Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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Amendments only.1–50 of 69
- PassiveAmendment 2Nov 14, 2026Silver Point Private Credit FundPartners Capital Holdings, LLP34.7% · 7,478,648 shSEC
- PassiveAmendment 1Below 5%Nov 14, 2026Sculptor Capital LP0% · 0 shSEC
- PassiveAmendment 13Nov 14, 2026Carlyle Tactical Private Credit FundApollo Management Holdings GP, LLC5.9% · 2,600,000 shSEC
- ActivistAmendment 5Nov 13, 2026Audax Private Credit Fund, LLCAudax Private Credit Business, LP30.7% · 8,085,744 shSEC
- PassiveAmendment 7Below 5%Nov 13, 2026Norman A. Fogelsong2% · 1,358,091 shSEC
- PassiveAmendment 3Nov 13, 2026Capital Research Global Investors5.8% · 10,895,363 shSEC
- PassiveAmendment 1Nov 13, 2026Nantahala Capital Management, LLC8.62% · 6,575,352 shSEC
- PassiveAmendment 1Nov 13, 2026Nantahala Capital Management, LLC9.99% · 258,739 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Nantahala Capital Partners Limited Partnership4.328% · 108,143 shSEC
- PassiveAmendment 2Nov 13, 2026Morgan Stanley7.6% · 9,538,578 shSEC
- PassiveAmendment 3Nov 13, 2026Karpus Management, Inc.25.79% · 355,963 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.17.58% · 362,114 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.12.54% · 258,255 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Montanova Capital, LLC0% · 0 shSEC
- PassiveAmendment 1Nov 13, 2026Karpus Management, Inc.19.9% · 238,845 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Polen Credit Opportunities FundDaniel A. Davidowitz Revocable Trust U/A dated 2/2/224.1% · 164,841 shSEC
- PassiveAmendment 6Nov 13, 2026Neuberger Berman Group LLC15.4% · 7,540,326 shSEC
- PassiveAmendment 4Nov 13, 2026Audax Private Credit Fund, LLCFirst Trust Capital Management L.P.12.65% · 3,117,986 shSEC
- PassiveAmendment 14Nov 13, 2026ARK Investment Management LLC10.4% · 10,056,844 shSEC
- PassiveAmendment 6Nov 13, 2026DNB Asset Management AS12.2% · 5,998,901 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Boston Partners4.38% · 454,734 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026BlueCrest Capital Management Ltd3.1% · 1,297,673 shSEC
- PassiveAmendment 4Nov 13, 2026Cohen & Steers, Inc.7.72% · 32,846,317 shSEC
- PassiveAmendment 3Nov 13, 2026Lord Abbett Private Credit Fund SLord, Abbett & Co. LLC60.42% · 5,551,417 shSEC
- PassiveAmendment 6Nov 13, 2026Lord Abbett Private Credit FundLord Abbett & Co. LLC62.34% · 21,812,695 shSEC
- PassiveAmendment 6Nov 12, 2026Kayne Anderson Rudnick Investment Management, LLC8.7% · 4,387,083 shSEC
- PassiveAmendment 3Below 5%Nov 12, 2026Polen Credit Opportunities FundMckibben Craig L3.7% · 147,670 shSEC
- PassiveAmendment 1Nov 12, 2026Black Creek Investment Management Inc.5.1% · 1,399,203 shSEC
- PassiveAmendment 1Nov 12, 2026Phillip Goldstein6.88% · 993,491 shSEC
- PassiveAmendment 5Nov 12, 2026Ashish Arora32.67% · 25,672,891 shSEC
- PassiveAmendment 3Below 5%Nov 12, 2026Crinetics Pharmaceuticals, Inc.Farallon Capital Management, L.L.C.0% · 0 shSEC
- PassiveAmendment 1Nov 12, 2026Mizuho Financial Group, Inc.8% · 689,011 shSEC
- PassiveAmendment 1Nov 11, 2026Neuberger Asset-Based Credit FundNeuberger Berman Group LLC80.7% · 9,779,272 shSEC
- ActivistAmendment 33Nov 10, 2026Erik M. Herzfeld, et al.31.83% · 611,527 shSEC
- ActivistAmendment 40Nov 10, 2026Thomas J. Herzfeld, et al.38.16% · 733,098 shSEC
- ActivistAmendment 6Nov 10, 2026Bank Of America Corp /De/50.7% · 2,050 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Invesco Ltd.3.9% · 1,852,539 shSEC
- PassiveAmendment 4Nov 10, 2026Thomas A. Satterfield, Jr.8.8% · 616,565 shSEC
- PassiveAmendment 3Nov 10, 2026Stone Point Credit Income FundCalifornia State Teachers Retirement System9.1% · 1,677,300 shSEC
- ActivistAmendment 8Below 5%Nov 10, 2026European Lithium Limited0% · 45,536,338 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026The Goldman Sachs Group, Inc.0.5% · 39,411 shSEC
- PassiveAmendment 1Nov 9, 2026W. R. Berkley Corporation9.7% · 1,742,745 shSEC
- PassiveAmendment 5Nov 9, 2026Soleus Capital Master Fund, L.P.8.1% · 9,425,776 shSEC
- ActivistAmendment 11Nov 9, 2026Ma Kevin Xiaofeng19.2% · 25,160,508 shSEC
- PassiveAmendment 2Nov 9, 2026Diameter Dynamic Credit FundAbu Dhabi Pension Fund18.68% · 10,057,212 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Cross Country Healthcare IncBoston Partners0% · 0 shSEC
- PassiveAmendment 3Below 5%Nov 6, 2026Jane Street Group, Llc3.4% · 22,895,125 shSEC
- ActivistAmendment 1Nov 6, 2026Opko Health, Inc.29.6% · 5,692,916 shSEC
- PassiveAmendment 2Nov 6, 2026CION Ares Diversified Credit FundSun Life Assurance Co of Canada12.6% · 118,000,000 shSEC
- PassiveAmendment 2Nov 6, 2026CION Ares Diversified Credit FundSun Life Assurance Co of Canada12.6% · 118,000,000 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 2 | — | Partners Capital Holdings, LLP in Silver Point Private Credit Fund | 34.7% | 7,478,648 | Nov 14, 2026 | SEC |
PassiveAmendment 1Below 5% | NCO | Sculptor Capital LP in Southern Cross Acquisition I Corp. | 0% | 0 | Nov 14, 2026 | SEC |
PassiveAmendment 13 | — | Apollo Management Holdings GP, LLC in Carlyle Tactical Private Credit Fund | 5.9% | 2,600,000 | Nov 14, 2026 | SEC |
ActivistAmendment 5 | — | Audax Private Credit Business, LP in Audax Private Credit Fund, LLC | 30.7% | 8,085,744 | Nov 13, 2026 | SEC |
PassiveAmendment 7Below 5% | ZIP | Norman A. Fogelsong in Ziprecruiter, Inc. | 2% | 1,358,091 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | ALGM | Capital Research Global Investors in Allegro MicroSystems, Inc. | 5.8% | 10,895,363 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | FULC | Nantahala Capital Management, LLC in Fulcrum Therapeutics, Inc. | 8.62% | 6,575,352 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CRIS | Nantahala Capital Management, LLC in Curis, Inc. | 9.99% | 258,739 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | CRIS | Nantahala Capital Partners Limited Partnership in Curis, Inc. | 4.328% | 108,143 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | ACP | Morgan Stanley in abrdn Income Credit Strategies Fund | 7.6% | 9,538,578 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | PDCC | Karpus Management, Inc. in Pearl Diver Credit Co Inc. | 25.79% | 355,963 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 17.58% | 362,114 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 12.54% | 258,255 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | FULC | Montanova Capital, LLC in Fulcrum Therapeutics, Inc. | 0% | 0 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CCIF | Karpus Management, Inc. in Carlyle Credit Income Fund | 19.9% | 238,845 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | — | Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 in Polen Credit Opportunities Fund | 4.1% | 164,841 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | CRTO | Neuberger Berman Group LLC in Criteo S.A. | 15.4% | 7,540,326 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | — | First Trust Capital Management L.P. in Audax Private Credit Fund, LLC | 12.65% | 3,117,986 | Nov 13, 2026 | SEC |
PassiveAmendment 14 | CRSP | ARK Investment Management LLC in CRISPR Therapeutics AG | 10.4% | 10,056,844 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | CRTO | DNB Asset Management AS in Criteo S.A. | 12.2% | 5,998,901 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | CACC | Boston Partners in Credit Acceptance Corp | 4.38% | 454,734 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | CCXI | BlueCrest Capital Management Ltd in Agility Robotics, Inc. | 3.1% | 1,297,673 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | CCI | Cohen & Steers, Inc. in Crown Castle Inc. | 7.72% | 32,846,317 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | — | Lord, Abbett & Co. LLC in Lord Abbett Private Credit Fund S | 60.42% | 5,551,417 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | — | Lord Abbett & Co. LLC in Lord Abbett Private Credit Fund | 62.34% | 21,812,695 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | CRVL | Kayne Anderson Rudnick Investment Management, LLC in Corvel Corp | 8.7% | 4,387,083 | Nov 12, 2026 | SEC |
PassiveAmendment 3Below 5% | — | Mckibben Craig L in Polen Credit Opportunities Fund | 3.7% | 147,670 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | FCN | Black Creek Investment Management Inc. in Fti Consulting, Inc | 5.1% | 1,399,203 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | ICMB | Phillip Goldstein in Investcorp Credit Management BDC | 6.88% | 993,491 | Nov 12, 2026 | SEC |
PassiveAmendment 5 | CRCT | Ashish Arora in Cricut, Inc. | 32.67% | 25,672,891 | Nov 12, 2026 | SEC |
PassiveAmendment 3Below 5% | — | Farallon Capital Management, L.L.C. in Crinetics Pharmaceuticals, Inc. | 0% | 0 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | MCAH | Mizuho Financial Group, Inc. in Mountain Crest Acquisition 6 Corp. | 8% | 689,011 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | — | Neuberger Berman Group LLC in Neuberger Asset-Based Credit Fund | 80.7% | 9,779,272 | Nov 11, 2026 | SEC |
ActivistAmendment 33 | HERZ | Erik M. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 31.83% | 611,527 | Nov 10, 2026 | SEC |
ActivistAmendment 40 | HERZ | Thomas J. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 38.16% | 733,098 | Nov 10, 2026 | SEC |
ActivistAmendment 6 | NMCO | Bank Of America Corp /De/ in Nuveen Municipal Credit Opportunities Fund | 50.7% | 2,050 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | CRL | Invesco Ltd. in Charles River Laboratories International Inc | 3.9% | 1,852,539 | Nov 10, 2026 | SEC |
PassiveAmendment 4 | CRIS | Thomas A. Satterfield, Jr. in Curis, Inc. | 8.8% | 616,565 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | — | California State Teachers Retirement System in Stone Point Credit Income Fund | 9.1% | 1,677,300 | Nov 10, 2026 | SEC |
ActivistAmendment 8Below 5% | CRML | European Lithium Limited in Critical Metals Corp. | 0% | 45,536,338 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | MCAH | The Goldman Sachs Group, Inc. in Mountain Crest Acquisition 6 | 0.5% | 39,411 | Nov 10, 2026 | SEC |
PassiveAmendment 1 | CRAC | W. R. Berkley Corporation in Crown Reserve Acquisition Corp. I | 9.7% | 1,742,745 | Nov 9, 2026 | SEC |
PassiveAmendment 5 | NVCR | Soleus Capital Master Fund, L.P. in NovoCure Ltd | 8.1% | 9,425,776 | Nov 9, 2026 | SEC |
ActivistAmendment 11 | AACG | Ma Kevin Xiaofeng in ATA Creativity Global | 19.2% | 25,160,508 | Nov 9, 2026 | SEC |
PassiveAmendment 2 | — | Abu Dhabi Pension Fund in Diameter Dynamic Credit Fund | 18.68% | 10,057,212 | Nov 9, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Boston Partners in Cross Country Healthcare Inc | 0% | 0 | Nov 6, 2026 | SEC |
PassiveAmendment 3Below 5% | SMCI | Jane Street Group, Llc in Super Micro Computer, Inc. | 3.4% | 22,895,125 | Nov 6, 2026 | SEC |
ActivistAmendment 1 | COCP | Opko Health, Inc. in Cocrystal Pharma, Inc. | 29.6% | 5,692,916 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | — | Sun Life Assurance Co of Canada in CION Ares Diversified Credit Fund | 12.6% | 118,000,000 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | — | Sun Life Assurance Co of Canada in CION Ares Diversified Credit Fund | 12.6% | 118,000,000 | Nov 6, 2026 | SEC |