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.
Apple Reports Record Q2 Revenue as John Ternus CEO Transition Begins
Apple's record-breaking Q2 revenue comes alongside a historic leadership shift. We analyze the institutional holder depth and what the data says about market confidence in John Ternus.
Alex RiveraWhat Is a 13D Filing? Understanding Activist Investor Positions
Learn how 13D filings signal activist investor intent and why crossing the 5% threshold is one of the most important events in a stock's lifecycle.
Sarah MitchellHow to Read Whale Scores: Measuring Institutional Investor Quality
A deep dive into 13F Insight's Whale Score metric and how it helps you separate high-conviction institutional moves from routine rebalancing.
Sarah MitchellGoldman Sachs Q4 2025 13F: Navigating the AI Frontier with $815 Billion in Assets
Goldman Sachs maintains a massive $815 billion 13F portfolio, with its top bets focused squarely on the leaders of the artificial intelligence revolution.
Marcus ChenJPMorgan Chase Q4 2025 13F: A $1.59 Trillion Strategy Focused on Mega-Cap Tech
JPMorgan's latest 13F filing reveals a massive $1.59 trillion portfolio with a sharp focus on AI leaders and mega-cap technology giants.
Marcus ChenNVIDIA's CEO Sold Billions in Stock, But Here's Why He's Not Cashing Out
NVIDIA CEO Jen-Hsun Huang has sold over $3 billion in stock. Is this a red flag for the AI giant? A closer look at the data reveals a different story.
Alex RiveraMarc Benioff's Salesforce Sales: Panic Selling or Calculated Strategy?
Salesforce CEO Marc Benioff has been selling millions in stock. Is it a sign of trouble, or a planned part of a larger financial strategy? We dive into the 13F data to find out.
Alex RiveraAdobe's AI Play Heats Up with Anthropic Deal, but 13F Data Shows the Real Story
Adobe's new partnership with Anthropic is making waves, but what do the big-money players think? 13F Insight data reveals a surge of institutional interest that goes beyond the headlines.
Alex RiveraAI Arms Race: Alphabet's Record Spending Ignites Investor Frenzy, Our Data Shows Who's Winning
The 'Magnificent Seven' are in an all-out AI spending war, but 13F Insight data reveals a deeper story of institutional conviction in Alphabet. Here's what the headlines are missing.
Alex RiveraNinth Circuit Reinstates Apple's App Store Loss While It Asks the Supreme Court — and the Top of Its Active Holder Base Has Barely Moved
The Ninth Circuit lifted its stay on the Epic Games payment-rule injunction. Apple still wants the Supreme Court to take the case, but the order is in effect now. Here is what the active wedge of Apple's 6,335 institutional holders looks like as the App Store economics get pressured in real time.
Alex RiveraGoogle's Pentagon AI Deal Lands in a Stock Already Owned Like National Infrastructure
Google's Pentagon AI Deal Lands in a Stock Already Owned Like National Infrastructure
Alex RiveraApple's Ultra Push Is a Rumor, but the Holder Base Already Treats AAPL Like a Core Platform
Apple's Ultra Push Is a Rumor, but the Holder Base Already Treats AAPL Like a Core Platform
Alex RiveraAparna Bawa's Latest Zoom Sale Was Planned and Timed Around an Exit Window, Not a Sudden Conviction Break
Zoom COO Aparna Bawa sold about $1.13M of stock on April 17, 2026, but the filing reads more like structured 10b5-1 execution around her announced departure than a disorderly exit.
Alex RiveraHow to Use Consensus Holdings to Find Institutional Favorites
A practical guide to reading consensus holdings on 13F Insight without mistaking popularity for quality.
Sarah MitchellHow to Track Hedge Fund Portfolios on 13F Insight Without Confusing Delay for Conviction
A step-by-step guide to following institutional portfolios on 13F Insight while separating durable conviction from stale or low-signal changes.
Sarah MitchellHow to Read the 13F Filing Calendar Without Mistiming the Signal
A practical guide to what the 13F calendar does and does not tell you, and how to use filing-season timing correctly on 13F Insight.
Sarah MitchellForm 4 Insider Trading: How to Separate Real Signals From Scheduled Selling
A practical guide to reading Form 4 filings on 13F Insight without mislabeling tax withholding, option exercises or 10b5-1 plan sales as conviction calls.
Sarah MitchellUnderstanding AUM: What Assets Under Management Really Means on 13F Insight
A plain-English guide to what AUM does and does not mean when you read institutional portfolio data on 13F Insight.
Sarah MitchellETFs vs Individual Stocks in Institutional Portfolios: How to Read the Difference
A guide to understanding what ETF positions mean inside 13F portfolios and how they differ from direct single-stock bets.
Sarah MitchellConcentrated vs. Broad Whale Books: How Five Giant Filers Approached Q4 2025
A five-filer comparison shows why Berkshire looked like a conviction allocator while the giant diversified managers kept much broader top books in 2025Q4.
Marcus Chen