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 101
  • PassiveNew
    Oct 30, 2026
    ENTX · Entera Bio Ltd.
    Venrock Healthcare Capital Partners III, L.P.
    5.1% · 8,861,763 shSEC
  • PassiveNew
    Oct 30, 2026
    Lycia Therapeutics, Inc.
    Venrock Healthcare Capital Partners III, L.P.
    11.9% · 6,850,237 shSEC
  • PassiveAmendment 3Below 5%
    Oct 30, 2026
    LUNR · Intuitive Machines, Inc.
    Crain Timothy Price II
    4.8% · 8,639,926 shSEC
  • PassiveAmendment 6
    Oct 30, 2026
    COSM · Cosmos Health Inc.
    Bovopoulos Andreas
    6.9% · 6,930,412 shSEC
  • PassiveNew
    Oct 30, 2026
    ACTU · Actuate Therapeutics, Inc.
    Hexstone Capital LLC
    7.7% · 4,225,352 shSEC
  • PassiveNew
    Oct 30, 2026
    TTD · Trade Desk Inc/The
    Vanguard Portfolio Management
    5.77% · 24,632,620 shSEC
  • PassiveNew
    Oct 30, 2026
    TKR · Timken Co/The
    Vanguard Portfolio Management
    5.08% · 3,523,069 shSEC
  • PassiveAmendment 7
    Oct 30, 2026
    ERNA · Ernexa Therapeutics Inc.
    Freebird Partners LP
    7% · 119,015 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    NHI · National Health Investors Inc
    Vanguard Portfolio Management
    9.78% · 4,804,502 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    JBGS · JBG SMITH Properties
    Vanguard Portfolio Management
    8.64% · 5,061,956 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    MOH · Molina Healthcare Inc
    Vanguard Portfolio Management
    4.44% · 2,320,909 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    MZTI · Marzetti Company/The
    Vanguard Portfolio Management
    4.68% · 1,278,200 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    LNTH · Lantheus Holdings Inc
    Vanguard Portfolio Management
    4.88% · 3,189,870 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
    ASTH · Astrana Health Inc
    Vanguard Portfolio Management
    4.74% · 2,642,655 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    EL · Estee Lauder Cos Inc/The
    Vanguard Portfolio Management
    4.97% · 12,300,671 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    BTSG · BrightSpring Health Services Inc
    Vanguard Portfolio Management
    4.57% · 9,050,005 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    MATW · Matthews International Corp
    Vanguard Capital Management
    4.89% · 1,527,511 shSEC
  • PassiveNew
    Oct 30, 2026
    CASH · Pathward Financial Inc
    Vanguard Capital Management
    5.23% · 1,087,569 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    USPH · US Physical Therapy Inc
    Vanguard Capital Management
    4.82% · 720,170 shSEC
  • PassiveNew
    Oct 30, 2026
    SWX · Southwest Gas Holdings Inc
    Vanguard Capital Management
    5.13% · 3,720,747 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    SDHC · Smith Douglas Homes Corp
    Vanguard Capital Management
    4.97% · 417,925 shSEC
  • PassiveNew
    Oct 30, 2026
    PRVA · Privia Health Group Inc
    Vanguard Capital Management
    5.09% · 6,513,393 shSEC
  • PassiveNew
    Oct 30, 2026
    SHC · Sotera Health Co
    Vanguard Capital Management
    5.12% · 14,625,165 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    PNTG · Pennant Group Inc/The
    Vanguard Capital Management
    4.97% · 1,738,970 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    TTD · Trade Desk Inc/The
    Vanguard Capital Management
    5.3% · 22,625,743 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
    HIMS · Hims & Hers Health Inc
    Vanguard Capital Management
    4.97% · 11,190,115 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    HAIN · Hain Celestial Group Inc/The
    Vanguard Capital Management
    4.99% · 4,543,772 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    EFOR · Everforth Inc
    Vanguard Capital Management
    4.97% · 2,038,873 shSEC
  • PassiveNew
    Oct 30, 2026
    DNTH · Dianthus Therapeutics Inc
    Vanguard Capital Management
    5.08% · 2,846,786 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    TBBK · Bancorp Inc/The
    Vanguard Capital Management
    4.97% · 2,029,615 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    NHC · National HealthCare Corporation
    First Trust Portfolios L.P.
    4.56% · 713,812 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    JRI · Nuveen Real Asset Income and Growth Fund
    First Trust Portfolios L.P.
    4.24% · 1,535,624 shSEC
  • PassiveNew
    Oct 30, 2026
    AMOD · Alpha Modus Holdings, Inc.
    Kosow Keith
    9.88% · 6,304,348 shSEC
  • PassiveNew
    Oct 29, 2026
    LTGO · Latigo Biotherapeutics, Inc.
    Dr. Beth C. Seidenberg
    19.9% · 13,199,669 shSEC
  • PassiveNew
    Oct 29, 2026
    ETRA · Electra Therapeutics, Inc.
    Dr. Beth C. Seidenberg
    10.1% · 6,347,539 shSEC
  • PassiveNew
    Oct 29, 2026
    ADCT · ADC Therapeutics SA
    Bain Capital Life Sciences Opportunities IV, L.P.
    9.99% · 14,825,625 shSEC
  • PassiveNew
    Oct 29, 2026
    AVTX · Avalo Therapeutics, Inc.
    Trails Edge Capital Partners, LP
    5.2% · 2,803,761 shSEC
  • PassiveAmendment 12
    Oct 29, 2026
    SOBR · SOBR Safe, Inc.
    Corley Thomas John
    19.5% · 1,051,800 shSEC
  • PassiveAmendment 9Below 5%
    Oct 29, 2026
    ECF · Ellsworth Growth and Income
    Wells Fargo & Company
    1.9% · 257,820 shSEC
  • PassiveAmendment 3
    Oct 29, 2026
    OPP · RiverNorth/DoubleLine Strategic Opp Fund
    Wells Fargo & Company
    7.6% · 1,887,415 shSEC
  • PassiveNew
    Oct 29, 2026
    COSM · Cosmos Health Inc
    Wells Fargo & Company
    5.1% · 5,119,640 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    TECX · Tectonic Therapeutic, Inc.
    Aberdeen Group plc
    2.48% · 484,887 shSEC
  • PassiveAmendment 1
    Oct 29, 2026
    NHP · National Healthcare Properties, Inc.
    Principal Real Estate Investors Llc
    6.9% · 3,042,012 shSEC
  • PassiveAmendment 2
    Oct 29, 2026
    WPRT · Aetherion Technoligies Inc.
    Royce & Associates Lp
    6.55% · 1,244,479 shSEC
  • PassiveAmendment 3
    Oct 29, 2026
    ARCT · Arcturus Therapeutics Holdings Inc.
    Sumitomo Mitsui Trust Group, Inc.
    5.9% · 1,689,107 shSEC
  • PassiveNewBelow 5%
    Oct 28, 2026
    Evernorth Holdings Inc.
    Alta Partners LLC
    4.9% · 1,369,646 shSEC
  • PassiveAmendment 1Below 5%
    Oct 28, 2026
    KPTI · Karyopharm Therapeutics Inc.
    Integrated Core Strategies (US) LLC
    0.2% · 42,888 shSEC
  • PassiveAmendment 3
    Oct 28, 2026
    GLOO · Gloo Holdings, Inc.
    Thrivent Financial For Lutherans
    7.7% · 3,078,300 shSEC