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Frequently asked questions
Simple answers about InvestAtlant, our data, accounts, and Premium. For deeper calculation detail, see
Methodology and Data Sources.
InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what
institutions and insiders are buying or selling, which securities they are moving into, and when. The
platform also tracks publicly disclosed stock trades by members of Congress, including transactions
reported through Periodic Transaction Reports (PTRs) under the STOCK Act — alongside stock charts,
fundamentals, and SEC filings in one workspace.
Who is InvestAtlant for?
Investors, researchers, analysts, traders, and anyone interested in understanding publicly disclosed
market activity.
Do I need an account to use InvestAtlant?
You can browse research views, signals, and public market data without signing in. Creating an
account unlocks a saved Watchlist and account settings (email verification, password reset, and
profile). Sign-in is free.
Is InvestAtlant free?
Yes — currently everything is free. Some features may move behind Premium in the future. See
Premium for more.
Data & Research
Where does InvestAtlant get its data?
InvestAtlant is built primarily on publicly available disclosures — including SEC filings such as
institutional Form 13F holdings, Form 4 insider transactions, company fundamentals from 10-K / 10-Q
(and related XBRL), and publicly reported congressional / political trading disclosures — plus market
price data used for charts and context. For a fuller list, see
Data Sources.
How often is the data updated?
Update cadence depends on the source. Market prices refresh more frequently during trading hours.
Insider (Form 4) and political disclosures are ingested on a recurring schedule as new filings appear.
Institutional 13F data follows the SEC reporting calendar and is updated as new quarterly filings are
published and processed. Exact pipelines and timing are described on
Methodology.
What are institutional transactions?
On InvestAtlant, “institutional” activity usually refers to holdings and changes reported by large
investment managers in SEC Form 13F filings — for example new positions, increased or reduced stakes,
or exits between reporting periods. These are delayed public disclosures of portfolio holdings, not
real-time trade tickets.
What are insider transactions?
Insider transactions are trades and related filings by company officers, directors, and certain
beneficial owners, typically reported on SEC Form 4. InvestAtlant surfaces publicly disclosed trades
and the research behind them, helping you see what insiders are buying or selling, which securities
they are moving into, and when.
What is political activity?
The platform tracks publicly disclosed stock trades by members of Congress, including transactions
reported through Periodic Transaction Reports (PTRs) under the STOCK Act. These are delayed public
filings, not live brokerage feeds.
How do you calculate changes in holdings?
Holding changes are derived by comparing reported positions across filing periods (for example share
counts or estimated values between consecutive 13F quarters). Labels such as new, increased, reduced,
or sold are based on those period-to-period comparisons. Step-by-step rules live on
Methodology.
Why might InvestAtlant's data differ from another website?
Sites may use different filing cutoffs, ticker mappings, share-class handling, amendment timing,
currency/unit conventions, or inclusion rules for certain instruments. InvestAtlant focuses on
publicly disclosed filings and its own normalization rules — so totals or “change” labels can differ
even when both sources are legitimate.
What happens when a filing is amended or corrected?
When an amended or corrected filing is ingested, InvestAtlant updates the relevant records to reflect
the latest disclosed information. Historical views may change after amendments land. Processing
details are covered in Methodology.
Watchlist & Accounts
How does my Watchlist work?
Your Watchlist is a personal list of tickers you want to follow. Add or remove symbols from the
Watchlist panel, then open any symbol for charts, ownership, insiders, signals, and filings. Signed-in
users keep a saved Watchlist tied to their account.
Can I use InvestAtlant without creating an account?
Yes. Much of the research experience is available without an account. An account is mainly for saving
your Watchlist and managing login settings.
What happens to my Watchlist when I create an account?
After you register and sign in, your Watchlist can be saved with your account so it is available the
next time you log in. If you browsed as a guest first, create an account when you are ready to keep
those symbols permanently.
How do I delete my account?
Contact us at Contact and request account deletion. We will process the request
and remove account data as described in our Privacy Policy.
How do I reset my password?
Use Forgot password on the login page. Enter the email on your account
and follow the reset link we send you.
How do I verify my email?
After you register, open the verification link sent to your inbox. If you need a new link, return to
the check-email / verification flow from registration or contact support via
Contact.
Financial Information
Is InvestAtlant financial advice?
No. InvestAtlant provides research tools and publicly available information for informational purposes
only. Nothing on the platform is personalized investment advice. See our
Disclaimer.
Should I make investment decisions based on InvestAtlant data?
You should not rely solely on InvestAtlant (or any single research tool) when making investment
decisions. Disclosures can be delayed, incomplete, or later amended. Always do your own research and,
if needed, consult a qualified professional.
Does InvestAtlant recommend stocks?
No. InvestAtlant does not recommend buying or selling any security. Screens, signals, and rankings are
research views over public data — not personalized recommendations.
Premium
What is InvestAtlant Premium?
Premium is the paid plan for InvestAtlant. Upgrade on the
Premium page — checkout is handled by Stripe. Some features
that are free today may move behind Premium later.
How much does Premium cost?
See the live price on Premium. Billing is monthly through Stripe.
How do I upgrade?
Create a free account, open Premium, and click
Upgrade to Premium to complete Stripe Checkout.
Will the features currently available for free remain free?
Some features that are free today may become Premium features later. We are not implying those
capabilities are unfinished — they already exist; we may simply move some of them behind Premium over
time.
Support
Still have questions?
Can't find what you're looking for? Contact us and we'll be happy to help.
How InvestAtlant turns public filings and disclosures into the research views you see. For a shorter
overview, see the FAQ. For source lists, see Data Sources.
InvestAtlant aggregates and organizes publicly available financial and government disclosures to make
institutional, insider, and political activity easier to research — alongside charts, fundamentals, and
related SEC context in one workspace.
InvestAtlant does not create the underlying disclosures. We process, normalize, and
present information from public sources so filings can be compared across periods, filers, and tickers.
2. Data Sources
InvestAtlant is built on sources we actually ingest or display. The main categories are:
Institutional activity
SEC Form 13F filings (including 13F-HR and related amendments when ingested)
Institutional investment manager holdings reported in those filings
Related SEC submissions metadata used to discover and process filings
Insider activity
SEC Form 4 transaction filings (primary source for insider buys, sells, and other reported codes)
Forms 3 and 5 are part of the broader SEC beneficial-ownership reporting regime; InvestAtlant's
transaction research and signal views focus on Form 4 activity
Political activity
Official congressional financial disclosures (for example House PTR PDFs and Senate EFD reports)
Other applicable public government disclosure sources used by our politician ingest pipeline
Fundamentals & market context
Company financials from SEC Company Facts XBRL (for example metrics used in Filings → Fundamentals and
related tools)
Market context via TradingView for interactive charts
Reported institutional position values primarily come from Form 13F filings, not from inventing
real-time portfolio marks
A user-facing summary of sources also lives on Data Sources.
3. Institutional Holdings
Institutional holdings are derived from publicly filed Form 13F reports. InvestAtlant extracts reported
securities, share (or contract) quantities, and reported values, then normalizes them into a consistent
format so positions can be compared across reporting periods and managers.
From consecutive reporting periods we classify activity such as:
New positions — a security appears in the later period but not the prior period
Increased / add — shares held rise versus the prior period
Reduced / trim — shares held fall versus the prior period but remain above zero
Sold-out / exited — a prior position is no longer reported in the later period
We also surface fields commonly used in research views:
Shares held — reported position size for the period
Position value — reported filing value, normalized to USD where needed
Quarter-over-quarter changes — share and (when available) value deltas between periods
Sold-out detection depends on having comparable period coverage for a filer. Missing filings are not
treated as exits.
4. Insider Transactions
Insider transactions on InvestAtlant come primarily from SEC Form 4 filings. Each row includes transaction
codes and acquisition/disposition flags that describe what happened.
Other types — gifts, tax withholdings, and other Form 4 codes when present
Not every Form 4 row is a discretionary buy or sell. Awards, option exercises, gifts, and
share withholdings can appear in filings without representing an open-market trade. Research views and
signals that focus on “buying” or “selling” typically emphasize open-market codes P and
S unless a page explicitly includes other transaction types.
5. Political Activity
InvestAtlant uses publicly available financial disclosures to organize reported securities activity
associated with members of Congress and other covered political figures.
Where available, we capture and display:
Reported transactions (for example purchase / sale type)
Transaction date and filing / disclosure date
Security identification (name / ticker when provided)
Reported amount ranges
Amendments when a later disclosure replaces or updates earlier information
Political transactions are often reported as dollar ranges, not exact amounts.
InvestAtlant preserves the reported range (and derived min/max bounds). Some analytics may use a midpoint
estimate for ranking or aggregation — that estimate is derived from the disclosed range and is not an
exact trade size from a brokerage confirmation.
6. Normalization
Raw filings are not always clean or consistent across issuers, filers, and disclosure systems. InvestAtlant
may normalize fields such as:
Company names and ticker symbols
CUSIPs and other security identifiers
Security types (for example common stock vs options where distinguished)
Transaction types / codes
Dates (transaction, filing, period end)
Monetary values and share quantities (including 13F value unit handling)
Normalization exists to make different filings comparable in tables, charts, and change calculations. It
does not change the underlying public disclosure — it maps that disclosure into a consistent research
schema.
7. Change Calculations
When sufficient historical information is available, InvestAtlant calculates changes between reported
institutional positions to identify increases, decreases, new positions, and exits.
Shares change
Current shares − Previous shares
Shares percentage change
((Current shares − Previous shares) / Previous shares) × 100
If previous shares are missing or zero, percentage change is not shown.
Event labels such as new, add/trim, or sold-out are based on those period-to-period share comparisons (and
presence/absence of a position), not on live trading activity after the filing date.
8. Filing Dates vs. Transaction Dates
These dates are easy to confuse — especially for 13F research:
Transaction date
When the underlying activity occurred (used heavily for Form 4 and political disclosures).
Filing / disclosure date
When the report was submitted or published to the public source.
Reporting period
The period a filing represents (for example a 13F calendar quarter). A 13F can be published well after
the quarter ends.
Holdings shown for a quarter reflect what was reported for that period — not necessarily what a manager
holds today.
9. Amendments & Corrections
Public filings can be amended or corrected after their initial submission. When an amended filing is
available and processed by InvestAtlant, associated records may be updated to reflect the latest available
disclosure.
As a result, historical tables, ownership totals, and change labels can change after amendments are
ingested. Duplicate or previously seen filings are treated as no-ops where our ingest pipeline detects
them.
10. Data Limitations
Transparency matters. Please keep these limitations in mind:
Filings are reported after the underlying activity occurs.
Some disclosures provide estimated or ranged values, not exact amounts.
Public filings can contain errors or incomplete identification.
Data may be delayed by filing calendars, processing time, or source availability.
Security identification (ticker / CUSIP / name) can sometimes be ambiguous.
Historical information can change when filings are amended.
Reported holdings do not necessarily represent current holdings.
11. Updates
InvestAtlant monitors applicable public filings and updates datasets as new disclosures become available
and are processed. This is not a real-time brokerage feed.
In practice, scheduled jobs typically:
Refresh politician disclosures and Form 4 insider data on a recurring daily schedule, then warm related
research caches
Process institutional 13F filings during filing windows (and via dedicated 13F ingest jobs), then rebuild
ownership caches and institutional signal views
Ingest SEC fundamentals for tracked tickers on a recurring fundamentals job
Exact run times depend on deployment configuration. Charts and quote search refresh according to their
market-data providers when those integrations are enabled.
12. What InvestAtlant Doesn't Do
InvestAtlant organizes and analyzes publicly available information. The platform does not determine whether
a transaction is a good or bad investment, and the presence of an institutional, insider, or political
transaction should not be interpreted as a recommendation to buy or sell a security.
InvestAtlant uses publicly available data from the following sources. For how we process them, see
Methodology.
SEC
Institutional holdings and insider transaction filings.
U.S. House of Representatives
Financial disclosures relating to members of Congress.
TradingView
Stock prices and market information.
InvestAtlant processes and organizes data from these sources to make it easier to research. The original
source remains the authoritative source.
Company
InvestAtlant
Financial research & market intelligence.
InvestAtlant makes it easier to research institutional, insider, and political activity by bringing
publicly available information together in one place.
What we do
We organize financial and public disclosure data into tools that help users explore market activity,
discover companies, and conduct their own research.
Our approach
Simple. Transparent. Data-driven.
We publish our underlying data sources and
methodology so you can see where information comes from and how it is processed.
Company
Contact
Have a question, found an issue, or want to get in touch?
Use the form below to reach us, or email
contact@investatlant.com
directly. We use one inbox for general inquiries, data issues, and privacy requests.
Legal
Cookie Policy
Last updated: September 3, 2026
1. What are cookies?
Cookies are small text files that are stored on your device when you visit a website. They can help
websites remember information, maintain sessions, and provide essential functionality.
2. How InvestAtlant uses cookies
InvestAtlant currently uses cookies and similar technologies primarily to provide and secure essential
website functionality.
These may include cookies used for:
User authentication and login sessions
Maintaining your session while using InvestAtlant
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Remembering necessary settings and preferences
Providing core website functionality
These cookies are necessary for the operation of the service and cannot generally be disabled without
affecting features such as logging in and using your account.
3. Analytics and advertising
InvestAtlant does not currently use cookies for advertising or personalized marketing.
If we introduce analytics, advertising, or other non-essential tracking technologies in the future, this
Cookie Policy will be updated accordingly. Where required by applicable law, we will request your consent
before using such technologies.
4. Third-party services
InvestAtlant may use third-party services that are necessary to operate the website. Where such services
use cookies or similar technologies, the relevant information will be reflected in this policy.
Our current use of third-party services is described in our
Privacy Policy.
5. Managing cookies
You can configure your browser to block or delete cookies. However, disabling necessary cookies may
prevent parts of InvestAtlant, including login and account functionality, from working correctly.
6. Changes to this Cookie Policy
We may update this Cookie Policy if our use of cookies or similar technologies changes or if required
by applicable law.
The latest version will always be published on this page together with the date of the most recent
update.
7. Contact
If you have questions about our use of cookies, please contact us at:
InvestAtlant (“we”, “us”, “our”) operates the website investatlant.com and related services (the
“Service”). This Privacy Policy explains how we collect, use, store, and protect personal information when
you visit or use InvestAtlant.
By using the Service, you acknowledge that you have read this Privacy Policy. If you do not agree, please
do not use the Service.
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The operator of InvestAtlant is responsible for processing personal data described in this policy. For
privacy-related questions or requests, contact us at
contact@investatlant.com.
3. Information we collect
Account information
If you create an account, we may collect:
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When you use InvestAtlant, we may automatically collect information such as:
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If you contact us, we process the information you provide (such as your name, email address, and message
content) so we can respond.
Public market data
InvestAtlant displays publicly available financial and government disclosure data (for example SEC filings,
congressional disclosures, and market quotes). That information originates from public sources and is not
personal data about you unless you appear in such public records in your own capacity.
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We use personal information to:
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We do not sell your personal information. We do not use your account data to provide personalized
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Where applicable law requires a legal basis, we rely on:
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We use cookies and similar technologies for essential functionality such as login sessions and security.
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We may share information with:
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InvestAtlant integrates third-party data and tools where needed to provide research features (for example
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Data Sources page.
We require service providers to handle personal data only as needed to perform their services for us.
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We retain personal information for as long as needed to provide the Service, comply with legal obligations,
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We use reasonable technical and organizational measures to protect personal information. No method of
transmission or storage is completely secure, and we cannot guarantee absolute security.
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To exercise these rights, contact
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11. International transfers
Your information may be processed in countries other than your own, including where our service providers
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InvestAtlant is not directed at children under 16, and we do not knowingly collect personal information from
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13. Changes
We may update this Privacy Policy from time to time. The latest version will be posted on this page with an
updated date. Material changes may also be communicated where appropriate.
These Terms of Service (“Terms”) govern your access to and use of InvestAtlant, including investatlant.com
and related services (the “Service”), operated by InvestAtlant (“we”, “us”, “our”).
By accessing or using the Service, you agree to these Terms and our
Privacy Policy. If you do not agree, do not use the Service.
2. The Service
InvestAtlant is a financial research and market intelligence platform. We organize and present publicly
available information — including institutional holdings, insider transactions, political disclosures, SEC
filings, fundamentals, and related research views — to help users conduct their own research.
We may add, change, or remove features at any time. Some features may require an account; some may become
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The Service, including its design, software, branding, and original content, is owned by InvestAtlant or its
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Public disclosure data displayed on InvestAtlant remains subject to the terms of its original sources. We
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The Service may include data, tools, or links from third parties. We do not control and are not responsible
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InvestAtlant provides information and research tools only. Nothing on the Service constitutes investment,
legal, tax, or other professional advice, nor a recommendation to buy or sell any security. See our
Disclaimer.
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InvestAtlant provides financial research tools and publicly available information for informational and
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InvestAtlant does not recommend that you buy, sell, or hold any security, nor does it take into account your
personal financial situation, objectives, or risk tolerance.
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Use of InvestAtlant does not create a fiduciary, advisory, broker-dealer, or client relationship between you
and InvestAtlant. You are solely responsible for your investment and financial decisions.
3. Data accuracy and completeness
InvestAtlant aggregates data from public sources such as SEC filings, government disclosures, and market data
providers. While we aim to present information clearly and consistently, we do not guarantee that any data
is complete, current, accurate, or free from errors.
In particular:
Filings may be delayed, amended, corrected, or restated after initial publication
Different sources may classify, normalize, or report the same event differently
Charts, quotes, and fundamentals may be delayed or subject to provider limitations
Signals, rankings, and screens are derived views — not statements of fact about future performance
You should verify important information using primary source documents before relying on it. See our
Methodology and Data Sources pages for how we
process information.
4. No guarantee of results
Past institutional, insider, or political activity does not predict future results. Historical patterns,
screens, and signals shown on InvestAtlant may not repeat and should not be interpreted as forecasts or
endorsements.
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Last updated: September 3, 2026
US equities research
Follow the money behind the market.
Public filings. Connected research. One workspace.
Click a source to open it in the workspace
InvestAtlant connects public filings, institutional activity, insider trades, congressional disclosures,
and sector data to surface emerging market signals.
Signals
Where the market starts to move.
Detect emerging patterns, convergence, and divergence before they become obvious.
How it works
Three steps. From data to insight.
1
Find
Research stocks, investors, sectors, and politicians.
Holdings from SEC 13F. Insider trades from Form 4. Congress from House and Senate PTRs.
Real-time market prices via TradingView.
Stocks
Search US equities, browse the S&P 500, explore fundamentals leaders, and see where institutions and executives are accumulating shares.
Browse by Strategy
Featured collections
S&P 500
Pick a collection or search to browse stocks.
No stocks match the current filters.
Recently Active
A unified filing feed of insider Form 4 and politician disclosures.
Loading recent filing activity…
Most Accumulated
Stocks ranked by net buying from institutional 13F, insider Form 4, and politician filings — not price performance.
Top accumulated stock—
Stocks ranked—
Total net bought value—
Avg. independent buyers—
Computing accumulation scores from filings…
Ownership Movers
Biggest quarter-over-quarter institutional ownership % movers from tracked 13F holders.
Top increase—
Top decrease—
Stocks compared—
Average change—
Loading institutional ownership changes…
Holder Overlap
Stocks also owned by the institutional holders of a selected ticker — plus insider and politician buyers.
Selected stock—
13F quarter—
Institutional holders—
Overlap stocks—
Computing holder overlap from 13F filings…
Holders also own
Rank
Stock
Overlap count
Overlap %
Weighted score
Conviction score
Institutions holding this stock
Institution
Type
Shares
Value
Weight
Insiders who bought
Insider
Title
Date
Value
Politicians who bought
Politician
Chamber
Date
Est. value
Ownership History
Historical ownership rankings from 13F filings — expansion, adoption, early discovery, and decliners.
Fastest ownership growth—
Biggest holder increase—
Biggest institutional declines—
New institutional discoveries—
Computing ownership history…
Stock Comparison
Side-by-side filing comparison — 13F ownership, Form 4 insider activity, congressional disclosures, and existing signals.
—
VS
—
Loading comparison…
Comparison summary
Institutional activity
Metric
Stock A
Stock B
Insider activity
Metric
Stock A
Stock B
Politician activity
Metric
Stock A
Stock B
Signals
Signal
Stock A
Stock B
Shared ownership
Activity timeline
Date
Stock A
Stock B
Screener
Filter the entire universe by insider, politician, institutional, and fundamental criteria.
Results
Choose filters and run the screener.
#
Ticker
Company
Sector
Revenue
FCF
Insider net
Inst. holders
Congress net
No results yet — add filters and run the screener.
HOS
HOS
Chart type
Moving averages
Technical
Draw
Loading?
Ownership intelligence
Insider Sales and Puts Detected
—vs—
Select a stock to load ownership intelligence.
Metrics
Select a stock to load metrics.
Signals
Select a stock to compute signals.
Fundamentals score
Signal score
—
—
0 strong
0 neutral
0 weak
SEC Company Facts
Top fundamentals signals
Bullish
Bearish
Category scores
SEC Company Facts
Institutional ownership
Institutional activity
Quarter-over-quarter changes
Biggest buyers
Top 5 by shares added vs prior quarter (existing positions)
Biggest sellers
Top 5 by shares sold vs prior quarter (still held)
Exits
Funds that filed this quarter and fully sold the stock (not merely late filers)
New positions
Funds that opened a brand-new position this quarter
Institutional options
13F call & put positions
Options bias
(calls − puts) ÷ (calls + puts)
Metric
Value
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Weighted bias
(common + 0.7×calls − 0.7×puts) ÷ total
Metric
Value
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Calls & puts by fund
Top 5 by total exposure · per-fund weighted bias (common + 0.7×calls − 0.7×puts) ÷ total
Fund
Contracts
Common
Calls
Puts
Bias
Insider activity
SEC Form 4 transactions
Alert
Insider
Role
Code
Call/Put
Signal
Shares
Price
Value
Date
Select a stock to load insider transactions.
Congress activity
Politician
Chamber
Type
Traded
Amount
Select a stock to load congressional trades.
SEC EDGAR filings
data.sec.gov submissions (recent)
Form
Filing date
Description
Accession
10-K filings
Form
Filing date
Report date
Description
8-K Item 2.02 earnings releases
Filing date
Items
Revenue
Net income
EPS (dil.)
Source
Fundamentals
SEC Company Facts · XBRL
Sector
SIC classification from SEC company submissions
—
Income statement
Latest values from 10-K (FY) or 10-Q (Q1–Q3)
—
Balance sheet
—
Cash flow
—
Derived metrics
Margins, free cash flow, and YoY growth
—
Annual periods (10-K)
FY
Period
Period end
Revenue
Op. income
Net income
EPS (dil.)
Assets
Rev YoY
Quarterly periods (10-Q)
FY
Period
Period end
Revenue
Op. income
Net income
EPS (dil.)
Assets
Rev YoY
13F-implied performance rankings
Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
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Institution
Type
Quarter
Return
Consistency
Ann. volatility
Performance
Ranked by change in reported 13F portfolio value
This ranking reflects changes in the reported value of an institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
Loading 13F portfolio performance proxy…
Rank
Institution
Latest Filing Date
Most Accumulated Stocks
Shows which stocks institutions have accumulated the most over the selected period.
Most accumulated stock—
Total institutions buying—
Total net shares added—
Average % increase—
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New Institutional Positions
Stocks that institutions opened as brand-new positions in their most recent 13F filing.
Total new positions—
Institutions reporting—
Unique stocks—
Total reported value—
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Filing quarter
Shares
Previous position
Completely Sold Positions
Stocks fully exited across tracked institutions, ranked by aggregated prior 13F value.
Stocks fully exited—
Institutions reporting exits—
Total exit events—
Total prior value exited—
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Status
Notable Investors
Well-known investors and the 13F filers behind their public equity portfolios.
No notable investors match your search.
Institution Comparison
Compare the latest reported holdings of two institutional investors.
Select two institutions to compare their latest 13F filings.
Comparing portfolios…
Institution A
Total portfolio value—
Holdings—
Largest holding—
Top sector—
Institution B
Total portfolio value—
Holdings—
Largest holding—
Top sector—
Shared holdings—
Unique to A—
Unique to B—
Portfolio similarity—
Weighted similarity—
Institution A — Top 25
Institution B — Top 25
Stock
Ticker
Position value
Portfolio weight
Shares
Filing quarter
Stock
Ticker
Position value
Portfolio weight
Shares
Filing quarter
Institution A
Institution B
Institutions
Explore institutional investors, 13F filings, portfolio activity, and historical holdings.
Browse by Strategy
Institution Directory
Loading tracked institutions…
No institutions match the current filters.
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Institutional filer
Holdings
Top positions by reported value
Portfolio mix
Ticker
Stock
Activity
Quarter-over-quarter changes
Biggest adds
Existing positions with more shares; ranked by value of shares added (at quarter-end price)
Biggest trims
Existing positions with fewer shares (still held); ranked by value of shares reduced
Exits
Positions held last quarter that are fully sold (current shares = 0)
New positions
Positions not held in the prior quarter
All changes
Every position with a quarter-over-quarter share change
Options
13F call & put positions
Options bias
(calls − puts) ÷ (calls + puts)
Metric
Value
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Weighted bias
(common + 0.7×calls − 0.7×puts) ÷ total
Metric
Value
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Calls & puts by stock
Top 5 by total exposure · per-stock weighted bias (common + 0.7×calls − 0.7×puts) ÷ total
Performance
Reported 13F portfolio value changes
This reflects changes in the reported value of the institution's disclosed 13F portfolio between filing periods. It is not the institution's actual investment return.
Quarter
Portfolio value
QoQ $
QoQ %
Holdings
Filing date
Filings
13F filings on record
Quarter
Filing date
Form
Positions
Reported value
Insider clusters
Executive cluster buying — multiple insiders purchasing within a rolling window.
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#
Ticker
Score
Strength
Buyers
CEO
Buy value
Signal
Loading insider cluster signals…
Conviction Buys
Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
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Highest conviction—
Avg conviction score—
High conviction buys—
Capital deployed—
Loading conviction buys…
#
Insider
Role
Label
Loading conviction buys…
Repeat Buyers
Insiders who repeatedly buy open-market shares of the same company — streaks, frequency, and capital deployed.
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Active repeat buyers—
Longest purchase streak—
Largest total investment—
Avg repeat score—
Loading repeat buyers…
#
Insider
Role
Classification
Loading repeat buyers…
Insider Sentiment
Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
Most bullish stocks—
Most bearish stocks—
Net insider buying—
Avg sentiment score—
Loading insider sentiment…
Stock sentiment rankings
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#
Buyers
Sellers
Classification
Loading insider sentiment…
First-Time Buyers
Insiders making a first open-market buy — or returning after years with no purchases.
First-ever buyers—
Avg years since last buy—
Highest conviction return—
Total capital invested—
Loading first-time buyers…
First-time & long-gap purchases
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#
Insider
Role
Previous buy
Classification
Loading first-time buyers…
Heavy Selling
Stocks with significant open-market Form 4 selling — clusters, executives, and large sales.
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Largest insider sale—
Cluster selling events—
Executive sellers—
Total insider selling—
Loading heavy selling…
#
Shares sold
Classification
Loading heavy selling…
Recent insider trades
SEC Form 4 open-market and administrative insider transactions across ingested issuers.
Browse by Strategy
No insider trades in the database yet. Run npm run db:ingest-insider-form4 -- TICKER or bulk ingest to load Form 4 data.
Loading insider trades…
No trades match the current filter.
Insider
Stock
Type
Date
Amount
—
Most Accumulated Stocks
Stocks with the largest net congressional buying over the selected period.
Most accumulated stock—
Total politicians buying—
Total net amount—
Average % increase—
Loading congressional accumulation…
Largest Portfolios
Politicians ranked by net disclosed portfolio flow (purchases minus sales).
Loading portfolio rankings…
Repeat Buyers
Politicians repeatedly purchasing the same stock across congressional disclosures.
Active repeat buyers—
Longest purchase streak—
Largest estimated investment—
Average repeat buyer score—
Loading repeat buyers…
#
Loading repeat buyers…
First-Time Buyers
First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
First recorded buyers—
Returning buyers (3+ years)—
Avg years since previous buy—
Total estimated purchases—
Loading first-time buyers…
Loading first-time buyers…
Heavy Selling
Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
Largest estimated sale—
Stocks with multiple sellers—
Active politician sellers—
Total estimated value sold—
Computing heavy selling from disclosures…
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Politician Sector Exposure
Explore which sectors members of Congress are investing in based on publicly disclosed trades.
Total trades—
Total politicians—
Sectors—
Most traded sector—
Loading sector exposure…
Sector allocation
Buy vs sell by sector
Monthly sector activity
Sector
Monthly activity
Politicians trading this sector
Politician
Trades
Buys
Sells
Net
Most traded stocks
Stock
Trades
Est. value
Largest purchases
Politician
Stock
Amount
Date
Largest sales
Politician
Stock
Amount
Date
Recent disclosures
Politician
Stock
Type
Amount
Date
Politicians
Congressional stock trading disclosures, periodic transaction reports, and position history.
No filings loaded yet. Run npm run politicians:fetch-recent to pull the latest House and Senate PTRs.
Loading congressional trades…
No trades match the current filter.
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Sector exposure
Sector allocation
Purchase vs sale
Sector activity over time
Sector Overview
Browse sectors, then industries, then stocks.
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No matches for the current filter.
Sector Accumulation
Institutional inflow by sector over the latest 13F quarter.
Top sector inflow—
Institutions buying (sum)—
Total net 13F inflow—
Average % increase—
Loading sector accumulation…
Industry Accumulation
Institutional inflow by industry over the latest 13F quarter.
Top industry inflow—
Institutions buying (sum)—
Total net 13F inflow—
Average % increase—
Loading industry accumulation…
Sector Leaders
Top 10 stocks per sector by total net buying (institutional 13F QoQ + congressional trades).
Sectors
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Loading sectors…
Top stocks
Select a sector
Rank
Loading sector leaders…
Sector Selling
Top 10 stocks per sector by net shares sold (share-based 13F QoQ exits + congressional net selling).
Sectors
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Loading sectors…
Top exits
Select a sector
Rank
Loading sector selling…
Institutional Concentration
Institutions making concentrated sector and industry bets, ranked by share-based net accumulation QoQ.
Top institution bet—
Ranked bets—
Net accumulation (listed)—
Loading institutional concentration…
No matches for the current filter.
Sector Fundamentals
Compare sector and industry fundamentals from the latest two SEC quarterly periods (QoQ).
Top revenue growth—
Sectors—
Industries—
Companies—
Loading sector fundamentals…
No matches for the current filter.
Signals
Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
Smart Money
0–100 conviction when institutions, insiders, and Congress align on the same ticker.
Highest score—
Bullish (≥65)—
Tickers ranked—
Rankings
Loading…
#
Ticker
Score
Institutional
Insider
Congress
Alignment
Loading smart money scores…
New entries from top institutions
New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
Top institutions
Loading…
Loading funds…
New positions
Select a fund
Ticker
Issuer
Loading new entries…
Double Signal
Stocks with both institutional buying and insider buying.
Total Double Signals—
Unique Stocks—
Institutions Involved—
Insider Purchases—
Loading double signals…
Double signals
Loading…
Loading double signals…
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Institutional and insider buying activity within the selected window.
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Institution activity
Institution
Type
Position value
Shares change
Filing date
Insider activity
Insider
Role
Purchase value
Shares
Date
Timeline
Triple Signal
Stocks with institutional buying, insider buying, and politician buying.
Total Triple Signals—
Unique Stocks—
Institutions Involved—
Insider Purchases—
Politicians Buying—
Loading triple signals…
Triple signals
Loading…
Loading triple signals…
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Institutional, insider, and politician buying activity within the selected window.
—
Institution activity
Institution
Type
Position value
Shares change
Filing date
Insider activity
Insider
Role
Purchase value
Shares
Date
Politician activity
Politician
Party
Chamber
Est. purchase
Date
Timeline
Conflict Signals
Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
Conflicts—
Inst. buying / Insiders selling—
Inst. selling / Insiders buying—
Double conviction—
Computing conflict signals…
Conflict signals
Loading…
Select Conflict Signals to load.
Hidden Gems
Low institutional ownership names being accumulated aggressively before they become consensus.
Gems—
Hidden Gem—
Strong Accumulation—
Institutional Discovery—
Computing hidden gems…
Hidden gems
Loading…
Select Hidden Gems to load.
Conviction Score
How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
Highest Conviction—
Average Conviction—
High Conviction Stocks—
Exceptional Conviction—
Comparison
Score · median weight · >2% holders · accumulation
Ticker
Conviction
Median weight
>2% holders
Accumulation
Loading conviction scores…
Institutional conviction
Loading…
Rank
Loading conviction scores…
Institutional Discovery
Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
New Institutional Discoveries—
New Institutional Positions—
Fastest Holder Growth—
Longest Adoption Streak—
Loading institutional discovery…
Institutional adoption
Loading…
Rank
Loading institutional discovery…
Tools
Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
DCF Calculator
Theoretical intrinsic value from projected free cash flow. Filing inputs are editable; assumptions drive the model.
DCF valuation is an estimate based on user-selected assumptions and is not investment advice.
Bear / Base / Bull cases use constant FCF growth with their own WACC and terminal growth. Not predictions.
Case
FCF growth %
WACC %
Terminal growth %
Bear Case
Base Case
Bull Case
WACC Calculator
Estimate weighted average cost of capital using filing-derived debt, tax rate, and market-based equity assumptions.
WACC (Weighted Average Cost of Capital) estimates the average return required by a company's shareholders and lenders. In a DCF, it is used as the discount rate for future cash flows.
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Financial inputs
Cost of equity
What is this?
%
%
%
Cost of debt
%
Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
EPV Calculator
Earnings Power Value capitalizes normalized sustainable earnings — no assumed future growth.
EPV estimates the value of a company based on sustainable normalized earnings without assuming future growth.
Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
Case
Normalized margin %
WACC %
Bear Case
Base Case
Bull Case
Enterprise Value Calculator
Market capitalization plus debt, minus cash — the value of the operating business.
Enterprise Value represents the value of the operating business, taking both debt and cash into account.
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Financial inputs
P/E Valuation Calculator
Implied share price from diluted EPS × a selected P/E multiple.
P/E valuation estimates a company's implied share price by applying a selected earnings multiple to earnings per share.
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Financial inputs
Target P/E multiple
x
Scenario multiples
Case
P/E multiple
Bear Case
Base Case
Bull Case
EV/EBITDA Valuation Calculator
Implied equity value from EBITDA × an EV/EBITDA multiple, adjusted for debt and cash.
EV/EBITDA valuation estimates enterprise value by applying a selected multiple to EBITDA, then adjusts for debt and cash to derive equity value.
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Financial inputs
Target EV/EBITDA multiple
x
Scenario multiples
Case
EV/EBITDA
Bear Case
Base Case
Bull Case
FCF Yield Calculator
Free cash flow relative to market capitalization and enterprise value.
FCF Yield measures the free cash flow generated relative to a company's market value. Higher FCF yield generally means more cash generation relative to the valuation.
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Financial inputs
Find Similar Stocks
Stocks with the most similar filing profile — institutional holders, activity, insiders, politicians, and signals.
Similarity uses existing 13F, insider, politician, and signal data. It does not use price history, fundamentals multiples, or analyst ratings.
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Results
Search for a stock to find similar filing profiles.
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