How investors are using VerityData's 13F/G/D data inside their AI research workflows.
When we launched the VerityData MCP server in April, we covered insider transactions, buybacks, ATMs, management changes, and SEC filings. Feedback from customers has been overwhelmingly positive. Institutional holdings are the next layer of the mosaic and now available to all VerityData | InsiderScore customers.
For fundamental investors, the challenge has never been finding 13F/D/G data. The challenge has been around quickly understanding, analyzing, and trusting it. The trust component has been especially important as investors adopt AI-driven research workflows. As my colleague Max Magee wrote recently, data quality is becoming the central problem to solve. It’s what we’ve spent 20 years solving: building and delivering differentiated data that’s clean, consistent, and structured enough to trust in any workflow.
Below we walk through what’s available and what it looks like in practice, with real examples from our SuperFund universes.
The data is built on our 13F/D/G dataset, the same data behind our SuperFund reports (curated portfolios of high-conviction institutional managers we track and publish) and our Hedge Fund Trend Monitor (quarterly analysis of positioning across 500+ fundamental hedge funds). It’s now accessible directly inside your AI workflow, with OpenAI and Microsoft Copilot support coming soon.
Here’s what you can do:
Identify and track the right funds. Surface the largest, most concentrated, or most active holders in any name, sector, or peer group, and follow their top inflows, outflows, new positions, and liquidations for any reported quarter. Layer in fund-level context (AUM, position concentration, historical conviction) to separate signal from rebalancing noise.
Query SuperFunds and fund universes. Hit the SuperFunds you’ve built in the InsiderScore platform, and the curated SuperFunds we publish (Healthcare, Value, Hedge Fund Trend Monitor universe, and others), directly from your AI workflow. Ask aggregate questions: top holdings, biggest inflows, broadest buying, most concentrated exits, fund-level contributions to a position.
Benchmark fund against fund. Funds use 13Fs to benchmark against peers, against the SuperFunds they consider their universe, and against the managers they respect. The MCP makes that comparison conversational. “How does my portfolio overlap with the Value SuperFund?” “Which holdings does Fund A have that Fund B doesn’t?” “Where am I offsides versus my peer group?”
Three quick examples, using real Q4’25 data from our SuperFund universes.
That last question in the Celcuity example isn’t rhetorical — want to see the insider activity alongside this? Institutional buying in a name is one data point. Institutional buying alongside unusual insider buying is a different kind of signal, and the MCP already has both. Insider transactions, buybacks, ATMs, management changes, and SEC filings are all there. The 13F data is built to work alongside all of it.
VerityData delivers structured, decision-ready data from SEC filings, insider transactions, institutional ownership, and more — built for the automated workflows investment teams are deploying today. Access 20+ years of the most accurate and complete data of its kind, plus 2,000+ annual research briefs from VerityData experts.
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