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Equibles

Beneficial ownership — 13D / 13G

85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.

Reporting person Issuer Schedule % of class Filed
BANC FUNDS CO LLC UNTY Unity Bancorp Inc 13G/A 5.7% 2y
Trigran Investments, Inc. SRDX Surmodics, Inc. Common Stock 13G/A 16.6% 2y
PNC FINANCIAL SERVICES GROUP, INC. AGNG Global X Funds 13G/A 8.02% 2y
Artal Participations S.a r.l VIGL Vigil Neuroscience, Inc. Common Stock 13G/A 5% 2y
Scott Stanford PET Wag! Group Co. Common Stock 13G/A 17.8% 2y
Saba Capital Management, L.P. RRAC Rigel Resource Acquisition Corp. 13G/A 0.42% 2y
LPL Financial LLC FCT First Trust Senior Floating Rate Income Fund II 13G/A 5.3% 2y
JANE STREET GROUP, LLC AAPD Direxion Shares ETF Trust 13G 6.5% 2y
EARNEST PARTNERS LLC BOOM DMC Global Inc. 13G/A 5.3% 2y
Gordon Gund KLG WK Kellogg Co 13G 5.9% 2y
PZENA INVESTMENT MANAGEMENT LLC SCSC Scansource, Inc. 13G 7.5% 2y
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD NML Neuberger Energy Infrastructure & Income Fund Inc. 13G/A 13.5% 2y
Galibier Purchaser, LLC CWAN Clearwater Analytics Holdings, Inc. 13G/A 21.9% 2y
Periscope Capital Inc. GAQ Generation Asia I Acquisition Limited Class A Ordinary Shares 13G 5.2% 2y
Artal Participations S.a r.l RNAC Cartesian Therapeutics, Inc. 13G/A 6.4% 2y
Polar Asset Management Partners Inc. AERT Aeries Technology, Inc. 13G/A 8% 2y
GILDER GAGNON HOWE & CO LLC ONEW OneWater Marine Inc. 13G/A 6.6% 2y
SPRING CREEK CAPITAL LLC VSEE Vsee Health, Inc. 13G/A 0% 2y
MORGAN STANLEY NXDT Nexpoint Diversified Real Estate Trust 13G/A 5.8% 2y
MORGAN STANLEY NCZ Virtus Convertible & Income Fund II 13G/A 9.9% 2y
Ralph Lauren, individually and as trustee RL Ralph Lauren Corp 13G/A 39.6% 2y
Saba Capital Management, L.P. SVFB SVF Investment Corp. 2 Class A Ordinary Shares 13G/A 0% 2y
1832 Asset Management L.P. ESLT Elbit Systems Ltd 13G 4.28% 2y
Lei Xia IZM ICZOOM Group Inc. 13G 25.3% 2y
MORGAN STANLEY VVR Invesco Senior Income Trust 13G/A 6.3% 2y
MORGAN STANLEY PTON Peloton Interactive, Inc. 13G/A 11.1% 2y
Trigran Investments, Inc. SONO Sonos Inc 13G 5.7% 2y
Samjo Management, LLC ITI Iteris, Inc. 13G/A 15.1% 2y
LSV ASSET MANAGEMENT HIBB Hibbett, Inc. Common Stock 13G 5.59% 2y
WEST RIM CAPITAL ASSOCIATES II, L.P. BASE Couchbase, Inc. Common Stock 13G/A 4% 2y
Scott C. Wylie MYFW First Western Financial Inc 13G/A 7.9% 2y
Fourth Sail Capital LP VTEX Vtex 13G/A 1.13% 2y
SIT INVESTMENT ASSOCIATES INC VBF Invesco Bond Fund 13G/A 8.26% 2y
BlackRock Inc. CSIQ Canadian Solar Inc. 13G/A 9.3% 2y
LSV ASSET MANAGEMENT IMMR Immersion Corp 13G 5.24% 2y
MHR FUND MANAGEMENT LLC IOVA Iovance Biotherapeutics, Inc. 13G/A 7.8% 2y
MORGAN STANLEY XPER Xperi Inc. 13G 7% 2y
Saba Capital Management, L.P. SCOB ScION Tech Growth II Class A Ordinary Shares 13G/A 0% 2y
Vitruvian Partners LLP GLBE Global-E Online Ltd. 13G/A 2.18% 2y
BANK OF MONTREAL /CAN/ TRP Tc Energy Corp 13G/A 5.3% 2y
Jingwu Zhang Zang NBP NovaBridge Biosciences 13G/A 5.6% 2y
David Juran BWB Bridgewater Bancshares Inc 13G/A 5.77% 2y
Gordon Gund ALGN Align Technology Inc 13G/A 1.7% 2y
Samjo Management, LLC AUGX Augmedix, Inc. Common Stock 13G 6.1% 2y
Grandeur Peak Global Advisors, LLC DAVA Endava plc 13G 4.17% 2y
Ziyu Shen ECX ECARX Holdings Inc. 13G/A 7.2% 2y
Jack Y. Zhang AMPH Amphastar Pharmaceuticals, Inc. 13G/A 26.2% 2y
BANK OF MONTREAL /CAN/ USO United States Oil Fund, LP 13G/A 0% 2y
L1 Capital Global Opportunities Master Fund, Ltd. SMX SMX (Security Matters) Public Ltd Co 13G/A 4.9% 2y
SWISS RE LTD WDH Waterdrop Inc. 13G/A 7.12% 2y