Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

Stake type

Min % owned

All filings, new and amended.1–9 of 9

PassiveNew
Nov 12, 2026
VII · Viking Acquisition Corp. II
Adage Capital Management, L.P.
7.62% · 1,800,000 shSEC
PassiveNew
Nov 12, 2026
IPHX · Inflection Point Acquisition Corp. VIII
Adage Capital Management, L.P.
7.83% · 2,250,000 shSEC
PassiveAmendment 1
Nov 12, 2026
CBRS · Cerebras Systems Inc.
Foundation Capital Management Co. VIII, L.L.C.
7.6% · 9,521,326 shSEC
PassiveAmendment 6Below 5%
Nov 11, 2026
AVAH · Aveanna Healthcare Holdings Inc.
J.H. Whitney VII, L.P.
0.48% · 1,036,300 shSEC
PassiveNew
Nov 10, 2026
ACCV · Accelevation Holdings Corp.
Ogp Viii, Llc
85.4% · 192,191,501 shSEC
PassiveAmendment 13
Nov 6, 2026
First Trust Exchange-Traded Fund VIII
First Trust Portfolios L.P.
20.95% · 2,199,393 shSEC
PassiveAmendment 1
Nov 5, 2026
First Trust Exchange-Traded Fund Viii
Precedent Wealth Partners, Llc
10.6% · 355,070 shSEC
PassiveAmendment 1Below 5%
Nov 4, 2026
First Trust Exchange-Traded Fund Viii
Precedent Wealth Partners, Llc
2.4% · 25,031 shSEC
PassiveAmendment 4
Nov 4, 2026
YB · Yuanbao Inc.
Qiming GP VII, LLC
5.7% · 11,052,158 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
PassiveNew	VII	Adage Capital Management, L.P. in Viking Acquisition Corp. II	7.62%	1,800,000	Nov 12, 2026	SEC
PassiveNew	IPHX	Adage Capital Management, L.P. in Inflection Point Acquisition Corp. VIII	7.83%	2,250,000	Nov 12, 2026	SEC
PassiveAmendment 1	CBRS	Foundation Capital Management Co. VIII, L.L.C. in Cerebras Systems Inc.	7.6%	9,521,326	Nov 12, 2026	SEC
PassiveAmendment 6Below 5%	AVAH	J.H. Whitney VII, L.P. in Aveanna Healthcare Holdings Inc.	0.48%	1,036,300	Nov 11, 2026	SEC
PassiveNew	ACCV	Ogp Viii, Llc in Accelevation Holdings Corp.	85.4%	192,191,501	Nov 10, 2026	SEC
PassiveAmendment 13	—	First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII	20.95%	2,199,393	Nov 6, 2026	SEC
PassiveAmendment 1	—	Precedent Wealth Partners, Llc in First Trust Exchange-Traded Fund Viii	10.6%	355,070	Nov 5, 2026	SEC
PassiveAmendment 1Below 5%	—	Precedent Wealth Partners, Llc in First Trust Exchange-Traded Fund Viii	2.4%	25,031	Nov 4, 2026	SEC
PassiveAmendment 4	YB	Qiming GP VII, LLC in Yuanbao Inc.	5.7%	11,052,158	Nov 4, 2026	SEC