Shareholder Monitoring

Get transparency and insight into your shareholder base with Irwin's comprehensive suite of shareholder monitoring solutions. Reporting filings, NOBO data, stock surveillance, custom holders, and intuitive reporting allow you to maintain relationships and communicate regularly with key shareholders.

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The Most Comprehensive Shareholder Monitoring Solution Available

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Create Consistency

Communicate and maintain information across your team.

Find Opportunity

Easily find new institutional investors, family offices, funds, and retail investment advisors to prospect.

Track and Report

Track and report on your client metrics.

What Clients Say About Irwin's Shareholder Monitoring Solution

Learn more about what Irwin clients have to say about our shareholder monitoring solution:

"It is flexible, it's all web-based. The ease of use and uptime has been great"

"It's great to be able to quickly look up and view the dashboard and see what a company might hold in our stock as of a certain date, based upon 13F and other filings, as well as holdings of peers within our space."

Joe Griffith

CFO at 908 Devices

“It is for sure a time saver”

“I'll look at our changes in ownership and also changes in ownership in everything that looks like us around the world. This is helpful to see where we should steer our efforts in the short and long term, and to get a sense on where our story might resonate more. I also track who we meet, how we meet them and report that back to the board.”

Jamie Heard

Manager, Capital Markets at Tourmaline

"I don’t have to track people down individually or go through spreadsheets to see if they already have a position in our stock, it’s all in Irwin. "

“One of our most used capabilities within Irwin is the ownership data. The ability to combine reported data with NOBO data has been extremely helpful and has provided us with a much better understanding of our shareholder base.”

Todd Shoot

Treasurer & SVP IR at Titan International

Publicly Reported Data

Access a global database of security ownership data to understand trends, composition, and changes in your shareholder base.

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NOBO Lists

Irwin automatically pulls your NOBO lists and integrates the data into your account. Analyze changes in your retail shareholder base over time to build relationships, identify risks and opportunities and communicate with a more comprehensive group of shareholders.

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Illustration of Irwin's NOBO reporting capabilities.

Illustration of Irwin's shareholder monitoring demonstrating current holders, an activism alert, and weekly analyst reports.

Stock Surveillance

Get access to a dedicated surveillance analyst that will provide weekly updates on changes in your shareholder list. Irwin also automatically checks your shareholder's history of activism and notifies you of potential risks.

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