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 |
|---|---|---|---|---|---|
| Ithaca L.P. | INFA Informatica Inc. | 13G/A | 20.8% | Dec 31, 2023 | 2y |
| Scott Farquhar | TEAM Atlassian Corp | 13G/A | 24.8% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | AQN Algonquin Power & Utilities Corp. | 13G/A | 5% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | EMD Western Asset Emerging Markets Debt Fund Inc. | 13G/A | 8.7% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | EDF Virtus Stone Harbor Emerging Markets Income Fund | 13G/A | 2.1% | Dec 31, 2023 | 2y |
| Floyd Kyle Thomas | VOXR Vox Royalty Corp. | 13G/A | 6.1% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | VMCAF Valuence Merger Corp. I | 13G | 9.1% | Dec 31, 2023 | 2y |
| Terrance G. McGuire | ALEC Alector, Inc. | 13G/A | 11.5% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | SKIN SkinHealth Systems Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | USAR USA Rare Earth, Inc. | 13G | 5.2% | Dec 31, 2023 | 2y |
| Edward T. Anderson | BASE Couchbase, Inc. Common Stock | 13G/A | 9.8% | Dec 31, 2023 | 2y |
| SPFM Holdings, LLC | PLGO Pelagos Insurance Capital Ltd | 13G | 7.2% | Dec 31, 2023 | 2y |
| Francis Davidson | SOND Sonder Holdings Inc. Class A Common Stock | 13G/A | 5.4% | Dec 31, 2023 | 2y |
| BlackRock Inc. | NVCR NovoCure Ltd | 13G/A | 8.2% | Dec 31, 2023 | 2y |
| SIT INVESTMENT ASSOCIATES INC | VPV Invesco Pennsylvania Value Municipal Income Trust | 13G/A | 8.4% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | TGVC TG Venture Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | CNO CNO Financial Group, Inc. | 13G | 6.2% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | ACAC Acri Capital Acquisition Corporation Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | CAUD Collective Audience, Inc.. Common Stock | 13G/A | 3.6% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | UBER Uber Technologies, Inc | 13G/A | 4.1% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | LVAC LAVA Medtech Acquisition Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | AVDX AvidXchange Holdings, Inc. Common Stock | 13G/A | 4.8% | Dec 31, 2023 | 2y |
| venBio Global Strategic Fund III, L.P. | RYZB RayzeBio, Inc. Common Stock | 13G | 8.5% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | INTE Integral Acquisition Corporation 1 Class A Common Stock | 13G/A | 2.6% | Dec 31, 2023 | 2y |
| Echo Street Capital Management LLC | TPH Tri Pointe Homes, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Keyframe Capital Partners, L.P. | GTX Garrett Motion Inc. | 13G/A | 1.91% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | IART Integra Lifesciences Holdings Corp | 13G/A | 5.9% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | WW Ww International, Inc. | 13G | 8.8% | Dec 31, 2023 | 2y |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | KF Korea Fund Inc | 13G/A | 30.9% | Dec 31, 2023 | 2y |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | OLO Olo Inc. | 13G/A | 9.92% | Dec 31, 2023 | 2y |
| GIC Private Ltd | BNR Burning Rock Biotech Ltd | 13G/A | 4.75% | Dec 31, 2023 | 2y |
| Jacques Patrick Supervielle | SUPV Grupo Supervielle S.A. | 13G/A | 2.2% | Dec 31, 2023 | 2y |
| Ernest C. Garcia, III | CVNA Carvana Co. | 13G/A | 21.4% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | GCTS GCT Semiconductor Holding, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Matthew M Rizai | WK Workiva Inc | 13G/A | 5.9% | Dec 31, 2023 | 2y |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EBS Emergent BioSolutions Inc. | 13G | 5.54% | Dec 31, 2023 | 2y |
| John B. Gerlach, Jr. | MZTI Marzetti Co | 13G/A | 5.2% | Dec 31, 2023 | 2y |
| L1 Capital Global Opportunities Master Fund, Ltd. | PALI Palisade Bio, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Blackstone ISG-I Advisors LLC | BAER Bridger Aerospace Group Holdings, Inc. | 13G | 21.5% | Dec 31, 2023 | 2y |
| Michael Kirban | COCO Vita Coco Company, Inc. | 13G/A | 6.1% | Dec 31, 2023 | 2y |
| BROWN ADVISORY INC | CLAR Clarus Corp | 13G/A | 11.3% | Dec 31, 2023 | 2y |
| SPRING CREEK CAPITAL LLC | AOGO Arogo Capital Acquisition Corp. Class A Common Stock | 13G | 5.67% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | NNAG 99 Acquisition Group Inc. Class A Common Stock | 13G | 7.1% | Dec 31, 2023 | 2y |
| SEGALL BRYANT & HAMILL, LLC | OFIX Orthofix Medical Inc. | 13G/A | 0.1% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | RDZN Roadzen Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | TTD Trade Desk, Inc. | 13G/A | 4.4% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | EAC Edify Acquisition Corp. Class A Common Stock | 13G/A | 0.9% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | XBP XBP Global Holdings, Inc. | 13G/A | 0.3% | Dec 31, 2023 | 2y |
| WEXFORD CAPITAL LP | TUSK Mammoth Energy Services, Inc. | 13G/A | 0.07% | Dec 31, 2023 | 2y |
| Beach Point Capital Management LP | RPT Rithm Property Trust Inc. | 13G | 8.3% | Dec 31, 2023 | 2y |