September 2022

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

PRIM—Primoris Services Corp

All industries

Then · 30 Sep 2022: Discovery Gap Very high (88/100)·AIR Cautious (42/100)
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 · 30 Sep 2022: Discovery Gap Very high (84/100)·AIR Neutral (55/100)
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 · 30 Sep 2022: Discovery Gap Very high (81/100)·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)

ARKO—ARKO Corp.

All industries

Then · 30 Sep 2022: Discovery Gap Very high (75/100)·AIR Neutral (55/100)
Now · 7 Oct 2026: Discovery Gap Very high (91/100)·AIR Cautious (49/100)·Left the top 5

Since then: Catalyst (7 Aug 2026)·Catalyst (6 Aug 2026)·Commercial traction (4 Aug 2026)·Catalyst (4 Aug 2026)·Catalyst (7 May 2026)·Catalyst (25 Feb 2026)

DOCN—DigitalOcean Holdings, Inc.

Software / SaaS

Then · 30 Sep 2022: Discovery Gap Very high (72/100)·AIR Cautious (47/100)
Now · 7 Oct 2026: Discovery Gap Very high (59/100)·AIR Cautious (50/100)·Left the top 5

Since then: Commercial traction (10 Sep 2026)·Catalyst (10 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (23 Jul 2026)·Catalyst (23 Jul 2026)·Catalyst (7 Jul 2026)