13D & 13G API — Activist Investor Stakes & 5% Owners

Know the moment an activist fund or big investor crosses 5% of a company, what they own, and what they say they want.

Anyone who acquires more than 5% of a US public company's voting stock must tell the SEC. Schedule 13D is filed by holders who may try to influence the company: activists like Elliott, Icahn, Starboard or Trian. It must state the purpose of the stake, such as board seats, a sale of the company or buybacks. Schedule 13G is the short form for passive holders such as index funds. This Actor turns both into clean rows: who, how many shares, what % of the class, voting power, stated purpose and source of funds.

Part of the SmartMoney Data suite: Insider Trades · Hedge Fund 13F Holdings · Congress Stock Trades · Form 144 Planned Sales · 13D/13G Activist Stakes

What you can do with it

• 🚨 Activist alerts: get notified when a new 13D lands on a stock you own or follow. New activist stakes often move the price the same day.
• 🎯 Follow famous activists: filter by filer name (Elliott, Icahn, Starboard, Pershing Square, Trian…) across the whole market.
• 📈 Track stake changes: amendments (13D/A, 13G/A) report increases, cuts and exits.
• 🏦 Who owns 5%+: see the big institutional holders of any ticker from 13G filings.
• 🤖 AI agents: "Has any activist taken a stake in Disney this month, and what do they want?" as a single tool call.

Features

• ✅ 13D (activist) and 13G (passive), originals and amendments
• ✅ Shares owned and % of class, with sole and shared voting power
• ✅ Stated purpose of the stake (13D Item 4): board seats, strategic alternatives, buybacks…
• ✅ Source of funds (13D Item 3) and recent transactions (Item 5)
• ✅ Swaps and agreements (Item 6)
• ✅ Every reporting person in a group, with type (fund, adviser, individual…) and their own holdings
• ✅ Any ticker, or the latest filings market-wide
• ✅ Filters for schedule type, minimum % of class, filer name and amendments. You only pay for rows you keep.
• ✅ Per-ticker summary, activist filings first
• ✅ Link to the official filing on every row

How to use it

Activist and 5% filings for your watchlist, last 90 days

{ "tickers": ["DIS", "SBUX", "PFE"], "lookbackDays": 90 }

Latest activist (13D) filings across the whole market

{ "scheduleType": "13D" }

Follow specific activists

{ "scheduleType": "13D", "filerNames": ["Elliott", "Icahn", "Starboard", "Trian"] }

Output

One row per filing. A group of reporting persons (for example a fund, its general partner and the portfolio manager) stays in one row, and the headline figures come from the largest holder in the group. Example (illustrative values):

{
  "ticker": "DIS",
  "issuerName": "Walt Disney Co",
  "issuerCik": "0001744489",
  "issuerCusip": "254687106",
  "securitiesClass": "Common Stock",
  "scheduleType": "13D",
  "isActivist": true,
  "isAmendment": false,
  "filerName": "Example Activist Partners LP",
  "filerType": "Partnership",
  "sharesOwned": 95000000,
  "percentOfClass": 5.2,
  "soleVotingPower": 0,
  "sharedVotingPower": 95000000,
  "eventDate": "2026-09-15",
  "filingDate": "2026-09-25",
  "purpose": "The Reporting Persons believe the shares are undervalued and intend to engage with the Board…",
  "sourceOfFunds": "Working capital of the funds…",
  "recentTransactions": "Open market purchases between 07/20/2026 and 09/15/2026.",
  "agreements": "Cash-settled swaps referencing 4,000,000 shares.",
  "rule13d1": null,
  "reportingPersonCount": 2,
  "reportingPersons": [
    { "name": "Example Activist Partners LP", "cik": "0001791786", "type": "Partnership", "sharesOwned": 95000000, "percentOfClass": 5.2, "soleVotingPower": 0, "sharedVotingPower": 95000000, "sourceOfFunds": "Working capital" }
  ],
  "accessionNumber": "0000921895-26-000002",
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/1744489/000092189526000002/0000921895-26-000002-index.htm"
}

A SUMMARY record in the key-value store rolls up each ticker: number of filings, activist filings, largest stake and the filers.

Input

Field	What it does	Default
tickers	Tickers to track. Empty = latest filings market-wide	[]
scheduleType	all, 13D (activist) or 13G (passive)	all
lookbackDays	Ticker mode: only filings from the last N days	30
maxFilingsPerTicker	Cap per ticker	50
latestFilingsCount	Market-wide mode: latest filings per schedule type	40
minPercent	Skip stakes below this % of class	0
filerNames	Keep filings where a reporting person's name contains one of these	[]
includeAmendments	Include 13D/A and 13G/A	true

Pricing

Pay per result: you are charged for each filing returned after filters, never for filings that are filtered out. Set a maximum cost per run and the Actor stops cleanly when it is reached.

FAQ

What's the difference between 13D and 13G? 13D is the long form, required when the holder may seek to influence or control the company. It includes the purpose of the stake. 13G is the short form for passive investors, and for banks, brokers and funds that bought in the ordinary course of business.

How fast is the data? 13D filings are due within 5 business days of crossing 5%, and amendments within 2 business days of a material change. The Actor reads EDGAR directly, so a filing is available as soon as the SEC publishes it.

Which filings are covered? Filings in the structured XML format (form types SCHEDULE 13D and SCHEDULE 13G), which the SEC has required since 18 December 2024. Older HTML-only SC 13D/SC 13G filings are skipped and counted in the summary.

Is this legal to use? Yes. Beneficial ownership filings are public records published by the SEC. The Actor follows the SEC's fair-access rules: rate-limited, identified with a User-Agent.

Related Actors

• Insider Trades Tracker (Form 4): executive and director buys and sells
• Hedge Fund 13F Holdings: full quarterly portfolios of funds like the activists above
• Form 144 Planned Sales: insider sales before they happen
• Congress Stock Trades: trades by US Senators and Representatives

Support

Found a bug or need a feature? Open an issue on the Issues tab or email smartmoney-data@googlegroups.com. We usually reply within a day.

Data is provided for informational purposes only and is not investment advice.