Updated May 11, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
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.
Alex RiveraCapital Group's Three 13F Filers: Reading CWI, CRGI, and CII
Capital Group — one of the world's largest active asset managers — files three separate 13Fs through sister entities: Capital World Investors, Capital Research Global Investors, and Capital International Investors. Knowing which is which is essential for reading the active money on any US stock.
Sarah MitchellSEC Accession Numbers: What That 18-Digit Code Actually Means
Every SEC filing on EDGAR has an accession number — an 18-digit code like 0001067983-25-000123. The three segments encode the filer's CIK, the year, and the sequence number. Understanding the structure makes the SEC record navigable.
Sarah MitchellThe 2026 Vanguard 13G Reshuffle: Reading 0% Exits
Across GM, AMZN, GOOG, Roku, and dozens of other large-caps, Vanguard Group Inc. filed Schedule 13G/A exits at 0.00% in March 2026 — and Vanguard Capital Management LLC filed new 13Gs at similar percentages weeks later. This is a reporting-entity reshuffle, not a real position exit.
Sarah MitchellThe 13F 45-Day Window: Why Q1 Filings Land May 15
The SEC 13F filing window is 45 days after quarter end. Q1 2026 closes March 31, so the deadline is May 15, 2026. This guide explains the window, who files when, and how to read the early-vs-late filer pattern.
Sarah MitchellROKU 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.
Alex RiveraCloudflare'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%.
Alex RiveraBezos 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.
Alex RiveraApple 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.
Alex RiveraGoogle 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.
Alex RiveraGM $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.
Alex Rivera10b5-1 Plan Footnotes on Form 4: Reading Guide
What the Rule 10b5-1 plan footnote on a Form 4 actually contains, the four checks to run on every plan-footnoted sale, and the safe editorial framing when the footnote is missing.
Sarah MitchellForeign-Domiciled Passive Sleeves: Reading Their 13Fs
How to identify a foreign-domiciled passive sleeve from a 13F holdings table — three structural tells, why the misread matters, and a worked example from a UK Vanguard filer.
Sarah MitchellVanguard UK 2026Q1: $115.74B First-File With AZN Tilt
Vanguard Asset Management Ltd, the UK-domiciled Vanguard sleeve, appears in our 13F dataset for the first time at $115.74B across 2,395 positions — with AstraZeneca wedged into the top 5 alongside NVDA and AAPL.
Marcus ChenDatadog 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.
Alex RiveraPrince 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.
Alex RiveraMansueto 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%.
Alex RiveraRyan 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.
Alex RiveraApple-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.
Alex RiveraDell'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.
Alex Rivera