HoldingsIntel transforms complex SEC 13F filings into actionable investment signals. We help individual investors follow institutional money flows with analytics no one else offers.
Institutional investors have always had an information advantage. They can afford teams of analysts to pore over SEC filings and track portfolio changes across hundreds of funds. That information gap means retail investors are always a step behind.
HoldingsIntel narrows that gap. We automatically process every 13F filing, compute proprietary analytics that go far beyond position tracking, and surface the most significant changes and patterns - so you can see what the smart money is doing, as soon as the data is public.
Managing $56T in reported equity
11 years of quarterly filings, 2014 to present
Filings processed within hours of SEC publication
The top ~550 institutional investors by AUM control ~80% of reported institutional equity. We focus on the funds that move markets, not the noise.
We go beyond simple position tracking. 10+ proprietary analytics reveal which positions actually matter - and why.
Quantifies how meaningful each position is to a fund on a 0-100 scale. Uses a three-dimensional weighted geometric mean: portfolio commitment, action intensity, and dollar magnitude. All three must be strong for a top score.
Identifies when managers increase positions into price weakness - a classic value investing signal. Scores combine position increase size with price decline severity.
Tracks which managers consistently discover opportunities before the rest of the institutional crowd adopts them.
HoldingsIntel was built by a team with experience scaling SaaS products, processing financial data pipelines, and designing modern web applications. We combine operational and fintech expertise to deliver institutional-grade analytics at accessible pricing.
Our automated pipeline ingests filings directly from SEC EDGAR, parses every position, computes quarter-over-quarter changes, links securities to current market prices, and runs our full analytics engine - all within hours of each filing deadline.
Founder
The best tools get built when someone needs them and nobody's made one yet. I wanted a data analytics layer on top of public disclosures - what are hedge funds, insiders, and Congress members actually trading, how successful are they, and can I profit from the same moves? Existing tools charged $190-900/year and still didn't answer those questions well. So I built the one I wanted to use.
HoldingsIntel is an informational service. The data presented is sourced from SEC EDGAR 13F filings and is provided for educational and research purposes only.
This is not investment advice. 13F filings are reported with a 45-day delay and may not reflect current holdings. Always conduct your own research before making investment decisions.
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Aggregates net institutional buying and selling sentiment, weighted by conviction, across all tracked funds.
Classifies each fund's investing personality across 6 dimensions - from concentrated value to diversified scout. A unique lens on fund behavior.
Synthesizes institutional fund activity, corporate insider trades, activist filings, and congressional trading into one convergence score per stock. When all 4 independent sources agree, the data carries more weight.
© 2026 HoldingsIntel
Data sourced from SEC EDGAR. Not investment advice.