formthirteen.com

What It Is

FormThirteen is an investment data and reporting tool built around U.S. SEC 13F-HR filings. It tracks 9,000+ institutional investors, including hedge funds, mutual funds, pension funds, insurance companies, and bank trust departments, turning quarterly holding disclosures into PDF reports delivered to users by email. It explicitly states that it does not provide investment advice, and only presents publicly filed data.

Core Features and Data

The platform’s core value is making 13F filings easier to read. After users select the institutions they want to follow, the system processes new SEC filings when they are submitted and emails the resulting reports. Reports cover portfolio value, position changes, new buys, exits, concentration metrics, and a full holdings table. The data comes from SEC EDGAR, covering 9,000+ filers, $18T+ in assets under management, and 40+ quarters of historical data. It is worth noting that 13F data is inherently delayed: it generally reflects holdings at quarter-end, and filings may be submitted up to 45 days after the end of the quarter.

Pricing and Trial

Pricing is fairly straightforward. The Free plan costs €0 and includes quarterly PDF reports, email alerts, full holdings and analysis, and 40+ quarters of history. The Pro plan is €12/month and adds 10 AI queries per month, 5-minute data refreshes, and CSV export, with a 7-day free trial. The main text also mentions a Teams plan, which includes 50 AI queries, scheduled monitoring, 3 seats, and 20+ years of archives, but no price is disclosed. Payments support Visa, Mastercard, and American Express, processed via Stripe, and invoices are available for businesses.

Pros and Cons

The strengths are transparent data sourcing, a highly usable free plan, broad institutional coverage, and a low-friction email/PDF workflow. The Pro plan is also relatively lightweight in cost, making it suitable for researchers who do not want to pay for a professional terminal. The drawbacks are that the data scope is mainly limited to SEC 13F filings, so information beyond U.S. equity institutional holdings is limited; the Free plan refreshes every 48 hours, and Pro includes only 10 AI queries per month. The text also does not show details for an API, BI tools, or team collaboration integrations.

Who It’s For and Access from China

FormThirteen is suitable for individual investors, equity research analysts, small asset management teams, and education or research users who follow institutional positioning in U.S. stocks. It is especially useful for tracking quarterly changes from firms such as Berkshire, Bridgewater, and Citadel. The main text does not state access conditions from mainland China. Stripe card payments may be less convenient than local payment methods. If access or payment is restricted, alternatives include SEC EDGAR, WhaleWisdom, Dataroma, Fintel, and Koyfin.