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 |
|---|---|---|---|---|---|
| Marquard & Bahls AG | AVNT Avient Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| Jackson Square Partners, LLC | HAPN Happen, Inc. | 13G/A | 8.87% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | BIOS BioPlus Acquisition Corp. Class A Ordinary Shares | 13G/A | 0% | Dec 31, 2023 | 2y |
| BlackRock Inc. | CCJ Cameco Corp | 13G | 5.9% | Dec 31, 2023 | 2y |
| PNC FINANCIAL SERVICES GROUP, INC. | AGGY WisdomTree Trust | 13G/A | 10.26% | Dec 31, 2023 | 2y |
| Trigran Investments, Inc. | HCKT Hackett Group, Inc. | 13G/A | 6.7% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | AQUC Aquaron Acquisition Corp. | 13G/A | 7.1% | Dec 31, 2023 | 2y |
| JANE STREET GROUP, LLC | MARA MARA Holdings, Inc. | 13G | 6.5% | Dec 31, 2023 | 2y |
| PRINCIPAL FINANCIAL GROUP INC | BWEN Broadwind, Inc. | 13G/A | 6.21% | Dec 31, 2023 | 2y |
| WOLVERINE ASSET MANAGEMENT LLC | BRAC Broad Capital Acquisition Corp Common Stock | 13G | 5.42% | Dec 31, 2023 | 2y |
| BANK OF MONTREAL /CAN/ | SLAMF Slam Corp. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Anthony J. Wood | ROKU Roku, Inc | 13G/A | 12.83% | Dec 31, 2023 | 2y |
| GIC Private Ltd | RVNC Revance Therapeutics, Inc. | 13G/A | 6.63% | Dec 31, 2023 | 2y |
| The Column Group III, LP | RVMD Revolution Medicines, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | KRNL Kernel Group Holdings, Inc. Class A Ordinary Shares | 13G | 8% | Dec 31, 2023 | 2y |
| Changxing Xiao | JFU 9F Inc. | 13G/A | 8% | Dec 31, 2023 | 2y |
| Ares Acquisition Holdings LP | AAC Ares Acquisition Corporation | 13G/A | 0% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | SDHY PGIM Short Duration High Yield Opportunities Fund | 13G/A | 8.2% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | CPTKW Crown PropTech Acquisitions | 13G | 6% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | AUDC Audiocodes Ltd | 13G/A | 8.2% | Dec 31, 2023 | 2y |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | IHD Voya Emerging Markets High Dividend Equity Fund | 13G/A | 20.3% | Dec 31, 2023 | 2y |
| L1 Capital Global Opportunities Master Fund, Ltd. | ZVSA ZyVersa Therapeutics, Inc. | 13G/A | 0% | Dec 31, 2023 | 2y |
| Nimitz Enterprises, LLC | HPK HighPeak Energy, Inc. | 13G/A | 4.3% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | MAPS Wm Technology, Inc. | 13G/A | 2.1% | Dec 31, 2023 | 2y |
| David Strang | ERO Ero Copper Corp. | 13G/A | 4.7% | Dec 31, 2023 | 2y |
| PZENA INVESTMENT MANAGEMENT LLC | NOV NOV Inc. | 13G | 8% | Dec 31, 2023 | 2y |
| Caryn Seidman-Becker | YOU Clear Secure, Inc. | 13G/A | 18.5% | Dec 31, 2023 | 2y |
| Matrix China Management III, L.P. | SY So-Young International Inc. | 13G/A | 12.8% | Dec 31, 2023 | 2y |
| BROWN ADVISORY INC | SIBN SI-BONE, Inc. | 13G/A | 10.3% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | SGII Seaport Global Acquisition II Corp. Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Ares Acquisition Holdings II LP | KDK Kodiak AI, Inc. | 13G | 34.9% | Dec 31, 2023 | 2y |
| BANC FUNDS CO LLC | MNSB MainStreet Bancshares, Inc. | 13G/A | 4.8% | Dec 31, 2023 | 2y |
| BANC FUNDS CO LLC | PBAM Private Bancorp of America, Inc. | 13G/A | 3% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | OM Outset Medical, Inc. | 13G | 6.8% | Dec 31, 2023 | 2y |
| Insight Holdings Group, LLC | MNDY monday.com Ltd. | 13G/A | 3.3% | Dec 31, 2023 | 2y |
| Artal Participations S.a r.l | CAVA Cava Group, Inc. | 13G | 28.2% | Dec 31, 2023 | 2y |
| Saba Capital Management, L.P. | XFIN ExcelFin Acquisition Corp Class A Common Stock | 13G/A | 0% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | MSAI MultiSensor AI Holdings, Inc. | 13G/A | 3.9% | Dec 31, 2023 | 2y |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | TWN Taiwan Fund Inc | 13G/A | 37.1% | Dec 31, 2023 | 2y |
| Senvest Management, LLC | CEVA Ceva Inc | 13G/A | 8% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | CLDI Calidi Biotherapeutics, Inc. | 13G/A | 6.1% | Dec 31, 2023 | 2y |
| BROWN ADVISORY INC | PHR Phreesia, Inc. | 13G/A | 7% | Dec 31, 2023 | 2y |
| SPRING CREEK CAPITAL LLC | USCT Roth CH Acquisition Co. Class A Ordinary Shares | 13G | 1.28% | Dec 31, 2023 | 2y |
| Patrick Whitesell | TKO TKO Group Holdings, Inc. | 13G | 52.2% | Dec 31, 2023 | 2y |
| Blackstone Holdings II L.P. | OTLY Oatly Group AB | 13G/A | 8.1% | Dec 31, 2023 | 2y |
| SIT INVESTMENT ASSOCIATES INC | WEA Western Asset Premier Bond Fund | 13G/A | 10.67% | Dec 31, 2023 | 2y |
| MORGAN STANLEY | NTST NETSTREIT Corp. | 13G | 6.4% | Dec 31, 2023 | 2y |
| Fourth Sail Capital LP | DC Dakota Gold Corp. | 13G/A | 0.81% | Dec 31, 2023 | 2y |
| Periscope Capital Inc. | AEAE AltEnergy Acquisition Corp | 13G/A | 0% | Dec 31, 2023 | 2y |
| Polar Asset Management Partners Inc. | AOUT American Outdoor Brands, Inc. | 13G/A | 6.5% | Dec 31, 2023 | 2y |