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 |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | CBU Community Financial System, Inc. | 13G | 5.92% | Dec 31, 2023 | 2y |
| David B. Kaplan | ARES Ares Management Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| Amanda Radcliffe | VERX Vertex, Inc. | 13G/A | 21.7% | Dec 31, 2023 | 2y |
| Mastercard Foundation | MA Mastercard Inc | 13G/A | 10.5% | Dec 31, 2023 | 2y |
| Relative Value Partners Group, LLC | GDL Gdl Fund | 13G | 7.05% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | BMN BlackRock 2037 Municipal Target Term Trust | 13G | 5.9% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | FTDR Frontdoor, Inc. | 13G/A | 2.3% | Dec 31, 2023 | 2y |
| OR Cantor Fitzgerald Securities | HAIAF Healthcare AI Acquisition Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Gavin Turner | BRLT Brilliant Earth Group, Inc. | 13G/A | 72.22% | Dec 31, 2023 | 2y |
| Rubric Capital Management LP | BGC BGC Group, Inc. | 13G/A | 5.17% | Dec 31, 2023 | 2y |
| Michael J Arougheti | ARES Ares Management Corp | 13G/A | 0.44% | Dec 31, 2023 | 2y |
| Rubric Capital Management LP | DMRC Digimarc Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | GLQ Clough Global Equity Fund | 13G/A | 12.7% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | EMO ClearBridge Energy Midstream Opportunity Fund Inc. | 13G | 5.1% | Dec 31, 2023 | 2y |
| Allen Baharaff | EOCN EoCene Ltd. | 13G/A | 6.2% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | CMRC Commerce.com, Inc. | 13G | 9% | Dec 31, 2023 | 2y |
| Chatterjee Fund Management, L.P. 2 [ | TELL Tellurian Inc. | 13G/A | 6.8% | Dec 31, 2023 | 2y |
| First Trust Capital Management L.P. | LBBB Lakeshore Acquisition II Corp. Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| New Mountain Partners IV (AIV-E), L.P. | ALIT Alight, Inc. / Delaware | 13G/A | 0% | Dec 31, 2023 | 2y |
| Deerfield Management Company, L.P. | AHCO AdaptHealth Corp. | 13G/A | 9.98% | Dec 31, 2023 | 2y |
| Joseph Zwillinger | BIRD Smartbird, Inc. | 13G/A | 11.5% | Dec 31, 2023 | 2y |
| American Century Investment Management, Inc. | DRTTF Dirtt Environmental Solutions Ltd | 13G/A | 4.91% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | GLO Clough Global Opportunities Fund | 13G/A | 8.1% | Dec 31, 2023 | 2y |
| Relative Value Partners Group, LLC | JLS Nuveen Mortgage & Income Fund | 13G | 7.92% | Dec 31, 2023 | 2y |
| Roy Schoenberg | AMWL American Well Corp | 13G/A | 6.5% | Dec 31, 2023 | 2y |
| GIC Private Ltd | ALIT Alight, Inc. / Delaware | 13G/A | 2.93% | Dec 31, 2023 | 2y |
| Taconic Capital Advisors LP | WPCA Warburg Pincus Capital Corporation I-A | 13G/A | 0% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | SXI Standex International Corp | 13G | 6.99% | Dec 31, 2023 | 2y |
| M28 Capital Management LP | WVE Wave Life Sciences, Inc. | 13G/A | 6% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | QTI Qt Imaging Holdings, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | BCYC Bicycle Therapeutics PLC | 13G/A | 0% | Dec 31, 2023 | 2y |
| Pierluigi Paracchi | SAEN Genenta Science S.p.A. | 13G/A | 12.6% | Dec 31, 2023 | 2y |
| EARNEST PARTNERS LLC | WWW Wolverine World Wide Inc | 13G/A | 6.7% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | ZIMV ZimVie Inc. Common Stock | 13G | 5.16% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | GENK GEN Restaurant Group, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | BGB Blackstone Strategic Credit 2027 Term Fund | 13G | 5.1% | Dec 31, 2023 | 2y |
| PRIMECAP MANAGEMENT CO/CA/ | XMTR Xometry, Inc. | 13G/A | 14.66% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | SPSC Sps Commerce Inc | 13G/A | 4.9% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | AFB Alliancebernstein National Municipal Income Fund | 13G/A | 4.5% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | ALT Altimmune, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ITW Illinois Tool Works Inc | 13G/A | 5.53% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | MUC Blackrock Muniholdings California Quality Fund, Inc. | 13G | 5.4% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | CZR Caesars Entertainment, Inc. | 13G/A | 4.4% | Dec 31, 2023 | 2y |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | FGI FGI Industries Ltd. | 13G/A | 9.5% | Dec 31, 2023 | 2y |
| BlackRock Inc. | ABUS Arbutus Biopharma Corp | 13G/A | 6.2% | Dec 31, 2023 | 2y |
| PRIMECAP MANAGEMENT CO/CA/ | WHR Whirlpool Corp | 13G/A | 8.62% | Dec 31, 2023 | 2y |
| First Trust Capital Management L.P. | NRAC Northern Revival Acquisition Corporation Class A Ordinary Share | 13G/A | 0% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | CRTO Criteo S.A. | 13G/A | 10.16% | Dec 31, 2023 | 2y |
| Durable Capital Partners LP | BFAM Bright Horizons Family Solutions Inc. | 13G/A | 9.2% | Dec 31, 2023 | 2y |
| LMR Partners LLP | SHUA SHUAA Partners Acquisition Corp I Class A Ordinary Share | 13G/A | 0% | Dec 31, 2023 | 2y |