BL
−$15.9M
390,108 sh @ $41
ICONIQ Strategic Partners, L.P.
10% Owner · SEC CIK 1575779Advertisement
Buy track record
How this insider's open-market purchases have performed56%
of buys now in profit
5 up · 4 down
Avg return since buy−17.0%
Median return+27.9%
Best trade+30.3%
Worst trade−74.9%
Buys scored9
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+2.5%
22% won · 9 trades
After 3 months
+0.8%
22% won · 9 trades
After 6 months
+0.7%
22% won · 9 trades
After 12 months
−6.8%
22% won · 9 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 25, 2021 | CXM | $16 | $2.52M | NEW | −5.7% | −9.0% | −22.1% | −44.5% | −74.9% | |
| Jun 25, 2021 | CXM | $16 | $1.98M | NEW | −5.7% | −9.0% | −22.1% | −44.5% | −74.9% | |
| Jun 25, 2021 | CXM | $16 | $4.16M | NEW | −5.7% | −9.0% | −22.1% | −44.5% | −74.9% | |
| Jun 25, 2021 | CXM | $16 | $1.04M | NEW | −5.7% | −9.0% | −22.1% | −44.5% | −74.9% | |
| May 21, 2018 | PS | $15 | $799.4K | NEW | +0.0% | +0.0% | +0.0% | +0.0% | +30.3% | |
| May 21, 2018 | PS | $15 | $200.6K | +1.4% | +0.0% | +0.0% | +0.0% | +0.0% | +30.3% | |
| May 21, 2018 | PS | $15 | $14M | +92% | +0.0% | +0.0% | +0.0% | +0.0% | +30.3% | |
| Nov 2, 2016 | BL | $17 | $11.21M | +12% | +22.8% | +21.7% | +47.3% | +58.4% | +27.9% | |
| Nov 2, 2016 | BL | $17 | $2.81M | +12% | +22.8% | +21.7% | +47.3% | +58.4% | +27.9% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 9 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$38.73M
9 trades
Open-market sells
$253.96M
19 trades
Net flow
−$215.23M
Net selling
Total filings
39
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstBL
−$2.29M
56,287 sh @ $41
BL
−$29.95M
878,973 sh @ $34
BL
−$7.52M
220,605 sh @ $34
BL
−$9.41M
276,103 sh @ $34
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BL
−$1.36M
39,838 sh @ $34
BL
−$0
60,139 sh
BL
Iconiq Strategic Partners, L.p., BL's 10% owner, spent $11.21M of their own money on 659,483 shares at $17, growing their stake 12%.
+$11.21M
659,483 sh @ $17
BL
Iconiq Strategic Partners, L.p., BL's 10% owner, spent $2.81M of their own money on 165,517 shares at $17, growing their stake 12%.
+$2.81M
165,517 sh @ $17
Frequently asked questions
How is ICONIQ Strategic Partners, L.P.'s win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from ICONIQ Strategic Partners, L.P.'s SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.