G2

Samuel K.

Co-Founder

Financial Services

Small-Business (50 or fewer emp.)

7/13/2026

"HoldingsIntel helps discover nascent stock opportunities"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.