Market Insights

A practical walkthrough for using 13F Insight exports in spreadsheets and Python, with tier-specific guidance for CSV and JSON workflows.

Wayfair co-founders Niraj Shah and Steven Conine executed near-identical stock sales on March 23-24, totaling about $8.4M each, after similar December waves.

T-Mobile CEO G. Michael Sievert has continued a repeatable two-day selling cadence in TMUS, with block size stepping down from 22,500 shares in 2025 windows to 15,000 shares in February 2026.

Palo Alto Networks CEO Nikesh Arora bought nearly $10.0M of PANW in the open market on March 27, a rare insider buy after heavy September selling at much higher prices.

Morgan Stanley reported $1.67T in Q4 2025 13F AUM with just 18.8% in its top five holdings, highlighting one of the broadest mega-filer books while still keeping AAPL ahead of NVDA.

FMR LLC closed 2025Q4 with $1.96T in reported 13F AUM, 500 positions, and a 10.29% stake in NVDA ($181.10B), the sharpest single-stock concentration among mega-filers.

BlackRock reported $5.92T in 13F AUM for 2025Q4 across 500 positions, with NVDA as the top holding at $362.80B (7.13%). The top five positions account for 25.1%, while IVV appears as the firm’s #13 position, highlighting its ETF ecosystem scale.

STATE STREET CORP reported $2.98T in Q4 2025 13F AUM with 500 positions. The filing shows a 65% rise from $1.80T in 2023Q3, led by mega-cap exposures and a top-5 concentration of 24.3%.

Vanguard Group's Q4 2025 13F shows $6.90T in reported AUM, 500 positions, and NVDA as its largest disclosed position at 6.92% ($422.74B).

AvePoint executives Brian Brown, Tianyi Jiang, and Xunkai Gong reported about $278K of March 2026 code F dispositions after grants and vesting activity, a pattern that looks mechanical rather than bearish.

ConnectOne Bancorp insiders Frank Sorrentino III and Laura Criscione reported roughly $623K of code F dispositions on March 20 and March 23, 2026, a pattern that reads as tax settlement rather than open-market selling.

A rising position can mean fresh buying, but it can also mean a rising stock inside a portfolio that is already getting larger for other reasons.

A large holder is not automatically a recent buyer. Holder lists are most useful when you compare them across quarters and against portfolio context.

If you only read Table I or only look at one ticker line, you can end up calling a founder out when they still control the company.

The insider profile page is where you decide whether a fresh filing fits a long-running pattern or breaks from the insider's usual behavior.

A locked quarter does not mean the data is bad. It means the page is older than your plan allows for full detail access.

Historical quarter pages are useful when you want context, but dangerous when you forget that the portfolio snapshot is old by design.

Code F can look like insider selling in a headline, but it usually reflects shares withheld to cover taxes after vesting or exercise events.

When several executives file Form 4s around the same week, the right question is whether they sold, bought, exercised, or just covered taxes.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported $472.97B for 2025Q4, with NVDA at 8.13% and top-5 concentration at 27.42%.