Updated Mar 9, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
How to Use Historical Holdings Without Confusing Price Moves for Real Buying
A position can get bigger because the manager bought more shares, because the stock rallied, or both. Historical holdings help you tell the difference.
Sarah MitchellHow to Use Filer Groups to Compare Managers Without Chasing Noise
The fastest way to get misled by 13F data is to compare random managers with totally different mandates. Filer groups fix that.
Sarah MitchellConsensus vs Combined Holdings: What Each Tool Actually Tells You
Consensus holdings and combined holdings sound similar, but they answer different questions and can mislead you in different ways.
Sarah MitchellCHEGG, INC Insider ROSENSWEIG DANIEL Bought About $56K During February 2026
ROSENSWEIG DANIEL disclosed roughly $56K of recent CHGG buying during February 2026, putting fresh capital behind the position in the open market.
Alex RiveraMaze Therapeutics, Inc. Insider SCHELLER RICHARD H Sold About $464K Through a September 2025 Window
SCHELLER RICHARD H disclosed roughly $464K of recent MAZE selling across a September 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
Alex RiveraINSPERITY, INC. Insider SARVADI PAUL J Sold About $564K Through a September 2025 Window
SARVADI PAUL J disclosed roughly $564K of recent NSP selling across a September 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
Alex RiveraHow to Compare Two 13F Filings Using Top-Five Weight, Turnover, and Churn
A practical guide to comparing two institutional filings without getting trapped by holdings count, headline AUM, or one-off position anecdotes.
Sarah MitchellHow to Read ETF-Heavy 13Fs Without Confusing Convenience for Conviction
A practical guide to what ETF-heavy 13F filings really signal, where they help, and why broad wrappers do not automatically erase portfolio structure.
Sarah MitchellAMPCO PITTSBURGH CORP Insider Louis Berkman Investment CO Bought About $248K During November 2025
Louis Berkman Investment CO disclosed roughly $248K of recent AP buying during November 2025, putting fresh capital behind the position in the open market.
Alex RiveraImmunome Inc. Insider SIEGALL CLAY B Bought About $1.2M During December 2025
SIEGALL CLAY B disclosed roughly $1.2M of recent IMNM buying during December 2025, putting fresh capital behind the position in the open market.
Alex RiveraStitch Fix, Inc. Insider Lake Katrina Sold About $2.3M Through a September 2025 to December 2025 Window
Lake Katrina disclosed roughly $2.3M of recent SFIX selling across a September 2025 to December 2025 window, making the pattern more useful as a cadence signal than a single-trade headline.
Alex RiveraHow to Read Whale Scores: Measuring Institutional Investor Quality Without Worshipping Size Alone
A practical guide to what WhaleScore is actually trying to measure, where it helps, and why raw AUM alone is a bad shortcut for institutional quality.
Sarah MitchellPEGASYSTEMS INC Insider KOUNINIS EFSTATHIOS A Sold About $755,764 Through a September-October 2025 Window
KOUNINIS EFSTATHIOS A sold roughly $755,764 of PEGA stock during a visible September-October 2025 liquidity window, making the pattern more useful as a cadence signal than a one-day headline.
Alex RiveraFAIR ISAAC CORP Insider LANSING WILLIAM J Sold About $4.2M Through a November 2025 Window
LANSING WILLIAM J sold roughly $4.2M of FICO stock during a visible November 2025 liquidity window, making the pattern more useful as a cadence signal than a one-day headline.
Alex RiveraSTATE STREET CORP's Q4 2025 Filing Still Ran Through NVDA, AAPL, and MSFT
STATE STREET CORP looked diversified on the surface in Q4 2025, but NVDA, AAPL, MSFT still anchored the real risk budget. The top five positions reached 22.1% of reported value across 500 fetched lines.
Marcus ChenWhat a 13D Filing Really Means: How to Read Activist Stakes, Passive Stakes, and Amendments
A practical explainer on how 13D and 13G filings work, why amendments matter, and how to read control intent without overreacting to every percentage point.
Sarah MitchellAtlassian's Co-Founders Sold About $14.9M in Lockstep Over a January Window
Scott Farquhar and Mike Cannon-Brookes sold roughly $14.9M of Atlassian stock over the same late-January window, making the pattern look coordinated rather than incidental.
Alex RiveraUnited Therapeutics CEO Martine Rothblatt Sold About $8.4M Through a December Exercise Window
Martine Rothblatt sold roughly $8.4M of United Therapeutics stock across four December 2025 sessions, a pattern that looked more like disciplined exercise monetization than a blind exit.
Alex RiveraMorningstar Founder Joseph Mansueto Sold About $2.0M as the Data-and-Ratings Story Settled Into a New Range
Joseph Mansueto sold roughly $2.0M of Morningstar stock across two February 2026 sessions, extending a long-running founder liquidity pattern after the stock had already repriced lower from late-2025 highs.
Alex RiveraVIAVI Executives Sold About $1.7M as the Network-Test Story Improved
Two VIAVI executives sold about $1.7M across late 2025 to early 2026, a period when the company was benefiting from a better demand narrative than it had a year earlier.
Alex Rivera