---
title: Holdingsintel Reviews
meta_title: 'Holdingsintel Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Holdingsintel works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-08-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Holdingsintel Reviews
**Vendor:** HoldingsIntel  
**Category:** [Financial Research Software](https://www.g2.com/categories/financial-research)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Holdingsintel
Discover under-the-radar investment opportunities before they become mainstream. HoldingsIntel turns SEC disclosures into conviction-scored institutional intelligence for investment teams, analysts, and family offices. It tracks what hedge funds, insiders, and members of Congress are buying and selling, straight from their SEC filings. Search a stock. See who's buying, who's selling, and how serious each bet is. Every position is scored 0 to 100 for conviction, so you can tell a real bet from a rounding error. When institutional money concentrates into a stock, you see it on the page, before the crowd does. No 40 hours of reading filings and ugly data. No $300 to 900 a year terminal. Just a clear answer. Best +550 funds · all congress members · $59T+ tracked · 11 years · 17M+ positions scored Free to explore.




## Holdingsintel Reviews
  ### 1. HoldingsIntel helps discover nascent stock opportunities

**Rating:** 4.5/5.0 stars

**Reviewed by:** Samuel K. | Co-Founder, Financial Services, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** July 13, 2026

**What do you like best about Holdingsintel?**

I founded HoldingsIntel and use it daily. What I value most is seeing hedge-fund positioning, insider activity, activist filings, and congressional trades in one place. The Conviction Score adds context that raw filings lack by distinguishing a meaningful portfolio bet from a minor position. It turns public data into research I can understand and act on quickly.

**What do you dislike about Holdingsintel?**

It is built for research, not real-time trading. Some information is delayed by statutory disclosure deadlines, and fund coverage is deliberately curated rather than exhaustive. I would also like more customizable alerts and deeper integrations with existing research workflows.

**What problems is Holdingsintel solving and how is that benefiting you?**

I was missing a statistical/data analytics layer on top of hedge fund and US congress member public disclosures - what stocks/ETFs are they trading, how successful are they and can I profit on the same moves? 

This is part of my due diligence process and I found no good enough tool for it. Similar tools charge $190-900/yr so I thought hey, why not build it myself.

HoldingsIntel brings that work into one workflow and surfaces which activity deserves deeper research. It reduces hours of manual analysis to minutes.



- [View Holdingsintel pricing details and edition comparison](https://www.g2.com/products/holdingsintel/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-03+04%3A08%3A51+-0500&secure%5Bsession_id%5D=fff40793-8f33-41ca-bfc6-7da00158bfee&secure%5Btoken%5D=46870e37d13da06ea8c1c9a7cb63552631b07898d2cf3b4a3f5fce4150b6dabe&format=llm_user)

## Holdingsintel Features
**Financial Information**
- Data Visualization
- Document Search

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Platform Basics**
- Mobility
- Interoperability

**Agentic AI - Financial Research**
- Multi-step Planning

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