{"uid":"cap_Hce0BnKmy3dtZP1RtvxM-","slug":"holdings-changes-abc47ead","name":"holdings-changes","description":"Quarter-over-quarter change of an institutional manager's Form 13F portfolio. Give a CIK or name and get every position bucketed as new, added, reduced, sold out or unchanged, with per-position share and dollar deltas and a net flow summary, from two consecutive 13F filings, cited to both.","url":"https://payai.agentstools.dev/holdings/changes","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET","HEAD","DELETE"],"type":"string"},"queryParams":{"type":"object","required":[],"properties":{"cik":{"type":"string","description":"SEC EDGAR filer CIK, any zero-padding accepted"},"name":{"type":"string","description":"Manager name (best-effort resolve; supply cik if not found)"},"quarter":{"type":"string","description":"Quarter period-end date, ISO YYYY-MM-DD (default latest)"}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.05","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.05/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.05","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.05","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_5ue0TT7CnO3FZOy6aAy9m","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.05","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Returns quarter-over-quarter changes in an institutional manager's 13F portfolio, bucketing every position as new, added, reduced, sold out, or unchanged with share and dollar deltas.","exampleAgentPrompt":"Pull the quarter-over-quarter 13F portfolio changes for Berkshire Hathaway — I want to see every position bucketed as new, added, reduced, or sold out, along with the share and dollar deltas for the latest available quarter.","exampleUseCases":[{"title":"Hedge fund position tracker for analyst","prompt":"What did Citadel Advisors add, reduce, or sell out of in their most recent 13F filing? Give me the full position-level breakdown with share and dollar deltas."},{"title":"New position detection for activist investing","prompt":"Show me every new stock position that Elliott Management initiated in their latest quarterly 13F — I want to know what they've been buying fresh."},{"title":"Net flow summary for a specific quarter","prompt":"Can you get the quarter-over-quarter portfolio changes for CIK 0001336528 for the quarter ending 2023-09-30 and tell me the overall net flow direction?"}],"resultDescription":"A structured report containing every position from two consecutive 13F filings, each labeled as new, added, reduced, sold out, or unchanged, with per-position share count delta and dollar value delta, plus a net flow summary and citations to both underlying 13F filings.","failureModes":["Manager name not resolved — CIK not found for provided name string; recommendation to supply CIK directly","No 13F filing found for the specified CIK or quarter — fund may not be a 13F filer or filing is not yet available","Only one filing available — cannot compute quarter-over-quarter change if a prior quarter filing doesn't exist","Invalid quarter date format — must be ISO YYYY-MM-DD period-end date","Rate limiting or payment failure via x402 protocol at $0.05 USDC per call"],"whenToPreferThis":"Choose this endpoint when you need position-level, quarter-over-quarter delta analysis from SEC Form 13F filings — specifically the bucketing of positions into new/added/reduced/sold-out/unchanged categories with precise share and dollar deltas. Prefer this over raw EDGAR scraping when you want pre-computed change attribution and a net flow summary without building your own comparison logic. Best suited for hedge fund monitoring, portfolio drift analysis, and institutional investor research workflows.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-14T18:59:48.477Z","isFirstParty":false}