Fund holdings and portfolio tools
See what large investment managers reported in their quarterly Form 13F filings, and test your own portfolio with the Quant lab: correlations, risk, optimisation and Monte Carlo. Results are based on past data.
Straight from the public filings Bourse puts filings from SEC EDGAR, the House Clerk and Senate eFD in one place, with a link to the original where possible. The free plan works on the web, Android and Windows. Open the appWhere the data comes from
Filings come from public registers: SEC EDGAR, the Clerk of the House and Senate eFD, partly collected through third-party data providers. The delays are set by the rules: Form 4 within 2 business days, Congress trades up to 45 days, 13F up to 45 days after the quarter. Data sources.
Questions
What is a Form 13F filing?
A quarterly report filed with the SEC by investment managers with at least $100 million in U.S. equities under management. It lists long positions in U.S.-listed stocks, up to 45 days after the quarter ends.
What portfolio tools does Bourse have?
Return and risk statistics, correlations, VaR and expected shortfall, portfolio optimisation, Monte Carlo simulation, backtests, pairs analysis, the Kelly criterion and option pricing. They are part of Premium.
See these filings as they land
Bourse collects Congress trades, SEC Form 4 insider filings and 13F fund holdings in one live feed, and flags insider buying clusters automatically. Free to start.
Bourse provides financial data and editorial information, parts of which are generated by AI. This page is for general education only. It is not personalised investment advice or a recommendation to buy or sell any financial instrument. Make your own decisions.