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 beyond raw filing data - not a wrapper around a third-party API.

Question 2

Does the Conviction Score actually work?

Accepted Answer

It has since May 2019. Each quarter we buy every stock with a Conviction Score of 90 or more and hold them for three months. From May 2019 to August 2026, $10,000 became $47,600, against $29,900 for the S&P 500 and $23,800 for copying every fund buy. Losers and delisted stocks stay in. Every quarter is at /analytics/backtesting.

Question 3

How fresh is the data?

Accepted Answer

Fund holdings describe a quarter-end portfolio. The filing deadline is 45 days after quarter end, with weekend and holiday adjustments; managers can file earlier. Each source shows its own date so you can see the period behind a result.

Question 4

How does the Conviction Score work?

Accepted Answer

Conviction Score (0-100) measures how meaningful a position is to a fund based on three dimensions: commitment (portfolio weight), action intensity (position change magnitude), and credibility (dollar magnitude). All three dimensions must be strong for a top score - strength in one area can't compensate for weakness in another. See our full methodology at /conviction-score.

Question 5

What's the difference between Pro and Pro+?

Accepted Answer

Both give you full access to all 17+ 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 every quarter since 2014, larger data exports, and priority support. Choose Pro+ if you want to analyze long-term institutional trends. Every signed-up tier includes REST API and MCP access (Free 200/day, Pro 5,000/day, Pro+ 10,000/day, Enterprise 50,000/day).

Question 6

How is this different from other 13F platforms?

Accepted Answer

Most 13F platforms show you raw filing data - the same tables you could pull from SEC EDGAR yourself. HoldingsIntel adds 17+ proprietary analytics layers on top: Conviction Scoring, Double-Down Detection, Fund DNA, 5-Star Fund Ratings, and a 4-source Smart Money Convergence that synthesizes institutional, insider, activist, and congressional trading activity. Analytics you won't find on typical 13F or Congress trading platforms. And at $19/mo, we're a fraction of the cost.

Question 7

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 8

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 up to 10 results. When you see data worth paying for, upgrading is instant - and you can cancel anytime.

Question 9

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 intelligence anyone can understand - no finance degree required. The Conviction Score tells you how serious a position is on a simple 0-100 scale.

Question 10

How often is new data available?

Accepted Answer

Fund holdings arrive through quarterly SEC 13F filings. Insider, activist and Congress disclosures arrive throughout the year. The dates shown with each source identify the available records.

Question 11

Which funds does HoldingsIntel track?

Accepted Answer

563 of the largest US funds, from Berkshire Hathaway to Bridgewater, holding ~89% of all 13F-reported capital. The thousands of other filers on other platforms share the remaining ~11%. We cover the funds that move markets, then score every buy they make.

Question 12

How is HoldingsIntel different from other 13F analytics tools?

Accepted Answer

HoldingsIntel offers proprietary analytics not found elsewhere: Conviction Scoring (0-100 position significance), Double-Down Detection (contrarian signals), Fund DNA (investing archetypes), 7-dimension Fund Star Ratings, and 4-source Smart Money Verdict combining institutional, insider, activist, and congressional data.

Question 13

Is 13F data reliable for investing?

Accepted Answer

13F filings report the actual long positions of institutions managing $100M or more, up to 45 days after each quarter ends. Even bought after that delay, stocks with a Conviction Score of 90+ turned $10,000 into $47,600 since May 2019.

Choose Your Level of
Intelligence

What Pro unlocks

Frequently Asked Questions

Still deciding?

Choose Your Level of
Intelligence

What Pro unlocks

Frequently Asked Questions

Still deciding?

Choose Your Level ofIntelligence

What Pro unlocks

Frequently Asked Questions

Where does the data come from?

Does the Conviction Score actually work?

How fresh is the data?

How does the Conviction Score work?

What's the difference between Pro and Pro+?

How is this different from other 13F platforms?

Can I cancel anytime?

Can I try before committing?

What if I'm not a professional investor?

How often is new data available?

Which funds does HoldingsIntel track?

Still deciding?

Choose Your Level ofIntelligence

What Pro unlocks

Frequently Asked Questions

Where does the data come from?

Does the Conviction Score actually work?

How fresh is the data?

How does the Conviction Score work?

What's the difference between Pro and Pro+?

How is this different from other 13F platforms?

Can I cancel anytime?

Can I try before committing?

What if I'm not a professional investor?

How often is new data available?

Which funds does HoldingsIntel track?

Still deciding?

Choose Your Level of
Intelligence

Choose Your Level of
Intelligence