The Approach Behind the Data

Built by a data professional.
For curious investors.

HoldingsLens is built by a data professional with 10+ years turning complex data into clear decisions. The story is simple: started investing in 2020, couldn't find institutional data that was actually accessible — so built it.

View the MVP Report
A data-first product
Institutional data, made accessible
10+
Years in data
3
Report types
100%
Public sources
Power BI SQL Python SEC EDGAR 13F
How the data is built

From raw filing
to clear insight.

Step 01 · Source
Straight from the SEC
All data comes from public 13F filings on SEC EDGAR — the official U.S. regulator database. Nothing scraped from third parties, nothing behind a paywall.
SEC EDGAR Public 13F filings Official source
Step 02 · Clean
Structured & verified
Raw filings are messy and inconsistent. Each one is parsed, standardised, and cross-checked so the numbers you read are the numbers that were filed.
Parsing Standardisation Validation
Step 03 · Present
Made readable
Clean data is turned into visual, downloadable reports — by industry, institution, or company — so you can act on it without a finance degree.
Visual reports Downloadable Plain language
The Stack

Built on solid
data foundations.

Business Intelligence

Power BI Tableau DAX Data Modelling

Programming & Data

SQL / MySQL Python R PostgreSQL
Get in touch

Questions about
the data?

Whether you're curious about what 13F filings reveal, how a report is built, or you've spotted something that looks off — reach out. HoldingsLens is early-stage and shaped by the people who use it.

Say hello
About the filings
Want to understand what 13F data shows, or how current it is? Ask away.
Spotted an issue?
The source of truth is always the original SEC filing. If a number looks wrong, tell us.
Shape what's next
Which industry or institution should we cover next? Your input drives the roadmap.

This platform provides aggregated data from publicly available SEC 13F institutional holdings disclosures. It does not constitute financial advice, investment recommendations, or a solicitation to buy or sell any security.