This Data Bundle provides all the historical fundamentals data for understanding a company’s business model, institutional holders, and mutual fund owners. Balance statements, income statements, and cashflow statements direct from the SEC are in an easy-to-use format for historical analysis and cross-company comparisons.
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This historical fundamentals data is part of our IEX Cloud Company Fundamentals data bundles offering.
As Reported SEC Filings - Returns raw financial data reported in 10-K and 10-Q SEC filings.
Balance Sheet - Financial statements that outline a company assets & liabilities.
Cash Flow - Financial statements that outline total money amounts being transfered into and out of companies.
Fundamental Valuations - Valuation inputs, key financial performance, growth and valuation ratios.
Fundamentals - Data as reported by 2850+ companies from their financial statements: income statement, balance sheet, and cash flow statement.
Income Statement - Income statement data, pulled quarterly or annually.
Insider Summary - Aggregated insider transaction summary data of U.S. stocks for the last 6 months.
Insider Transactions - Historical, individual insider transactions for U.S. stocks.
Insiders - Historical record of insider positions for U.S. stocks.
Institutional Holders - Returns the top 10 institutional holders by default, defined as buy-side or sell-side firms.
Mutual Fund Holders - Returns the top 10 fund holders by default, meaning any firm not defined as buy-side or sell-side that manages funds on behalf of others.