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.1–22 of 22
  • PassiveAmendment 1
    Nov 3, 2026
    SER · Serina Therapeutics, Inc.
    Sio Capital Management, LLC
    7.87% · 2,000,000 shSEC
  • PassiveAmendment 1Below 5%
    Nov 3, 2026
    BGSI · Boyd Group Services Inc.
    Beutel, Goodman & Co Ltd.
    —SEC
  • ActivistAmendment 4
    Nov 2, 2026
    BSET · Bassett Furniture Industries Inc
    Auto Services Company, Inc.
    5.5% · 456,317 shSEC
  • PassiveAmendment 2Below 5%
    Nov 2, 2026
    NYAX · Nayax Ltd.
    Harel Insurance Investments & Financial Services Ltd.
    2.2% · 836,550 shSEC
  • PassiveAmendment 5Below 5%
    Nov 2, 2026
    PERI · Perion Network Ltd
    Harel Insurance Investments & Financial Services Ltd.
    0.3% · 124,744 shSEC
  • PassiveAmendment 2
    Nov 2, 2026
    TEVA · Teva Pharmaceutical Industries Ltd.
    Harel Insurance Investments & Financial Services Ltd.
    6% · 70,418,201 shSEC
  • PassiveAmendment 1
    Nov 2, 2026
    TSEM · Tower Semiconductor Ltd
    Harel Insurance Investments & Financial Services Ltd.
    6.3% · 7,164,672 shSEC
  • ActivistAmendment 2
    Oct 31, 2026
    VTEX · Vtex
    SB Global Advisers Limited
    42.9% · 37,477,996 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    SVC · Service Properties Trust
    Vanguard Portfolio Management
    4.91% · 6,367,588 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    KALU · Kaiser Aluminum Corp
    Vanguard Portfolio Management
    9.52% · 1,556,558 shSEC
  • PassiveNew
    Oct 30, 2026
    KGS · Kodiak Gas Services Inc
    Vanguard Portfolio Management
    5.94% · 6,012,770 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    HCSG · Healthcare Services Group Inc
    Vanguard Portfolio Management
    8.02% · 5,505,144 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    BTSG · BrightSpring Health Services Inc
    Vanguard Portfolio Management
    4.57% · 9,050,005 shSEC
  • PassiveNew
    Oct 30, 2026
    SFBS · ServisFirst Bancshares Inc
    Vanguard Capital Management
    5% · 5,471,305 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    HCSG · Healthcare Services Group Inc
    Vanguard Capital Management
    4.83% · 3,319,639 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    EFSC · Enterprise Financial Services Corp
    Vanguard Capital Management
    4.99% · 1,808,244 shSEC
  • ActivistAmendment 3
    Oct 29, 2026
    BSET · Bassett Furniture Industries Inc
    Auto Services Company, Inc.
    8.7% · 756,317 shSEC
  • ActivistAmendment 1
    Oct 28, 2026
    LONA · LeonaBio, Inc.
    Sermonix Pharmaceuticals, Inc.
    25.1% · 3,149,470 shSEC
  • PassiveAmendment 2
    Oct 28, 2026
    PESI · Perma Fix Environmental Services Inc
    HOLD Alapkezelo Zrt.
    15.2% · 3,216,097 shSEC
  • PassiveAmendment 19
    Oct 27, 2026
    HOS · Hornbeck Offshore Services
    BlackRock, Inc.
    11.5% · 21,257,802 shSEC
  • PassiveAmendment 17
    Oct 27, 2026
    WY · Weyerhaeuser Co
    BlackRock, Inc.
    9.6% · 68,999,346 shSEC
  • PassiveAmendment 2
    Oct 26, 2026
    CWT · California Water Service Group
    Amundi
    5.32% · 3,291,588 shSEC