Automated US SEC
Form 13F Reporting
Software
Our US Form 13F reporting module takes the complexities of 13F reporting and makes it a fully automated, quick, simple and transparent process. It is available as a stand-alone service or as part of a comprehensive suite of regulatory reporting modules.
Our US Form 13F Reporting Solution
Interactive Real-Time Reporting
Time-Series Reporting
All Calculations
Full Transparency
Key Features
Our US Form 13F reporting software takes the complexities of From 13F reporting and makes it a fully automated, quick, simple and transparent process.
Translation of the SEC’s 13F PDF list into machine readable format.
Upload of the 13F list and auto-match via Cusip against portfolio holdings.
Grouping holdings by issuer.
Performance of all relevant exclusions, calculations and summations.
Auto-population of the 13F Form, including with the official 13F Title of Class.
PLUS: Ongoing analysis of relevant AUM holdings in 13F securities & Transparent governance and validation checks.
US Form 13F Reporting Software
Our US Form 13F reporting software takes the complexities of 13F reporting and makes it a fully automated, quick, simple and transparent process. It is available as a stand-alone service or as part of a comprehensive suite of regulatory reporting solutions.
SEC FORM 13F
Institutional investment managers who hold at least $100 million in market value of qualifying securities are required to file a 13F Report within 45 days of each calendar quarter. It must be submitted in XML format via the SEC’s EDGAR platform.
Relevant securities are those published on the SEC website. The list is only available in pdf format and only based on Cusip, not Isin.
See US Form 13F Reporting in Action
Share a few details and we’ll provide a tailored walkthrough focused on the reporting rules, data workflows, and submission processes most relevant to your firm.
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See US Form 13F Reporting in Action: A Guided Walkthrough
See first-hand how Galaxy streamlines US Form 13F reporting for investment managers – with automated holdings aggregation, issuer‑level classification, validation checks, and ready‑to‑file XML outputs aligned to SEC requirements.
Share a few details and we’ll provide a tailored walkthrough focused on the reporting rules, data workflows, and submission processes most relevant to your firm.
Simplify Reporting. Strengthen Compliance. Stay Ahead.
Transform complex data into regulator-ready filings with seamless validation, intelligent workflows, and direct submission, all in one platform.