Follow Capital,Not Just Headlines.
Polaris connects what investors are doing in their portfolios, who owns a stock, what is happening inside the underlying company, and how the market is framing it. It brings 13F, 13D, and 13G changes, stock ownership, earnings data, insider activity, material events, and market context into one workflow.
Live signal stream
Investor moves
Live signal stream
Company signals
Polaris
Signal engine
Move from investor behavior to stock ownership maps, company developments, and market context in one operating layer.
Polaris workflow
Spot the investor move.
Map who owns the underlying stock.
Pull the company signals into context.
Generate a usable brief before the next meeting.
Investor-side signals
13F / 13D / 13G
Stock ownership map
Holders + Buyers + Sellers
Workflow compression
One operating layer
Who it is for
Buy-side, research, IR
The Polaris wedge
Investor Moves, Stock Ownership, and Company Reality, Finally Connected.
Public-market signal work usually breaks at the handoff between investor behavior, the shareholder base, and what is happening inside the company. Polaris exists to close that gap.
Old workflow
Polaris workflow
Investor and ownership signals
Who bought, who trimmed, who crossed 5%, and how the shareholder base is changing across quarters.
Company-side signals
What management reported, what insiders did, and what material events changed the setup.
Narrative and context
What the market is reacting to and how to explain the move without opening five more tabs.
Product proof
Three Ways Polaris Turns Signal Into Action.
A first look at Polaris should make one thing clear: it turns scattered public-market signal into a working research process.
Ownership workflow
From ticker to ownership map.
Start with any US public equity and move from the company to its institutional shareholder base, not just a price chart and a stock quote.
Outputs
Investor workflow
From investor move to company signal.
Start with a filing or position change, then connect it to stock ownership, earnings data, insider activity, material events, and current market narrative.
Outputs
Research workflow
From scattered signal to usable brief.
Pull the public-data layer into working notes faster so judgment happens on top of context, not tab management.
Outputs
Stock ownership terminal
For any US public stock, see who owns it and how that ownership is changing.
This is the stock-centric bridge between investor behavior and company research: top holders, top buyers, top sellers, activist activity, trend charts, and Excel-ready ownership intelligence.
New ownership layer
Give Polaris any ticker. Get the shareholder map.
The ownership terminal shows top institutional holders, buyers, sellers, activist activity, ownership trends, and Excel export for any US public stock.
Institutional Ownership Terminal
Visa Inc. shareholder intelligence
Export
Excel ready
Top Buyers
43
Top Sellers
29
Activist / 13D-G
7
Ownership trend
12 quarters
Trust layer
Source-driven intelligence, not black-box finance theater.
Financial research only works when the workflow stays tied to filings, disclosures, event data, and visible context. That is the standard Polaris is built to meet.
Data sources
Built around public-market source material.
Polaris centers SEC ownership filings, insider disclosures, material-event filings, earnings data, and market context instead of treating AI as the source of truth.
Workflow design
Structured first, synthesized second.
The product is designed to show the underlying ownership, company, and market signals before using AI to help summarize or connect the dots.
Operator fit
Made for smaller teams that still think institutionally.
The goal is not to copy every terminal feature. It is to compress the workflows that matter most for public-equity research, IR, and idea monitoring.
Platform layers
Built as a research operating system, not a pile of tools.
Each layer is useful on its own. The real edge is how the layers compound when they sit in the same workflow.
Investor intelligence
See how conviction actually changes.
Track institutional portfolios, ownership stakes, activist campaigns, and multi-quarter position changes across managers and securities.
- Analyze 13F, 13D, and 13G filings in one place.
- Compare managers side by side to find consensus and divergence.
- Move from a fund to a position to a company without context switching.
Stock ownership terminal
Map the shareholder base for any US public stock.
Search a ticker to see top institutional holders, biggest buyers and sellers, activist activity, ownership trends, and export-ready shareholder intelligence.
- See the top holders for any US-listed security.
- Identify who is accumulating, trimming, initiating, or liquidating.
- Export the ownership report to Excel for deeper analysis and client-ready work.
Company signals
Follow what is happening inside the underlying company.
Layer earnings data, insider activity, and material events on top of ownership changes so the research story stays coherent.
- Track reported earnings results and company reporting cadence.
- Monitor Form 4 insider activity and 8-K event flow.
- Tie company developments back to investor behavior.
Market context
Add the narrative and macro layer without leaving the workflow.
Polaris gives you the surrounding market context so you can interpret what changed instead of merely observing it.
- Monitor market intelligence and narrative shifts.
- Layer stock-level context around ownership or insider moves.
- Use the AI layer to synthesize signals into a usable brief faster.
Why now
The next edge is workflow compression.
Public markets are not short on data. They are short on coherent, source-driven workflows that help smaller teams move from signal to judgment faster.
The data is public. The workflow is still broken.
Filings, stock ownership data, earnings releases, insider activity, and market data exist, but they remain scattered across tools and documents.
AI is useful only when it sits inside the research process.
A generic chatbot cannot replace source-driven research. Polaris uses AI as a workflow layer around structured public-market intelligence.
Smaller teams need institutional context without institutional overhead.
Emerging managers, family offices, research operators, and IR teams need sharper signal flow without adding headcount or a terminal-sized stack.
Who Polaris is for
Different buyers, one shared problem.
Each buyer has a different job to do, but all of them are paying a tax to reconnect fragmented public information.
Small hedge funds, family offices, and independent PMs
Buy-side teams
Operate like a better-equipped public-equity desk without adding headcount.
Typical scenario
Track a manager build-up, map the shareholder base for the ticker, compare peer holders, and find the next catalyst around the name.
Independent analysts, research shops, and Substack writers
Research operators
Spend less time reconstructing the public-data layer and more time producing differentiated work.
Typical scenario
Go from a filing change or ticker ownership shift to a usable research brief with context already assembled.
Public company IR, corp-dev, and strategic finance teams
IR and strategic teams
Understand your shareholder base and the market around your stock before someone else frames the story.
Typical scenario
Track who owns the stock, who is increasing, who is reducing, and how the external narrative is forming around the company.
Founder-led access
We will show Polaris on names and investors you already care about.
The fastest way to understand Polaris is not through a deck. It is to see one live workflow on your names, your signals, and your questions.