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 |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ATR Aptargroup, Inc. | 13G/A | 5.57% | Dec 31, 2023 | 2y |
| Clarkston Capital Partners, LLC | SRCL Stericycle Inc | 13G/A | 7% | Dec 31, 2023 | 2y |
| Guaranty Bancshares, Inc. Employee Stock Ownership Plan with 401K Provisions | GNTY Guaranty Bancshares, Inc. | 13G/A | 8.9% | Dec 31, 2023 | 2y |
| Taconic Capital Advisors LP | ECDA ECD Automotive Design, Inc. | 13G/A | 3.6% | Dec 31, 2023 | 2y |
| De Lisle Partners LLP | FRD Friedman Industries Inc | 13G | 5.5% | Dec 31, 2023 | 2y |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | VMC Vulcan Materials CO | 13G/A | 5.9% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | RFAC RF Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | CWST Casella Waste Systems Inc | 13G | 5.1% | Dec 31, 2023 | 2y |
| OR Cantor Fitzgerald Securities | TRIS Tristar Acquisition I Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Amova Asset Management Americas, Inc. | PACB Pacific Biosciences Of California, Inc. | 13G/A | 4.93% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | MMSI Merit Medical Systems Inc | 13G/A | 6.6% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | LBBB Lakeshore Acquisition II Corp. Ordinary Shares | 13G/A | 2.3% | Dec 31, 2023 | 2y |
| ARISTEIA CAPITAL, L.L.C. | PRPC CC Neuberger Principal Holdings III | 13G/A | 0% | Dec 31, 2023 | 2y |
| Blumberg Capital III, L.P. | KPLT Katapult Holdings, Inc. | 13G/A | 6.4% | Dec 31, 2023 | 2y |
| Matthew Prince | NET Cloudflare, Inc. | 13G/A | 9.3% | Dec 31, 2023 | 2y |
| First Trust Capital Management L.P. | GMFI Aetherium Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADTN ADTRAN Holdings, Inc. | 13G | 5.1% | Dec 31, 2023 | 2y |
| Artisan Partners Limited Partnership | HALO Halozyme Therapeutics, Inc. | 13G/A | 5.1% | Dec 31, 2023 | 2y |
| Phoenix Financial Ltd. | SSYS Stratasys Ltd. | 13G/A | 5.26% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | CHW Calamos Global Dynamic Income Fund | 13G/A | 8.2% | Dec 31, 2023 | 2y |
| Artisan Partners Limited Partnership | TWST Twist Bioscience Corp | 13G | 6.4% | Dec 31, 2023 | 2y |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | HP Helmerich & Payne, Inc. | 13G/A | 8.3% | Dec 31, 2023 | 2y |
| PRIMECAP MANAGEMENT CO/CA/ | BMRN Biomarin Pharmaceutical Inc | 13G/A | 9.78% | Dec 31, 2023 | 2y |
| American Century Investment Management, Inc. | NWE NorthWestern Energy Group, Inc. | 13G/A | 6.99% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | TSVT 2seventy bio, Inc. Common Stock | 13G | 9.4% | Dec 31, 2023 | 2y |
| Polus Capital Management Ltd | ASTL Algoma Steel Group Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| First Trust Capital Management L.P. | ZEO Zeo Energy Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | TDW Tidewater Inc | 13G | 5.9% | Dec 31, 2023 | 2y |
| Alberta Investment Management Corp | VAQC Vector Acquisition Corporation II Class A Ordinary Shares | 13G | 6.2% | Dec 31, 2023 | 2y |
| PRIMECAP MANAGEMENT CO/CA/ | ACM Aecom | 13G/A | 10.3% | Dec 31, 2023 | 2y |
| OR Cantor Fitzgerald Securities | NSTC Northern Star Investment Corp. III | 13G/A | 0% | Dec 31, 2023 | 2y |
| SIT INVESTMENT ASSOCIATES INC | DHY Ubs Asset Management High Yield Credit Fund | 13G | 6.19% | Dec 31, 2023 | 2y |
| Durable Capital Partners LP | FSV FirstService Corp | 13G/A | 6.9% | Dec 31, 2023 | 2y |
| LMR Partners LLP | INTE Integral Acquisition Corporation 1 Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | TVGN Tevogen Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | BCO Brinks Co | 13G/A | 7% | Dec 31, 2023 | 2y |
| Rubric Capital Management LP | OFIX Orthofix Medical Inc. | 13G | 9.97% | Dec 31, 2023 | 2y |
| Amova Asset Management Americas, Inc. | CDNA CareDx, Inc. | 13G | 5.31% | Dec 31, 2023 | 2y |
| BlackRock Inc. | AAPL Apple Inc. | 13G/A | 6.7% | Dec 31, 2023 | 2y |
| CITIGROUP INC | INVZ Innoviz Technologies Ltd. | 13G | 7.1% | Dec 31, 2023 | 2y |
| Nine Ten Capital Management LLC | IRMD Iradimed Corp | 13G/A | 6.3% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ALRM Alarm.com Holdings, Inc. | 13G | 5% | Dec 31, 2023 | 2y |
| JANE STREET GROUP, LLC | SCAQ Stratim Cloud Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | CPZ Calamos Long/Short Equity & Dynamic Income Trust | 13G/A | 4.6% | Dec 31, 2023 | 2y |
| BANC FUNDS CO LLC | MRBK Meridian Corp | 13G/A | 4.7% | Dec 31, 2023 | 2y |
| Deerfield Management Company, L.P. | MRUS Merus N.V. Common Shares | 13G/A | 5.23% | Dec 31, 2023 | 2y |
| OR Cantor Fitzgerald Securities | TRTL TortoiseEcofin Acquisition Corp. III | 13G/A | 0% | Dec 31, 2023 | 2y |
| BAIRD ROBERT W & CO INC /WI/ | AQMS Aqua Metals, Inc. | 13G/A | 3.7% | Dec 31, 2023 | 2y |
| American Century Investment Management, Inc. | EPC EDGEWELL PERSONAL CARE Co | 13G/A | 6.82% | Dec 31, 2023 | 2y |
| Clarkston Capital Partners, LLC | POST Post Holdings, Inc. | 13G | 5.87% | Dec 31, 2023 | 2y |