Guru Historical Holdings

GET/gurus/{id}/history/{portdate}

Path Parameters

Name	Type	Example	Description
id	number	1	Guru ID.
portdate	string	2025-12-31	Portfolio date for the holding history. Use `dates` to return all available portfolio dates for the guru.

Auth

headers: { 'Authorization': 'Replace with your API token' }

Examples

fetch('https://api.gurufocus.com/data/gurus/ID/history/2025-01-01', {  method: 'GET',  headers: {    'Authorization': 'Replace with your API token'  }})

Responses

Successful response. The exact payload fields depend on this endpoint.

Example Body (Field Reference)

No response body is documented for this status.

Introduction

The GuruFocus Guru History Dataset returns the holdings reported by a specific guru for a given portdate.

Each row represents one disclosed holding from that reporting period, including the action taken, portfolio weight, number of shares, share change, trading price range, and portfolio impact.

If portdate is set to dates, the endpoint returns all available portfolio dates for that guru instead of the holdings array.

What's Included

The Guru History Dataset includes:

Point-in-time portfolio snapshot
Returns the guru's disclosed holdings for one specific reporting date.
Holding-level trade context
Includes action, comment, share change, and percentage change versus the prior report.
Portfolio weighting
Shows each holding's portfolio weight and impact within the reported portfolio.
Pricing context
Includes average, minimum, and maximum trading prices associated with the reported holding period.
Date discovery mode
Supports portdate=dates to retrieve the list of available portfolio dates before requesting a specific quarter.

Use Cases

This dataset is ideal for:

Investment platforms reconstructing a guru's historical portfolio at a specific quarter
Research teams analyzing position changes across reporting periods
Quantitative workflows modeling guru turnover, conviction, and concentration over time
Portfolio intelligence tools surfacing historical top holdings and trade activity

Extend Your Capabilities

Combine the Guru History Dataset with other GuruFocus guru datasets:

Guru List Dataset - Discover guru IDs and profile details
Guru Data Dataset - Broader institutional holdings and filing data
Guru Trades Dataset - Stock-centric view of guru trading activity
Guru Holdings Dataset - Latest quarter guru ownership by stock

All guru datasets follow a consistent structure and are accessible through unified API endpoints.

Response Reference

When portdate is a portfolio date such as 2025-12-31, the response is an array of objects with these fields:

Display Name	Field Name	Data Type
Action	`action`	string
Change from the last report (%)	`change`	number
Asset Class	`class`	string
Comment	`comment`	string
Company Name	`company_name`	string
Exchange	`exchange`	string
Impact to Portfolio	`impact`	number
Industry	`industry`	string
Portfolio Date	`portdate`	date
Position	`position`	number
Average Trading Price	`price_avg`	number
Max Trading Price	`price_max`	number
Min Trading Price	`price_min`	number
Share Change	`share_change`	number
Number of Shares	`shares`	number
Shares Outstanding	`shares_outstanding`	number
Split Factor	`split_factor`	number
Stock ID	`stockid`	string
Symbol	`symbol`	string
Value ($1000)	`value`	number

`portdate=dates` Response

When portdate is set to dates, the endpoint returns the list of available portfolio dates for the guru.

Example

[
  {
    "action": "Add",
    "change": 9.31,
    "class": "com",
    "comment": "Add 9.31%",
    "company_name": "Chubb Ltd",
    "exchange": "NYSE",
    "impact": 0.33,
    "industry": "Insurance - Property & Casualty",
    "portdate": "2025-12-31",
    "position": 3.9,
    "price_avg": 292.58,
    "price_max": 314.45,
    "price_min": 268.2,
    "share_change": 2916288,
    "shares": 34249183,
    "shares_outstanding": 391.1,
    "split_factor": 1,
    "stockid": "US06S0",
    "symbol": "CB",
    "value": 10689855
  }
]

Available Dates Example

[
  "2025-12-31",
  "2025-09-30",
  "2025-06-30",
  "2025-03-31"
]