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