TECHNICAL SERVICES (SDTS) FOR GFDL.
    usaspending.gov
  7. USAspending.gov, [USASpending Contract] CACI, INC. - FEDERAL $4,847,641: IPAWS TECHNICAL SUPPORT SERVICES FACILITY (TSSF) (2026-06-26)
    Department of Homeland Security, Federal Emergency Management Agency. recipient CACI, INC. - FEDERAL, UEI N3PBJAVNKF61, parent CACI INTERNATIONAL INC, total obligation $4,847,640.74, date signed 2026-06-26, description IPAWS TECHNICAL SUPPORT SERVICES FACILITY (TSSF).
    usaspending.gov
  8. USAspending.gov, [USASpending Contract] TETRA TECH, INC. $3,255,226: TECHNICAL SUPPORT SERVICES FOR NATIONAL ENVIRONMENTAL POLICY ACT (NEPA) COMPLIAN... (2026-06-01)
    Department of Energy (NNSA contracting office). recipient TETRA TECH, INC., UEI LMRMKLLL3LG5, total obligation $3,255,226.00, date signed 2026-06-01.
    usaspending.gov