Beneficial ownership — 13D / 13G
85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.
Coverage begins December 2024, when the SEC required these schedules to be filed as structured XML.
| Reporting person | Issuer | Schedule | % of class | Event date | Filed |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | KD Kyndryl Holdings, Inc. | 13G/A | 6.64% | Jun 30, 2026 | 3mo |
| Saba Capital Management, L.P. | EVTL Vertical Aerospace Ltd. | 13G/A | 10.3% | Jun 30, 2026 | 3mo |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TFIN Triumph Financial, Inc. | 13G/A | 6% | Jun 30, 2026 | 3mo |
| IKAV General Partner s.a r.l. | MNR Mach Natural Resources LP | 13G/A | 14.2% | Jun 30, 2026 | 3mo |
| Advent International, L.P. | INIO Innio N.V. | 13G | 86.2% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | PHYT Pyrophyte Acquisition Corp. | 13G/A | 7.5% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | SSAC SPACSphere Acquisition Corp. | 13G | 5.5% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | HEES H&E Equipment Services, Inc. | 13G/A | 0% | Jun 30, 2026 | 3mo |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | USPH U S Physical Therapy Inc | 13G/A | 5.6% | Jun 30, 2026 | 3mo |
| Mitchell P. Kopin | SBFM Sunshine Biopharma Inc. | 13G/A | 9.99% | Jun 30, 2026 | 3mo |
| BARCLAYS PLC | MTNE CH4 Natural Solutions Corp | 13G | 6.81% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | COPL Copley Acquisition Corp | 13G | 5.7% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | ANF Abercrombie & Fitch Co | 13G/A | 5.47% | Jun 30, 2026 | 3mo |
| Artisan Partners Limited Partnership | IRTC iRhythm Holdings, Inc. | 13G | 5.1% | Jun 30, 2026 | 3mo |
| Stuart Feldman | MRVI Maravai Lifesciences Holdings, Inc. | 13G/A | 2.49% | Jun 30, 2026 | 3mo |
| Saba Capital Management, L.P. | VLOS Velos Acquisition I Corp. | 13G/A | 5.51% | Jun 30, 2026 | 3mo |
| JANE STREET GROUP, LLC | FSLR First Solar, Inc. | 13G | 5.1% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | IACQ Irenic Acquisition Corp. | 13G | 6.21% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | TSHA Taysha Gene Therapies, Inc. | 13G/A | 5.1% | Jun 30, 2026 | 3mo |
| GLAZER CAPITAL, LLC | IPEX Inflection Point Acquisition Corp. V | 13G | 6.03% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | SWIM Latham Group, Inc. | 13G/A | 9.7% | Jun 30, 2026 | 3mo |
| Decagon Asset Management LLP | ALPX Alpex Acquisition Corp | 13G | 6.01% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | PNFP Pinnacle Financial Partners, Inc. | 13G/A | 7.4% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | LPBB Launch Two Acquisition Corp. | 13G/A | 3.8% | Jun 30, 2026 | 3mo |
| Dodge & Cox | CHTR Charter Communications, Inc. | 13G/A | 12.6% | Jun 30, 2026 | 3mo |
| GLAZER CAPITAL, LLC | WTG Wintergreen Acquisition Corp. | 13G/A | 3.29% | Jun 30, 2026 | 3mo |
| JANUS HENDERSON GROUP PLC | ICUI Icu Medical Inc | 13G/A | 11.1% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | WHR Whirlpool Corp | 13G | 5.33% | Jun 30, 2026 | 3mo |
| Saba Capital Management, L.P. | RDAG Republic Digital Acquisition Co | 13G/A | 4.15% | Jun 30, 2026 | 3mo |
| Rosalind Advisors, Inc. | FENC Fennec Pharmaceuticals Inc. | 13G/A | 9.6% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | DMRC Digimarc Corp | 13G | 9% | Jun 30, 2026 | 3mo |
| Bleichroeder LP | GUER Guerrilla RF, Inc. | 13G/A | 6.47% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | AVAT Avalanche Treasury Corp | 13G/A | 0.02% | Jun 30, 2026 | 3mo |
| Millennium Management LLC | ZEPP Zepp Health Corp | 13G/A | 0% | Jun 30, 2026 | 3mo |
| Edelberg Jay | KARD Kardigan, Inc. | 13G | 5.2% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | GTLS Chart Industries Inc | 13G/A | 5.4% | Jun 30, 2026 | 3mo |
| Ron Yekutiel | KLTR Kaltura Inc | 13G/A | 9% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | MEGI NYLIM CBRE Global Infrastructure Megatrends Term Fund | 13G/A | 6.2% | Jun 30, 2026 | 3mo |
| Affinity Asset Advisors, LLC | OVID Ovid Therapeutics Inc. | 13G/A | 7.9% | Jun 30, 2026 | 3mo |
| Independent Franchise Partners LLP | ZG Zillow Group, Inc. | 13G/A | 8.67% | Jun 30, 2026 | 3mo |
| Invesco Ltd. | UCTT Ultra Clean Holdings, Inc. | 13G | 7% | Jun 30, 2026 | 3mo |
| BRANDES INVESTMENT PARTNERS, LP | PKE Park Aerospace Corp | 13G/A | 12.2% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | IMCR Immunocore Holdings plc | 13G/A | 11.6% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | WT WisdomTree, Inc. | 13G/A | 5.5% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | CIFR Cipher Digital Inc. | 13G | 6.3% | Jun 30, 2026 | 3mo |
| Magnetar Financial LLC | QLEP Quantum Leap Acquisition Corp | 13G | 6.97% | Jun 30, 2026 | 3mo |
| BARCLAYS PLC | AXIN Axiom Intelligence Acquisition Corp 1 | 13G | 5.97% | Jun 30, 2026 | 3mo |
| Invus Public Equities, L.P. | NBTX Nanobiotix S.A. | 13G/A | 9.4% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | ESPR Esperion Therapeutics, Inc. | 13G | 6.7% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | DKS Dick's Sporting Goods, Inc. | 13G/A | 11.6% | Jun 30, 2026 | 3mo |