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Public record

13G Passive Stakes

Reads original Schedule 13G filings (file_type 'SCHEDULE 13G', not '/A' amendments — i.e. NEW 5%+ stakes) from SEC EDGAR full-text search. Each filing's filer is identified from the SEC display metadata; index funds, mega asset managers, banks, and market makers are excluded by name, leaving only concentrated investors. Emits a long-bias trade_card for the subject company. Every subject ticker is re-gated to chartable market data before emitting. A 13G is passive (no activist intent), so this is framed as accumulation, not an activist event.

Track Record

Verified performance

Last signal 2 days ago
84%Win rate
16wins·3losses
19 resolved all-time
62.4%–94.5% 95% CI
Equity curve+22.4%
Indexed to 100 · 10-position book · 10% per trade · illustrative
Stats by window
Closed
19
16W · 3L
Win Rate
84.2%
62.4%–94.5% CI
Avg P&L
+11.77%
+9.90% median
Profit Factor
11.65
+11.77% exp.
Best Win
+63.1%
Worst Loss
-7.0%
Max Drawdown
11.0%
all-time
Avg Hold
2.7 days
Outcome mix
Target 2316%
Target 11368%
Stopped out316%
P&L distribution
3
7
7
2
≤-20%0%≥+20%
By timeframe
NWinAvg
This month1984%+11.8%
By asset class
NWinAvg
Stocks1984%+11.8%
Every number is computed from this strategy’s own resolved signals — each card’s entry, targets, and stop measured against where price actually went. Win rate counts a Target 1 or Target 2 hit as a win and a stop as a loss; expired signals are excluded from win rate and average return. The equity curve sums each signal’s return at a 10-position book · 10% per trade · illustrative. Past performance does not guarantee future results.
Recent Signals

Last 50 signals

About this strategy
Why it matters

Most 13G filings are mechanical noise from index giants (Vanguard, BlackRock) and market makers (Jane Street, Citadel). We strip those out and surface only NEW 5%+ stakes from concentrated investors — the kind of quiet accumulation by a focused fund (Venrock, Glazer, Davidson Kempner) that can precede a re-rating. It's the passive counterpart to the 13D activist tracker.

Refresh cadence
Daily poll at 15:30 UTC
Source
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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