Ownership and activist filings
Who owns the stock, who is building a stake, and who is about to push for change.
Large holders move stocks, and when a passive holder turns active the stock often moves further. ORTEX reads ownership filings directly from the SEC as they are published: activist and large-holder stakes within minutes, quarterly institutional holdings from more than 9,000 managers, notices of intended insider sales, and monthly fund portfolios. Every filing is tied to its stock and its filer.
Activist and large-holder filings are checked every ten minutes, so a new stake is in the feed while it is still news.
SEC Schedule 13D and 13G, read directly.
New activist stakes and passive-to-active switches as they are filed.
Quarter-on-quarter changes for every institution that files.
Notices of intended insider sales before the sale is reported.
Every stake, as it is disclosed
Activist, institutional and fund filings, collected continuously and tied to the right stock.
Schedule 13D and 13G: the filer, the stake as a share of the class and the change since their last filing, checked every ten minutes.
A holder switching from a passive 13G to an active 13D is one of the strongest events in ownership data. Filter out the index giants and see only genuine activists.
13F holdings from more than 9,000 managers, collected hourly through filing season.
Form 144 notices of planned sales by insiders and affiliates: a warning that supply is coming.
Monthly fund portfolio filings for a fuller, more frequent view of what the large fund families hold.
7,400 activist filers with their full history of stakes and campaigns, one query away.
Read directly from the SEC within minutes, rather than days later through an aggregator, and tied to the right stock and filer every time.
Sample rows
Recent activist filings as they appear in the feed.
- Checked
- Every ten minutes
- Filers
- 7,400 activist filers tracked
- Link
- Every row links to the SEC
A new 20% holder in a mid-cap is a catalyst. ORTEX puts it in front of you the same morning.
| Filed | Form | Company | Filer | Stake |
|---|---|---|---|---|
| 29 Sep 2026 | 13D/A | Vail Resorts | Oasis Management | 9.0% |
| 28 Sep 2026 | 13D/A | Lifecore Biomedical | Legion Partners | 17.3% |
| 28 Sep 2026 | 13D/A | Gossamer Bio | D. E. Shaw & Co. | 5.1% |
| 25 Sep 2026 | 13D | FMC Corporation | Tessenderlo Group | 20.0% |
| 25 Sep 2026 | 13D/A | BuzzFeed | Allen Family Digital | 55.7% |
| 29 Sep 2026 | 13D | BrightSpire Capital | CWRE SSF Securities Holding | 8.7% |
Each row links to the filing at the SEC.
License institutional ownership and activist filings for your desk.
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7.1m director dealings from 80+ official sources in 50+ markets, scored for conviction.
All three branches of US government, within a minute of publication, paper filings included.
233,000+ buyback announcements since 1989, plus executed spend from filings.
Coverage, history and figures are as at September 2026. Provided for information purposes only; not investment advice. Past performance is not a guide to future results. See the full data catalog.