Question 1

Which hedge funds and institutional investors hold IAS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IAS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IAS whale holdings?

Accepted Answer

Conviction level reflects how significant IAS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IAS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IAS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IAS?

Accepted Answer

QoQ changes for IAS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Soros Fund	2.0M	$20.2M	0.3%	$9.1B
State Street	1.6M	$16.7M	0.0%	$2896.4B
Balyasny	1.2M	$11.9M	0.0%	$77.1B
Gabelli	383.8K	$3.9M	0.0%	$14.8B
Millennium	333.9K	$3.4M	0.0%	$240.3B
DFA	321.5K	$3.3M	0.0%	$481.4B
Geode Capital	228.8K	$2.3M	0.0%	$1607.5B
American Century	173.9K	$1.8M	0.0%	$194.3B
AQR Capital	148.6K	$1.5M	0.0%	$218.4B
Invesco	119.3K	$1.2M	0.0%	$653.3B
Two Sigma	59.7K	$607K	0.0%	$123.9B
Citadel	24.9K	$253K	—	$618.5B
Franklin Templeton	16.9K	$172K	—	$408.3B
Gotham Asset	16.1K	$163K	0.0%	$32.7B
BlackRock	1.4K	$14K	—	$5723.5B
Fidelity (FMR)	903	$9K	—	$1898.4B
Northern Trust	129	$1K	—	$756.6B
LSV	48.5K	$493	0.0%	$46.4M

IAS

Who Holds IAS

Changes This Quarter