Beneficial ownership — 13D / 13G
85,017 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 |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | MDB MongoDB, Inc. | 13G/A | 5.3% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | GLRE Greenlight Capital Re, Ltd. | 13G/A | 4% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | BR Broadridge Financial Solutions, Inc. | 13G/A | 4.3% | Nov 30, 2023 | 2y |
| EVENTIDE ASSET MANAGEMENT, LLC | LXEO Lexeo Therapeutics, Inc. | 13G | 11.93% | Nov 30, 2023 | 2y |
| GLAZER CAPITAL, LLC | MCAA Mountain & Co. I Acquisition Corp. Class A Ordinary Shares | 13G/A | 5% | Nov 30, 2023 | 2y |
| WELLINGTON MANAGEMENT GROUP LLP | PAX Patria Investments Ltd | 13G/A | 7.77% | Nov 30, 2023 | 2y |
| Capital World Investors | IRM Iron Mountain Inc | 13G/A | 1.6% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | BRDG Bridge Investment Group Holdings Inc. | 13G/A | 4.1% | Nov 30, 2023 | 2y |
| Invesco Ltd. | DVVY Invesco Actively Managed Exchange-Traded Fund Trust | 13G | 12.3% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | GDO Western Asset Global Corporate Opportunity Fund Inc. | 13G/A | 4% | Nov 30, 2023 | 2y |
| GLAZER CAPITAL, LLC | TRCA Twin Ridge Capital Acquisition Corp. | 13G/A | 0% | Nov 30, 2023 | 2y |
| Capital World Investors | NVCR NovoCure Ltd | 13G/A | 5.5% | Nov 30, 2023 | 2y |
| EVENTIDE ASSET MANAGEMENT, LLC | ZNTL Zentalis Pharmaceuticals, Inc. | 13G/A | 16.34% | Nov 30, 2023 | 2y |
| GLAZER CAPITAL, LLC | LHC Leo Holdings Corp. II | 13G/A | 0% | Nov 30, 2023 | 2y |
| T. Rowe Price Investment Management, Inc. | ICUI Icu Medical Inc | 13G/A | 4.9% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | MYI Blackrock Muniyield Quality Fund III, Inc. | 13G/A | 1.6% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | BOE BlackRock Enhanced Global Dividend Trust | 13G/A | 4% | Nov 30, 2023 | 2y |
| GLAZER CAPITAL, LLC | DHAI DIH Holdings US, Inc. Class A Common Stock | 13G/A | 5.35% | Nov 30, 2023 | 2y |
| Invesco Ltd. | BSCA Invesco Exchange-Traded Self-Indexed Fund Trust | 13G | 17.1% | Nov 30, 2023 | 2y |
| Bank of New York Mellon Corp | BSCA Invesco Exchange-Traded Self-Indexed Fund Trust | 13G/A | 41.33% | Nov 30, 2023 | 2y |
| WELLINGTON MANAGEMENT GROUP LLP | NBHC National Bank Holdings Corp | 13G/A | 10.19% | Nov 30, 2023 | 2y |
| GLAZER CAPITAL, LLC | TETWF Technology & Telecommunication Acquisition Corp | 13G/A | 6.56% | Nov 30, 2023 | 2y |
| WELLINGTON MANAGEMENT GROUP LLP | YETI YETI Holdings, Inc. | 13G/A | 5.39% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | W Wayfair Inc. | 13G/A | 0.8% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | SHOP Shopify Inc. | 13G/A | 4% | Nov 30, 2023 | 2y |
| Kenneth R. Lehman | LNKB LINKBANCORP, Inc. | 13D | 23.4% | Nov 30, 2023 | 2y |
| MORGAN STANLEY | GLBE Global-E Online Ltd. | 13G/A | 10.1% | Nov 30, 2023 | 2y |
| Polar Asset Management Partners Inc. | SUAC ShoulderUp Technology Acquisition Corp. | 13G | 12% | Nov 30, 2023 | 2y |
| Point72 Asset Management, L.P. | AMLX Amylyx Pharmaceuticals, Inc. | 13G | 5.1% | Nov 29, 2023 | 2y |
| Exela Technologies, Inc. | XBP XBP Global Holdings, Inc. | 13D | 72.3% | Nov 29, 2023 | 2y |
| L1 Capital Global Opportunities Master Fund, Ltd. | TGL Treasure Global Inc | 13G | 9.4% | Nov 29, 2023 | 2y |
| Bay Pond Partners, L.P. | MFA Mfa Financial, Inc. | 13G | 5.08% | Nov 29, 2023 | 2y |
| Shopify Inc. | KVYO Klaviyo, Inc. | 13D | 44.36% | Nov 29, 2023 | 2y |
| Bradley A. Feld | ROVR Rover Group, Inc. Class A Common Stock | 13D | 9.8% | Nov 29, 2023 | 2y |
| TCS CAPITAL MANAGEMENT LLC | UONE Urban One, Inc. | 13G/A | 8.2% | Nov 21, 2023 | 2y |
| Matthews Holdings Southwest Inc. | HSCS HeartSciences Inc. | 13G | 8.1% | Nov 15, 2023 | 2y |
| Stephen Edgar Apolant | AMZE Amaze Holdings, Inc. | 13G | 5.6% | Nov 13, 2023 | 2y |
| FourWorld Capital Management LLC | ARCE Arco Platform Limited Class A Common Shares | 13G | 10.38% | Nov 2, 2023 | 2y |
| Arethusa Properties LTD. | IMPP Imperial Petroleum Inc./Marshall Islands | 13G | 9% | Oct 16, 2023 | 2y |
| GENERAL ATLANTIC, L.P. | HRT HireRight Holdings Corporation | 13D/A | 47.5% | Dec 8, 2023 | 2y |
| ALPINE ASSOCIATES MANAGEMENT INC. | IRBT iRobot Corporation | 13G/A | 2.12% | Dec 8, 2023 | 2y |
| ASCN Investments Ltd. | ARCE Arco Platform Limited Class A Common Shares | 13D/A | 0% | Dec 7, 2023 | 2y |
| Palogic Value Management, L.P. | BSQR BSQUARE Corporation | 13D/A | 0% | Dec 7, 2023 | 2y |
| Orin Hirschman | RCAT Red Cat Holdings, Inc. | 13G | 7.4% | Dec 7, 2023 | 2y |
| OSC Investments Ltd. | ARCE Arco Platform Limited Class A Common Shares | 13D/A | 0% | Dec 7, 2023 | 2y |
| Portfolio Services Ltd. | BTI British American Tobacco p.l.c. | 13G/A | 10.1% | Dec 7, 2023 | 2y |
| Murchinson Ltd. | NNDM Nano Dimension Ltd. | 13D/A | 6.6% | Dec 7, 2023 | 2y |
| VIKING GLOBAL INVESTORS LP | CZOO Cazoo Group Ltd | 13D/A | 43.8% | Dec 6, 2023 | 2y |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | KW Kennedy-Wilson Holdings, Inc. | 13D/A | 19.9% | Dec 6, 2023 | 2y |
| Yorktown Energy Partners X, L.P. | METC Ramaco Resources, Inc. | 13D/A | 7.36% | Dec 6, 2023 | 2y |