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.
Intel's $13.6 Billion Q1 Beat Landed Into a Holder Base That Still Has Time for the Turnaround
Intel's April 23 earnings beat looked better than expected on the surface, but the more durable story is how deep the institutional holder base remains while management tries to reset the company for AI and foundry demand.
Alex RiveraHow to Read Whale Scores: Measuring Institutional Investor Quality
Whale Scores are useful only if you understand what they are summarizing: manager quality, persistence, concentration and behavior, not just raw AUM.
Sarah MitchellHow to Read Quant 13F Filings Without Faking Conviction
Quant 13F portfolios can look like high-conviction stock picking when they are really diversified risk books. Here is how to read them without forcing a narrative the filing does not support.
Sarah MitchellQube Research Q4 2025 13F: Quant Breadth With a Mega-Cap Core
Qube Research & Technologies Ltd's Q4 2025 13F shows $98.44B in reported value, led by NVDA and a diversified institutional tail.
Sarah MitchellHow to Read Cross-Border 13F Books Without Missing the Risk
Cross-border 13F filers often mix U.S. mega-cap tech with home-market banks, commodities, and currency-sensitive names. Here is how to read that blend without flattening it into one theme.
Sarah MitchellMicrosoft's Game Pass Cut Looks Less Like Panic Than Portfolio Math
Microsoft cut Game Pass pricing and removed day-one Call of Duty launches from the tier. Ownership data shows why the market can read that as strategic optimization, not a crisis inside MSFT.
Alex RiveraSwedbank Q4 2025 13F: Nvidia and Microsoft Lead a Larger U.S. Book
Swedbank AB's Q4 2025 13F shows $103.37B in reported value, led by NVDA and a diversified institutional tail.
Marcus ChenGoogle's Meet AI Push Lands in One of the Market's Deepest Holder Bases
Google's in-person Gemini note-taking expansion looks like a feature update. Ownership data shows why institutions will judge it as a Workspace monetization move inside one of the market's deepest holder benches.
Alex RiveraSchroder Q4 2025 13F: AI Mega-Caps Drive a $130B Portfolio
SCHRODER INVESTMENT MANAGEMENT GROUP's Q4 2025 13F shows $130.42B in reported value, led by NVDA and a diversified institutional tail.
Sarah MitchellNordea Q4 2025 13F: Nvidia and Microsoft Anchor Nordic Scale
NORDEA INVESTMENT MANAGEMENT AB's Q4 2025 13F shows $116.45B in reported value, led by NVDA and a diversified institutional tail.
Sarah MitchellFIL Ltd Q4 2025 13F: Canadian Banks and Mega-Cap Tech Share the Book
FIL Ltd's Q4 2025 13F shows $133.60B in reported value, led by MSFT and a diversified institutional tail.
Marcus ChenJayshree Ullal Sells More Arista Stock as AI Networking Demand Keeps the Story Hot
<a href="/insiders/ullal-jayshree-0001605809">Jayshree Ullal</a> reported another cluster of Arista Networks sales in April 2026, extending one of the largest insider-sale histories in the current 13F Insight database while still leaving a large reported stak
Alex RiveraWhy Reported 13F AUM and Holdings Sums Can Diverge
A manager’s reported total 13F value does not always line up perfectly with the sum of visible holdings. This guide explains why the mismatch happens and how to read it safely.
Sarah MitchellWarner Bros. Discovery’s Paramount Vote Landed on a Holder Base Built for a Deal, Not a Standalone Turnaround
Warner Bros. Discovery shareholders approved the Paramount Skydance transaction on April 23, 2026. 13F data shows the company entered that vote with a holder base dominated by very large index and asset-management firms, plus a smaller set of active managers that were already sized for an event-driven outcome rather than a pure standalone streaming recovery.
Alex RiveraReddit CEO Steve Huffman’s April Sales Hit as Q1 Results Approach, but the Ownership Picture Is Bigger Than the Trade
Reddit CEO Steve Huffman sold shares on April 15, 2026 after exercising options, with Q1 2026 earnings scheduled for April 30. The transaction was real, but 13F and 13G data show Reddit is now held by a much deeper institutional base than a simple insider-sale alert implies.
Alex RiveraHow to Use 13D and 13G Filing Clusters With 13F Holder Data
A 13D or 13G filing becomes more useful when you read it next to the institutional holder base. This guide explains how to combine threshold filings with 13F data without overreacting.
Sarah MitchellHow to Read a Diversified 13F Portfolio When the Top 10 Stays Under 30%
Many institutional portfolios look boring because no single position dominates. This guide explains how to read diversified 13F books without mistaking breadth for lack of conviction.
Sarah MitchellCapital One’s $425M Settlement Landed on a Holder Base With More Than Routine Bank Ownership
A judge approved Capital One’s $425 million savings-account settlement on April 23, 2026. Ownership data shows the stock sits inside a much deeper institutional register than a one-day legal headline suggests, including 2,189 tracked holders and two recent 13D/G filings.
Alex RiveraHow to Use Holder Count Without Confusing Popularity With Conviction
Holder count is useful, but it does not tell you conviction by itself. Here is how to pair breadth with holder mix and concentration.
Sarah MitchellWhy Mega-Cap Top Holder Lists Look Passive and What to Do Next
Mega-cap stock pages often look passive at the top. Here is how to find the real ownership signal underneath the index layer.
Sarah Mitchell