Updated Mar 29, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
$1.0M in FFIV Stock Sold by CEO François Locoh-Donou as F5 Pushes Its AI Security Platform
F5 CEO François Locoh-Donou disclosed a fresh March sale after the company raised FY2026 expectations and expanded its AI-era application security platform.
Alex RiveraOkta Co-Founder Todd McKinnon Sold $1.0M in Class A Shares — But Form 4 Still Shows a 6.38M Derivative Stake
Todd McKinnon's latest Okta sales came days after the company's FY2026 results, but Form 4 Table II still reports 6,383,887 derivative/indirect shares.
Alex RiveraMUFG Financial Group Q4 2025: $66.94B 13F Book in a Single Position
MITSUBISHI UFJ FINANCIAL GROUP disclosed a one-line Q4 2025 13F portfolio worth $66.94B, fully allocated to MS.
Marcus ChenFisher Asset Management Q4 2025: $292.99B AUM With IEF as #3 Holding
Fisher Asset Management reported $292.99B in Q4 2025 13F AUM, combining mega-cap equities with a large IEF allocation.
Marcus ChenBarclays Q4 2025: $416.70B AUM With SPY at 18.7%
Barclays reported $416.70B in Q4 2025 13F AUM, with SPY alone at 18.7% and top-five concentration near 35%.
Marcus ChenHow to Sanity-Check a 13F Thesis in 10 Minutes
Before copying a trade idea from institutional filings, run this 10-minute sanity-check workflow using filer quality, concentration context, and stock-level holder data.
Sarah Mitchell13F Value vs Shares: Why You Need Both to Read Institutional Conviction
A position's dollar value can rise even when a manager trims shares. Learn how to use both value and share count to avoid false conclusions in 13F analysis.
Sarah Mitchell13F Report Date vs Filing Date: How to Avoid 45-Day Timing Mistakes
Many investors misread 13F timing. Learn the difference between report date and filing date so you stop reacting to positions that were set weeks earlier.
Sarah MitchellGeode Capital Q4 2025: $1.62T AUM With 27.0% in Top Five Holdings
Geode Capital reported $1.62T in Q4 2025 13F AUM, with NVDA, AAPL, and MSFT leading a 27.0% top-five concentration profile.
Marcus ChenHow Smart Alerts Detect Unusual Institutional Activity Before Everyone Else
Learn exactly what triggers Smart Alerts on 13F Insight, how to read each signal, and a practical workflow to turn unusual institutional activity into better decisions.
Sarah MitchellHow to Export and Analyze 13F Holdings Data Outside the Platform
A practical walkthrough for using 13F Insight exports in spreadsheets and Python, with tier-specific guidance for CSV and JSON workflows.
Sarah MitchellTwo Wayfair Co-Founders Sold Nearly $17M on the Same Days. Coincidence or 10b5-1 Cadence?
Wayfair co-founders Niraj Shah and Steven Conine executed near-identical stock sales on March 23-24, totaling about $8.4M each, after similar December waves.
Alex RiveraTMUS: CEO G. Michael Sievert Keeps a Quarterly Selling Cadence as Blocks Drop to 15,000 Shares
T-Mobile CEO G. Michael Sievert has continued a repeatable two-day selling cadence in TMUS, with block size stepping down from 22,500 shares in 2025 windows to 15,000 shares in February 2026.
Alex Rivera$10M PANW Insider Buy by CEO Nikesh Arora — A Rare Open-Market Reversal After September's $72.6M Sales
Palo Alto Networks CEO Nikesh Arora bought nearly $10.0M of PANW in the open market on March 27, a rare insider buy after heavy September selling at much higher prices.
Alex RiveraMorgan Stanley’s Q4 2025 13F: The Most Diversified Mega-Filer, With AAPL Still Ahead of NVDA
Morgan Stanley reported $1.67T in Q4 2025 13F AUM with just 18.8% in its top five holdings, highlighting one of the broadest mega-filer books while still keeping AAPL ahead of NVDA.
Marcus ChenFMR LLC's Q4 2025 13F: The Most Concentrated NVDA Bet Among Mega-Filers
FMR LLC closed 2025Q4 with $1.96T in reported 13F AUM, 500 positions, and a 10.29% stake in NVDA ($181.10B), the sharpest single-stock concentration among mega-filers.
Marcus ChenBlackRock’s Q4 2025 13F: A $5.92T Empire Led by NVDA, with IVV Inside the Top 15
BlackRock reported $5.92T in 13F AUM for 2025Q4 across 500 positions, with NVDA as the top holding at $362.80B (7.13%). The top five positions account for 25.1%, while IVV appears as the firm’s #13 position, highlighting its ETF ecosystem scale.
Marcus ChenState Street’s Q4 2025 13F at $2.98T: Custodian Scale Meets Steady Compounding
STATE STREET CORP reported $2.98T in Q4 2025 13F AUM with 500 positions. The filing shows a 65% rise from $1.80T in 2023Q3, led by mega-cap exposures and a top-5 concentration of 24.3%.
Marcus ChenVanguard's Q4 2025 13F: World's Largest Manager Reaches $6.90T With NVDA as Top Holding
Vanguard Group's Q4 2025 13F shows $6.90T in reported AUM, 500 positions, and NVDA as its largest disclosed position at 6.92% ($422.74B).
Marcus Chen