Want something better than Dataroma? Here it is.

Dataroma and Brief Equity both show what funds hold from their quarterly filings. Brief Equity puts that ownership inside the workspace where the research gets done: one feed for everything you track, a research library with a notebook for every stock, a knowledge graph, and your own valuation models. Dataroma is a superinvestor tracker: its help notes say it tracks the portfolios of value oriented superinvestors by extracting data from financial filings, and its home page counts 83 of them (as of October 2026).

The difference shows the moment a fund's position catches your eye. In Brief Equity the next steps are in the same place: open the stock's holders, read the last call, save the passage into a note, and build a model beside it.

Brief Equity reads ownership in two directions. Open any stock to see every institution that holds it, the largest positions, and who bought or sold this quarter. Search any institutional 13F filer, or start from a grid of curated superinvestors, and open the fund's portfolio by quarter with its turnover, one-year relative performance, concentration, and biggest adds and exits.

Save the funds you follow and they sit in one dashboard with portfolio value, position count, and quarter-over-quarter activity. Ownership is also filtered to your watchlists: one view shows how holders, dollars, and positions moved for each stock you track, and another shows the institutions active across your lists.

Dataroma's pages cover the 83 superinvestors on its list: a holdings page for each with activity, buys, sells, and history tabs, a Grand Portfolio that combines them, an S&P 500 grid sorted by how many of them own each stock, and a stock page that lists the superinvestors holding it. Its search box takes a stock symbol or name (as of October 2026).

Brief Equity's feed carries news, press releases, earnings-call transcripts, SEC filings, insider trades, and analyst ratings for every ticker on your watchlists, with a tab per source. Select a passage in a transcript or press release and it saves into a note as a callout with a back-link to the exact spot. A block of cells from the financials saves as a table, and a chart or a model's valuation card saves as an image.

The notes sit in a research library with your own columns, stages, and tags, and a notebook for every stock. Your columns come in 7 types, any of 182 market metrics can sit beside them, you can filter by any column, and a board lays the stocks out in lanes by a field such as Stage or Conviction. A knowledge graph draws your watchlists, stocks, notes, and the funds you follow as one picture, and focusing a fund shows where its holdings overlap yours.

Dataroma links to manager commentaries and articles and has two insider pages: an insider transaction page with filters for timeframe, purchases or sales, 10% owners, and a minimum amount, and a page of the trades its superinvestors file as insiders. Its pages list no notes, saved lists, or graph (as of October 2026).

Brief Equity's models are a discounted cash flow and an EV/EBITDA model, driven by your own assumptions: Bear, Base, and Bull scenarios, sensitivity analysis, a Monte Carlo distribution over the inputs, peer comparables, an exit-multiple value on EV/EBITDA, EV/Sales, or EV/EBIT, and versions you save and restore.

Dataroma's stock page shows a TradingView price chart and fundamentals widget beside the list of superinvestors that hold the stock. Its pages list no valuation model (as of October 2026).

Brief Equity covers US and international stocks on 60+ exchanges. Every stock page has four tabs: Overview, Charts, Financials, and Dividends. Financials hold the income statement, balance sheet, and cash flow, with 20 years of annual statements, 40 quarters, and a trailing-twelve-month column. Charts carry price with volume, moving averages, and Bollinger bands, plus panes for P/E, EV/EBITDA, and other multiples.

Quarterly 13F filings show who holds a stock and what each fund did last quarter. Filings, insider trades, and 13F ownership come from SEC records.

Brief Equity is one plan with everything included: a 10-day free trial with no card, then $38/mo billed annually ($48/mo monthly). Dataroma is open to read with no account: its pages show no plans or prices, and its privacy policy says it never asks for an email address and names a third-party advertising service (as of October 2026).