# SEC Form 13F Holdings Tracker β€” Hedge Fund Filings (`nexgendata/sec-form-13f-tracker-pro`) Actor Track SEC Form 13F-HR holdings β€” filer + CIK, period, issuer, CUSIP, value, shares, position type, voting authority. Quiver / WhaleWisdom alternative for quant funds + M\&A bankers. Replaces deprecated nexgendata/sec-form-13f-holdings-tracker. - **URL**: https://apify.com/nexgendata/sec-form-13f-tracker-pro.md - **Developed by:** [Stephan Corbeil](https://apify.com/nexgendata) (community) - **Categories:** Business, Lead generation - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, NaN bookmarks - **User rating**: No ratings yet ## Pricing from $100.00 / 1,000 13f holdings This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## 🐳 SEC Form 13F Holdings Tracker β€” Hedge fund quarterly positions β€” Berkshire, Bridgewater, Renaissance, Citadel Track every Form 13F-HR filing β€” quarterly disclosures of institutional investment managers with $100M+ AUM, listing every U.S. equity position, share count, market value, and put/call holdings. Sourced directly from EDGAR. See what Berkshire, Bridgewater, Renaissance, Citadel, and 5,000+ other managers own at quarter-end. > **One actor. One token. Real-time regulator-direct data delivered in structured JSON.** ### Why This Actor Beats WhaleWisdom, Bloomberg Terminal, FactSet - **Per-row pricing vs. seat-based**: WhaleWisdom Premium is $599/year for limited 13F coverage. Bloomberg's 13F screens require a $24K seat. We charge $0.005 per holding row β€” a complete Berkshire 13F (50 positions) costs $0.25. - **Raw EDGAR, no editorial layer**: We give you the filed XML data. No interpretation, no estimated values, no "top picks" curation. You build the analytics. - **Manager + holding cross-reference**: Cross-reference holdings by manager (what does Bridgewater own?) or by security (which managers own AAPL?) β€” the join is your join. - **Quarterly delta computation**: Pair this with our 13f-holdings-delta-tracker to compute position changes quarter-over-quarter β€” the actionable signal. | Feature | This Actor 🐳 | WhaleWisdom | Bloomberg Terminal | FactSet | |---|---|---|---|---| | Pricing model | Pay-per-result (cents per record) | Per-seat license $5K-30K/yr | Per-seat license $10K-25K/yr | Per-seat license $10K-30K/yr | | Free tier | Yes (Apify free credits) | No | No | Limited search only | | Real-time freshness | Minutes after source publish | End-of-day refresh | Hourly refresh | Hourly refresh | | Data source | Direct from regulator | Mixed proprietary + scraped | Mixed proprietary + scraped | Mixed proprietary + scraped | | API access | REST + webhooks built in | Add-on; extra licence | Add-on; extra licence | Limited | | Bulk historical | Yes β€” date-range backfill | Limited download caps | Limited download caps | Limited download caps | | Setup time | 5 minutes (token + run) | Procurement + onboarding | Procurement + onboarding | Procurement + onboarding | ### What You Get Every record returned by this actor is structured JSON with the following fields populated wherever the source filing provides them: - Manager name, CIK, filing date, period of report (quarter end) - Manager AUM, total positions reported - For each position: issuer name, CUSIP, share class, ticker (mapped) - Position market value, share count, type (SH, PRN), put/call flag - Investment discretion (sole, shared, none) - Voting authority breakdown - Accession number, EDGAR filing URL - Amendment flag (13F-HR/A) and prior-filing reference - Other manager flag (multi-manager structures) - Sector and market-cap tags (computed) The full output schema is stable across runs β€” safe to load into Snowflake, BigQuery, Postgres, or your data warehouse without re-mapping each refresh. ### Use Cases - **Fund-of-funds analysts** β€” Track manager portfolio construction and concentration over time. - **Equity researchers** β€” See which institutional managers own your covered stocks and at what concentration. - **Retail copy-traders** β€” Mirror the published positions of Buffett, Burry, Ackman, and Klarman. - **Risk teams** β€” Identify crowded trades by counting how many top-50 managers hold a given name. - **Activist investors** β€” Find allies β€” identify other large holders who might support a campaign. - **Academic researchers** β€” Backfill institutional holdings for decades of cross-sectional studies. - **Compliance teams** β€” Track your own firm's 13F filings against your internal book. ### Quick Start Install the Apify Python client, set your token, and call the actor: ```python from apify_client import ApifyClient client = ApifyClient("YOUR_APIFY_TOKEN") run = client.actor("nexgendata/sec-form-13f-holdings-tracker").call(run_input={ "maxItems": 100, }) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) ```` You can also trigger via cURL: ```bash curl -X POST "https://api.apify.com/v2/acts/nexgendata~sec-form-13f-holdings-tracker/run-sync-get-dataset-items?token=YOUR_APIFY_TOKEN" \ -H "Content-Type: application/json" \ -d '{"maxItems": 100}' ``` Schedule it on Apify's built-in scheduler for daily, hourly, or every-5-minute refreshes β€” no infra required. ### Pricing This actor uses **pay-per-event** pricing on Apify. Primary event: **13F holding row** at **$0.005 per record**. An Actor Start fee of $0.00005 applies per run (charged per GB of memory, minimum 1). No subscription, no seat licence, no procurement cycle β€” pay only for the rows you receive. For high-volume use cases (100K+ records/month), contact us at NexGenData for volume discounts. ### Sister Actors in the NexGenData Fleet NexGenData publishes the deepest SEC/regulatory actor catalog on Apify. Pair this actor with: | Use case | Actor | |----------|-------| | Compute position deltas quarter-over-quarter | [13f-holdings-delta-tracker](https://apify.com/nexgendata/13f-holdings-delta-tracker) | | Track Form 4 insider trades | [sec-form4-insider-tracker](https://apify.com/nexgendata/sec-form4-insider-tracker) | | Spot activist 13D/G 5%+ stakes | [sec-schedule-13dg-activist-tracker](https://apify.com/nexgendata/sec-schedule-13dg-activist-tracker) | | Material events from 8-K filings | [sec-form-8k-material-events-scraper](https://apify.com/nexgendata/sec-form-8k-material-events-scraper) | | Track ETF holdings and constituent weights | [etf-holdings-tracker](https://apify.com/nexgendata/etf-holdings-tracker) | | Monitor short interest and squeeze risk | [short-interest-tracker](https://apify.com/nexgendata/short-interest-tracker) | Browse the full 200+ actor catalog at https://apify.com/nexgendata?fpr=2ayu9b. ### FAQ **Q: When are 13F filings due?** A: Within 45 days after each calendar quarter end. February 14, May 15, August 14, November 14 are the deadlines. **Q: Why don't I see short positions?** A: 13F-HR discloses long equity positions and put/call options only. Short positions are not required to be filed. **Q: Are amendments captured?** A: Yes. 13F-HR/A amendments are flagged and reference the original filing's accession number. **Q: Can I get historical filings?** A: Yes. EDGAR 13F archive starts in 1999. Pass a date range or specific manager CIK. **Q: How accurate are the tickers?** A: We map CUSIPs to tickers using a maintained CUSIPβ†’ticker table. Coverage is >99% for current names; older delisted securities may not have a ticker. **Q: Does this include 13F-NT (notice) filings?** A: Yes β€” notice filings tell you a manager filed under a different identifier (e.g. parent company). We surface the reference for completeness. ### About NexGenData NexGenData publishes 200+ buyer-intent Apify actors covering SEC filings, federal regulatory data (EPA, FTC, CFPB, FEC, IRS 990, FAA), private-market intelligence (Form D, IPO, 13F, 13D/G), stock screeners across 30+ exchanges (NYSE, NASDAQ, LSE, TSX, ASX, HKEX, KOSPI, SGX, B3, BSE), B2B lead generation, and competitive intelligence. All actors are **pay-per-result** with no seat licences and no minimum commitments. Browse the full catalog and start a free run at **https://apify.com/nexgendata?fpr=2ayu9b**. Built by independent regulatory-data engineers. Reach out via the Apify message form for custom data integrations. # Actor input Schema ## `dateFrom` (type: `string`): Inclusive start date for the 13F-HR filing-date range. Form 13F is filed quarterly; new filings appear in mid-Feb (Q4), mid-May (Q1), mid-Aug (Q2), and mid-Nov (Q3) for the prior quarter. ## `dateTo` (type: `string`): Inclusive end date for the filing-date range. Set to the same calendar quarter window as dateFrom (e.g. 2024-11-15 to 2024-11-30 captures most Q3 2024 filings). ## `filerCik` (type: `string`): 10-digit CIK of a single institutional filer to restrict to (e.g. 0001067983 = BERKSHIRE HATHAWAY INC, 0001037389 = RENAISSANCE TECHNOLOGIES). Look up at https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany. ## `tickers` (type: `array`): Filter to only holdings whose issuer name contains one of these tokens (e.g. \['APPLE','MICROSOFT']). 13F infotables do NOT include tickers, so this is a substring match against nameOfIssuer (uppercase). Leave empty for the full universe. ## `query` (type: `string`): SEC full-text search query passed verbatim. Useful for filtering by filer name (e.g. 'BERKSHIRE'). See https://efts.sec.gov/LATEST/search-index?q=BERKSHIRE\&forms=13F-HR. ## `maxFilings` (type: `integer`): Maximum number of 13F-HR filings to load. Each filing typically yields 50–2,000+ holdings (one dataset row per holding). ## `maxHoldingsPerFiling` (type: `integer`): Optional cap on how many holdings to emit per individual filing. 0 = unlimited (default). Useful for keeping smoke-test costs predictable. ## Actor input object example ```json { "dateFrom": "2024-12-01", "dateTo": "2024-12-15", "tickers": [], "maxFilings": 5, "maxHoldingsPerFiling": 0 } ``` # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = { "dateFrom": "2024-12-01", "dateTo": "2024-12-15", "filerCik": "", "tickers": [], "query": "", "maxFilings": 5, "maxHoldingsPerFiling": 0 }; // Run the Actor and wait for it to finish const run = await client.actor("nexgendata/sec-form-13f-tracker-pro").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`πŸ’Ύ Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // πŸ“š Want to learn more πŸ“–? Go to β†’ https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = { "dateFrom": "2024-12-01", "dateTo": "2024-12-15", "filerCik": "", "tickers": [], "query": "", "maxFilings": 5, "maxHoldingsPerFiling": 0, } # Run the Actor and wait for it to finish run = client.actor("nexgendata/sec-form-13f-tracker-pro").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("πŸ’Ύ Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # πŸ“š Want to learn more πŸ“–? Go to β†’ https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{ "dateFrom": "2024-12-01", "dateTo": "2024-12-15", "filerCik": "", "tickers": [], "query": "", "maxFilings": 5, "maxHoldingsPerFiling": 0 }' | apify call nexgendata/sec-form-13f-tracker-pro --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=nexgendata/sec-form-13f-tracker-pro", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "SEC Form 13F Holdings Tracker β€” Hedge Fund Filings", "description": "Track SEC Form 13F-HR holdings β€” filer + CIK, period, issuer, CUSIP, value, shares, position type, voting authority. Quiver / WhaleWisdom alternative for quant funds + M&A bankers. Replaces deprecated nexgendata/sec-form-13f-holdings-tracker.", "version": "0.0", "x-build-id": "vZCwYDMH5hLEV5euy" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/nexgendata~sec-form-13f-tracker-pro/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-nexgendata-sec-form-13f-tracker-pro", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/nexgendata~sec-form-13f-tracker-pro/runs": { "post": { "operationId": "runs-sync-nexgendata-sec-form-13f-tracker-pro", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/nexgendata~sec-form-13f-tracker-pro/run-sync": { "post": { "operationId": "run-sync-nexgendata-sec-form-13f-tracker-pro", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "required": [ "dateFrom", "dateTo" ], "properties": { "dateFrom": { "title": "Filing date β€” from (YYYY-MM-DD)", "type": "string", "description": "Inclusive start date for the 13F-HR filing-date range. Form 13F is filed quarterly; new filings appear in mid-Feb (Q4), mid-May (Q1), mid-Aug (Q2), and mid-Nov (Q3) for the prior quarter." }, "dateTo": { "title": "Filing date β€” to (YYYY-MM-DD)", "type": "string", "description": "Inclusive end date for the filing-date range. Set to the same calendar quarter window as dateFrom (e.g. 2024-11-15 to 2024-11-30 captures most Q3 2024 filings)." }, "filerCik": { "title": "Filer CIK (optional)", "type": "string", "description": "10-digit CIK of a single institutional filer to restrict to (e.g. 0001067983 = BERKSHIRE HATHAWAY INC, 0001037389 = RENAISSANCE TECHNOLOGIES). Look up at https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany." }, "tickers": { "title": "Issuer-name filter (optional)", "type": "array", "description": "Filter to only holdings whose issuer name contains one of these tokens (e.g. ['APPLE','MICROSOFT']). 13F infotables do NOT include tickers, so this is a substring match against nameOfIssuer (uppercase). Leave empty for the full universe.", "items": { "type": "string" } }, "query": { "title": "Free-text query (optional)", "type": "string", "description": "SEC full-text search query passed verbatim. Useful for filtering by filer name (e.g. 'BERKSHIRE'). See https://efts.sec.gov/LATEST/search-index?q=BERKSHIRE&forms=13F-HR." }, "maxFilings": { "title": "Max filings", "minimum": 1, "maximum": 500, "type": "integer", "description": "Maximum number of 13F-HR filings to load. Each filing typically yields 50–2,000+ holdings (one dataset row per holding).", "default": 30 }, "maxHoldingsPerFiling": { "title": "Max holdings per filing", "minimum": 0, "maximum": 50000, "type": "integer", "description": "Optional cap on how many holdings to emit per individual filing. 0 = unlimited (default). Useful for keeping smoke-test costs predictable.", "default": 0 } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```