August 2022

The five widest Discovery Gaps at the end of August 2022, revisited today from the same public filings. Descriptive, not predictive.

PRIM—Primoris Services Corp

All industries

Then · 31 Aug 2022: Discovery Gap Very high (93/100)·AIR Cautious (44/100)
Now · 7 Oct 2026: Discovery Gap Low (1/100)·AIR Cautious (48/100)·Left the top 5

Since then: Management change (25 Aug 2026)·Catalyst (31 Jul 2026)·Catalyst (31 Jul 2026)·Catalyst (31 Jul 2026)·Catalyst (31 Jul 2026)·Catalyst (31 Jul 2026)

HTLD—HEARTLAND EXPRESS INC

All industries

Then · 31 Aug 2022: Discovery Gap Very high (92/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Cautious (42/100)·Left the top 5

Since then: Catalyst (15 Sep 2026)·Management change (1 Sep 2026)·Catalyst (30 Jul 2026)·Catalyst (12 Jun 2026)·Management change (14 May 2026)·Catalyst (23 Apr 2026)

PAY—Paymentus Holdings, Inc.

All industries

Then · 31 Aug 2022: Discovery Gap Very high (91/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap High (41/100)·AIR Constructive (63/100)·Left the top 5

Since then: Catalyst (3 Aug 2026)·Catalyst (3 Aug 2026)·Management change (22 Jul 2026)·Catalyst (4 May 2026)·Management change (7 Apr 2026)·Management change (23 Mar 2026)

HPK—HighPeak Energy, Inc.

All industries

Then · 31 Aug 2022: Discovery Gap Very high (74/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (52/100)·Left the top 5

Since then: Catalyst (6 Oct 2026)·Commercial traction (6 Oct 2026)·Catalyst (6 Oct 2026)·Catalyst (10 Aug 2026)·Commercial traction (25 Jun 2026)·Catalyst (25 Jun 2026)

OTEX—OPEN TEXT CORP

Software / SaaS

Then · 31 Aug 2022: Discovery Gap Very high (71/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Low (7/100)·AIR Neutral (55/100)·Left the top 5

Since then: Commercial traction (1 Oct 2026)·Catalyst (1 Oct 2026)·Catalyst (30 Sep 2026)·Catalyst (25 Sep 2026)·Catalyst (23 Sep 2026)·Catalyst (23 Sep 2026)