CUSTOMERS — CORPORATES & IR

Holder and Peer Data for Investor Relations

CORPORATES & IR

IR already knows who called last week. The harder question is who filed a 13F, who is selling a peer, and which competitor just dropped an S-1.

The gap on the desk

Today

Holder lists arrive as a quarterly PDF or a screenshot from a shared terminal. Peer insider activity is a manual EDGAR search before the earnings call.

With RyxelData

Query your ticker for 13F holders, watch Form 4s and Form 144s on the peer set, and pull competitor IPO terms as structured records.

THE CHALLENGE

The problem you're up against

Investor relations and corporate strategy teams monitor the shareholder base, the peer set, and the competitive calendar. Most of that work is still filing work.

13F holders update every quarter. Insider prints at peers land in two business days. A competitor's S-1 is public the afternoon it files. None of that requires a trading terminal. All of it is painful to collect by hand before a board deck or a non-deal roadshow.

Buying a sell-side seat so IR can export a holder list is the expensive version of an API call.

What IR actually prepares

13F

Your holder list, and last quarter's changes

Filter holdings and issuer aggregates by your ticker. See who added, who trimmed, and how concentrated the register is.

FORM 4

Insider activity at peers

Officer buying or selling at the companies you consider comps. Useful context before you sit down with a holder who also owns the peer.

FORM 144

Proposed sales in the peer set

Affiliate sale notices before they execute. Selling pressure at a peer is a question you want before the call, not after.

IPO

Competitor registrations

New S-1s and priced deals in the space: size, range, underwriters, lockups. The competitive calendar as fields.

THE SOLUTION

How RyxelData fits

RyxelData is a queryable layer on top of the public filings IR already uses. It is not a CRM, not a targeting platform, and not a replacement for your IR advisory firm.

Pull 13F holders for your ticker, insider and Form 144 activity for the peer list, supply-chain relationships if you map customers, and IPO records when someone in the space files.

The same key can feed an internal dashboard the IR team refreshes before earnings, or a sheet the CFO already lives in.

THE RESULT

What changes for your team

Board and earnings prep start from a current holder list, not last quarter's export.

Peer insider and proposed-sale activity is a query, not a morning on EDGAR.

The expensive research seat, if the company has one, stays with the team that actually needs quotes and estimates.

Built for IR and strategy, not a trading desk.

Corporate IR, FP&A, and competitive-intelligence teams. We sit next to the IR CRM and the board-deck workflow.

Shareholder intelligence

13F holders and quarter-over-quarter changes on your ticker.

Peer watch

Insider prints and Form 144 notices across the comp set.

Competitive calendar

S-1s and priced IPOs in the space, with terms you can drop into a slide.

Frequently asked questions

Can we see who holds our stock?

Yes, as reported on Form 13F. Query holdings or issuer aggregates by your ticker. Remember the 45-day lag: 13F shows what managers held at quarter end, not this morning.

Is this an IR targeting or CRM tool?

No. We do not store your contact lists or run targeting campaigns. We serve public filing data your team can load into the tools you already use.

What about peer companies?

Same endpoints. Pass the peer ticker for 13F holders, Form 4 trades, Form 144 notices, or supply-chain relationships.

Do you cover our own Form 4 filings?

Yes. Officers and directors at your company appear in the insider transactions dataset like any other US filer, within minutes of EDGAR.

TALK TO US

Tell us what your team is building

Share your use case and the datasets you need — we'll set up access for your team and one API key that covers it all.