Club 42cm

What Club 42cm does

Club 42cm, operating commercially as WhaleWisdom, is a financial intelligence platform that aggregates and analyzes SEC 13F regulatory filings from hedge funds and other institutional investment managers. Founded in 2007 and headquartered in Los Gatos, California, the company targets individual investors, financial advisors, and academic researchers who monitor institutional portfolio positioning. Its core dataset covers 4,200+ funds and 386,668+ filings spanning back to 2001, with subsequent expansion into Schedule 13D/G, Form ADV, Form D, Form 144, N-CEN, and international holdings.

The platform's product surface centers on a 13F aggregator augmented by proprietary analytics: the WhaleScore rating system, the WhaleIndex family of investable indices (WhaleIndex 100 v2.0 plus Mid, Small, and Micro variants), a 13F Backtester, the WhaleTrader simulation tool, a Global Holdings Search, and an International Shorts Dashboard. Distribution surfaces include a web SaaS product, a REST API with HMAC-SHA1 authentication for programmatic access, and an Excel Add-in (v1.0.41) distributed via the Microsoft Office Store to embed WhaleWisdom data into advisor and analyst workflows. Underlying market data is sourced through a partnership with IEX Cloud.

The business runs on a capital-light, product-led SaaS model. Pricing is freemium with a free tier, Standard at $90/quarter, Pro at $150/quarter, and a custom Enterprise tier offering multi-year contracts. The company has 11-50 employees, has been bootstrapped since a single $1.8M funding round in April 2009, and operates with no publicly disclosed sales force, relying on self-serve acquisition and the Excel channel for distribution.

Name

Club 42cm

Legal name

WhaleWisdom.com

Website

https://whalewisdom.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Club 42cm (WhaleWisdom) is a Los Gatos-based SaaS platform that aggregates SEC 13F filings from 4,200+ institutional funds and serves individual investors, financial advisors, and researchers via tiered subscriptions and an Excel Add-in.

Ownership category

akta.pro rank

Headquarters

HQ city

Los Gatos

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Operations, Personnel, Infrastructure, Marketing or Sales

Revenue model

1. Subscription Revenue: Tiered subscription model with four levels: Free (limited data, no trial), Standard ($90/quarter), Pro ($150/quarter), and Enterprise (custom pricing). Higher tiers provide access to more historical data depth (back to 2001), increased fund/stock query limits, and advanced features like WhaleTrader and Combined Holdings.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Club 42cm operates WhaleWisdom.com, a subscription-based financial data platform that aggregates SEC 13F regulatory filings to let individual investors and professionals track, analyze, backtest, and replicate hedge fund portfolios. The platform delivers proprietary analytics such as WhaleScore manager rankings, the WhaleIndex family of indices, and a REST API plus Excel Add-in for desktop workflows. Revenue is generated through tiered subscription plans (Free, Standard at $90/quarter, Pro at $150/quarter, and custom Enterprise).

Product overview

WhaleWisdom is a subscription-based financial intelligence platform offering a comprehensive suite of tools for tracking, analyzing, and replicating hedge fund portfolios using SEC-mandated 13F filings. The platform operates on a tiered model with Free, Standard ($90/quarter), Pro ($150/quarter), and Enterprise subscription levels. Core offerings include the main research platform with API access, an Excel Add-in for desktop integration, and the proprietary WhaleIndex family of indices (WhaleIndex 100 and Whale 20 Portfolio). The platform provides analytical modules including the 13F Backtester, WhaleTrader, Consensus Picks Report, Combined Holdings Report, Double-Down Report, and Portfolio Overlap Matrix. Additional search and monitoring tools cover 13F/13D/G filings, insider transactions, mutual funds, options, and international short positions. Historical 13F data extends back to 2001.

Differentiator

Problem solved

Functional benefit

Brands

• WhaleIndex: A proprietary index that tracks the highest-conviction stocks held by leading hedge fund managers, including WhaleIndex 100 v2.0 and Whale 20 portfolios
• WhaleWisdom Excel Add-In
• WhaleWisdom API

Products and services

• WhaleWisdom Platform A subscription-based financial intelligence platform that aggregates SEC 13F regulatory filings to enable individual investors and professionals to track, analyze, and replicate hedge fund portfolios.
• WhaleWisdom API REST-based API providing programmatic access to the 13F database, with commands for quarters, stock_lookup, filer_lookup, stock_comparison, holdings_comparison, export, holdings, holders, and filer_metadata, authenticated via HMAC-SHA1 and rate-limited to 20 requests per minute.
• Excel Add-in Desktop Excel integration enabling subscribers to pull WhaleWisdom 13F, 13D, and 13G data directly into Microsoft Excel for analysis without needing API technical knowledge; runs on Microsoft Office Windows 2003-2021 and Mac 2016/Office 365.
• 13F Backtester Backtesting tool that analyzes the 13F filing history of over 4,200 funds dating back to 2001, enabling users to backtest cloning strategies and determine the profitability of replicating specific fund managers.
• WhaleTrader Trading simulation and backtesting tool that lets users test trading strategies built on 13F filing data, included in full for Pro tier subscribers.
• WhaleIndex 100 Proprietary long-only equal-weighted index tracking the 100 most commonly held stocks disclosed in quarterly 13F filings of consistently successful managers, rebalanced quarterly 46 days after quarter end.
• Whale 20 Portfolio Concentrated portfolio representing the top 20 holdings of the WhaleIndex 100, equally weighted and rebalanced quarterly.

Quantifiable outcome

• Over 500% return vs S&P 500's 156% using 'All Star' fund-of-funds cloning strategy since 2001
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature7 records

Partnerships

One partnership is on record.

• IEX CloudsupportingTechnology or IntegrationIEX Cloud provides market data for the WhaleIndex including dividend yield, market cap, and related metrics for stocks in the index.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Insider Monkey: Larger media-and-data site covering hedge fund holdings (13F), insider transactions, and dividend investing. Comparable in audience and content, with broader editorial coverage but less depth on backtesting and proprietary scoring.
• MarketBeat: Retail-investor research site offering insider transaction tracking, hedge fund holdings summaries, and stock ideas. Overlaps with WhaleWisdom's retail 'follow the whales' use cases at a more generalist level.
• TipRanks: Investment research platform aggregating analyst ratings, insider transactions, hedge fund holdings, and 'smart score' ratings. Comparable in its 'smart money' positioning and retail-investor focus, though broader in scope than pure 13F analysis.
• Morningstar: Incumbent investment research and data provider with portfolio analytics, fund holdings, and institutional data products. Competes in the same end market (advisors, researchers) with a much broader data set but less retail-focused 13F specialization.
• Bloomberg Terminal: Global incumbent in financial data and analytics used by institutional investors. Competes for the same underlying use cases (institutional holdings analysis, screening, backtesting) but at a dramatically higher price point and broader scope.

Emerging players

• Trackinsight: ETF/flow analytics platform with deep holdings analytics across funds globally. Adjacent because it provides institutional-grade holdings data and tools that overlap WhaleWisdom's portfolio overlap and consensus analysis capabilities.
• FINVIZ: Retail-facing stock screener and visualization platform with insider/institutional holdings overlays. Adjacent because it serves the same retail technical/fundamental audience and offers partial overlap with WhaleWisdom's holdings visualization tools.

Direct peers

• Quiver Quantitative: Retail-facing platform aggregating congressional trades, 13F holdings, insider transactions, and other alternative data. Directly overlaps WhaleWisdom's holdings/insider use cases and competes for the same retail 'copy the smart money' persona.
• HedgeFollow: Direct competitor offering free and premium 13F-based hedge fund tracking, holdings aggregation, and insider transaction data. Closely comparable product surface and target audience (retail investors tracking institutional managers).
• Dataroma: Free, long-standing 13F aggregator used by individual investors to track superinvestor portfolios. Highly comparable in core offering (hedge fund holdings aggregation) and audience, though with less of the scoring/indexing layer WhaleWisdom layers on.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/whalewisdom

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Club 42cm