Some record dates are in the future and are excluded from the latest observation date.
Frequently Asked Questions
Getting Started
FolioFact is a public 13F holdings explorer. It helps you compare what notable
fund managers hold across quarters, with an equal-weight conviction map that
surfaces concentrated positions.
Click the "Sign up" button and follow the registration process. Public research
pages can be browsed without an account; accounts are for saved preferences and
notification features.
No. 13F filings are quarterly and typically arrive up to about 45 days after the
quarter ends. FolioFact is designed for research and comparison, not real-time
trading.
Holdings come from SEC 13F filings. Insider activity comes from SEC Form 4/5
filings. Company financials come from SEC EDGAR companyfacts, the free
structured XBRL feed, with all available history since 2009 where available.
When a security cannot be mapped confidently, we keep the source identifier
visible instead of guessing.
Account & Security
Click "Forgot Password" on the login page and follow the instructions sent to your email.
Contact support@foliofact.com from the email
address on the account and we will help remove it.
We use standard Rails security controls, encrypted credentials, secure sessions,
and least-necessary account data.
