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Bundle

Our best value offering provides access to the full Sharadar database. All tables available in the Fundamentals Data, Investors Data and Prices Data sets are provided in this single bundled offer. The Bundle grants access to our complete collection of reference grade data at a fraction of the individual component prices.

Highlights and Key Features

This dataset is a bundled package of all three Sharadar products. You can access the detailed information about these products on the individual product pages.

  • Fundamentals Data
  • Prices Data
  • Investors Data

The datasets include the following features:

  • Reference grade financial statement information contained in official company filings for 16,000+ US public companies since 1998
  • End-of-Day (EOD) stock prices for 25,000+ publicly traded securities in the US since 1998 including unadjusted prices, prices adjusted for stock splits, with spinoffs, dividends and ticker changes additionally provided.
  • Holdings of all reported securities for 25,000+ companies and approximately 9,000 institutional investors since 2013
  • Insider transactions for 15,000+ issuers and more than 200,000 insiders since 2008
  • Includes foreign issuers (ADRs and Canadian) that trade publicly on US markets
  • Coverage of both active and delisted securities, minimizing survivorship bias
  • Corporate actions covering splits, dividends, spinoffs, acquisitions, delist reasons and ticker changes
  • Rich company reference metadata including exhange, industry, location and SEC information
  • Reference grade data that can be reconciled back to original source documents
  • Updated daily

Data Overview

Delivery Frequency

Daily

Data Frequency

Daily,Quarterly,Annual

Reporting Lag

< 1 day

History

January 1998

Coverage

20,000+ US companies and ETFs

Subscription

Paid

Explore Bundle Tables

Indicator Descriptions

(descriptions)

Samples

Provides an overview of all tables in the datasets, including descriptions of all the indicators (fields), the indicator data types, and which indicators make up the primary key and filter fields for each table.

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Fundamentals

(fundamentals)

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More than 100 fundamental indicators for nearly 18,000 active and delisted US public companies. Covers the primary class of common stock securities. Point-in-time/As-Reported financials available via AR dimension observations (ARQ/ARY/ART). Most-Recent-Reported financials available via MR dimension observations (MRQ/MRY/MRT). 99% survivorship bias free. Deep history to 1998.

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Corporate Actions

(actions)

Samples

Corporate actions for each active and delisted ticker in the fundamentals, stocks and funds tables. Includes ticker changes, stock splits, cash dividends, spinoffs, ADR ratio changes, listing dates, delisting dates, delist reasons, acquisition counterparties, and relations between different securities from the same issuer. Deep history to 1998.

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Material Corporate Events

(events)

Samples

Material corporate events sourced from SEC Form 8-K filings for each active and delisted ticker in the fundamentals table, provided the issuer files this information with the SEC.

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S&P500 Constituents

(sp500)

Samples

Provides the current constituents of the S&P500, additions and deletions to the index and the effective date of the change, and historical quarterly snapshots of the index constituents. Deep history to 1998.

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Daily Fundamentals

(daily)

Samples

Key daily fundamental price-based metrics and ratios such as Market Cap, Enterprise Value, Price-to-Earnings, Price-to-Sales, Enterprise Value-to-EBIT and Enterprise Value to EBITDA. Provided on a Point-in-time/As-Reported basis. Covers all active and tickers in the fundamentals table. Deep history to 1998.

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Stock Prices

(stocks)

Samples

End-of-day (EOD) Open, High, Low, Close and Volume (OHLCV) price data for active and delisted US public stocks. Provided with 3 different adjustment methods: (1) unadjusted; (2) stock-split adjusted; and, (3) stock-split adjusted, cash dividend adjusted, and spinoff adjusted. (1) and (3) require full imputation for full OHLCV as described in FAQs. Covers all tickers in the fundamentals table in addition to secondary classes of common stock, non-common stock equity (for example preferred stock), and listed common stock securities that do not or have not filed financials with the SEC (primarily a historical foreign filer phenomenon). Current count of 21,000 tickers. Deep history to 1998.

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Fund Prices

(funds)

Samples

End-of-day (EOD) Open, High, Low, Close and Volume (OHLCV) price data for active and delisted US publicly listed funds. Provided with 3 different adjustment methods: (1) unadjusted; (2) stock-split adjusted; and, (3) stock-split adjusted, cash dividend adjusted, and spinoff adjusted. (1) and (3) require full imputation for full OHLCV as described in FAQs. Covers Exchange-Traded Funds (ETFs), Closed-End Funds (CEFs), Exchange-Traded Notes (ETNs), Exchange-Traded Debt (ETDs). Current count of 10,000 tickers. Deep history to 1998.

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Price Based Metrics

(metrics)

Samples

A snapshot of price-based market metrics for each active and delisted ticker in the fundamentals, stocks and funds tables. Includes current/latest price and volume, 1-month and 3-month average volume, moving averages (50-day, 200-day, 50-week, 200-week), 52-week and 5-year high/low prices, beta (1-year and 5-year), total returns (YTD, 1-year, 5-year), and forward and trailing dividend yields. Complements the fundamental valuation ratios in the daily table. One observation line per ticker. Deep history to 1996.

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Tickers and Metadata

(tickers)

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This table acts as the securities master for Sharadar datasets. It provides a rich variety of reference information for each active and delisted ticker in the fundamentals, stocks and funds tables; each insider in the insiders table; and each investor in holdings table.

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Insiders

(insiders)

Samples

Insider holdings & transactions as reported to the SEC via forms 3, 4 and 5. Normalised officer titles (ie CEO) to easily identify executive by position. Normalised security titles (ie ClA or ClB) to easily segment these. Current count of 16,000 tickers and 200,000 insiders.

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Institutional Investors

(holdings)

Samples

Institutional holdings reported to the SEC via form 13F, harmonised to group dozens of different security identifiers into a single identifier for each security - the ticker. Current count of 31,000 tickers and 13,000 institutional investors.

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Institutional Investors (by Investor)

(holdings_investor)

Samples

A summary of the holdings table aggregated by investor across holdings counts, volumes and values. Current count of 13,000 institutional investors.

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Institutional Investors (by Ticker)

(holdings_ticker)

Samples

A summary of the holdings table aggregated by ticker across holder counts, volumes and values. Current count of 31,000 tickers.

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