How-to guide · 8 strategies
How to get the most out of GestorLens
Eight ways to combine the site's tools to research what investors disclose to the SEC: 13F portfolios, insider purchases and stakes above 5%. Each one with its steps, what to look for and its limits.
Where to start
- If you have 2 minutesYour portfolio X-rayType your stocks and see which professional managers own them. No account needed.
- If you follow someoneThe 13F season, liveWho has filed their 13F this quarter and what changed, day by day.
- If you are looking at a stockA stock checklistFrom consensus to the full profile, in an order that skips nothing.
The 8 strategies
- 01
Your portfolio X-ray
Which professional managers own the same stocks as me, and how much do they weigh in their portfolios?No account2 min · 10 with an accountSee the strategy → - 02
The 13F season, live
Who has already filed this quarter's 13F, what did they change, and when does each one usually file?No account5 min · 1 a daySee the strategy → - 03
A stock checklist
Who owns it, who got in and who got out, what are its insiders doing, and what do its financials say?Free account for the details10–15 minSee the strategy → - 04
After the quarter end
What has this manager reported to the SEC since the date of its latest 13F?No account3 minSee the strategy → - 05
Insiders in context
Which insiders bought shares of their own company in meaningful amounts, and which concentrated managers hold the same stock?No account5 minSee the strategy → - 06
The 5%+ stake radar
Who disclosed more than 5% of which company in the past month, for what purpose, and who went up, down or changed stance?No account5–10 min a weekSee the strategy → - 07
Getting to know a manager
How concentrated and how active is it, how long does it keep positions, and how did copying it work out?Free account for the details15 minSee the strategy → - 08
The sector map
What weight does each sector have in professional portfolios, and which gained or lost weight?No account10 minSee the strategy →
Things few people know you can do
- Search with the “/” keyOn a computer, from any page, without touching the mouse.
- Filters you can shareThe filters in Insiders and the ranking stay in the address: save them or send them as they are.
- The X-ray as a linkA finished X-ray has its own address, with the tickers inside it.
- The season in your calendarOn the season page, the dates well-known investors usually file, as an .ics file.
- What was filed after the 13FEach manager's page adds the 13D, 13G and Form 4 filings made after its latest portfolio.
- A full screener in IdeasCustom filter combines managers, financials, sector, insider buying and 13Ds. No account needed.
- 13D and 13G in your feed readerAt the foot of 13D and 13G there is an Atom feed to follow them from a feed reader.
- The full archiveEvery 13F quarter in CSV and Parquet, under an open licence, in the methodology.
Before you start: what a 13F is and is not
A 13F shows a manager's portfolio at the end of the quarter and is filed up to 45 days later: these are not real-time positions. It only covers long positions in US-listed stocks, ETFs and listed options; it shows no short positions, bonds or cash. This site is for research: it does not recommend buying or selling anything.