Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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All filings, new and amended.101–148 of 148
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.91% · 6,367,588 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management8.64% · 5,061,956 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.04% · 3,974,472 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.65% · 3,304,239 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.95% · 3,044,236 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5% · 5,083,540 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.99% · 7,176,359 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.82% · 1,923,614 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Capital Management6.41% · 4,555,892 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.82% · 3,330,213 shSEC
- PassiveAmendment 2Below 5%Oct 30, 2026Vanguard Capital Management4.97% · 737,613 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Capital Management8.84% · 51,465,045 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5% · 10,907,552 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.96% · 2,046,010 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.09% · 4,305,787 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.01% · 5,394,652 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.02% · 1,970,108 shSEC
- PassiveNewOct 30, 2026First Trust Portfolios L.P.5.87% · 9,878,789 shSEC
- PassiveAmendment 11Oct 30, 2026Meitav Investment House Ltd19.48% · 2,528,804 shSEC
- ActivistNewOct 30, 2026Foxo Technologies Inc.74.9% · 500,000,000 shSEC
- PassiveNewOct 29, 2026Feis Equities LLC9.89% · 988,523 shSEC
- PassiveNewOct 29, 2026Bain Capital Life Sciences Opportunities IV, L.P.9.99% · 14,825,625 shSEC
- PassiveAmendment 2Below 5%Oct 29, 2026Decheng Capital Global Life Sciences Fund IV, L.P.4.9% · 2,724,868 shSEC
- ActivistAmendment 2Oct 29, 2026Mark B. Lucky9.43% · 119,746,869 shSEC
- ActivistAmendment 3Oct 29, 2026Sky Frontier Foundation9.9% · 8,115,087 shSEC
- PassiveAmendment 5Oct 29, 2026Wells Fargo & Company6.6% · 857,872 shSEC
- PassiveAmendment 16Oct 29, 2026UBS Group AG28.8% · 461,313 shSEC
- PassiveAmendment 1Oct 29, 2026Principal Real Estate Investors Llc6.9% · 3,042,012 shSEC
- PassiveAmendment 1Below 5%Oct 29, 2026Principal Global Investors4.9% · 1,500,897 shSEC
- PassiveAmendment 6Below 5%Oct 29, 2026Principal Global Investors, Llc2.8% · 13,054,426 shSEC
- ActivistAmendment 1Oct 29, 2026Mark B. Lucky9.43% · 119,746,869 shSEC
- PassiveAmendment 2Oct 29, 2026Royce & Associates Lp6.55% · 1,244,479 shSEC
- ActivistAmendment 3Oct 29, 2026Auto Services Company, Inc.8.7% · 756,317 shSEC
- PassiveNewOct 28, 2026MFN Partners, LP7.6% · 24,488,600 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Integrated Core Strategies (US) LLC0.2% · 42,888 shSEC
- PassiveAmendment 3Oct 28, 2026Mink Brook Capital GP LLC8.6% · 1,168,589 shSEC
- PassiveAmendment 3Below 5%Oct 28, 2026Thrivent Financial For Lutherans4.98% · 3,593,000 shSEC
- PassiveAmendment 5Oct 28, 2026Mink Brook Capital GP LLC9.9% · 898,105 shSEC
- PassiveNewOct 28, 2026Press, Philip H6.02% · 299,271 shSEC
- ActivistNewOct 28, 2026HoldCo Opportunities Fund V, L.P.5% · 3,535,282 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/4.7% · 4,882,693 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Bank Of America Corp /De/2.4% · 357,318 shSEC
- PassiveNewOct 28, 2026Franklin Templeton, Inc.5.1% · 6,844,155 shSEC
- PassiveNewOct 28, 2026Franklin Templeton, Inc.6% · 3,807,236 shSEC
- PassiveAmendment 5Below 5%Oct 28, 2026Felte Todd M3% · 358,700 shSEC
- PassiveNewOct 28, 2026Deerfield Mgmt, L.P.5.25% · 3,070,000 shSEC
- ActivistAmendment 1Below 5%Oct 28, 2026Paul Richard Taylor0% · 0 shSEC
- PassiveAmendment 6Below 5%Oct 28, 2026B.Y.M. Mor Investments Ltd.4.8% · 622,613 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 1Below 5% | SVC | Vanguard Portfolio Management in Service Properties Trust | 4.91% | 6,367,588 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | JBGS | Vanguard Portfolio Management in JBG SMITH Properties | 8.64% | 5,061,956 | Oct 30, 2026 | SEC |
PassiveNew | IDXX | Vanguard Portfolio Management in IDEXX Laboratories Inc | 5.04% | 3,974,472 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | MLM | Vanguard Portfolio Management in Martin Marietta Materials Inc | 4.65% | 3,304,239 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | ORA | Vanguard Portfolio Management in Ormat Technologies Inc | 4.95% | 3,044,236 | Oct 30, 2026 | SEC |
PassiveNew | NBIX | Vanguard Portfolio Management in Neurocrine Biosciences Inc | 5% | 5,083,540 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | AKAM | Vanguard Portfolio Management in Akamai Technologies Inc | 4.99% | 7,176,359 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | PCRX | Vanguard Capital Management in Pacira BioSciences Inc | 4.82% | 1,923,614 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | MLM | Vanguard Capital Management in Martin Marietta Materials Inc | 6.41% | 4,555,892 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | OSUR | Vanguard Capital Management in OraSure Technologies Inc | 4.82% | 3,330,213 | Oct 30, 2026 | SEC |
PassiveAmendment 2Below 5% | NLOP | Vanguard Capital Management in NET Lease Office Properties | 4.97% | 737,613 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | JHX | Vanguard Capital Management in James Hardie Industries PLC | 8.84% | 51,465,045 | Oct 30, 2026 | SEC |
PassiveNew | INDI | Vanguard Capital Management in indie Semiconductor Inc | 5% | 10,907,552 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | BNC | Vanguard Capital Management in CEA Industries Inc | 4.96% | 2,046,010 | Oct 30, 2026 | SEC |
PassiveNew | AAOI | Vanguard Capital Management in Applied Optoelectronics Inc | 5.09% | 4,305,787 | Oct 30, 2026 | SEC |
PassiveNew | ARLO | Vanguard Capital Management in Arlo Technologies Inc | 5.01% | 5,394,652 | Oct 30, 2026 | SEC |
PassiveNew | ANRO | Vanguard Capital Management in Alto Neuroscience Inc | 5.02% | 1,970,108 | Oct 30, 2026 | SEC |
PassiveNew | SHLS | First Trust Portfolios L.P. in Shoals Technologies Group, Inc. (Class A) | 5.87% | 9,878,789 | Oct 30, 2026 | SEC |
PassiveAmendment 11 | TATT | Meitav Investment House Ltd in TAT Technologies Ltd | 19.48% | 2,528,804 | Oct 30, 2026 | SEC |
ActivistNew | LUDG | Foxo Technologies Inc. in Ludwig Enterprises, Inc. | 74.9% | 500,000,000 | Oct 30, 2026 | SEC |
PassiveNew | SCQC | Feis Equities LLC in SPACCircle Acquisition Corp. | 9.89% | 988,523 | Oct 29, 2026 | SEC |
PassiveNew | ADCT | Bain Capital Life Sciences Opportunities IV, L.P. in ADC Therapeutics SA | 9.99% | 14,825,625 | Oct 29, 2026 | SEC |
PassiveAmendment 2Below 5% | UPB | Decheng Capital Global Life Sciences Fund IV, L.P. in Upstream Bio, Inc. | 4.9% | 2,724,868 | Oct 29, 2026 | SEC |
ActivistAmendment 2 | VISM | Mark B. Lucky in Visium Technologies, Inc. | 9.43% | 119,746,869 | Oct 29, 2026 | SEC |
ActivistAmendment 3 | SDEV | Sky Frontier Foundation in Stablecoin Development Corp | 9.9% | 8,115,087 | Oct 29, 2026 | SEC |
PassiveAmendment 5 | MPA | Wells Fargo & Company in BlackRock MuniYield PA Quality | 6.6% | 857,872 | Oct 29, 2026 | SEC |
PassiveAmendment 16 | ACP | UBS Group AG in abrdn Income Credit Strategies Fund | 28.8% | 461,313 | Oct 29, 2026 | SEC |
PassiveAmendment 1 | NHP | Principal Real Estate Investors Llc in National Healthcare Properties, Inc. | 6.9% | 3,042,012 | Oct 29, 2026 | SEC |
PassiveAmendment 1Below 5% | CSTL | Principal Global Investors in Castle Biosciences Inc | 4.9% | 1,500,897 | Oct 29, 2026 | SEC |
PassiveAmendment 6Below 5% | BIPH | Principal Global Investors, Llc in Brookfield Infrastructure Partners L.P. | 2.8% | 13,054,426 | Oct 29, 2026 | SEC |
ActivistAmendment 1 | VISM | Mark B. Lucky in Visium Technologies, Inc. | 9.43% | 119,746,869 | Oct 29, 2026 | SEC |
PassiveAmendment 2 | WPRT | Royce & Associates Lp in Aetherion Technoligies Inc. | 6.55% | 1,244,479 | Oct 29, 2026 | SEC |
ActivistAmendment 3 | BSET | Auto Services Company, Inc. in Bassett Furniture Industries Inc | 8.7% | 756,317 | Oct 29, 2026 | SEC |
PassiveNew | CORZ | MFN Partners, LP in Core Scientific, Inc. | 7.6% | 24,488,600 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | KPTI | Integrated Core Strategies (US) LLC in Karyopharm Therapeutics Inc. | 0.2% | 42,888 | Oct 28, 2026 | SEC |
PassiveAmendment 3 | CREX | Mink Brook Capital GP LLC in Creative Realities, Inc. | 8.6% | 1,168,589 | Oct 28, 2026 | SEC |
PassiveAmendment 3Below 5% | AIRS | Thrivent Financial For Lutherans in Airsculpt Technologies, Inc. | 4.98% | 3,593,000 | Oct 28, 2026 | SEC |
PassiveAmendment 5 | ACNT | Mink Brook Capital GP LLC in Ascent Industries Co. | 9.9% | 898,105 | Oct 28, 2026 | SEC |
PassiveNew | HSCS | Press, Philip H in HeartSciences Inc. | 6.02% | 299,271 | Oct 28, 2026 | SEC |
ActivistNew | BKU | HoldCo Opportunities Fund V, L.P. in BankUnited, Inc. | 5% | 3,535,282 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | FSP | Bank Of America Corp /De/ in Franklin Street Properties Corp /Ma/ | 4.7% | 4,882,693 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | INBX | Bank Of America Corp /De/ in Inhibrx Biosciences, Inc. | 2.4% | 357,318 | Oct 28, 2026 | SEC |
PassiveNew | VNT | Franklin Templeton, Inc. in Vontier Corp | 5.1% | 6,844,155 | Oct 28, 2026 | SEC |
PassiveNew | JBIO | Franklin Templeton, Inc. in Jade Biosciences, Inc. | 6% | 3,807,236 | Oct 28, 2026 | SEC |
PassiveAmendment 5Below 5% | NTWK | Felte Todd M in Netsol Technologies Inc | 3% | 358,700 | Oct 28, 2026 | SEC |
PassiveNew | CLYM | Deerfield Mgmt, L.P. in Climb Bio, Inc. | 5.25% | 3,070,000 | Oct 28, 2026 | SEC |
ActivistAmendment 1Below 5% | VISM | Paul Richard Taylor in Visium Technologies, Inc. | 0% | 0 | Oct 28, 2026 | SEC |
PassiveAmendment 6Below 5% | TATT | B.Y.M. Mor Investments Ltd. in TAT Technologies Ltd | 4.8% | 622,613 | Oct 28, 2026 | SEC |