Updated Apr 16, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Druckenmiller Q1 2026 Watchlist: After a $914M ETF Blitz, What Could Duquesne Do Next?
Stanley Druckenmiller's Q4 2025 filing added XLF, EWZ and RSP in size while keeping Natera on top. Ahead of the May 15, 2026 deadline, the question is whether that macro overlay expands or fades.
Marcus ChenMicron Executive Sumit Sadana Sold About $10.1M on April 10, 2026 as MU Stayed Above $450
Micron EVP and Chief Business Officer Sumit Sadana sold 24,000 MU shares at $421.35 on April 10, 2026, worth about $10.1 million. MU later traded at $456.23 on April 16, 2026.
Alex RiveraCoatue Q1 2026 Preview: A $39.96B Tech Fund Just Rebuilt Around TSM, Microsoft and a CRWV Exit
Coatue's Q4 2025 13F shows fresh top positions in TSM, Microsoft, Amazon, LRCX and AMAT, plus a notable CoreWeave exit. Q1 2026 will reveal whether that AI infrastructure rebuild sticks.
Marcus ChenHow to Read Form 4 Insider Filings Before 13F Season: The Codes That Actually Matter
Form 4 filings usually arrive within two business days of a trade, which makes them much faster than 13Fs. Here is how to read the key transaction codes, separate sales from awards, and use insider data without overreacting.
Sarah MitchellQ1 2026 13F Filing Dates: Exact SEC Deadlines and What Comes Out When
The SEC's current Form 13F FAQ lists Friday, May 15, 2026 as the Q1 2026 filing deadline. Here is the full date map, what investors should expect to arrive first, and how to track filings without refreshing EDGAR all day.
Sarah MitchellAppaloosa Q1 2026 Preview: Tepper Cut Alibaba Below 11% and Refilled With Amazon, Micron and TSM
Appaloosa's Q4 2025 filing still shows Alibaba as the top disclosed holding, but the sharper signal is the refill: Amazon, Micron, TSM, NRG and Whirlpool all moved into a $6.93B book ahead of Q1 2026.
Alex RiveraArista CEO Jayshree Ullal Sold About $16.9M on April 13, 2026 as ANET Held Near Highs
Arista Networks CEO Jayshree Ullal sold 112,812 ANET shares at $150.1141 on April 13, 2026, worth about $16.9 million. ANET still traded at $154.33 on April 15, 2026.
Alex RiveraTiger Global Q1 2026 Preview: Microsoft, Amazon and TSM Crashed Into the Top 10. Is the Re-Risking Real?
Tiger Global's Q4 2025 13F shows a $29.71B book, 54 holdings, and a new top layer shaped by Microsoft, Amazon, TSM, and Take-Two. Q1 2026 will show whether the rebuild is real or still provisional.
Sarah MitchellBarclays Q4 2025: Why a $73B SPY Position Anchors This $417B Bank 13F
Barclays PLC reported $416.70 billion in Q4 2025 with 18.75% in a single SPY position. Here is why the British bank's 13F looks different from traditional asset managers and what it reveals about structured products hedging.
Sarah MitchellNuveen Q4 2025: How TIAA Invests $382B of America's Educator Retirement Savings
Nuveen, TIAA's investment arm, reported $381.90 billion in Q4 2025 13F value. Here is how the retirement manager for millions of educators and nonprofit workers positions their equity portfolio.
Sarah MitchellWellington Management's Q4 2025 13F Shows What Platform-Scale Diversification Looks Like
Wellington Management ended Q4 2025 with $570.66 billion in reported 13F AUM, 7,580 positions, and a top-10 basket worth just 29.5% of the portfolio. The filing highlights how a private, independent asset manager translates platform breadth into a remarkably balanced public-equity book.
Marcus ChenDodge & Cox Q4 2025 Portfolio: A $185.26B Value Giant Still Hunting Outside Mega-Cap Momentum
Dodge & Cox ended Q4 2025 with $185.26B in 13F assets, 222 holdings, and a top book led by Charles Schwab, Johnson Controls, RTX, CVS Health, and FedEx.
Marcus ChenFranklin Templeton Q4 2025: Why a $19.33B Microsoft stake sits atop a $407.59B 13F portfolio
Franklin Resources closed 2025Q4 with $407.59B in reported 13F assets, 14,263 disclosed holdings, and a 65.25 WhaleScore. Sarah Mitchell breaks down why Microsoft leads the book, what the top positions say about Franklin Templeton’s U.S. equity exposure, and how to read the filing against the firm’s broader business story.
Sarah MitchellAmundi Q4 2025: Europe’s asset-management giant ends the year with a $367.99B U.S. filing
Amundi ended 2025Q4 with $367.99B in reported 13F AUM, a 73.00 WhaleScore, and a top disclosed U.S. equity book led by NVDA, AAPL, and MSFT.
Alex RiveraLegal & General Q4 2025: $450.91B insurer leans on U.S. mega-caps
Legal & General ended 2025Q4 with $450.91B in reported 13F AUM, a 71.75 WhaleScore, and a top U.S. equity book led by NVDA, AAPL, and MSFT.
Marcus ChenRoyal Bank of Canada’s $614.69B Q4 2025 U.S. Portfolio Looks Like a Wealth Platform in Bank Clothing
Royal Bank of Canada’s Q4 2025 13F hit $614.69B, but the real story is the shape of the book: ETF wrappers, mega-cap benchmarks, and Canadian bank exposure that look far more like a cross-border wealth and custody machine than a classic bank balance-sheet bet.
Alex RiveraThe Family Office Blind Spot in 13F Data: What You Cannot See
Family offices managing trillions globally are largely invisible in 13F filings. Here is why they are exempt, how big the blind spot is, and how to partially fill the gap using other SEC filings.
Marcus ChenUnderstanding 13F Amendment Filings: HR vs HR/A Explained
Not every 13F is the final word. Amendments (13F-HR/A) can restate holdings, reveal hidden positions, and change portfolio data retroactively. Here is how to handle them.
Sarah MitchellWhat WhaleScore Means and How to Use It on 13F Insight
WhaleScore is a portfolio quality heuristic on 13F Insight that ranges from 0 to 100. Here is what it measures, how to interpret it, and how to use it for smarter institutional research.
Marcus ChenHow to Compare Institutional Portfolios Using Concentration Metrics
Not all 13F portfolios carry equal signal. Here is how Top-5 concentration and position count help distinguish conviction stock pickers from index trackers.
Marcus Chen