13F Insight

Categories: Data Analysis, Finance, Research | Pricing: Freemium | Official Website ↗

13F Insight uses an AI agent to analyze SEC 13F filings, providing sourced answers about institutional investor holdings and market trends.

13F Insight is a platform that tracks institutional investor 13F holdings by indexing over 5 million SEC filings dating back to 1994. It features an AI agent that allows users to ask questions in plain English about any fund, stock, or insider, receiving sourced answers directly from the filings. The platform aims to simplify the process of understanding complex financial data, eliminating the need for manual spreadsheet analysis. It provides real-time updates on 13F flow, filer spotlights, and editorial research based on the latest filings. Users can browse over 30,000 filers and public stocks.

Key Features

AI agent for querying 13F data
Access to 30,000+ filers and public stocks
Index of 5M+ SEC 13F filings since 1994
Real-time 13F flow updates
Sourced answers with citations from SEC filings
Editorial research and analysis

Pros

Provides direct, sourced answers from SEC filings
Eliminates manual data analysis with an AI agent
Covers extensive historical data since 1994
Offers real-time updates on institutional trading activity
User-friendly interface for complex financial data

Cons

Pricing details for paid plans are not immediately visible on the homepage
Focuses specifically on 13F filings, not broader market data
Limited free usage before requiring an account or paid plan
No mention of mobile applications
Does not appear to offer API access

Use Cases

Understanding institutional portfolio concentrations
Tracking changes in major investor holdings
Identifying investment trends by 'smart money'
Researching specific fund or stock exposures
Comparing portfolios of different investors

Best For

Individual investors
Financial analysts
Investment researchers
Hedge fund managers
Anyone tracking institutional investor activity

Platforms: Web

Watch demo on YouTube ↗

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