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.1–50 of 541
- PassiveAmendment 1Nov 2, 2026MJL Manager LLC9.4% · 2,053,706 shSEC
- PassiveAmendment 1Below 5%Nov 2, 2026Luna Innovations IncPrescott Group Capital Management, L.L.C.0% · 0 shSEC
- PassiveAmendment 2Nov 2, 2026Prescott Group Capital Management, L.L.C.9.7% · 3,807,848 shSEC
- PassiveNewNov 2, 2026Phoenix Financial Ltd.5.02% · 64,808,309 shSEC
- PassiveAmendment 8Below 5%Nov 2, 2026Alecta Tjanstepension Omsesidigt4.72% · 3,408,455 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
- PassiveAmendment 2Below 5%Nov 2, 2026Harel Insurance Investments & Financial Services Ltd.2.2% · 836,550 shSEC
- PassiveAmendment 5Below 5%Nov 2, 2026Harel Insurance Investments & Financial Services Ltd.0.3% · 124,744 shSEC
- PassiveAmendment 2Nov 2, 2026Harel Insurance Investments & Financial Services Ltd.6% · 70,418,201 shSEC
- PassiveAmendment 1Nov 2, 2026Harel Insurance Investments & Financial Services Ltd.6.3% · 7,164,672 shSEC
- PassiveNewOct 31, 2026Fakhoury Ranni Emad5% · 272,000 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management7.2% · 3,548,731 shSEC
- PassiveAmendment 6Oct 30, 2026Sytse Sijbrandij8.5% · 14,285,851 shSEC
- PassiveAmendment 27Oct 30, 2026Alan Trefler47.8% · 79,095,963 shSEC
- PassiveAmendment 6Oct 30, 2026Bovopoulos Andreas6.9% · 6,930,412 shSEC
- PassiveAmendment 20Oct 30, 2026Susan M. Ocampo6.4% · 4,884,490 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.99% · 4,266,820 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.97% · 4,924,671 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management11.33% · 21,076,792 shSEC
- PassiveAmendment 2Oct 30, 2026Vanguard Portfolio Management8.6% · 8,481,266 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management6.81% · 3,696,852 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management7.99% · 4,662,483 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.46% · 1,534,486 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.86% · 1,991,723 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.39% · 15,697,805 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management5.74% · 380,322 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.08% · 3,130,194 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.45% · 10,892,604 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.96% · 25,891,241 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.77% · 24,632,620 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.98% · 32,758,769 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.13% · 9,601,771 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.11% · 3,530,140 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.08% · 13,386,140 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.98% · 7,924,784 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.99% · 5,448,381 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.08% · 3,523,069 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.79% · 4,348,138 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.92% · 7,559,238 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.06% · 1,375,990 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management1.33% · 1,463,677 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.21% · 2,738,301 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management5.84% · 2,994,044 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.04% · 1,034,191 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.91% · 6,367,588 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.99% · 3,038,957 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management9.52% · 1,556,558 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.92% · 8,634,680 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management9.08% · 13,841,442 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.5% · 1,112,332 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 1 | SNGX | MJL Manager LLC in Soligenix, Inc. | 9.4% | 2,053,706 | Nov 2, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Prescott Group Capital Management, L.L.C. in Luna Innovations Inc | 0% | 0 | Nov 2, 2026 | SEC |
PassiveAmendment 2 | DAVA | Prescott Group Capital Management, L.L.C. in Endava plc | 9.7% | 3,807,848 | Nov 2, 2026 | SEC |
PassiveNew | ICL | Phoenix Financial Ltd. in ICL Group Ltd. | 5.02% | 64,808,309 | Nov 2, 2026 | SEC |
PassiveAmendment 8Below 5% | ALV | Alecta Tjanstepension Omsesidigt in Autoliv Inc. | 4.72% | 3,408,455 | Nov 2, 2026 | SEC |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |
PassiveAmendment 2Below 5% | NYAX | Harel Insurance Investments & Financial Services Ltd. in Nayax Ltd. | 2.2% | 836,550 | Nov 2, 2026 | SEC |
PassiveAmendment 5Below 5% | PERI | Harel Insurance Investments & Financial Services Ltd. in Perion Network Ltd | 0.3% | 124,744 | Nov 2, 2026 | SEC |
PassiveAmendment 2 | TEVA | Harel Insurance Investments & Financial Services Ltd. in Teva Pharmaceutical Industries Ltd. | 6% | 70,418,201 | Nov 2, 2026 | SEC |
PassiveAmendment 1 | TSEM | Harel Insurance Investments & Financial Services Ltd. in Tower Semiconductor Ltd | 6.3% | 7,164,672 | Nov 2, 2026 | SEC |
PassiveNew | SNES | Fakhoury Ranni Emad in SenesTech, Inc. | 5% | 272,000 | Oct 31, 2026 | SEC |
PassiveNew | MNOV | Vanguard Capital Management in MediciNova Inc | 7.2% | 3,548,731 | Oct 30, 2026 | SEC |
PassiveAmendment 6 | GTLB | Sytse Sijbrandij in Gitlab Inc. | 8.5% | 14,285,851 | Oct 30, 2026 | SEC |
PassiveAmendment 27 | PEGA | Alan Trefler in Pegasystems Inc. | 47.8% | 79,095,963 | Oct 30, 2026 | SEC |
PassiveAmendment 6 | COSM | Bovopoulos Andreas in Cosmos Health Inc. | 6.9% | 6,930,412 | Oct 30, 2026 | SEC |
PassiveAmendment 20 | MTSI | Susan M. Ocampo in MACOM Technology Solutions Holdings, Inc. | 6.4% | 4,884,490 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | UMH | Vanguard Portfolio Management in UMH Properties Inc | 4.99% | 4,266,820 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | YEXT | Vanguard Portfolio Management in Yext Inc | 4.97% | 4,924,671 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | SHO | Vanguard Portfolio Management in Sunstone Hotel Investors Inc | 11.33% | 21,076,792 | Oct 30, 2026 | SEC |
PassiveAmendment 2 | RARE | Vanguard Portfolio Management in Ultragenyx Pharmaceutical Inc | 8.6% | 8,481,266 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | YELP | Vanguard Portfolio Management in Yelp Inc | 6.81% | 3,696,852 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | UPBD | Vanguard Portfolio Management in Upbound Group Inc | 7.99% | 4,662,483 | Oct 30, 2026 | SEC |
PassiveNew | VSEC | Vanguard Portfolio Management in VSE Corp | 5.46% | 1,534,486 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | TYL | Vanguard Portfolio Management in Tyler Technologies Inc | 4.86% | 1,991,723 | Oct 30, 2026 | SEC |
PassiveNew | GTM | Vanguard Portfolio Management in ZoomInfo Technologies Inc | 5.39% | 15,697,805 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | VRTS | Vanguard Portfolio Management in Virtus Investment Partners Inc | 5.74% | 380,322 | Oct 30, 2026 | SEC |
PassiveNew | VCTR | Vanguard Portfolio Management in Victory Capital Holdings Inc | 5.08% | 3,130,194 | Oct 30, 2026 | SEC |
PassiveNew | TPR | Vanguard Portfolio Management in Tapestry Inc | 5.45% | 10,892,604 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | TSCO | Vanguard Portfolio Management in Tractor Supply Co | 4.96% | 25,891,241 | Oct 30, 2026 | SEC |
PassiveNew | TTD | Vanguard Portfolio Management in Trade Desk Inc/The | 5.77% | 24,632,620 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | SMCI | Vanguard Portfolio Management in Super Micro Computer Inc | 4.98% | 32,758,769 | Oct 30, 2026 | SEC |
PassiveNew | TTWO | Vanguard Portfolio Management in Take-Two Interactive Software Inc | 5.13% | 9,601,771 | Oct 30, 2026 | SEC |
PassiveNew | TPL | Vanguard Portfolio Management in Texas Pacific Land Corp | 5.11% | 3,530,140 | Oct 30, 2026 | SEC |
PassiveNew | ZM | Vanguard Portfolio Management in Zoom Communications Inc | 5.08% | 13,386,140 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | SOLS | Vanguard Portfolio Management in Solstice Advanced Materials Inc | 4.98% | 7,924,784 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | WAL | Vanguard Portfolio Management in Western Alliance Bancorp | 4.99% | 5,448,381 | Oct 30, 2026 | SEC |
PassiveNew | TKR | Vanguard Portfolio Management in Timken Co/The | 5.08% | 3,523,069 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | VOYA | Vanguard Portfolio Management in Voya Financial Inc | 4.79% | 4,348,138 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | TWLO | Vanguard Portfolio Management in Twilio Inc | 4.92% | 7,559,238 | Oct 30, 2026 | SEC |
PassiveNew | NTGR | Vanguard Portfolio Management in NETGEAR Inc | 5.06% | 1,375,990 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | RCKT | Vanguard Portfolio Management in Rocket Pharmaceuticals Inc | 1.33% | 1,463,677 | Oct 30, 2026 | SEC |
PassiveNew | SITC | Vanguard Portfolio Management in SITE Centers Corp | 5.21% | 2,738,301 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | PENG | Vanguard Portfolio Management in Penguin Solutions Inc | 5.84% | 2,994,044 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | NXRT | Vanguard Portfolio Management in NexPoint Residential Trust Inc | 4.04% | 1,034,191 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | SVC | Vanguard Portfolio Management in Service Properties Trust | 4.91% | 6,367,588 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | MRCY | Vanguard Portfolio Management in Mercury Systems Inc | 4.99% | 3,038,957 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | KALU | Vanguard Portfolio Management in Kaiser Aluminum Corp | 9.52% | 1,556,558 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | HUN | Vanguard Portfolio Management in Huntsman Corp | 4.92% | 8,634,680 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | RLJ | Vanguard Portfolio Management in RLJ Lodging Trust | 9.08% | 13,841,442 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | BFS | Vanguard Portfolio Management in Saul Centers Inc | 4.5% | 1,112,332 | Oct 30, 2026 | SEC |