Alex Rivera
Breaking News Editor
Breaking News Editor at 13F Insight. First to report on major SEC filings, institutional moves, and regulatory developments.
A note from Alex
Hey, I'm Alex. I spent three and a half years at Bloomberg writing breaking-news pieces about the kind of trades that move tickers in after-hours, and what I learned is that the news cycle moves a lot faster than the explanations do.
That's the gap I'm here to close. When a major insider files a Form 4 at 4:31pm, you should know about it by 5:00 — not in tomorrow's morning newsletter. And you should know what's actually new about it, not just that it happened.
I'll keep my pieces short, my numbers exact, and my opinions out of the lede. If something I wrote ages badly, I'll say so on the record.
Articles by Alex Rivera (662)
- News
Micron's Real Owners Aren't Buying the $50 AI Memory Pitch
While retail readers get pitched cheap memory-stock exposure for $50, the institutional ledger shows Capital Group, PRIMECAP, and Fidelity sitting on $41B+ of patient-money MU positions built years before the supercycle headlines.
- News
AMD Earnings 'On Fire' — What the 13F Tape Actually Shows
TipRanks' 'on fire' tag on AMD masks a more layered ownership picture — a fresh 7.48% Vanguard 13G, $7.6B at Citadel, and 3,274 institutional holders all repositioning around the Q1 print.
- News
ROKU CEO Wood: $1.23B Career Sells, FMR Holds 10.5% 13G
Roku founder-CEO Anthony Wood has crossed $1.23B in cumulative Form 4 sales — but the April 2026 conversion-and-sell pattern keeps 16.3M derivative shares intact. FMR LLC still holds 10.5% of Roku per its February 13G.
- News
Cloudflare's Matthew Prince: $1.05B Sold, 7.7% Stake Filed
Cloudflare CEO Matthew Prince has now booked $1.05 billion in Form 4 sales — but his own February 2026 Schedule 13G/A confirms a 7.7% personal stake (26.3 million shares). Capital World Investors sits above him at 11.5%.
- News
Bezos at $48.9B Career Amazon Sales — and 883M Shares Left
Jeff Bezos has now booked $48.9 billion in cumulative Amazon stock sales over the Form 4 record. The 2026 transactions are not market sales — they are gifts. He still holds 883.8 million shares.
- News
Apple Plans macOS 27 Redesign: $83B Active Money Reads the Pivot
Bloomberg reports Apple is rewriting the macOS 27 design language to address persistent complaints about the Tahoe release. With 6,372 institutions holding AAPL — and FMR's $83.6B active book sitting fourth on the table — the institutional read is less about the UI and more about platform-execution credibility.
- News
Google Drops Screenless Fitbit Air: What 5,287 Holders Signal
Alphabet quietly unveiled the Fitbit Air, a screenless fitness tracker that drops the smartwatch UI in favor of a passive-sensor band. The hardware bet matters less than what the 5,287-deep GOOG holder base — and the $34B FMR active book inside it — does next.
- News
GM $12.75M Privacy Deal: Vanguard Restructures Stake
While GM settles a $12.75M California privacy case over driver-data sharing, its largest passive owner restructured an 11.5% stake — and a sister entity refiled at 7.47% weeks later. The institutional re-shuffle is the story the wire missed.
- News
Datadog CTO Le-Quoc's $5.6M Day — No 10b5-1 Cover on File
Datadog CTO Alexis Le-Quoc filed two Form 4 sequences in April — exercise-and-sell at $117 then a clean sale at $130-$133. Neither shows a 10b5-1 plan footnote in the public metadata.
- News
Prince Trims NET After Class B Conversion — 7.7% Stake Holds
Cloudflare CEO Matthew Prince converted 104K Class B to Class A and sold across $214.71-$222.69 on April 8. His 7.7% beneficial stake (26.3M shares) remains intact.
- News
Mansueto Trims MORN at $180 — Still Owns 37.5% Beneficially
Joseph Mansueto's May 7 Form 4 sold across $171.77-$180.00 on Morningstar — but his 37.5% beneficial stake (14.9M shares) is intact, and his son holds another 9.5%.
- News
Ryan Cohen's $56B eBay Talk vs GameStop's Cap Table
Ryan Cohen says his $56B eBay interest is real. The 13F file shows GameStop carries 394 institutional filers and ~$4.5B cash — nowhere near the financing the headline implies.
- News
Apple-Intel Wafer Deal: NVIDIA's $7.9B INTC Stake Reads First
Trump touted a 25% wafer-pricing cut on a preliminary Apple-Intel deal. The 13F file shows NVIDIA already owns $7.93B of Intel and SoftBank holds $3.21B — strategic stakes that revalue first.
- News
Dell's 14% Trump Pop on a 45.7% Founder-Locked Float
DELL ripped 14% on a Trump endorsement, but Michael Dell still beneficially owns 45.7% and Silver Lake another 5.7%. The institutional book is trading a thin minority float — here's the read.
- News
Goldman Calls AI Overspend From a $202B Holder Base
Goldman's note flagging hyperscaler AI capex lands from a firm itself owned by 16 active managers across $202B of institutional 13F value. Here's the ownership graph behind the call.
- News
Tesla Ends Model S/X for Optimus: 15 Active Holders Stay Put
Tesla ended Model S and Model X production in Q2 2026 to convert Fremont lines for Optimus. The 15-deep active-manager holder count and zero recent 13Ds tell the institutional story.
- News
MU's 38% Week: $96B Institutional Stack, 2 Quiet 13Ds
Micron jumped 38% in a week as HBM capacity sold out through 2026. The institutional stack — $96B top-five value, 16 active managers, 2 recent 13Ds — is unusual.
- News
QCOM's AI Pivot: 17 Active Holders, $1.3B Auto, $2.8B Buyback
Qualcomm CEO Amon told Fortune the company is working with OpenAI and Meta on top-secret AI devices. The institutional tape on QCOM tells the more useful story.
- News
Kurtz's $6.5M CRWD Sale: Plan-Driven Inside a $5B ARR Print
CrowdStrike CEO George Kurtz sold 14,189 CRWD shares for ~$6.5M in early May under a Jan 6, 2026 10b5-1 plan. Tax-withholding accounted for nearly half.
- News
Schwab Founder Sells $22M at $91 After $106 February Tape
Charles R. Schwab disposed of 241,643 SCHW shares for $22.1M in April-May 2026 at ~$91, an acceleration from the $106 February tape. He still holds 110M+ shares.