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 |
|---|---|---|---|---|---|
| Lawrence Joseph Ellison | ORCL Oracle Corp | 13G/A | 41.8% | Dec 31, 2023 | 2y |
| SPRING CREEK CAPITAL LLC | AAGR African Agriculture Holdings Inc. Common Stock | 13G/A | 0.46% | Dec 31, 2023 | 2y |
| Walmart Inc. | WMT Walmart Inc. | 13G/A | 46.02% | Dec 31, 2023 | 2y |
| Thrivent Financial for Lutherans | MLR Miller Industries Inc | 13G/A | 9.26% | Dec 31, 2023 | 2y |
| PNC FINANCIAL SERVICES GROUP, INC. | AGNG Global X Funds | 13G/A | 5.95% | Dec 31, 2023 | 2y |
| BANC FUNDS CO LLC | MYFW First Western Financial Inc | 13G/A | 4.1% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | VCXB 10X Capital Venture Acquisition Corp. III | 13G/A | 0% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | LATG Chenghe Acquisition I Co. Class A Ordinary Shares | 13G | 5% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | ANNA AleAnna, Inc. | 13G/A | 8% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | QXO QXO, Inc. | 13G | 8% | Dec 31, 2023 | 2y |
| Bob R. Simpson | TXO TXO Partners, L.P. | 13G | 14.3% | Dec 31, 2023 | 2y |
| MILLENNIUM MANAGEMENT LLC | CREC Crescera Capital Acquisition Corp Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | CETU Cetus Capital Acquisition Corp. Class A Common Stock | 13G | 5.6% | Dec 31, 2023 | 2y |
| GreyLion Partners LP | REAL TheRealReal, Inc. | 13G/A | 7.27% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | SUAC ShoulderUp Technology Acquisition Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | TOAC Talon 1 Acquisition Corp. Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | UTAA UTA Acquisition Corporation Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| LSV ASSET MANAGEMENT | JACK Jack In The Box Inc | 13G | 5.05% | Dec 31, 2023 | 2y |
| Leonard A. Lauder | EL Estee Lauder Companies Inc | 13G/A | 0.1% | Dec 31, 2023 | 2y |
| PNC FINANCIAL SERVICES GROUP, INC. | AGNG Global X Funds | 13G/A | 8.15% | Dec 31, 2023 | 2y |
| The State Bank and Trust Company | SBFG Sb Financial Group, Inc. | 13G/A | 4.85% | Dec 31, 2023 | 2y |
| LPL Financial LLC | JFR Nuveen Floating Rate Income Fund | 13G/A | 2.1% | Dec 31, 2023 | 2y |
| Daniel J. Hirschfeld | BKE Buckle Inc | 13G/A | 32.1% | Dec 31, 2023 | 2y |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | MXF Mexico Fund Inc | 13G/A | 23.6% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | TILE Interface Inc | 13G | 6% | Dec 31, 2023 | 2y |
| A.J. Kazimi | CPIX Cumberland Pharmaceuticals Inc | 13G | 40.14% | Dec 31, 2023 | 2y |
| SIT INVESTMENT ASSOCIATES INC | ZTR Virtus Total Return Fund Inc. | 13G/A | 5.86% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | BXMX Nuveen S&P 500 BuyWrite Income Fund | 13G/A | 10.9% | Dec 31, 2023 | 2y |
| SIEMENS AG | FLNC Fluence Energy, Inc. | 13G/A | 40.9% | Dec 31, 2023 | 2y |
| Marquard & Bahls AG | TAC Transalta Corp | 13G/A | 3.54% | Dec 31, 2023 | 2y |
| Alchemy DeepTech Capital LLC | ALCYF Alchemy Investments Acquisition Corp 1 | 13G | 22.8% | Dec 31, 2023 | 2y |
| Michael Cannon-Brookes | TEAM Atlassian Corp | 13G/A | 24.8% | Dec 31, 2023 | 2y |
| BROWN ADVISORY INC | PRO Pros Holdings, Inc. | 13G | 6% | Dec 31, 2023 | 2y |
| ESSA Bank & Trust Employee Stock Ownership Plan Trust | ESSA ESSA Bancorp, Inc. | 13G/A | 10.3% | Dec 31, 2023 | 2y |
| Insight Holdings Group, LLC | UDMY Udemy, Inc. | 13G/A | 24.8% | Dec 31, 2023 | 2y |
| SPRING CREEK CAPITAL LLC | CNDA Concord Acquisition Corp II | 13G/A | 3.06% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | AMWL American Well Corp | 13G/A | 9.2% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | NPCE NeuroPace Inc | 13G/A | 9.4% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | ROCL Roth CH Acquisition V Co. Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | TRS Trimas Corp | 13G | 6.2% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | CPRI Capri Holdings Ltd | 13G/A | 0% | Dec 31, 2023 | 2y |
| LSV ASSET MANAGEMENT | HVT Haverty Furniture Companies Inc | 13G | 5.08% | Dec 31, 2023 | 2y |
| Alclear Investments II, LLC | YOU Clear Secure, Inc. | 13G/A | 6.6% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | CGNT Cognyte Software Ltd. | 13G/A | 4.9% | Dec 31, 2023 | 2y |
| Atlas Venture Fund X, L.P. | KYMR Kymera Therapeutics, Inc. | 13G/A | 8.4% | Dec 31, 2023 | 2y |
| Angel Pride Holdings Limited | APP AppLovin Corp | 13G/A | 7.7% | Dec 31, 2023 | 2y |
| ONTARIO TEACHERS PENSION PLAN BOARD | AZEK The AZEK Company Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | NIM Nuveen Select Maturities Municipal Fund | 13G/A | 5.6% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | OCAX OCA Acquisition Corp. Class A Common Stock | 13G | 8.5% | Dec 31, 2023 | 2y |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | FOSL Fossil Group, Inc. | 13G | 5.12% | Dec 31, 2023 | 2y |