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.
How to Separate Index Ownership From Active Whale Signals
Index ownership and active whale signals answer different questions. Index ownership explains why <a href="/stocks/AAPL">Apple</a>, <a href="/stocks/NVDA">Nvidia</a> and <a href="/stocks/MSFT">Microsoft</a> have huge holder bases. Active wh
Sarah MitchellHow to Use Top-Holder Mix After Mega-Cap Layoffs
Mega-cap layoffs can mean cost discipline, restructuring pressure or a funding shift toward AI. The top-holder mix helps decide which interpretation has institutional support. Start with the stock page for <a href="/stocks/MSFT">Microsoft</
Sarah MitchellHow to Check a CEO 10b5-1 Sale Against Beneficial Ownership
A CEO stock sale is not complete analysis until you compare the Form 4 transaction table with remaining beneficial ownership. The <a href="/insiders/prince-matthew-0001786925">Matthew Prince</a> and <a href="/stocks/NET">Cloudflare</a> exam
Sarah MitchellHow to Read AI Capex News Through 13F Holder Depth
AI capex headlines are easier to understand when you first map holder depth. A company like <a href="/stocks/MSFT">Microsoft</a> or <a href="/stocks/GOOGL">Alphabet</a> may announce a huge AI commitment, but the filing question is whether i
Sarah MitchellMatthew Prince’s Cloudflare Sale Was Planned, But the Form 4 Does Not Show an Exit
Cloudflare’s CEO sold Class A shares in April, but Table II and 13D/G data show retained beneficial ownership that changes the signal.
Alex RiveraAlphabet’s $40B Anthropic Headline Lands on a $494B Top-Holder Base
Alphabet’s reported Anthropic investment is best read against a deep institutional register already built around AI platform exposure.
Alex RiveraMicrosoft’s AI Buyout Push Meets a $972B Top-Holder Base
Microsoft’s reported buyout push is less a simple layoff story than a test of how deep institutional AI sponsorship reacts to margin discipline.
Alex RiveraAI Capex Ownership Map: Microsoft, Alphabet, Nvidia and AMD Show Where the Crowd Already Sits
A cross-stock 13F look at how AI infrastructure news lands on already-crowded institutional ownership bases.
Marcus ChenHow to Build a Next-Filing Checklist After Big Stock News
A repeatable checklist turns headlines into testable ownership questions.
Sarah MitchellHow to Check Insider Selling Against Remaining Ownership
Insider sales are not complete exits unless the ownership record supports that claim.
Sarah MitchellHow to Pair Market News With Holder Depth
A news headline becomes more useful when you know whether institutions already owned the stock.
Sarah MitchellHow to Read Sector 13F Maps Without Overclaiming
Sector 13F maps are useful only when you keep coverage limits visible.
Sarah MitchellPower Integrations Director Balu Balakrishnan Kept Selling Into a Slower Chip Recovery
Balu Balakrishnan reported recent sales in POWI, but the signal depends on cadence, remaining ownership, and the company backdrop.
Alex RiveraArista CEO Jayshree Ullal’s April Sales Meet an AI-Networking Holder Base
Jayshree Ullal reported recent sales in ANET, but the signal depends on cadence, remaining ownership, and the company backdrop.
Alex RiveraNvidia’s $5 Trillion Milestone Shows How Crowded the AI Trade Has Become
Nvidia’s reported $5 trillion market value milestone gets a 13F ownership read-through: 6028 holders and 16 active top-20 holders shape the signal.
Alex RiveraHealth Insurers’ Prior Authorization Reset Meets a Deep UNH Holder Base
the industry prior-authorization standardization push gets a 13F ownership read-through: 3325 holders and 17 active top-20 holders shape the signal.
Alex RiveraMeta’s AI Job Cuts Land on a Holder Base Built for Scale, Not Surprise
Meta’s reported AI-driven job cuts gets a 13F ownership read-through: 5288 holders and 16 active top-20 holders shape the signal.
Alex RiveraConsumer Cyclical Q4 2025: Amazon and Tesla Dominated Covered Institutional Exposure
A 13F sector snapshot shows $3.02T of covered consumer cyclical institutional value, with AMZN and TSLA setting the center of gravity.
Marcus ChenHow to Build a Market-News Watchlist From 13F Ownership Data
Market news becomes more useful when investors ask which holders, filings and insider records make the event different from the headline.
Sarah MitchellHow 13D/G Filings Help Check Beneficial Ownership Claims
Schedule 13D and 13G filings can prevent over-reading Form 4 transactions, especially when insiders or funds hold more than 5%.
Sarah Mitchell