Platform overview
One workflow for investor behavior, stock ownership, company signals, and market context.
Polaris is designed as a research operating system. It is the connective layer that helps smaller, research-driven teams operate with more context and less fragmentation.
What Polaris replaces
Workflow logic
Capture the move
Track filings, stakes, holdings, overlap, position evolution, and stock ownership across managers and securities.
Interpret the company
Pull earnings data, insider activity, and material events into the same frame to explain what changed.
Act with context
Add market narrative and the AI layer so the work becomes usable faster, not just richer.
Stock-centric ownership
The ownership terminal gives every ticker a shareholder map.
Polaris no longer stops at manager portfolios. Search any US public equity to see top holders, buyers, sellers, activist signals, trend charts, and export-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
Platform layers
Each layer stands on its own. The edge comes from the stack.
Polaris is strongest when these modules stop behaving like separate products and start acting like one coherent research system.
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.
In practice
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.
In practice
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.
In practice
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.
In practice
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.