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 |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | OPLN OPENLANE, Inc. | 13G/A | 4.52% | Jun 30, 2026 | 3mo |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | AXTA Axalta Coating Systems Ltd. | 13G | 8.2% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | MOMO Hello Group Inc. | 13G/A | 8.3% | Jun 30, 2026 | 3mo |
| Capital World Investors | COHU Cohu Inc | 13G | 5.8% | Jun 30, 2026 | 3mo |
| JANE STREET GROUP, LLC | CRWV CoreWeave, Inc. | 13G/A | 6.2% | Jun 30, 2026 | 3mo |
| Capital World Investors | PFGC Performance Food Group Co | 13G/A | 14.9% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | HAVA Harvard Ave Acquisition Corp | 13G/A | 4.9% | Jun 30, 2026 | 3mo |
| Capital World Investors | ARES Ares Management Corp | 13G/A | 4.8% | Jun 30, 2026 | 3mo |
| Capital International Investors | BURL Burlington Stores, Inc. | 13G/A | 8.8% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | EMD Western Asset Emerging Markets Debt Fund Inc. | 13G/A | 8.7% | Jun 30, 2026 | 3mo |
| MANAGED ACCOUNT ADVISORS, LLC | DKS Dick's Sporting Goods, Inc. | 13G | 5.6% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | ETSS Energy Transition Special Opportunities | 13G | 9% | Jun 30, 2026 | 3mo |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRU TransUnion | 13G/A | 5.6% | Jun 30, 2026 | 3mo |
| Capital International Investors | ZBH Zimmer Biomet Holdings, Inc. | 13G | 6.4% | Jun 30, 2026 | 3mo |
| NORGES BANK | EDU New Oriental Education & Technology Group Inc. | 13G/A | 4.84% | Jun 30, 2026 | 3mo |
| Capital Research Global Investors | EGO Eldorado Gold Corp | 13G/A | 6.9% | Jun 30, 2026 | 3mo |
| NORGES BANK | DLR Digital Realty Trust, Inc. | 13G | 5.57% | Jun 30, 2026 | 3mo |
| Capital World Investors | ORKA Oruka Therapeutics, Inc. | 13G | 5.6% | Jun 30, 2026 | 3mo |
| Rosalind Advisors, Inc. | BFRI Biofrontera Inc. | 13G/A | 9.9% | Jun 30, 2026 | 3mo |
| Capital Research Global Investors | CVNA Carvana Co. | 13G/A | 8.9% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | IPFX Inflection Point Acquisition Corp. VI | 13G/A | 4.22% | Jun 30, 2026 | 3mo |
| Capital World Investors | XPO XPO, Inc. | 13G | 5% | Jun 30, 2026 | 3mo |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | HAIN Hain Celestial Group Inc | 13G/A | 3.5% | Jun 30, 2026 | 3mo |
| Capital International Investors | LMB Limbach Holdings, Inc. | 13G/A | 0% | Jun 30, 2026 | 3mo |
| Blue Owl Capital Holdings LP | CNTX Context Therapeutics Inc. | 13G/A | 3.19% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | SBXDF SilverBox Corp IV | 13G/A | 4.95% | Jun 30, 2026 | 3mo |
| Capital World Investors | KDP Keurig Dr Pepper Inc. | 13G/A | 8.8% | Jun 30, 2026 | 3mo |
| TORONTO DOMINION BANK | EBAY Ebay Inc | 13G | 9% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | HAIN Hain Celestial Group Inc | 13G | 5.39% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | OM Outset Medical, Inc. | 13G | 5.39% | Jun 30, 2026 | 3mo |
| Travis Boersma | BROS Dutch Bros Inc. | 13G/A | 25.6% | Jun 30, 2026 | 3mo |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | MED Medifast Inc | 13G/A | 3.6% | Jun 30, 2026 | 3mo |
| Capital International Investors | NOC Northrop Grumman Corp | 13G/A | 4.3% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | SIMA SIM Acquisition Corp. I | 13G/A | 0% | Jun 30, 2026 | 3mo |
| BANK OF MONTREAL /CAN/ | NOA North American Construction Group Ltd. | 13G/A | 5.05% | Jun 30, 2026 | 3mo |
| Forvis Mazars Wealth Advisors, LLC | BAFE Advisors' Inner Circle III | 13G | 6.67% | Jun 30, 2026 | 3mo |
| GOLDMAN SACHS GROUP INC | BGS B&G Foods, Inc. | 13G/A | 4.4% | Jun 30, 2026 | 3mo |
| BANK OF MONTREAL /CAN/ | AKTX Akari Therapeutics Plc | 13G | 5.71% | Jun 30, 2026 | 3mo |
| Capital International Investors | EPAC Enerpac Tool Group Corp | 13G/A | 4.9% | Jun 30, 2026 | 3mo |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | WMG Warner Music Group Corp. | 13G | 6.1% | Jun 30, 2026 | 3mo |
| AQR CAPITAL MANAGEMENT LLC | GT Goodyear Tire & Rubber Co | 13G/A | 4.47% | Jun 30, 2026 | 3mo |
| BANK OF MONTREAL /CAN/ | ALRM Alarm.com Holdings, Inc. | 13G/A | 6.98% | Jun 30, 2026 | 3mo |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ICHR Ichor Holdings, Ltd. | 13G | 3.4% | Jun 30, 2026 | 3mo |
| Heinemann, Steven D. | NTIP Network-1 Technologies, Inc. | 13G/A | 5.29% | Jun 30, 2026 | 3mo |
| MORGAN STANLEY | BMN BlackRock 2037 Municipal Target Term Trust | 13G/A | 14.1% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | NXTC NextCure, Inc. | 13G | 7.67% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | IACQ Irenic Acquisition Corp. | 13G | 7.63% | Jun 30, 2026 | 3mo |
| Adage Capital Management, L.P. | FBRX Forte Biosciences, Inc. | 13G/A | 3.42% | Jun 30, 2026 | 3mo |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | APA APA Corp | 13G/A | 8.97% | Jun 30, 2026 | 3mo |
| Capital World Investors | W Wayfair Inc. | 13G/A | 9.7% | Jun 30, 2026 | 3mo |