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 |
|---|---|---|---|---|---|
| Affinity Asset Advisors, LLC | LXEO Lexeo Therapeutics, Inc. | 13G/A | 8.4% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | DMAA Drugs Made In America Acquisition Corp. | 13G/A | 8.5% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | LPAA Launch One Acquisition Corp. | 13G/A | 0.1% | Jun 30, 2026 | 3mo |
| Magnetar Financial LLC | APMC AmperCap Acquisition Co | 13G | 8.05% | Jun 30, 2026 | 3mo |
| BRANDES INVESTMENT PARTNERS, LP | NTGR Netgear, Inc. | 13G/A | 6.6% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | CHWY Chewy, Inc. | 13G/A | 5.55% | Jun 30, 2026 | 3mo |
| Invesco Ltd. | DVVY Invesco Actively Managed Exchange-Traded Fund Trust | 13G/A | 7.8% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | SOC Sable Offshore Corp. | 13G | 7.9% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | NDAQ Nasdaq, Inc. | 13G/A | 5.4% | Jun 30, 2026 | 3mo |
| RENAISSANCE TECHNOLOGIES LLC | UTMD Utah Medical Products Inc | 13G/A | 5.52% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | FRBT Forbright, Inc. | 13G | 9% | Jun 30, 2026 | 3mo |
| FARALLON CAPITAL MANAGEMENT LLC | PTGX Protagonist Therapeutics, Inc | 13G/A | 9.99% | Jun 30, 2026 | 3mo |
| NAGELBERG DAVID S | PAVM PAVmed Inc. | 13G/A | 8.8% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | TREX Trex Co Inc | 13G/A | 9.5% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | SLNO Soleno Therapeutics Inc | 13G/A | 0% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | OPFI OppFi Inc. | 13G/A | 3.5% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | CTRE CareTrust REIT, Inc. | 13G/A | 4.1% | Jun 30, 2026 | 3mo |
| Pine Brook Road Advisors, L.P. | PLGO Pelagos Insurance Capital Ltd | 13G/A | 7% | Jun 30, 2026 | 3mo |
| Invesco Ltd. | EPAM EPAM Systems, Inc. | 13G/A | 4.6% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | COLB Columbia Banking System, Inc. | 13G/A | 4.1% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | HUN Huntsman CORP | 13G/A | 5.01% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | HMH HMH Holding Inc | 13G | 6.7% | Jun 30, 2026 | 3mo |
| Magnetar Financial LLC | ILLU Illumination Acquisition Corp. I | 13G/A | 7.83% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | MBUU Malibu Boats, Inc. | 13G/A | 6.3% | Jun 30, 2026 | 3mo |
| Soleus Capital Master Fund, L.P. | INSP Inspire Medical Systems, Inc. | 13G/A | 6.7% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | G Genpact LTD | 13G/A | 5.07% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | CAH Cardinal Health Inc | 13G | 6.3% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | MKTX Marketaxess Holdings Inc | 13G/A | 5.59% | Jun 30, 2026 | 3mo |
| BNP PARIBAS | DNUT Krispy Kreme, Inc. | 13G | 8.87% | Jun 30, 2026 | 3mo |
| Soleus Capital Master Fund, L.P. | IMUX Immunic, Inc. | 13G/A | 4.9% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | LKSP Lake Superior Acquisition Corp | 13G/A | 3.8% | Jun 30, 2026 | 3mo |
| JANUS HENDERSON GROUP PLC | FLEX Flex Ltd. | 13G/A | 3.8% | Jun 30, 2026 | 3mo |
| WELLINGTON MANAGEMENT GROUP LLP | HTFL Heartflow, Inc. | 13G/A | 9.1% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | MOH Molina Healthcare, Inc. | 13G/A | 6.83% | Jun 30, 2026 | 3mo |
| DEUTSCHE BANK AG\ | OPTU Optimum Communications, Inc. | 13G/A | 6.9% | Jun 30, 2026 | 3mo |
| Invesco Ltd. | NSP Insperity, Inc. | 13G/A | 3.4% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | EURK Eureka Acquisition Corp | 13G/A | 0% | Jun 30, 2026 | 3mo |
| Mitchell P. Kopin | CHGA Change Agents Corporation. | 13G/A | 4.99% | Jun 30, 2026 | 3mo |
| Life Cycle Investment Partners Ltd | THO Thor Industries Inc | 13G | 7.9% | Jun 30, 2026 | 3mo |
| Mizuho Financial Group, Inc. | TAVI Tavia Acquisition Corp. | 13G | 5.7% | Jun 30, 2026 | 3mo |
| Magnetar Financial LLC | YICC Yorkville International Capital Corp. | 13G | 5.22% | Jun 30, 2026 | 3mo |
| Magnetar Financial LLC | PLUN Plutonian Acquisition Corp. II | 13G | 5.71% | Jun 30, 2026 | 3mo |
| GLAZER CAPITAL, LLC | BREZ Breeze Acquisition Corp. II | 13G | 6.37% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | RARE Ultragenyx Pharmaceutical Inc. | 13G | 6.66% | Jun 30, 2026 | 3mo |
| BRANDES INVESTMENT PARTNERS, LP | GHM Graham Corp | 13G/A | 9.2% | Jun 30, 2026 | 3mo |
| Ayrton Capital LLC | BJDX Bluejay Diagnostics, Inc. | 13G | 9.99% | Jun 30, 2026 | 3mo |
| YOUNG CHARLES EDWIN | SND Smart Sand, Inc. | 13G/A | 17.3% | Jun 30, 2026 | 3mo |
| Ayrton Capital LLC | GWHT ESS Tech, Inc. | 13G/A | 8.14% | Jun 30, 2026 | 3mo |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | PRI Primerica, Inc. | 13G/A | 8.9% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 13G/A | 12.8% | Jun 30, 2026 | 3mo |