stockzoa.com

What It Is

stockzoa is an investment research website built around U.S. SEC 13F-HR filings. Its core positioning is to “Track 13F-HR Filings for Hedge Funds and Value Investors.” It is not a marketing or SEO tool, but rather a financial data and investment analysis platform that helps users monitor quarterly holdings disclosures from fund managers, hedge funds, and value investors.

Key Features and Data

The platform provides notifications for new 13F-HR filings, charts of holdings changes, CSV/Excel downloads, historical data, and stock buy/sell alerts. Fund pages display fields such as top holdings, increased positions, reduced positions, new positions, sold-out positions, AUM changes, CIK, portfolio weight, number of shares held, and price, along with source links to the SEC. Premium copy states that historical data goes back to 2004; some individual fund pages show filing histories earlier than that, such as Muhlenkamp & Co going back to 1999.

Pricing and Payment

The subscription pricing is straightforward: $48 per quarter, billed quarterly; annual billing is $160 with a discount. Users can cancel at any time and will not be charged again afterward. Payment methods include major credit cards, and the page also mentions credit or debit cards. The scraped text did not mention a free trial, refund policy, or enterprise plan.

Pros and Cons

Its strengths are its focused use case, making it suitable for researching institutional holdings in U.S. equities; the ability to download raw data or Excel files for further analysis; and alert features that reduce the manual effort of tracking filings. The limitations are also clear: the site states that it does not guarantee the completeness or accuracy of the information and that it does not constitute investment advice. Its features are centered on 13F data, so non-U.S. markets and real-time trading data are not the focus. There was also no mention of an API, team collaboration, permission management, or third-party integrations.

Who It’s For and Access from China

It is suitable for individual investors, researchers, and small investment research teams who want to monitor portfolio changes by well-known funds, review historical holdings shifts, or build research spreadsheets. The text does not specify access conditions from China, and reliance on international cards for payment may be a barrier for some users. Alternatives include WhaleWisdom, Dataroma, Fintel, or using SEC EDGAR directly.