CapEdge Review: SEC Filings, Transcripts and Ownership Data

CapEdge is an SEC research tool that puts filings, earnings call transcripts and investor ownership data in one searchable place, and its site says it's 100% free. It suits investors, analysts and researchers who want broad filing coverage and ownership history. If you mainly trade small caps and need to know about dilution (warrants, convertible notes, shelf and ATM capacity, float), or you want that data in your own tools through an API, Ask Edgar is built for that job instead.

Published by Ask Edgar. This article describes CapEdge's public product information as of November 2026 and Ask Edgar's documented capabilities.

What CapEdge offers

• Search and alerts: search EDGAR filings and earnings call transcripts, and set real-time alerts for new filings.
• Ownership data: 13F and N-PORT investor holdings, tracked over time.
• IPO tracking: follow IPO roadshows and new S-1 registrations.
• Filing comparison: compare a company's filings to see what changed from one year to the next.

Check CapEdge's site for the current feature list.

Is CapEdge free?

CapEdge's site says it's 100% free. Free tools can add paid tiers over time, so check CapEdge's site before you rely on it.

Ask Edgar's app plans are on the Ask Edgar pricing page. If you're building with the API, each call is charged by usage, and a free estimate endpoint lets you check the cost of a query before you run it. See pricing and credits in the API docs.

Where Ask Edgar fits

Ask Edgar is for small-cap traders and the developers who build tools for them. Its focus is the question small-cap traders ask most: how much new stock could hit the market, and when?

• For traders, in the app: look up a ticker and see its warrants, convertible notes, convertible preferred stock, shelf and ATM capacity, and analyst-audited float in one place. Details are on the dilution data page.
• For reading filings faster, in the app: get an AI summary of a filing, or ask questions about one or more filings in a chat.
• For developers, through the API: pull the same dilution, registration and float data into your own watchlists, screeners and research apps. Start with the API quickstart.

If you want to search years of filings and transcripts or track who has owned a stock over time, CapEdge is built for that. Ask Edgar is the better fit when you need the dilution picture on a small cap fast, or want that data in code.

Compare the same task: checking a small cap for dilution risk

Say a small-cap stock is running and you want to know how much new stock could be sold into the move.

In a filings tool like CapEdge: search the company's recent filings for its shelf registration, prospectus supplements and any warrant or convertible agreements, then read through them. You add up what's still outstanding yourself. Ownership data can show whether insiders or funds have been buying or selling, which is useful context, but it doesn't tell you how much new stock the company can still issue.

In the Ask Edgar app: look up the ticker. Warrants, convertibles, shelf and ATM capacity, and float are listed together, with each instrument labelled by type and how much of it remains.

Through the Ask Edgar API: request the dilution data for the ticker. Every instrument comes back with its type, including ones already exercised, so you filter on what's remaining. That's the starting point for an alert or screener of your own.

The two work well together. Use CapEdge to see who owns a stock and how that's changed, and Ask Edgar to see how much new supply could come.

FAQ

Does CapEdge have earnings call transcripts? Yes. CapEdge lets you search earnings call transcripts alongside SEC filings. Check its site for which companies and years are covered.

Is CapEdge free? Yes. CapEdge's site says it's 100% free.

What's the difference between CapEdge and Ask Edgar? CapEdge is broad: filings, transcripts and long ownership history across the market. Ask Edgar is focused: dilution, financing and float data for small caps, in an app and through an API.

Does Ask Edgar have an API? Yes. The Ask Edgar API returns dilution, registration and float data as JSON, and the docs show how to make your first call.

What other SEC research tools are worth comparing? See "BamSEC Alternatives and Pricing: How Ask Edgar Compares" and "Dilution Tracker vs AskEdgar for traders and builders".

Start building

Look up any small-cap ticker in the Ask Edgar app, or pull the same data into your own tools with the Ask Edgar API.

Last checked against the Ask Edgar API docs and CapEdge's public site on 3 November 2026.