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 |
|---|---|---|---|---|---|
| Richard W. Baker | GNTY Guaranty Bancshares, Inc. | 13G/A | 5.7% | Dec 31, 2023 | 2y |
| Pacific Ridge Capital Partners, LLC | ASYS Amtech Systems Inc | 13G/A | 5.32% | Dec 31, 2023 | 2y |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | GATX Gatx Corp | 13G/A | 9.4% | Dec 31, 2023 | 2y |
| BlackRock Inc. | ELV Elevance Health, Inc. | 13G/A | 9% | Dec 31, 2023 | 2y |
| JANE STREET GROUP, LLC | ATCL REX Autocallable Income ETF | 13G/A | 0.5% | Dec 31, 2023 | 2y |
| Pacific Ridge Capital Partners, LLC | BMTX BM Technologies, Inc. | 13G/A | 5.44% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | BRC Brady Corp | 13G/A | 2.9% | Dec 31, 2023 | 2y |
| First Trust Capital Management L.P. | TETWF Technology & Telecommunication Acquisition Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| LMR Partners LLP | KRNL Kernel Group Holdings, Inc. Class A Ordinary Shares | 13G | 0% | Dec 31, 2023 | 2y |
| Durable Capital Partners LP | KWR Quaker Chemical Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| Artisan Partners Limited Partnership | ARGX Argenx SE | 13G | 5.4% | Dec 31, 2023 | 2y |
| TCW GROUP INC | CVEO Civeo Corp | 13G | 5.1% | Dec 31, 2023 | 2y |
| CCMP Capital Investors III, L.P. | ECVT Ecovyst Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | UTZ Utz Brands, Inc. | 13G | 5.81% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | FINS Angel Oak Financial Strategies Income Term Trust | 13G/A | 9.1% | Dec 31, 2023 | 2y |
| FULLER & THALER ASSET MANAGEMENT, INC. | TTI Tetra Technologies Inc | 13G/A | 5.56% | Dec 31, 2023 | 2y |
| COOPER CREEK PARTNERS MANAGEMENT LLC | PHIN Phinia Inc. | 13G | 5.71% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | OLMA Olema Oncology, Inc. | 13G/A | 1.3% | Dec 31, 2023 | 2y |
| COOPER CREEK PARTNERS MANAGEMENT LLC | FNKO Funko, Inc. | 13G/A | 7.22% | Dec 31, 2023 | 2y |
| Mark Blandford Not applicable | GRSD GRANDSTAND Ltd | 13G/A | 25.3% | Dec 31, 2023 | 2y |
| Artisan Partners Limited Partnership | VEEV Veeva Systems Inc | 13G/A | 4.1% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | XPER Xperi Inc. | 13G/A | 6.06% | Dec 31, 2023 | 2y |
| Frontier TopCo Partnership, L.P. | KGS Kodiak Gas Services, Inc. | 13G | 76.2% | Dec 31, 2023 | 2y |
| BLACKHILL CAPITAL INC | WSM Williams Sonoma Inc | 13G | 6.15% | Dec 31, 2023 | 2y |
| 1607 Capital Partners, LLC | SBI Western Asset Intermediate Muni Fund Inc. | 13G/A | 9.7% | Dec 31, 2023 | 2y |
| Amova Asset Management Americas, Inc. | TWST Twist Bioscience Corp | 13G/A | 6.21% | Dec 31, 2023 | 2y |
| PRINCIPAL FINANCIAL GROUP INC | GBNY Generations Bancorp NY, Inc. | 13G/A | 10.4% | Dec 31, 2023 | 2y |
| JANUS HENDERSON GROUP PLC | CNTY Century Casinos Inc | 13G/A | 0% | Dec 31, 2023 | 2y |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | OEC Orion S.A. | 13G/A | 4.2% | Dec 31, 2023 | 2y |
| COOPER CREEK PARTNERS MANAGEMENT LLC | SRI Stoneridge Inc | 13G/A | 7.25% | Dec 31, 2023 | 2y |
| NEUBERGER BERMAN GROUP LLC | RBBN Ribbon Communications Inc. | 13G/A | 9.66% | Dec 31, 2023 | 2y |
| BC Partners Holdings Limited | CHWY Chewy, Inc. | 13G/A | 69.2% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | ANGI Angi Inc. | 13G | 6.1% | Dec 31, 2023 | 2y |
| Topline Capital Management, LLC | PAYS Paysign, Inc. | 13G/A | 9.6% | Dec 31, 2023 | 2y |
| Thomas Butler | BMEA Biomea Fusion, Inc. | 13G/A | 10.4% | Dec 31, 2023 | 2y |
| Cove Street Capital, LLC | LTRPA Liberty TripAdvisor Holdings, Inc. Series A | 13G/A | 11.47% | Dec 31, 2023 | 2y |
| American Century Investment Management, Inc. | EMBC Embecta Corp. | 13G | 5.02% | Dec 31, 2023 | 2y |
| Invesco Ltd. | BSCA Invesco Exchange-Traded Self-Indexed Fund Trust | 13G/A | 18.3% | Dec 29, 2023 | 2y |
| Capital World Investors | CNC Centene Corp | 13G/A | 5.5% | Dec 29, 2023 | 2y |
| Invesco Ltd. | MMLP Martin Midstream Partners L.P. | 13G/A | 18.5% | Dec 29, 2023 | 2y |
| Invesco Ltd. | DVVY Invesco Actively Managed Exchange-Traded Fund Trust | 13G/A | 21.6% | Dec 29, 2023 | 2y |
| VANGUARD GROUP INC | WK Workiva Inc | 13G/A | 9.97% | Dec 29, 2023 | 2y |
| VANGUARD GROUP INC | SMAR Smartsheet Inc. | 13G/A | 9.97% | Dec 29, 2023 | 2y |
| Invesco Ltd. | BTBT Bit Digital, Inc | 13G | 8.2% | Dec 29, 2023 | 2y |
| VANGUARD GROUP INC | ADTN ADTRAN Holdings, Inc. | 13G/A | 9.81% | Dec 29, 2023 | 2y |
| Capital International Investors | DAVA Endava plc | 13G | 5.3% | Dec 29, 2023 | 2y |
| PARADIGM CAPITAL MANAGEMENT INC/NY | DCO Ducommun Inc | 13G/A | 9.74% | Dec 29, 2023 | 2y |
| Invesco Ltd. | HTHT H World Group Ltd | 13G/A | 9.2% | Dec 29, 2023 | 2y |
| VANGUARD GROUP INC | EHC Encompass Health Corp | 13G/A | 9.97% | Dec 29, 2023 | 2y |
| PARADIGM CAPITAL MANAGEMENT INC/NY | CTRN Citi Trends Inc | 13G/A | 9.68% | Dec 29, 2023 | 2y |