Frequently Asked Questions

Form 13F is a quarterly SEC filing required of institutional investment managers with $100 million or more in assets under management. It discloses their long equity positions — which stocks they hold and in what quantities — as of the end of each calendar quarter.

PlainFundData tracks holdings for 5,000+ institutional funds across 8,000+ securities, with quarterly snapshots enabling quarter-over-quarter change analysis.

13F filings are due 45 days after each quarter ends. This means the most recent data you can see is at least 45 days old. Fund positions may have changed significantly in the interim. PlainFundData is a snapshot of past holdings, not a real-time view.

Funds with less than $100 million in assets under management are not required to file Form 13F and therefore do not appear. Additionally, some fund types (hedge funds, private equity) may file under parent entity names that differ from their branded names.

Generally no. Form 13F requires disclosure of long equity positions only. Short positions, most put options, and fixed income holdings are typically not included. This means PlainFundData shows only one side of a fund's positioning.

A 'new position' means the fund did not hold the security in the prior quarter and added it this quarter. 'Added' means the fund already held the security and increased its position size. Similarly, 'reduced' means an existing position was trimmed, and 'closed' means the position was fully exited.

No. PlainFundData is an independent data portal presenting publicly available SEC EDGAR data in a more accessible format. We are not affiliated with the SEC or any government agency.