Activist and 5% stakes dataset: last 90 days

$29 one-time

Every Schedule 13D and 13G filed with the SEC in the last 90 days. These are filed by anyone who owns more than 5% of a public company: activist investors (13D) and large passive holders such as index funds and banks (13G).

7,724 filings, including 1,262 activist 13D filings, 279 of them brand-new stakes. Refreshed every day.

What you get

• CSV spreadsheet (opens in Excel), one row per filing
• PDF report with charts and tables: outcomes and holder types (pie charts), filings per week, stake sizes, the most active filers, new activist stakes with their stated purpose, and the biggest stake changes
• Holder, stake size (% of the class and shares), and the change since that holder's previous filing on the same company
• What happened: new stake, raised, cut, or fell below 5%
• For 13D filings, the holder's stated purpose (Item 4), where activists say what they want
• Ticker, CUSIP and a link to every SEC filing

Columns

filed_at, event_date, form, action, ticker, issuer_name, issuer_cik, cusip, filer_name, filer_cik, group_names, person_type, shares, pct, prev_pct, change_pct, activist, rule, purpose, accession, url

Not investment advice. Data from public SEC filings.