Activist Filings for a Stock

API TraderAPI QuantAPI Developer

Schedule 13D and 13G filings (and their amendments) whose subject is the company behind one listing, newest first: who crossed 5% of a share class, with what stake and intent. Every listing of the company answers with the same filings.

Filtering

from_date is required and to_date defaults to today; together they bound the filed date. filing_type, filer_name and filer_kind narrow the result as on the feed.

Try it out! You can test the API with the trial key TEST. Simply include it in your request headers; either here, or add the header "Ortex-Api-Key": "TEST" to your http request.

Trial key restrictions: Trial keys may be limited to a specific date range and set of regions. Requests outside the allowed regions or entirely outside the allowed date range are rejected; a date window that partially overlaps the allowed range is trimmed to it, reported in meta.restriction.

Get full access! Get a key at app.ortex.com/apis

Path Params
string
required

Where to find the instrument: a venue (exchange symbol, MIC or ISO-2 country) or an identifier scheme (tid, sid, cid, isin, figi). See Identifying an instrument.

string
required

The ticker on that venue, or the value in that scheme. An ISIN, sid, cid or share-class FIGI answers for the main listing only; reference/listings lists the others. See Identifying an instrument.

Query Params
date
required

Inclusive start of the returned date window. Format: YYYY-MM-DD.

Also selects the instrument: the ticker resolves to the listing that held it on the exchange in the URL path on this date. To retrieve a delisted or renamed company, use its former exchange and ticker with a from_date from when it was listed. An identifier path (/stock/isin|figi|sid|cid/<value>/…) resolves at this date too. The instrument block in the response names the company the data belongs to.

date

Inclusive end of the returned date window (defaults to today). Format: YYYY-MM-DD.

string

Schedule type. Amendments carry the /A suffix. A 13G-to-13D conversion is 13G>13D; rows show it as 13G→13D, and either spelling is accepted. Case-insensitive, and a leading "Schedule " is accepted (Schedule 13D matches 13D).

string

Filer name (case-insensitive substring match).

string

'Active' excludes the passive index-fund mega-managers; 'Passive giant' returns only them.

integer

Page number within the paginated result set. Must be >= 1. Defaults to 1.

integer

Number of rows per page. The default and the maximum allowed depend on the API tier; a value above the tier maximum is rejected with 400 invalidPageSize.

string
enum
Defaults to json

Response format. "json" (default) or "csv".

Allowed:
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

Language
Credentials
Header
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json
text/csv