VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, September 25, 2025
Top 13D/13G Tools for Investing
Community-ranked 13d/13g software ordered by net upvotes with starred picks breaking close calls.
Every entry here is part of our living directory of 13d/13g software for investors, traders, and analysts. We surface tools that earn consistent upvotes from the community, highlight trusted platforms we’ve personally vetted, and track popularity shifts so research, screening, and execution workflows stay current. Use this page to compare pricing tiers, platforms, and capabilities side by side, then dive into individual reviews for deeper due diligence.
Explore more tools
Use this shortlist to zero in on the 13d/13g standouts, then pop over to the Find My Moat home page for curated collections, AI-guided discovery, and deep comparison filters across more than 205 investing tools. It’s the quickest way to shape a modern research, screening, and execution stack without getting lost in tabs.
Ranked tools
- 1
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Pricing: FreePlatforms: WebCategories: Improved Filings • Diff View • Filing Sentiment • Transcripts • Insider Data • Institutional Data • 13D/13G • 13F • Which ETF includes this Stock? • News • Alerts • Calendar • IPO • Secondary Offerings • Financials
- 2
The official source of U.S. regulatory filings. EDGAR provides free public access through its web portal, JSON data APIs, and structured RSS feeds (updated every 10 minutes). Developers can use the APIs on data.sec.gov for submissions and XBRL datasets, while filers use separate EDGAR Next APIs that require tokens. No email alerting is provided—RSS is the only push channel. Automated access must respect fair-use guidelines, including a descriptive User-Agent.
Pricing: FreePlatforms: Web, APICategories: Data APIs • 13F • 13D/13G • Insider Data • Financials • Regulatory Filings Monitoring • Other
- 3
A US-focused insider trading and ownership tracking service with real-time alerts, institutional dashboards, and specialized screeners. Plans gate access to features: Advanced allows up to 100 watchlist alerts, while Pro unlocks unlimited alerts, user-defined triggers, and daily CSV downloads. Several modules (insider screener, dividend screener, buy/sell ratios) are Pro-only. Both tiers include a 7-day free trial.
Pricing: SubscriptionPlatforms: WebCategories: Insider Data • 13D/13G • 13F • Institutional Data • Investor Holdings • Watchlist • Screeners • Data Visualizations • Money Flow • Alerts • Dividend
- 4
A commercial API suite for SEC/EDGAR data, designed for developers, quants, and compliance teams. The free tier includes 100 calls per month. Paid tiers unlock higher rate limits, more data (5 GB vs 15 GB monthly, with $0.30/GB overage), and features such as multiple API keys or redistribution rights for enterprise users. The platform emphasizes speed, with new filings typically available in under 300 ms.
Pricing: Free, SubscriptionPlatforms: Web, APICategories: Data APIs • Regulatory Filings Monitoring • Insider Data • 13F • 13D/13G • Financials • Management Compensation • IPO • APIs & SDKs
- 5
Platform for ownership, filings, short interest, and options sentiment with broad global coverage. Plans range from Free through Bronze, Silver, and Gold, with premium features like the Workbench, Portfolio Builder, and custom quant models reserved for higher tiers. Real-time options flow, unusual options activity, and Excel export are available on paid plans. Broker account linking is supported via Plaid (U.S. only).
Pricing: Free, SubscriptionPlatforms: Web, APICategories: Short Interest • Insider Data • 13F • 13D/13G • Which ETF includes this Stock? • ETF Holdings • Improved Filings • Screeners • Options • Portfolio • Watchlist • Alerts • News • Data APIs • Dark Pool & Off-Exchange • Dividend
- 6
Institutional‑grade datasets and research on insider transactions (Form 4), stock buybacks/authorizations, management changes, and institutional holdings (13F/13D/13G). InsiderScore is now part of Verity’s VerityData suite. Delivery via web platform, REST API, and multiple production feeds (point‑in‑time variants available).
Pricing: SubscriptionPlatforms: Web, APICategories: Insider Data • Institutional Data • 13F • 13D/13G • Buybacks & Authorizations • Secondary Offerings • Alerts • Data APIs • Watchlist • Flags
- 7
Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).
Pricing: FreePlatforms: Web, APICategories: Regulatory Filings Monitoring • IPO • Secondary Offerings • Insider Data • 13F • 13D/13G • News • Alerts • Data APIs • APIs & SDKs • Education
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.