Updated Apr 25, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
How to Compare Funds That Own the Same Stock Without Assuming the Same Thesis
A practical guide to comparing two or more funds that hold the same company, without treating shared ownership as proof that they are making the same bet.
Sarah MitchellHow to Read Turnover in 13F Filings Without Overreacting
A practical guide to interpreting new positions, exits and portfolio churn in 13F data without mistaking every line-item change for a dramatic shift in conviction.
Sarah MitchellRhumbline Q4 2025 13F: An Index-Like Mega-Cap Spine at $124B
RHUMBLINE ADVISERS's Q4 2025 13F shows $123.69B in reported value, led by NVDA and a diversified institutional tail.
Marcus ChenCoreWeave's Anthropic and Meta Deals Landed in a Trading-Heavy Holder Base
CoreWeave's April AI-cloud deals validated demand, but the ownership data shows a shareholder base built for sharp event-driven repricing.
Alex RiveraPalantir's SNB Stake Debate Landed in a Holder Base Too Large to Ignore
Activist pressure on the Swiss National Bank's Palantir stake matters, but the deeper ownership map shows a stock still anchored by giant passive holders and major trading firms.
Alex RiveraHow to Tell Passive Holders From Active Conviction on a Stock Page
A practical framework for classifying benchmark owners, active managers, and trading firms when you read a stock holder table.
Sarah MitchellHow to Compare an AI Holder Base With a Defensive Holder Base
Use 13F Insight to compare how different kinds of institutional ownership change the meaning of a market headline.
Sarah MitchellCharles Schwab IM Q4 2025: A Mega-Cap Core, 27 New Positions, and a Quiet Netflix Surge
Charles Schwab Investment Management kept Nvidia, Apple, and Microsoft at the top in Q4 2025 while quietly ramping Netflix and ServiceNow exposure beneath the surface.
Marcus ChenBrian Venturo's CoreWeave Sales Read More Like Plan Liquidity Than a Full Exit
CoreWeave CSO Brian Venturo sold heavily into April's AI-news surge, but the filing shows a prearranged plan and a large remaining indirect stake.
Alex RiveraP&G's 7% Sales Beat Landed in a Holder Base Built for Stability
Procter & Gamble beat on sales, but the bigger takeaway is that the result landed in a shareholder base designed to reward consistency, not hype.
Alex RiveraHow to Read Multi-Class Insider Ownership Without Making False Exit Calls
A practical guide to reading Form 4 Table I, Table II, and 13D/G context so you do not confuse direct-share sales with full exits.
Sarah MitchellAlphabet's Anthropic Bet Lands in a Holder Base Built for Multi-Year AI Spending
Alphabet's planned Anthropic investment is large, but the more important signal is that it lands in a shareholder base already built to tolerate long AI investment cycles.
Alex RiveraHow to Read a Stock Holder Base After an Earnings Beat
A practical framework for using 13F Insight holder tables after a company reports earnings or announces a major corporate event.
Sarah Mitchell13F Filing Season Guide: Key Dates and What to Watch
A practical calendar for 13F season, including when filings land, what changes matter most and how to avoid overreacting to quarter-end snapshots.
Sarah MitchellHow to Track Hedge Fund Portfolios With 13F Data: A Practical Guide
A practical workflow for turning delayed 13F filings into a repeatable research process instead of a pile of stale manager snapshots.
Sarah MitchellCommunication Services in 2025Q4: Institutional Ownership Stayed Hyper-Concentrated in Alphabet and Meta
Across covered large-cap communication-services names, institutional value remained concentrated in Alphabet and Meta, while Netflix, Disney and telecom incumbents formed the second tier.
Marcus ChenWhat Is a 13D Filing? Understanding Activist Investor Positions
A practical guide to what Schedule 13D and 13G filings reveal about large beneficial owners, activist pressure and strategic stakes.
Sarah MitchellPaul Prager's Recent TeraWulf Trades Look Like Position Management, Not a Walk Away
TeraWulf chairman Paul B. Prager kept trading around option exercises and stock sales, but the ownership record still shows meaningful direct and derivative exposure rather than a clean exit.
Alex RiveraMeta Is Cutting 8,000 Jobs, but Its Holder Base Still Looks Built for an AI Spending Race
Meta's April 23 layoff plan underscored the cost of its AI push, but 13F Insight data still shows one of the deepest institutional holder bases in the market.
Alex RiveraShawn Cross' Pacira Trades Read Like a Classic Exercise-and-Sell Pattern Ahead of Earnings
Pacira director Shawn Cross sold stock on four straight April sessions, but the filings point to option exercises followed by same-day sales rather than a clean conviction break.
Alex Rivera