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A reading room for 13F filings.

Every quarter, institutions managing over $100M disclose their US long positions to the SEC. Berry Trail is a reading room for those documents. As filed, amendments included, nothing inferred.

Read a season, a manager, one of its filings, or a stock across the managers.

Managers
98
Filings read
4,964
Seasons
53 · since Q2 2013

Open to read

No account needed to read anything. Every number links back to the filing it came from, so you can check us against the SEC.

What a 13F can see

A 13F does not show shorts, most derivatives, non-US holdings or cash. We say how much of each book a filing can see, put both dates on every document, and count only what was filed. The methodology shows every rule beside a real example.

Not advice

A tool for research and reading, not investment advice. See the disclaimer.

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