About FilingSpy

FilingSpy does two things. It tracks the portfolios of top investors by ingesting SEC 13F-HR and N-PORT-P filings — so you can follow what the smart money is buying and selling each quarter. And it turns dense 10-K and 10-Q filings into readable, AI-generated summaries — so you can understand the companies behind those positions without reading hundreds of pages.

How it works

• 13F filings — Institutional investment managers with over $100M in qualifying assets must disclose their holdings quarterly. These filings cover hedge funds, mutual funds, and other large investors.
• N-PORT filings — Registered investment companies (mutual funds, ETFs) file monthly portfolio reports. These become public quarterly with a 60-day delay.
• Activity tracking — By comparing consecutive filings, FilingSpy identifies new positions, increases, decreases, and liquidations for each investor.
• Filing summaries — For companies in these portfolios, FilingSpy reads their 10-K and 10-Q filings and generates plain-English summaries of each section, so you can grasp what changed without wading through the full document.

Data source

All data is sourced from the SEC EDGAR system. Filings are processed automatically and typically available within hours of being published.

Methodology

Raw SEC filings are easy to misread — fund families can be double-counted, amendments can replace or merely extend earlier filings, and stock splits and recycled tickers can corrupt price charts. The methodology pages document the rules FilingSpy follows to get these right.

Credits

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Disclaimer

FilingSpy is for informational purposes only and does not constitute investment advice. SEC filing data may contain errors or omissions. Holdings reflect positions as of the filing date and may not represent current portfolios. AI-generated summaries may be inaccurate or incomplete — always consult the original filing. Always do your own research before making investment decisions.