April 2025

The five widest Discovery Gaps at the end of April 2025, revisited today from the same public filings. Descriptive, not predictive.

VCTR—Victory Capital Holdings, Inc.

All industries

Then · 30 Apr 2025: Discovery Gap Very high (99/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (84/100)·AIR Attractive (71/100)·Left the top 5

Since then: Catalyst (11 Sep 2026)·Catalyst (26 Aug 2026)·Commercial traction (25 Aug 2026)·Catalyst (25 Aug 2026)·Catalyst (12 Aug 2026)·Catalyst (5 Aug 2026)

APLD—Applied Digital Corp.

Software / SaaS

Then · 30 Apr 2025: Discovery Gap Very high (98/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (98/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (27 Jul 2026)·Catalyst (26 Jun 2026)·Catalyst (26 Jun 2026)·Commercial traction (26 Jun 2026)·Catalyst (16 Jun 2026)·Commercial traction (16 Jun 2026)

CON—Concentra Group Holdings Parent, Inc.

All industries

Then · 30 Apr 2025: Discovery Gap Very high (97/100)·AIR Constructive (64/100)
Now · 7 Oct 2026: Discovery Gap Medium (10/100)·AIR Constructive (64/100)·Left the top 5

Since then: Management change (4 Sep 2026)·Commercial traction (21 Aug 2026)·Catalyst (5 Aug 2026)·Catalyst (5 Aug 2026)·Management change (5 Aug 2026)·Management change (6 Jul 2026)

SON—SONOCO PRODUCTS CO

All industries

Then · 30 Apr 2025: Discovery Gap Very high (96/100)·AIR Cautious (42/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Commercial traction (25 Sep 2026)·Catalyst (22 Jul 2026)·Management change (5 May 2026)·Catalyst (21 Apr 2026)·Catalyst (23 Mar 2026)

SSB—SouthState Bank Corp

Banks

Then · 30 Apr 2025: Discovery Gap Very high (95/100)·AIR Cautious (48/100)
Now · 7 Oct 2026: Discovery Gap Low (8/100)·AIR Constructive (62/100)·Left the top 5

Since then: Catalyst (23 Jul 2026)·Catalyst (23 Jul 2026)·Management change (9 Jul 2026)·Catalyst (23 Apr 2026)·Catalyst (23 Apr 2026)·Catalyst (21 Jan 2026)