Institutional Holdings

13-F data is vital to understanding the shift in portfolio holdings and potential investor activism. Kaleidoscope extracts all 11 data points from these quarterly holding reports including CUSIP and as an added value, the percentage of the portfolio each line item represents, and the percentage of change in shares from the previous quarter.
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From annual and quarterly filings to proxy statements and SEC comment letters, find the corporate data you need.


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Investment Management Companies

Annual and semi-annual reports, registration statements, proxy filings, amendments, and SAIs.

Foreign Filers

All filings for Foreign companies or governments are available through the API.

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