Portfolio changes

GET/api/fund/changes

Compares the two most recent N-PORT filings and returns holdings that were added, removed, or significantly reweighted (>0.05% portfolio weight change). Useful for tracking portfolio manager decisions and rebalancing activity.

Positions are aggregated per security before comparison, so a holding a fund reports across several lines (separate lots, option strikes) counts once, with its weights summed.

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Query parameters

symbol string optional min length 1 · max length 10

Fund ticker symbol (ETF or mutual fund). Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

Example: SPY
cik integer optional

SEC Central Index Key (CIK).

Example: 884394
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000BDTBL9
share_class_figi string optional

Share-class OpenFIGI identifier.

Example request

curl 'https://api.stockfit.io/v1/api/fund/changes?symbol=SPY&cik=884394&composite_figi=BBG000BDTBL9' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Portfolio changes between the two most recent quarters

Response schema

latestDate string
Most recent report date
previousDate string
Previous report date
added array of object
Holdings newly added to the portfolio
array of:
- changeType string (enum)
  Type of change
  Allowed values: added, removed, reweighted
- cusip string | null
  CUSIP identifier
- name string
  Holding name
- pctVal number | null
  Current portfolio weight percentage
- valueUsd number | null
  Current USD value
- balance number | null
  Current share count
- prevPctVal number | null
  Previous portfolio weight percentage
- prevValueUsd number | null
  Previous USD value
- prevBalance number | null
  Previous share count
- mappedSymbol string | null
  Mapped ticker symbol (if available)
removed array of object
Holdings removed from the portfolio
array of:
- changeType string (enum)
  Type of change
  Allowed values: added, removed, reweighted
- cusip string | null
  CUSIP identifier
- name string
  Holding name
- pctVal number | null
  Current portfolio weight percentage
- valueUsd number | null
  Current USD value
- balance number | null
  Current share count
- prevPctVal number | null
  Previous portfolio weight percentage
- prevValueUsd number | null
  Previous USD value
- prevBalance number | null
  Previous share count
- mappedSymbol string | null
  Mapped ticker symbol (if available)
reweighted array of object
Holdings with significant weight changes (>0.05%)
array of:
- changeType string (enum)
  Type of change
  Allowed values: added, removed, reweighted
- cusip string | null
  CUSIP identifier
- name string
  Holding name
- pctVal number | null
  Current portfolio weight percentage
- valueUsd number | null
  Current USD value
- balance number | null
  Current share count
- prevPctVal number | null
  Previous portfolio weight percentage
- prevValueUsd number | null
  Previous USD value
- prevBalance number | null
  Previous share count
- mappedSymbol string | null
  Mapped ticker symbol (if available)

Example response

{
  "latestDate": "2025-12-31",
  "previousDate": "2025-09-30",
  "added": [
    {}
  ],
  "removed": [
    {}
  ],
  "reweighted": [
    {}
  ]
}

400 Bad Request

Symbol not found or not a fund (ETF or mutual fund)

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}