SEC Filings API — Who Mentions What in EDGAR

Find every public company that names a product, vendor or competitor in its SEC filings — with the sentence around each mention, so you can see it's real.

"Databricks" in 10-K filings  →  110 filings across 49 companies

Informatica    INFA   "pushdown optimization to AWS Redshift … Snowflake, Oracle and Databricks"
Teradata       TDC    "Participants include AWS, Databricks, Google Cloud, Mic…"
DOMO           DOMO   "Domo can sit on top of major cloud data platforms including … Databricks"
Health Catalyst HCAT  "Plan and schedule Databricks, Azure Data Factory…"

A company writing a name into an SEC filing is under legal obligation to be accurate. That makes it a stronger signal than a website scan or a job ad.

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Why the quotes matter more than the search

Raw EDGAR search is a commodity — several libraries wrap it. The hard part is that a keyword hit means almost nothing on its own.

Search Snowflake and you get Arizona Public Service and Hormel Foods, because Snowflake is also a town in Arizona. Search Databricks and you get a pharmaceutical holding company — which turns out to hold it as a fund investment, not use it.

A list containing those rows is worse than no list, because the reader can't tell which are real without opening every filing themselves.

So this reads the filing and returns the surrounding sentence:

Without context	With context
Dominari Holdings — match	"Investment in Aeon Partners Fund Series DB (Databricks, Inc.)" → an investor
Teradata — match	"Participants include AWS, Databricks…" → a competitor naming them
DOMO — match	"Domo can sit on top of … Databricks" → an integration

Three identical hits. Three completely different relationships. Only the words around them tell you which — so the Actor reads them and tells you.

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It tells you what kind of relationship it is

Every company gets a relationship, read from the sentence around the mention:

Label	The filing is saying
user	it uses or runs the thing — "we migrated our warehouse to Snowflake"
partner	an integration — "we work with AWS, Snowflake, Databricks"
competitor	competition — "participants include AWS, Databricks…"
customer_of_ours	it is one of their customers
investor	it holds equity or debt — "1st Lien Delayed Draw Term Loan"
acquisition	an acquisition or merger
vendor	named as a supplier
mentioned	named, but the sentence does not say how
place	a town of the same name, not the thing at all

Searching Databricks across 10-K filings, 20 companies come back as:

investor    10   credit funds holding Databricks debt
partner      8   Alteryx, Informatica, DOMO, Talend, C3.ai, Health Catalyst…
competitor   1   Teradata, naming them in risk factors
mentioned    1   an advisor bio

Set relationships to keep only the ones you want. ["user", "partner"] is a sales list; ["competitor"] is competitive research; ["investor"] is a cap-table map. Same search, three different products.

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Quick start

{
  "terms": ["Snowflake"],
  "forms": ["10-K"],
  "verifyContext": true
}

That's it. Everything else has sensible defaults.

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What you get back

{
  "term": "Databricks",
  "company": "Informatica Inc.",
  "ticker": "INFA",
  "cik": "0001868778",
  "industry": "Prepackaged software",
  "location": "Redwood City, CA",
  "state": "CA",
  "incorporatedIn": "DE",

  "filingCount": 4,
  "formTypes": ["10-K"],
  "firstFiledAt": "2022-03-24",
  "lastFiledAt": "2025-02-25",

  "mentionCount": 6,
  "contextVerified": true,
  "mentions": [
    "…third party compute platforms leveraging advanced pushdown optimization to AWS Redshift, Microsoft Azure Synapse, Google Cloud Big Query, Snowflake, Oracle and Databricks…"
  ],

  "filings": [
    { "form": "10-K", "filedAt": "2025-02-25", "documentUrl": "…", "filingPage": "…" }
  ]
}

mentionCount is the count inside the most recent filing. A company naming a vendor once in a 300-page annual report is a different signal from one naming it forty times — minMentions lets you draw that line yourself.

Four dataset views ship with it: Overview, Evidence, Filings and Failures.

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Recipes — copy, paste, run

Companies that actually use or integrate with a product — a sales list

{
  "terms": ["Snowflake"],
  "forms": ["10-K"],
  "relationships": ["user", "partner"],
  "excludePlaceNames": true
}

Who is funding a private company — equity and debt holders

{ "terms": ["Databricks"], "relationships": ["investor"] }

Who names your competitor in their annual report

{ "terms": ["Datadog"], "forms": ["10-K"], "relationships": ["competitor"] }

Which software companies mention a data platform — a partner list

{
  "terms": ["Snowflake", "Databricks"],
  "forms": ["10-K"],
  "industries": ["Prepackaged software", "Computer services"],
  "minMentions": 2
}

Who started talking about a theme this year

{
  "terms": ["generative AI", "AI agents"],
  "forms": ["10-K", "10-Q"],
  "dateFrom": "2026-01-01"
}

Material events naming a vendor — the fastest signal there is

{ "terms": ["Palantir"], "forms": ["8-K"], "dateFrom": "2026-01-01" }

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Every option

Option	Default	What it does
terms	—	Required. Exact phrases to find. Each searched separately
forms	(all)	10-K, 10-Q, 8-K, S-1, DEF 14A, 20-F, 13F-HR, 4, SC 13D/G
dateFrom / dateTo	—	YYYY-MM-DD. EDGAR full-text covers 2001 onward
verifyContext	true	Read the filing and quote the mention. The whole point
maxSnippets	3	Quotes returned per company
minMentions	1	Evidence threshold inside the filing
excludeSelfMentions	true	Drop the company that shares the name — never a lead
relationships	(all)	Keep only user, partner, competitor, investor… The filter that makes it a lead list
excludePlaceNames	false	Drop matches that are a town of the same name
maxCompaniesPerTerm	50	Cap per term, most-filings-first
industries	(all)	From the SEC's own SIC classification
states	(all)	Two-letter state of the business address
userAgentContact	—	Your email. The SEC requires it — see below

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What it covers, honestly

EDGAR full-text search covers filings from 2001 onward. Anything older is outside the index — that's the SEC's boundary, not this Actor's.

Paging stops at 10,000 hits per query. A very common phrase will hit that ceiling; narrow the date range to get underneath it.

mentionCount reflects the most recent filing only, not every filing the company has ever made. filingCount tells you how many filings matched.

Relationship labels are read from language, not certainty. Filings use conventional phrasing for each kind of relationship, which is what makes this work — but a company writing something unusual will land in mentioned, and the quotes are always returned so you can judge for yourself. On a Databricks search, 19 of 20 companies get a specific label; the twentieth is an advisor bio that genuinely fits no category.

Phrase, not fuzzy. Palo Alto Networks matches that phrase, not every filing containing "networks". It also won't catch misspellings or a company referring to a product by a different name.

The SEC requires identification. Every request carries a User-Agent with a contact address, which is their stated condition of access. Requests are rate-limited to 8/second, below their published 10/second ceiling. Put your own email in userAgentContact.

This is public government data. EDGAR is published by the SEC for exactly this purpose, and robots.txt permits it.

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When something fails

error	Meaning
no_filings_found	No filing contains that phrase in the range and form types given
document_unavailable	The filing is indexed but its document couldn't be fetched. The company is still returned, with contextVerified: false
rate_limited	The SEC throttled the request
network_error	Timeout or connection failure

A breakdown is saved to the key-value store as RUN_SUMMARY.

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FAQ

How is this different from just searching EDGAR myself? EDGAR's own search returns filings, not companies, and gives you no context. It also can't exclude the company that shares the name, filter by industry, count mentions, or check whether a hit is genuine. This groups by company, quotes the evidence, and lets you filter on it.

Can I find who uses a particular software vendor? For public companies, yes — filings name vendors, platforms and integration partners. Private companies don't file with the SEC, so they never appear.

Why did I get a company that has nothing to do with my search? Because a word can mean two things. That's exactly why the quotes are returned — read the sentence and you'll see immediately. Raise minMentions to cut most of it automatically.

Does it cover insider trading or institutional holdings? Yes — set forms to 4 for insider transactions or 13F-HR for institutional holdings. Those are filings like any other and are full-text searchable.

Is this legal? EDGAR is a public database published by the US Securities and Exchange Commission for public use. This follows their access rules: identified User-Agent, rate limited below their ceiling, robots.txt respected.

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Support

Open an issue on the Issues tab and you'll get a reply, usually the same day. Requests for extra fields or form types are welcome — tell me what you need.