Docs/Reference/Ownership/Get Filer Trajectory
GET/v1/companies/{code}/ownership/trajectories/{filer_code}Tier · Institutional

Get Filer Trajectory

Get a single filer's trajectory for an issuer, with full point history.

Path parameters · 2

Variables interpolated into the URL path.

codestringrequired

Securities or EDINET code of the issuer

filer_codestringrequired

Canonical filer code (from filer_canonical_code on the list endpoint)

Query parameters · 1

Optional filters and modifiers. Pass as URL-encoded ?key=value.

as_ofstring | nulloptional

Freeze the response to a specific point in time. Pass a value previously returned in meta.as_of to replay the exact same answer.

Request headers · 1

Authentication.

Authorizationstringrequired

Production API key. Pass it as Bearer ax_live_…

Returns · 200

The standard { data, meta } envelope. data contains an array of TrajectoryOut.

Envelope

dataTrajectoryOut[]

Array of result objects.

metaMeta

Pagination and request metadata, including request_id, data_as_of, and ontology_version.

ontology_version 2.1.0replay meta.as_of · ?as_of=<token>

TrajectoryOut

issuer_security_codestring

Securities code of the issuer

issuer_namestring | null

Name of the issuer

filer_canonical_codestring | null

Filer EDINET code. Null when the filer is a group of entities with no EDINET code of its own; use filer_name.

filer_namestring | null

Name of the filer

latest_holding_ratio_pctnumber | null

Latest observation. The stake this holder reports for itself, as a percentage of the issuer's outstanding shares. On a joint filing (co_holder_count > 1) this is the individual holder's own position, not the group's. Compare with group_ratio_pct for the combined position the 5% obligation attaches to.

latest_group_ratio_pctnumber | null

Latest observation. The combined stake declared for every holder on the same filing, as reported by the filer. Joint-holder accounting permits overlapping positions, so this figure may differ from the sum of the individual holders' stakes, and on a small number of filings it disagrees with them outright. Where the two disagree, holding_ratio_pct is the holder's own reported position and is the figure to screen on. Null when the filing carries no combined total.

latest_co_holder_countinteger | null

On the latest filing. Number of holders declaring together on that filing. 1 means a solo filer.

delta_90d_pctnumber | null

Change in this holder's own ratio over 90 days

delta_180d_pctnumber | null

Change in this holder's own ratio over 180 days

delta_1y_pctnumber | null

Change in this holder's own ratio over 1 year

trajectory_typestring

accumulating, exiting, stable, or new_position

streak_lengthinteger

Consecutive filings in current direction

velocity_pp_per_monthnumber

Percentage points change per month

purpose_categorystring | null

Latest classified purpose

first_base_datestring · date | null

Date of first filing

format date
last_base_datestring · date | null

Date of most recent filing

format date
filing_countinteger

Total number of filings

pointsTrajectoryPointOut[] | null

Full trajectory points (only in detail endpoint)

Errors

Standard HTTP status codes plus a typed error.code in the { error: { code, message } } envelope.

Every endpoint returns the same typed error envelope ({ error: { code, message } }). For the full list of codes, see the Errors reference.