Updated Apr 26, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Microsoft AI Job-Cut Headlines Landed in One of the Market’s Deepest Holder Bases
Microsoft’s AI-era restructuring headlines look different when mapped against 6,496 institutional holders and a still-deep active-holder base.
Alex RiveraHow to Use Active Holder Depth After Market News
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Separate 10b5-1 Sales From Discretionary Insider Signals
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Read Low-Concentration 13F Portfolios
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Read ETF Sleeves Inside 13F Portfolios
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellHow to Check Index Overlays Before Reading AI Stock Bets
A practical guide for reading institutional filings without overclaiming what the data proves.
Sarah MitchellErnest Garcia’s Carvana Form 4 Pattern Needs the Record-2025 Context
Carvana CEO Ernest Garcia III’s Form 4 history is material, but the better read is cadence, remaining ownership and institutional context after record 2025 results.
Alex RiveraBoston Partners’ Q4 13F Was a Low-Concentration Value Map, Not a Mega-Cap Clone
A data-first review of Boston Partners's 2025Q4 13F, with emphasis on concentration and top-holder context.
Marcus ChenUnitedHealth Prior Authorization Reform Meets a Deep Holder Base
Health insurers advanced prior authorization reforms, and UnitedHealth's 3,325-holder base shows why the next 13F update matters.
Alex RiveraJayshree Ullal's April Arista Sales Look Planned, Not Like an Exit
Arista CEO Jayshree Ullal sold ANET shares in April, but the Form 4 trail points to a 10b5-1 plan and substantial remaining ownership.
Alex RiveraVOYA INVESTMENT MANAGEMENT LLC Q4 2025 13F: NVDA Leads a $101.45B Ownership Map
VOYA INVESTMENT MANAGEMENT LLC's 2025Q4 13F shows how NVDA, MSFT and AAPL shaped a $101.45B institutional portfolio.
Marcus ChenHow to Use Holder Depth After Regulatory Stock News
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Separate Price Moves From Share Count Changes
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Read Mega-Filer 13F Portfolios Without Overclaiming
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Read 13F Data After AI Infrastructure Headlines
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Compare Active and Passive Holders on Stock Pages
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Check an Insider Sale Against 10b5-1 Plans and Remaining Ownership
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Build a Quarterly Filing Verification Checklist
A practical 13F Insight guide for reading ownership data with better context and fewer false signals.
Sarah MitchellHow to Build a 13F Watchlist From AI Infrastructure News
An AI infrastructure watchlist should start with companies that appear repeatedly in capex, cloud, accelerator and model-distribution stories. A practical first screen is <a href="/stocks/MSFT">Microsoft</a>, <a href="/stocks/GOOGL">Alphabe
Sarah MitchellHow to Read Cross-Stock Sector Concentration Without Overclaiming
Sector concentration is useful only when you describe the data boundary. If you are looking at covered large-cap technology names, say that. Do not call it the entire technology sector. The same caution applies when comparing <a href="/stoc
Sarah Mitchell