Description
13F Insight is a research platform for tracking institutional investor holdings from SEC filings. It parses every 13F, 13D/G and Form 4 filed since 1999 — more than 380,000 institutional reports — into one place, so investors can see what hedge funds and investment managers are buying and selling without wrangling spreadsheets.
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An AI Agent is embedded on every filer, stock and insider page. Users ask questions in natural language — such as what sectors a fund focuses on, who added a stock this quarter, or how two managers' portfolios compare — and get answers grounded in real SEC filing data with holdings math and citations. The workflow is three steps: pick an entity from 30,000+ filers, every public stock or any insider; ask in plain English; and get a sourced answer.
The platform also provides holdings history, consensus and combined holdings, watchlists, filer groups, smart alerts, natural-language queries and data export, with model tiers mapped to Claude Haiku, Sonnet and Opus. Filings are ingested within minutes of EDGAR posting, though 13F data itself is quarterly. Two questions are free with no signup; a free account gives five questions a day, and Standard and Pro plans include a 7-day free trial.
- CategoryAI Trading & Investing Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
13F Insight's Core Features
AI Agent answering natural-language questions on any filer, stock or insider
Coverage of 13F, 13D/G and Form 4 filings since 1999
Holdings history and consensus/combined holdings
Sourced answers with real holdings math and citations
Watchlists, filer groups and smart alerts
Data export and API access
Model tiers mapped to Claude Haiku, Sonnet and Opus
Filings ingested within minutes of EDGAR posting
How to use 13F Insight?
Pick an entity: Browse 30,000+ filers, any public stock or any insider.
Ask in plain English: Type a question such as which funds are adding a stock or how two portfolios compare.
Get a sourced answer: Receive data-driven answers grounded in real SEC filings with citations.
Track over time: Add watchlists, filer groups and smart alerts to follow institutional money.
13F Insight's Use Cases
- Analyze a fund
- Track buyers of a stock
- Compare portfolios
- Monitor insiders
