From SEC Filing to Actionable Signal

HoldingsIntel analyzes four types of SEC filings - 13F institutional holdings, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional disclosures - to generate 17+ proprietary analytics including Conviction Scoring, Smart Money Verdict, and Fund DNA profiling.

Raw institutional filings transformed into the analytics you need to make informed decisions.

01

Public Filings Are Published

Investment managers file 13F reports with the SEC each quarter. Corporate insiders file Form 4 within 2 days of trading. Activists file 13D/13G when crossing 5% ownership. Congress members disclose trades to the House and Senate under the STOCK Act.

4 independent data sources from federal disclosures

02

We Ingest & Analyze

Our automated pipeline processes filings within hours of SEC publication. We extract every position, calculate quarter-over-quarter changes, link securities to market prices, and cross-reference insider, activist, and congressional trading activity.

17M+ position changes across 4 data sources

03

Analytics Engine Scores

Proprietary algorithms compute Conviction Scores (0-100), detect Double-Down signals, classify Fund DNA across 6 dimensions, and synthesize a 4-signal Smart Money Verdict combining institutional, insider, activist, and congressional activity.

17+ analytics layers with 4-signal convergence

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

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How It Works | HoldingsIntel