From SEC Filing to Actionable Signal

HoldingsIntel transforms raw institutional filings into the analytics you need to make informed decisions.

01

SEC Publishes 13F

Every quarter, investment managers with $100M+ in assets are legally required to file 13F reports with the SEC — disclosing every equity position they hold, including share counts and dollar values.

Filing deadlines: ~45 days after each quarter end

02

We Ingest & Analyze

Our automated pipeline processes filings within hours of SEC publication. We extract every position, calculate quarter-over-quarter changes, and link securities to current market prices.

11.8M+ position changes processed

03

Analytics Engine Scores

Proprietary algorithms compute Conviction Scores (0-100), detect Double-Down signals when funds buy into weakness, identify Early Bird discoveries, classify Fund DNA across 6 dimensions, and aggregate Smart Money Flow.

6 analytics no one else offers

04

You Get the Signal

Browse funds, filter analytics by quarter, compare portfolios side-by-side, export data to CSV, and spot opportunities — all from one dashboard. No finance degree required.

Free to start, no credit card needed

Ready to see the signals?

Start exploring for free. No credit card required.

How It Works | HoldingsIntel