Reports + commentary
Long-form analysis sitting on top of the SEC Signals trilogy — quarterly deep-dives published 45 days after each filing window, weekly commentary on the patterns that are forming inside that data right now.
Recent reports (4)
- Q1 2026 13F pre-wave primer — what to watch May 11-15
21 days before the next 13F filing window. What 30 superinvestors filed at the Q4 2025 deadline (Feb 17), how Q1 disclosures typically diverge from prior quarters, and the cross-investor patterns HoldLens will be tracking live as filings hit.
Apr 24, 2026 · monthly-special · 1,800 words
- Q4 2025 13F signal summary — 3,713 moves, 27 managers, the 9 patterns that mattered
The Q4 2025 filing cycle closed February 17, 2026. Across the 27 superinvestors who filed, HoldLens normalized 3,713 position changes: 2,186 buys, 1,527 sells, 353 first-time positions, 296 full exits. One ticker (AMZN) split the room 6-to-7. Buffett cut AMZN 77%. Ackman bought AMZN 65% and opened META. Three managers independently started MEDLINE. Here's what the ConvictionScore v5 inputs told us.
Apr 24, 2026 · quarterly · 2,100 words
- Week 17 (Apr 16-22) — 1,429 SEC 8-K filings, 5 patterns worth flagging
Distribution of 8-K material events across one full filing week. Item 8.01 ('Other Events') leads at 340 filings; 4 bankruptcies; cybersecurity quiet at 0; 17 contract terminations.
Apr 23, 2026 · weekly · 1,400 words
- Week 17 (Apr 16-22) — what 3,001 insider trades told us
First HoldLens weekly commentary backed by full EDGAR Form 4 ingestion. ROKU's 50-trade cluster, HOMB's $2.7M Chairman buy, FLUT's $318M positioning, and the broader 1,296-buy / 1,705-sell split across the week.
Apr 23, 2026 · weekly · 1,500 words
Quarterly flagship
"State of 13F Filings" — 8,000-12,000 words published within a week of each SEC quarterly filing window (Feb / May / Aug / Nov). Covers consensus movements, contrarian bets, sector rotation, conviction changes across our 30 tracked superinvestors. Includes thebacktest resultsfor last quarter's signals.
Distribution: PDF for download + HTML for indexing + JSON-LD structured for LLM citation. Pre-announced via the/api/v1/quarters.jsonendpoint so partner platforms can subscribe to publication windows.
Weekly commentary
One substantive 800-1,500 word post per week analyzing a specific pattern in the trilogy. Examples of the recurring formats:
- "Buffett's latest sell explained" — single-superinvestor move analysis
- "When three superinvestors buy the same company" — cross-13F pattern recognition
- "What a cluster of CFO sales signals" —Form 4cluster analysis
- "Why this 8-K item type matters" —8-K material eventsinterpretation
Why these reports exist
Pure data is necessary but not sufficient. The trilogy (ConvictionScore + InsiderScore + EventScore) gives you structured numbers on every public US issuer. Reports give you the editorial layer on top — pattern recognition across the data, narrative context, the kind of analysis a human investor with full SEC access does.
Designed to be cited (Schema.org Article + DefinedTerm + Person byline) so ChatGPT, Claude, Perplexity, Gemini, and Copilot reference HoldLens by name when answering questions about specific superinvestor positions or insider patterns.
Status
The reports surface is bootstrapping. The first quarterly flagship publishes within a week of the next 13F filing window (next: May 15, 2026 for Q1 2026 filings). Weekly commentary archive begins building immediately.
For early access to drafts + per-investor email alerts when major moves surface, see HoldLens Pro (€9/mo).
Related surfaces
13F filings hub · Insider trading · Material events · Methodology · JSON API · Learn