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 189
  • ActivistAmendment 25
    Nov 14, 2026
    TRI · Thomson Reuters Corp /Can/
    Thomson Investments Limited
    70.34% · 304,903,283 shSEC
  • PassiveAmendment 3Below 5%
    Nov 14, 2026
    FISN · Deep Fission, Inc.
    Tompkins Mark N.
    3.4% · 2,026,767 shSEC
  • PassiveNew
    Nov 14, 2026
    STDN · Standard Nuclear, Inc.
    ST-1014 Fund I, a series of Fundomo Syndicates, LP
    9.6% · 14,000,000 shSEC
  • PassiveAmendment 1
    Nov 14, 2026
    CLBR · Colombier Acquisition Corp III
    Sculptor Capital LP
    5.88% · 1,768,082 shSEC
  • PassiveAmendment 2Below 5%
    Nov 14, 2026
    APMC · AmperCap Acquisition Company
    Sculptor Capital LP
    0% · 0 shSEC
  • PassiveAmendment 3
    Nov 13, 2026
    AERO · Grupo Aeromexico, S.A.B. de C.V.
    Apollo Management Holdings GP, LLC
    18.9% · 27,505,017 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    ADTX · Aditxt, Inc.
    Shinkle Joshua Thomas
    —SEC
  • PassiveAmendment 3
    Nov 13, 2026
    ANTX · AN2 Therapeutics, Inc.
    Eric Easom
    6.2% · 2,409,486 shSEC
  • PassiveNew
    Nov 13, 2026
    XNCR · Xencor Inc
    The Toronto-Dominion Bank
    5.2% · 3,871,296 shSEC
  • PassiveAmendment 2
    Nov 13, 2026
    URGN · UroGen Pharma Ltd.
    The Toronto-Dominion Bank
    5.7% · 2,770,530 shSEC
  • PassiveNew
    Nov 13, 2026
    CHTR · Charter Communications, Inc.
    Capital Research Global Investors
    7% · 8,065,337 shSEC
  • PassiveAmendment 4Below 5%
    Nov 13, 2026
    HLSQ · Tessera Defense & Homeland Security Inc.
    Nantahala Capital Management, LLC
    2.72% · 73,054 shSEC
  • PassiveAmendment 4
    Nov 13, 2026
    Invesco Real Estate Income Trust Inc.
    Invesco Advisers, Inc.
    8.8% · 2,079,039 shSEC
  • PassiveNew
    Nov 13, 2026
    OMDA · Omada Health, Inc.
    Morgan Stanley
    5.3% · 3,214,347 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    IAE · Voya Asia Pacific High Dividend Equity Income Fund
    Morgan Stanley
    3.6% · 381,857 shSEC
  • PassiveAmendment 1
    Nov 13, 2026
    EQPT · EquipmentShare.com Inc
    Neil Chheda
    24% · 51,744,733 shSEC
  • PassiveNew
    Nov 13, 2026
    INM · Mentari Therapeutics, Inc.
    Commodore Capital LP
    5.6% · 2,977,630 shSEC
  • PassiveAmendment 3
    Nov 13, 2026
    FNRN · First Northern Community Bancorp
    Fourthstone LLC
    9.48% · 1,554,776 shSEC
  • PassiveAmendment 5
    Nov 13, 2026
    AVIR · Atea Pharmaceuticals, Inc.
    Jean-Pierre Sommadossi
    11% · 9,080,450 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    GFUZ · Spring Valley Acq Corp. III
    Tenor Capital Management Company, L.P.
    0% · 0 shSEC
  • PassiveAmendment 7
    Nov 13, 2026
    BWG · BrandywineGLOBAL-Global Income Opportunities Fund Inc
    Morgan Stanley
    9.1% · 1,526,975 shSEC
  • PassiveAmendment 2
    Nov 13, 2026
    ACP · abrdn Income Credit Strategies Fund
    Morgan Stanley
    7.6% · 9,538,578 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    HCIC · Hennessy Capital Investment Corp. VII
    Tenor Capital Management Company, L.P.
    0% · 0 shSEC
  • PassiveAmendment 2
    Nov 13, 2026
    KOPN · Kopin Corp
    AWM Investment Company, Inc.
    —SEC
  • PassiveAmendment 2Below 5%
    Nov 13, 2026
    CAQ · Cambridge Acquisition Corp.
    Tenor Capital Management Company, L.P.
    4.3% · 1,000,000 shSEC
  • PassiveNew
    Nov 13, 2026
    PNI · Pimco New York Municipal Income Fund Ii
    Karpus Management, Inc.
    5.85% · 1,397,593 shSEC
  • PassiveAmendment 1
    Nov 13, 2026
    CARS · Cars.com Inc.
    Pale Fire Capital SICAV a.s.
    7.5% · 4,008,218 shSEC
  • PassiveAmendment 10
    Nov 13, 2026
    OCCI · OFS Credit Company, Inc.
    Karpus Management, Inc.
    17.58% · 362,114 shSEC
  • PassiveAmendment 3
    Nov 13, 2026
    BACC · Blue Acquisition Corp.
    Tenor Capital Management Company, L.P.
    8.9% · 1,852,250 shSEC
  • PassiveAmendment 10
    Nov 13, 2026
    OCCI · OFS Credit Company, Inc.
    Karpus Management, Inc.
    12.54% · 258,255 shSEC
  • PassiveAmendment 3
    Nov 13, 2026
    PDC · Perpetuals.com Ltd
    Strategic EP, LLC
    9.9% · 4,077,515 shSEC
  • PassiveAmendment 4
    Nov 13, 2026
    KBDC · Kayne Anderson BDC, Inc.
    Koch Companies Defined Benefit Master Trust
    9.5% · 6,232,755 shSEC
  • PassiveNew
    Nov 13, 2026
    AERO · Grupo Aeromexico, S.A.B. de C.V.
    Strategic Value Partners, L.P.
    6.5% · 94,862,660 shSEC
  • PassiveAmendment 4
    Nov 13, 2026
    EIIA · Eagle Point Institutional Income Fund
    Karpus Management, Inc.
    18.37% · 227,741 shSEC
  • PassiveAmendment 1
    Nov 13, 2026
    CCIF · Carlyle Credit Income Fund
    Karpus Management, Inc.
    19.9% · 238,845 shSEC
  • PassiveAmendment 1
    Nov 13, 2026
    XNDU · Xanadu Quantum Technologies Limited
    OMERS Administration Corporation
    18.7% · 36,613,907 shSEC
  • PassiveAmendment 2Below 5%
    Nov 13, 2026
    SNWV · SANUWAVE Health, Inc.
    AWM Investment Company, Inc.
    4.9% · 427,765 shSEC
  • PassiveNew
    Nov 13, 2026
    SANG · Sangoma Technologies Corp
    XIB Asset Management Inc.
    5.1% · 1,700,000 shSEC
  • ActivistAmendment 1
    Nov 13, 2026
    NYLIM MacKay Muni Income Opportunities Fund
    NYLIM Capital LLC
    80.6% · 5,438,663 shSEC
  • PassiveNew
    Nov 13, 2026
    AIOT · Powerfleet, Inc.
    AWM Investment Company, Inc.
    5.2% · 7,019,580 shSEC
  • PassiveNew
    Nov 13, 2026
    TYGO · Tigo Energy, Inc.
    AWM Investment Company, Inc.
    6.4% · 4,960,069 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    BBOT · BridgeBio Oncology Therapeutics, Inc.
    Deerfield Management Company, L.P.
    3.91% · 3,138,167 shSEC
  • PassiveNew
    Nov 13, 2026
    OWLT · Owlet, Inc.
    AWM Investment Company, Inc.
    6.1% · 1,793,164 shSEC
  • PassiveAmendment 1
    Nov 13, 2026
    EL · Estee Lauder Companies Inc
    Managed Account Advisors Llc
    6.5% · 16,053,227 shSEC
  • PassiveNew
    Nov 13, 2026
    MHO · M/I Homes, Inc.
    Donald Smith & Co., Inc.
    5.3% · 1,343,543 shSEC
  • PassiveAmendment 2
    Nov 13, 2026
    LND · BrasilAgro - Brazilian Agricultural Real Estate Company
    Kopernik Global Investors, LLC
    7.7% · 7,902,600 shSEC
  • ActivistAmendment 7
    Nov 13, 2026
    TE · T1 Energy Inc.
    Encompass Capital Advisors LLC
    19.99% · 73,791,697 shSEC
  • PassiveAmendment 5
    Nov 13, 2026
    Invesco Real Estate Income Trust Inc.
    First Trust Capital Management L.P.
    46.65% · 1,814,270 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    MNDY · monday.com Ltd.
    Capital World Investors
    0.6% · 274,514 shSEC
  • PassiveAmendment 1Below 5%
    Nov 13, 2026
    RKT · Rocket Companies, Inc.
    Capital World Investors
    3.7% · 69,951,866 shSEC