Question 1

Where does the data come from?

Accepted Answer

All holdings data comes directly from SEC EDGAR 13F filings — official quarterly reports that investment managers with $100M+ in assets are legally required to file. On top of this, we layer market price data to compute proprietary analytics like Double-Down Detection, estimated P&L, and Best Trades. The result is a unique analytics layer you won't find on any other platform — not a wrapper around a third-party API.

Question 2

How fresh is the data?

Accepted Answer

SEC 13F filings have a 45-day lag — funds file roughly 45 days after quarter end (mid-February, mid-May, mid-August, mid-November). But 13F data's value isn't in speed — it's in revealing long-term positioning and conviction patterns. We process filings within hours of SEC publication, so you see the data as soon as it's available.

Question 3

How does the Conviction Score work?

Accepted Answer

Conviction Score (0-100) measures how meaningful a position is to a fund based on four factors: whether it's a new position or an increase, the magnitude of the change, the position's weight in the portfolio, and the fund's concentration level. A score of 90+ means the fund is making a significant, concentrated bet. See our full methodology at /conviction-score.

Question 4

What's the difference between Pro and Pro+?

Accepted Answer

Both give you full access to all 15 analytics pages. The key difference is depth: Pro ($19/mo) includes 2 years of historical data and CSV exports. Pro+ ($49/mo) extends this to 7+ years of history (back to 2014), larger data exports, and priority support. Choose Pro+ if you want to analyze long-term institutional trends.

Question 5

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time. You'll retain access until the end of your billing period with no additional charges.

Question 6

What's your refund policy?

Accepted Answer

You can cancel your subscription at any time — no questions asked. You'll keep access until the end of your current billing period. We don't offer refunds, but you're never locked in.

Question 7

Can I try before committing?

Accepted Answer

The Free tier IS your trial. Browse every filer, see conviction scores on preview rows, and explore every analytics page with 5 sample results. When you see data worth paying for, upgrading is instant — and you can cancel anytime.

Question 8

What if I'm not a professional investor?

Accepted Answer

HoldingsIntel is designed for retail investors. Professional investors already have Bloomberg terminals and prime broker data. Our analytics translate institutional filing data into signals anyone can understand — no finance degree required. The Conviction Score tells you how serious a position is on a simple 0-100 scale.

Question 9

How often is new data available?

Accepted Answer

New data arrives quarterly, aligned with the SEC filing calendar. Institutional investors file 13F reports roughly 45 days after each quarter end. We process filings within hours of publication and refresh all analytics automatically. You'll always see the latest available data.

Choose Your Level of
Intelligence

Frequently Asked Questions

Still deciding?

Choose Your Level ofIntelligence