How InvestorLens Works

How InvestorLens Works

InvestorLens is built on a three-stage pipeline: ingest, analyze, and present.

Stage 1: Ingest

Every 6 hours, InvestorLens checks SEC EDGAR for new 13F filings from each tracked investor.

When a new filing is detected:

1. The filing's information table (an XML document) is downloaded from EDGAR
2. Each position is parsed: ticker, company name, shares, and market value
3. Positions are matched to our ticker database to resolve CUSIPs to symbols
4. The new filing is stored in our database

Stage 2: Analyze

Once a filing is stored, InvestorLens runs several analysis passes:

Change Detection — Each position is compared to the prior period's filing. Changes are classified as:

• NEW — position didn't exist last quarter
• INCREASED — position grew in share count
• REDUCED — position shrank in share count
• SOLD OUT — position no longer exists

Cross-Portfolio Analysis — InvestorLens checks which stocks appear across multiple investors simultaneously, computing overlap scores.

Sector Attribution — Positions are tagged to sectors (Technology, Energy, Financials, etc.) for allocation analysis.

AI Summarization — An AI model generates a plain-English summary of each investor's filing changes for the Intelligence Brief.

Stage 3: Present

Data is served through a Next.js application with:

• Server-side rendering for fast page loads
• Supabase (PostgreSQL) as the primary database
• Cached responses (5-minute revalidation) to keep data fresh without hammering the DB

Data Freshness

Limitations

• 45-day lag: SEC rules allow funds to file 13Fs up to 45 days after quarter end. Positions shown reflect what was held at the end of the most recent reported quarter, not today.
• Equity only: 13Fs report long equity positions only. Short positions, options (in most cases), bonds, and cash are not required to be disclosed.
• Threshold: Funds managing less than $100M in equity AUM are not required to file 13Fs.

Always cross-reference with primary SEC sources at edgar.sec.gov.