The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

software_internet

What am I looking at?

All tracked filing activity in this sector. Capital committed sums disclosed values of insider purchases, new and increased fund positions, and activist stakes across the full tracked history; new versus follow-on distinguishes first-time from repeated quarterly 13F positions. Weekly commentary comes from the editions that discussed this sector, and stocks are ranked by their current signal score.
$24.9B
Capital committed
14
Active investors
23
New positions
2
Follow-on adds

Weekly commentary

2026-W29 — All flow this week was outbound: six insiders across Alphabet and Meta sold roughly $8M combined, entirely 10b5-1, with no new filings this week beyond those insider sales. Aggregate outflow with no buy-side counterweight, but the plan-based nature means it says little about conviction. The dashboards' Q1 2026 baseline (filed in May, not this week) shows 23 new 13F positions in GOOGL, META, and MSFT opened across four allocators — Berkshire, Pershing Square, TCI, and Coatue — history that is visible but did not change this week.

Stocks

Active investors