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 87
- PassiveAmendment 2Nov 14, 2026Silver Point Private Credit FundPartners Capital Holdings, LLP34.7% · 7,478,648 shSEC
- PassiveAmendment 6Nov 14, 2026Dushyant Sharma22.6% · 22,912,751 shSEC
- PassiveAmendment 1Below 5%Nov 14, 2026V-Cube, Inc.0% · 0 shSEC
- PassiveAmendment 1Nov 14, 2026BDT Capital Partners, LLC58.5% · 114,826,468 shSEC
- PassiveAmendment 3Nov 14, 2026Apollo Principal Holdings A GP, Ltd.67.9% · 24,901,319 shSEC
- PassiveAmendment 13Nov 14, 2026Carlyle Tactical Private Credit FundApollo Management Holdings GP, LLC5.9% · 2,600,000 shSEC
- PassiveAmendment 11Nov 13, 2026Apollo Management Holdings GP, LLC15.2% · 608,000 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Sculptor Capital LP2.29% · 500,000 shSEC
- PassiveAmendment 12Nov 13, 2026Apollo Management Holdings GP, LLC49.3% · 129,609,000 shSEC
- PassiveAmendment 3Nov 13, 2026Apollo Management Holdings GP, LLC18.9% · 27,505,017 shSEC
- PassiveAmendment 10Nov 13, 2026Apollo Management Holdings GP, LLC9.4% · 13,945,182 shSEC
- PassiveAmendment 1Nov 13, 2026Bruce Lucas37.8% · 46,513,837 shSEC
- PassiveAmendment 5Below 5%Nov 13, 2026Morgan Stanley4.3% · 1,843,701 shSEC
- PassiveAmendment 3Nov 13, 2026Capital Research Global Investors6.4% · 20,439,594 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026Nantahala Capital Management, LLC4.1% · 1,332,000 shSEC
- PassiveAmendment 1Nov 13, 2026Fourthstone LLC6.5% · 405,457 shSEC
- PassiveAmendment 2Nov 13, 2026Blue Owl Capital Holdings LP9.11% · 1,135,081 shSEC
- PassiveAmendment 1Nov 13, 2026Chiu Ka Lun7.6% · 969,491 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Endeavour Capital Advisors Inc.4% · 733,234 shSEC
- PassiveAmendment 2Nov 13, 2026Alphabet Holdings LLC8.4% · 20,637,691 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Brown Advisory Inc3.89% · 1,159,479 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Mawer Investment Management Ltd.4.29% · 521,684 shSEC
- PassiveAmendment 3Nov 13, 2026Amova Asset Management Americas, Inc.5.9% · 1,689,107 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026North Reef Capital Management LP0% · 0 shSEC
- PassiveAmendment 3Nov 13, 2026Capital World Investors6% · 18,011,558 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026Capital World Investors3.5% · 3,725,152 shSEC
- PassiveAmendment 2Nov 13, 2026ARK Investment Management LLC6.42% · 1,913,123 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Boston Partners4.59% · 3,613,918 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026AQR Capital Management, LLC2.62% · 2,358,190 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026Aegis Financial Corporation4.51% · 581,404 shSEC
- PassiveAmendment 3Nov 12, 2026William P. Foley, II12.7% · 4,992,348 shSEC
- PassiveAmendment 24Nov 12, 2026Joseph D. Mansueto39.4% · 14,604,459 shSEC
- PassiveAmendment 4Nov 12, 2026Daniel Mansueto8.8% · 3,267,298 shSEC
- PassiveAmendment 4Nov 12, 2026MMCAP International Inc. SPC8.8% · 6,764,144 shSEC
- PassiveAmendment 1Nov 12, 2026Raymond Debbane9.99% · 12,641,025 shSEC
- PassiveAmendment 1Below 5%Nov 12, 2026RE/MAX Holdings, Inc.Weiss Asset Management LP0% · 0 shSEC
- PassiveAmendment 1Nov 12, 2026Hingham Institution for SavingsDoma Perpetual Capital Management LLC5.45% · 120,146 shSEC
- PassiveAmendment 2Nov 12, 2026Migdal Insurance & Financial Holdings Ltd7.56% · 5,824,721 shSEC
- PassiveAmendment 2Below 5%Nov 12, 2026AQR Capital Management, LLC3.5% · 1,231,052 shSEC
- PassiveAmendment 1Below 5%Nov 12, 2026AQR Capital Management, LLC4.04% · 20,064,943 shSEC
- PassiveAmendment 2Below 5%Nov 12, 2026AQR Capital Management, LLC2.72% · 4,251,418 shSEC
- PassiveAmendment 2Nov 12, 2026Ayrton Capital LLC6.74% · 159,448 shSEC
- PassiveAmendment 6Nov 12, 2026Japan Post Holdings Co., Ltd.10.13% · 50,121,329 shSEC
- PassiveAmendment 1Nov 12, 2026Artisan Partners Asset Management Inc.6.7% · 2,195,855 shSEC
- PassiveAmendment 6Below 5%Nov 11, 2026J.H. Whitney VII, L.P.0.48% · 1,036,300 shSEC
- PassiveAmendment 1Below 5%Nov 11, 2026The Goldman Sachs Group, Inc.2.6% · 9,081,465 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Invesco Ltd.5% · 2,489,841 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Invesco Ltd.0.4% · 142,804 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Lsv Asset Management4.9% · 3,339,850 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Menora Mivtachim Holdings Ltd.4.99% · 58,209,541 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 6 | PAY | Dushyant Sharma in Paymentus Holdings, Inc. | 22.6% | 22,912,751 | Nov 14, 2026 | SEC |
PassiveAmendment 1Below 5% | XHLD | V-Cube, Inc. in TEN Holdings, Inc. | 0% | 0 | Nov 14, 2026 | SEC |
PassiveAmendment 1 | ALH | BDT Capital Partners, LLC in Alliance Laundry Holdings Inc. | 58.5% | 114,826,468 | Nov 14, 2026 | SEC |
PassiveAmendment 3 | PXED | Apollo Principal Holdings A GP, Ltd. in Phoenix Education Partners, Inc. | 67.9% | 24,901,319 | 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 |
PassiveAmendment 11 | CSQ | Apollo Management Holdings GP, LLC in Calamos Strategic Total Return Fund | 15.2% | 608,000 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | SHOT | Sculptor Capital LP in RMG ML Sports Holdings | 2.29% | 500,000 | Nov 13, 2026 | SEC |
PassiveAmendment 12 | RXT | Apollo Management Holdings GP, LLC in Rackspace Technology, Inc. | 49.3% | 129,609,000 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | AERO | Apollo Management Holdings GP, LLC in Grupo Aeromexico, S.A.B. de C.V. | 18.9% | 27,505,017 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | TDAY | Apollo Management Holdings GP, LLC in USA TODAY Co., Inc. | 9.4% | 13,945,182 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | SLDE | Bruce Lucas in Slide Insurance Holdings, Inc. | 37.8% | 46,513,837 | Nov 13, 2026 | SEC |
PassiveAmendment 5Below 5% | GROV | Morgan Stanley in Grove Collaborative Holdings, Inc. | 4.3% | 1,843,701 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | VIK | Capital Research Global Investors in Viking Holdings Ltd. | 6.4% | 20,439,594 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | SNTI | Nantahala Capital Management, LLC in Senti Biosciences Holdings, Inc. | 4.1% | 1,332,000 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | PROV | Fourthstone LLC in Provident Financial Holdings Inc | 6.5% | 405,457 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | IMA | Blue Owl Capital Holdings LP in ImageneBio, Inc. | 9.11% | 1,135,081 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | JRSH | Chiu Ka Lun in Jerash Holdings (US), Inc. | 7.6% | 969,491 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | USCB | Endeavour Capital Advisors Inc. in USCB Financial Holdings, Inc. | 4% | 733,234 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | FRSH | Alphabet Holdings LLC in Freshworks Inc. | 8.4% | 20,637,691 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | ESTA | Brown Advisory Inc in Establishment Labs Holdings Inc. | 3.89% | 1,159,479 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | ESQ | Mawer Investment Management Ltd. in Esquire Financial Holdings, Inc. | 4.29% | 521,684 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | ARCT | Amova Asset Management Americas, Inc. in Arcturus Therapeutics Holdings Inc | 5.9% | 1,689,107 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | MKTX | North Reef Capital Management LP in Marketaxess Holdings Inc | 0% | 0 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | AFRM | Capital World Investors in Affirm Holdings, Inc. | 6% | 18,011,558 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | FND | Capital World Investors in Floor & Decor Holdings, Inc. | 3.5% | 3,725,152 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | WGS | ARK Investment Management LLC in GeneDx Holdings Corp. | 6.42% | 1,913,123 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | LPLA | Boston Partners in LPL Financial Holdings Inc. | 4.59% | 3,613,918 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | RPAY | AQR Capital Management, LLC in Repay Holdings Corp | 2.62% | 2,358,190 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | NGS | Aegis Financial Corporation in Natural Gas Services Group, Inc. | 4.51% | 581,404 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | CNNE | William P. Foley, II in Cannae Holdings, Inc. | 12.7% | 4,992,348 | Nov 12, 2026 | SEC |
PassiveAmendment 24 | MORN | Joseph D. Mansueto in Morningstar, Inc. | 39.4% | 14,604,459 | Nov 12, 2026 | SEC |
PassiveAmendment 4 | MORN | Daniel Mansueto in Morningstar, Inc. | 8.8% | 3,267,298 | Nov 12, 2026 | SEC |
PassiveAmendment 4 | SUIG | MMCAP International Inc. SPC in SUI Group Holdings Ltd. | 8.8% | 6,764,144 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | RANI | Raymond Debbane in Rani Therapeutics Holdings, Inc. | 9.99% | 12,641,025 | Nov 12, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Weiss Asset Management LP in RE/MAX Holdings, Inc. | 0% | 0 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | — | Doma Perpetual Capital Management LLC in Hingham Institution for Savings | 5.45% | 120,146 | Nov 12, 2026 | SEC |
PassiveAmendment 2 | GILT | Migdal Insurance & Financial Holdings Ltd in Gilat Satellite Networks Ltd | 7.56% | 5,824,721 | Nov 12, 2026 | SEC |
PassiveAmendment 2Below 5% | MKTX | AQR Capital Management, LLC in Marketaxess Holdings Inc | 3.5% | 1,231,052 | Nov 12, 2026 | SEC |
PassiveAmendment 1Below 5% | DKNG | AQR Capital Management, LLC in DraftKings Inc. | 4.04% | 20,064,943 | Nov 12, 2026 | SEC |
PassiveAmendment 2Below 5% | DV | AQR Capital Management, LLC in DoubleVerify Holdings, Inc. | 2.72% | 4,251,418 | Nov 12, 2026 | SEC |
PassiveAmendment 2 | MSAI | Ayrton Capital LLC in MultiSensor AI Holdings, Inc. | 6.74% | 159,448 | Nov 12, 2026 | SEC |
PassiveAmendment 6 | AFL | Japan Post Holdings Co., Ltd. in Aflac Inc. | 10.13% | 50,121,329 | Nov 12, 2026 | SEC |
PassiveAmendment 1 | IRTC | Artisan Partners Asset Management Inc. in iRhythm Holdings, Inc. | 6.7% | 2,195,855 | 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 |
PassiveAmendment 1Below 5% | UWMC | The Goldman Sachs Group, Inc. in Uwm Holdings Corporation | 2.6% | 9,081,465 | Nov 11, 2026 | SEC |
PassiveAmendment 1Below 5% | PARR | Invesco Ltd. in Par Pacific Holdings Inc | 5% | 2,489,841 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | ITGR | Invesco Ltd. in Integer Holdings Corp | 0.4% | 142,804 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | ENR | Lsv Asset Management in Energizer Holdings, Inc. | 4.9% | 3,339,850 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | TEVA | Menora Mivtachim Holdings Ltd. in Teva Pharmaceutical Industries Ltd | 4.99% | 58,209,541 | Nov 10, 2026 | SEC |