Updated Jun 12, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
The G Code on Form 4: When Insiders Give Stock Away
The G code on a Form 4 marks a bona fide gift, not a sale. Learn how to read charitable and family stock transfers without mistaking them for insider selling.
Sarah MitchellGRATs on Form 4: Estate Planning That Looks Like Selling
Grantor retained annuity trusts (GRATs) show up on insider Form 4 filings as share transfers that look like disposals but are estate-planning moves, not sales.
Sarah MitchellArista CTO Duda's May 2026 Exercise-and-Sell, Decoded
Arista CTO Kenneth Duda exercised $15 options and sold 58,000 shares near $140 under a Rule 10b5-1 plan, routing proceeds through trusts and a foundation.
Alex RiveraCarvana CEO's June 2026 Form 4: Tax Withholding, Not a Sale
Ernest Garcia III's latest Carvana Form 4 is an RSU tax-withholding event, not a discretionary sale — filed just after record Q1 2026 results and a 5-for-1 split.
Alex RiveraZuckerberg's Meta Filings: Gifts, Not a Sell-Off
Mark Zuckerberg's latest Meta Form 4 activity is dominated by Class B gifts among Chan Zuckerberg entities, not open-market sales — and his voting control is fully intact.
Alex RiveraRussell Investments Q1 2026: 24,600 Holdings, One Big Tilt
Russell Investments' sprawling 24,600-position multi-manager book added across mega-cap tech in Q1 2026, with Nvidia at 6.4% the standout in an otherwise hyper-diversified portfolio.
Marcus ChenVoya IM Q1 2026: Nvidia Anchors a Steady Mega-Cap Book
Voya Investment Management held its AI complex firm in Q1 2026, with Nvidia its largest position at 5.9%, while trimming Microsoft 30% and adding to JPMorgan.
Marcus Chen1832 Asset Management Q1 2026: A $27.6B Bet on the S&P 500
Scotiabank's in-house manager parked a new $27.6B SPDR S&P 500 ETF position — a full quarter of its portfolio — even as its 13F book shrank 17% to $108.78B.
Marcus ChenQube Research Q1 2026: A Quant Giant Trims Its AI Winners
Qube Research & Technologies' first 13F AUM decline since 2024 came with an aggressive systematic rotation — cutting Nvidia, Amazon and Broadcom while doubling Alphabet and Eli Lilly.
Marcus ChenSoft Dollars: How Funds Pay for Research
Soft dollars are an old, quietly controversial way institutional managers pay for research with their clients' trading commissions instead of their own cash. Here is how the arrangement works and why it shapes the funds behind every 13F.
Sarah MitchellPreferred Stock in 13F Filings: How to Read It
Preferred stock sits between bonds and common shares, and some of it shows up in 13F filings while some does not. Here is how preferred appears in institutional holdings and why it can change what a fund's filing really means.
Sarah MitchellRound-Trip Trades: The 13F Blind Spot Explained
A 13F is a 45-day-old snapshot taken once a quarter, so any position a fund opens and closes within those three months is invisible. Here is what institutional filings miss, and how to read around it.
Sarah MitchellPolaris Capital Q1 2026: Deep Value, Spread Worldwide
Polaris Capital Management's $1.22 billion 13F spreads across 84 global value names — led by Puerto Rico's Popular Inc, Irish-domiciled Jazz and Linde, and a fresh stake in Eastman Chemical — a study in diversified, contrarian deep value.
Marcus ChenTweedy Browne Q4 2025: A Global Value Barbell
Tweedy, Browne's $1.24 billion U.S. 13F pairs two outsized convictions — Ionis Pharmaceuticals and a fast-growing CNH Industrial stake — with a deep bench of global value names led by Coca-Cola FEMSA and Berkshire Hathaway.
Marcus ChenGreenhaven Q1 2026: Wachenheim's 46% Homebuilder Bet
Edgar Wachenheim's Greenhaven Associates runs $6.07 billion across just 27 positions, with roughly 46% concentrated in four homebuilders and General Motors as its single largest holding. A look at one of the most concentrated value portfolios in the 13F universe.
Marcus ChenMonolithic Power CEO Hsing Sells $59M MPWR Block at $1,500
Monolithic Power founder-CEO Michael Hsing sold 40,000 shares for about $59 million in a single May 2026 session as the AI power-chip maker traded near record highs above $1,500.
Alex RiveraMorningstar's Mansueto Sells $17M in MORN, Keeps 37.5%
Morningstar founder Joe Mansueto sold 100,000 shares for about $17 million in May 2026 on a steady 7,250-share daily cadence, yet still controls more than a third of the company he built.
Alex RiveraCoreWeave's McBee Sells $107M in CRWV as Lockup Unlocks
CoreWeave co-founder Brannin McBee sold roughly $107 million of stock in April 2026 as the IPO lockup unwound, but his own Schedule 13G shows he still controls 16.5 million shares.
Alex RiveraCrowdStrike CEO Kurtz Sells $29M as CRWD Hits Record $731
CrowdStrike founder George Kurtz sold 52,510 shares for about $29 million in May 2026, draining roughly 2,500 shares into nearly every session as CRWD ran to an all-time high of $731 days before Q1 FY27 earnings.
Alex Rivera