Updated May 1, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Starbucks Q2 Sales Drop Sparks Institutional Recalibration: Where the Smart Money Stands
Starbucks (SBUX) shares fell after reporting a surprise drop in Q2 comparable sales. We analyze how institutional giants like Capital World and BlackRock are positioned amid the turnaround effort.
Alex RiveraExxon Mobil Slips on Iran Peace Proposal: What 4,800 Institutional Holders Are Watching
As oil prices retreat following a surprise Iran peace proposal, we dive into the institutional ownership data of Exxon Mobil (XOM) to see how the world's largest asset managers are positioned.
Alex Rivera13D vs 13G: Understanding Activist Signals and Passive Holdings
Know the difference between a high-stakes activist stake (13D) and a routine institutional filing (13G). A guide to SEC beneficial ownership filings.
Sarah MitchellWhale Scores Demystified: How to Rank Institutional Investors by Quality
Not all institutional 13F filings are created equal. We explain how our Whale Score ranks managers by conviction and performance.
Sarah MitchellFrom 13F to Form 4: How to Build a Complete Institutional & Insider Watchlist
Master the art of synthesizing SEC filings. We provide a framework for combining institutional moves with insider signals for high-conviction stock ideas.
Sarah MitchellInside the Multi-Class Trap: How Form 4 Table I Misleads About Insider Ownership
Why a "zero share" balance on a Form 4 doesn’t always mean an insider has exited. We demystify Table I vs. Table II for smarter investor analysis.
Sarah MitchellVita Coco CEO Martin Roper Executes $3.6M in Exercise-and-Sell: Inside the Beverage Leader’s Strategy
Vita Coco (COCO) CEO Martin Roper reports a series of option exercises and sales in April 2026. We look at the ownership context and institutional depth.
Alex RiveraDatadog CTO Alexis Le-Quoc Sells $6.3M in Shares: Reading the April Sell-Side Signal
Datadog CTO Alexis Le-Quoc executes a series of sales in late April 2026. We analyze the conviction signal and the institutional holder base.
Alex RiveraCoreWeave CDO Brannin McBee Sells $6M in Class A Shares: Why the Multi-Class Ownership Matters
CoreWeave CDO Brannin McBee reports significant sales of Class A shares. We look at the Table II derivative holdings and beneficial ownership context.
Alex RiveraAstraZeneca Stock Falls on FDA Panel Rejection: Why PRIMECAP and 891 Institutions Remain Anchored
AstraZeneca (AZN) faces a clinical setback as an FDA panel votes against camizestrant. We look at the institutional holder base for signs of long-term conviction.
Sarah MitchellAres Management Records $30B Q1 Fundraising: The Institutional Surge into Private Credit
Ares Management sets a new fundraising record in Q1 2026. We analyze the institutional holder base and the private credit boom.
Marcus ChenExxon Mobil Q1 Earnings: Why 4,835 Institutions Are Watching the Hedging Gap
Exxon Mobil reports Q1 earnings amidst oil price surges and hedging losses. We dive into the institutional holder base to see who is doubling down.
Marcus ChenEnergy Giants in Retreat: What the 13F Data Says About Exxon and Chevron's Post-Earnings Landscape
As Exxon Mobil and Chevron report first-quarter profit declines, we look at how the largest institutional holders like BlackRock and Norges Bank are positioning in the energy sector.
Alex RiveraApple's Next Chapter: John Ternus and the 6,340 Institutional Holders Watching the Transition
As John Ternus is named Tim Cook's successor, we analyze Apple's massive institutional holder base, including Berkshire Hathaway and the index giants anchored in the stock.
Alex RiveraAtlassian's Earnings Beat: What the Institutional Ownership Map Reveals About the Post-Results Jump
Atlassian shares surged after a fiscal third-quarter beat, but 13F data reveals a deeper story of institutional conviction and heavy concentration among top active managers.
Alex RiveraSeparating 10b5-1 Sales from Discretionary Insider Signals
Not all insider selling is bearish. Learn how to distinguish between scheduled diversification plans and genuine discretionary conviction changes.
Sarah MitchellCharles Schwab's Strategic Pivot: Clearing the 'TD Overhang' Amid Insider Sales
As TD Bank completes its total exit from Charles Schwab to fund regulatory penalties, founder Charles R. Schwab and top execs engage in tactical rebalancing.
Alex RiveraMarc Benioff's $11 Billion Salesforce Journey: Why the Selling Doesn't Signal an Exit
Despite over $11 billion in lifetime sales, Marc Benioff remains heavily invested in Salesforce's AI-led future, maintaining a multi-billion dollar stake through complex structures.
Alex RiveraAlphabet's AI-Powered Ad Rebound: Institutional Conviction Deepens
Alphabet delivers a strong revenue beat as AI ad tools gain traction, supported by a heavy institutional base including BlackRock and Norges Bank.
Alex RiveraEli Lilly's Q1 Surge: Institutional Giants Anchor the Weight-Loss Thesis
Eli Lilly's robust Q1 results and obesity drug success are backed by a deep institutional holder base, including the Lilly Endowment and BlackRock.
Alex Rivera