Equity Reference Fundamentals
U.S. equity fundamentals: shares outstanding (basic and event-level), IPO records with underwriter details, and market capitalization inputs. Since 2007.
Fundamental reference data for U.S. equities covering shares outstanding and IPO records since 2007.
Shares outstanding data is available in two tiers: basic (frequently updated share counts with effective dates) and detailed (event-level updates with change attribution, security status flags, and intraday refresh frequency). Both support accurate market capitalization, EPS, free float, and float calculations.
IPO datasets track new listing events with pre-IPO records, first trading dates, and status updates. A detailed variant adds offering terms, initial prices, par values, and underwriter information for institutional research and event-driven analysis.
Basic Shares Outstanding#
The U.S. Equities Basic Shares Outstanding dataset provides authoritative coverage of shares outstanding for U.S. exchange-listed equity securities from 2007 to the present. It delivers a structured historical record of share count changes over time, supporting accurate valuation, capitalization analysis, and regulatory calculations. Key fields include algoseek SecId, ticker symbol, effective date, record creation and change dates, and the number of shares outstanding. The dataset captures changes that became available on the official public sources resulting from corporate actions and other issuer-driven updates that impact outstanding share counts. The dataset is updated multiple times per day, ensuring timely visibility into newly reported or revised share outstanding figures. It is designed to support institutional workflows such as market capitalization computation, earnings-per-share (EPS) analysis, ownership and float calculations, and regulatory reporting.
Shares Outstanding Detailed#
The U.S. Equities Shares Outstanding (Detailed) dataset provides a granular, event-level history of shares outstanding for U.S. exchange-listed equity securities. It extends the basic shares outstanding dataset by exposing additional metadata and change attribution, enabling deeper analysis of share count dynamics over time. In addition to core fields such as algoseek SecId, ticker symbol, effective date, and shares outstanding, the detailed dataset includes the security name, the change in shares outstanding relative to the prior value, a unique event identifier for each update, the security’s listing date, and the current security status (e.g., active, in default, or inactive). The dataset is updated continuously throughout the trading day, providing timely visibility into newly reported or revised share count changes. It is designed to support valuation modeling, capitalization analysis, regulatory reporting, and research workflows that require event-level explainability and precise share count attribution.