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.1–31 of 31
  • 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
  • PassiveAmendment 1
    Oct 30, 2026
    SHO · Sunstone Hotel Investors Inc
    Vanguard Portfolio Management
    11.33% · 21,076,792 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    VRTS · Virtus Investment Partners Inc
    Vanguard Portfolio Management
    5.74% · 380,322 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    PMT · PennyMac Mortgage Investment Trust
    Vanguard Portfolio Management
    3.95% · 3,449,084 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    NHI · National Health Investors Inc
    Vanguard Portfolio Management
    9.78% · 4,804,502 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    CIM · Chimera Investment Corp
    Vanguard Capital Management
    4.98% · 4,174,106 shSEC
  • PassiveAmendment 7Below 5%
    Oct 30, 2026
    VLT · Invesco High Income Trust II
    First Trust Portfolios L.P.
    4.99% · 325,054 shSEC
  • PassiveAmendment 11
    Oct 30, 2026
    TATT · TAT Technologies Ltd
    Meitav Investment House Ltd
    19.48% · 2,528,804 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    SUJA · Suja Life, Inc.
    Principal Global Investors
    0% · 849 shSEC
  • PassiveAmendment 1
    Oct 29, 2026
    NICE · NICE Ltd.
    Principal Global Investors
    5.6% · 3,300,810 shSEC
  • PassiveAmendment 1
    Oct 29, 2026
    NHP · National Healthcare Properties, Inc.
    Principal Real Estate Investors Llc
    6.9% · 3,042,012 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    COLL · Collegium Pharmaceutical, Inc
    Principal Global Investors
    4.7% · 1,514,310 shSEC
  • PassiveAmendment 1Below 5%
    Oct 29, 2026
    CSTL · Castle Biosciences Inc
    Principal Global Investors
    4.9% · 1,500,897 shSEC
  • PassiveAmendment 6Below 5%
    Oct 29, 2026
    BIPH · Brookfield Infrastructure Partners L.P.
    Principal Global Investors, Llc
    2.8% · 13,054,426 shSEC
  • PassiveAmendment 4
    Oct 29, 2026
    H · Hyatt Hotels Corp
    Principal Global Investors
    7.5% · 3,112,309 shSEC
  • PassiveAmendment 1Below 5%
    Oct 28, 2026
    ONEN · Hennessy Capital Investment Corp. VII
    North Rock Capital Management, LLC
    0% · 0 shSEC
  • PassiveAmendment 6Below 5%
    Oct 28, 2026
    TATT · TAT Technologies Ltd
    B.Y.M. Mor Investments Ltd.
    4.8% · 622,613 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    IVA · Inventiva S.A.
    Andera Partners
    6.7% · 15,929,476 shSEC
  • PassiveAmendment 12
    Oct 27, 2026
    SEIC · Sei Investments Company
    BlackRock, Inc.
    7.9% · 9,446,264 shSEC
  • PassiveAmendment 1
    Oct 27, 2026
    AGNC · Agnc Investment Corp
    BlackRock, Inc.
    9.4% · 117,996,528 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    VRTS · Virtus Investment Partners, Inc.
    BlackRock, Inc.
    15.1% · 1,001,616 shSEC
  • PassiveAmendment 20
    Oct 27, 2026
    OHI · Omega Healthcare Investors Inc
    BlackRock, Inc.
    12.3% · 37,308,084 shSEC
  • PassiveAmendment 3
    Oct 27, 2026
    iShares iBoxx $ Investment Grade Corporate Bond ETF
    BlackRock Portfolio Management LLC
    8.2% · 22,762,842 shSEC
  • PassiveAmendment 1Below 5%
    Oct 27, 2026
    IVT · InvenTrust Properties Corp
    BlackRock Portfolio Management LLC
    4.3% · 3,376,780 shSEC
  • PassiveAmendment 1Below 5%
    Oct 23, 2026
    DEVSF · DevvStream Legacy Corp.
    Helena Global Investment Opportunities 1 Ltd.
    0% · 0 shSEC
  • PassiveAmendment 8
    Oct 23, 2026
    JOF · Japan Smaller Capitalization Fund, Inc.
    City of London Investment Management Company Limited
    12.6% · 3,223,016 shSEC
  • PassiveAmendment 4
    Oct 23, 2026
    IIF · Morgan Stanley India Investment Fund, Inc.
    City of London Investment Management Company Limited
    13% · 1,219,023 shSEC
  • PassiveAmendment 12
    Oct 23, 2026
    AEF · abrdn Emerging Markets ex-China Fund, Inc.
    City of London Investment Management Company Limited
    24.5% · 9,944,810 shSEC