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 105
- PassiveAmendment 3Below 5%Nov 14, 2026Tompkins Mark N.3.4% · 2,026,767 shSEC
- PassiveAmendment 1Nov 14, 2026Sculptor Capital LP5.88% · 1,768,082 shSEC
- PassiveAmendment 2Below 5%Nov 14, 2026Sculptor Capital LP0% · 0 shSEC
- PassiveAmendment 3Nov 13, 2026Apollo Management Holdings GP, LLC18.9% · 27,505,017 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Shinkle Joshua Thomas—SEC
- PassiveAmendment 3Nov 13, 2026Eric Easom6.2% · 2,409,486 shSEC
- PassiveAmendment 2Nov 13, 2026The Toronto-Dominion Bank5.7% · 2,770,530 shSEC
- PassiveAmendment 4Below 5%Nov 13, 2026Nantahala Capital Management, LLC2.72% · 73,054 shSEC
- PassiveAmendment 4Nov 13, 2026Invesco Real Estate Income Trust Inc.Invesco Advisers, Inc.8.8% · 2,079,039 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Morgan Stanley3.6% · 381,857 shSEC
- PassiveAmendment 1Nov 13, 2026Neil Chheda24% · 51,744,733 shSEC
- PassiveAmendment 3Nov 13, 2026Fourthstone LLC9.48% · 1,554,776 shSEC
- PassiveAmendment 5Nov 13, 2026Jean-Pierre Sommadossi11% · 9,080,450 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Tenor Capital Management Company, L.P.0% · 0 shSEC
- PassiveAmendment 7Nov 13, 2026Morgan Stanley9.1% · 1,526,975 shSEC
- PassiveAmendment 2Nov 13, 2026Morgan Stanley7.6% · 9,538,578 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Tenor Capital Management Company, L.P.0% · 0 shSEC
- PassiveAmendment 2Nov 13, 2026AWM Investment Company, Inc.—SEC
- PassiveAmendment 2Below 5%Nov 13, 2026Tenor Capital Management Company, L.P.4.3% · 1,000,000 shSEC
- PassiveAmendment 1Nov 13, 2026Pale Fire Capital SICAV a.s.7.5% · 4,008,218 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.17.58% · 362,114 shSEC
- PassiveAmendment 3Nov 13, 2026Tenor Capital Management Company, L.P.8.9% · 1,852,250 shSEC
- PassiveAmendment 10Nov 13, 2026Karpus Management, Inc.12.54% · 258,255 shSEC
- PassiveAmendment 3Nov 13, 2026Strategic EP, LLC9.9% · 4,077,515 shSEC
- PassiveAmendment 4Nov 13, 2026Koch Companies Defined Benefit Master Trust9.5% · 6,232,755 shSEC
- PassiveAmendment 4Nov 13, 2026Karpus Management, Inc.18.37% · 227,741 shSEC
- PassiveAmendment 1Nov 13, 2026Karpus Management, Inc.19.9% · 238,845 shSEC
- PassiveAmendment 1Nov 13, 2026OMERS Administration Corporation18.7% · 36,613,907 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026AWM Investment Company, Inc.4.9% · 427,765 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Deerfield Management Company, L.P.3.91% · 3,138,167 shSEC
- PassiveAmendment 1Nov 13, 2026Managed Account Advisors Llc6.5% · 16,053,227 shSEC
- PassiveAmendment 2Nov 13, 2026Kopernik Global Investors, LLC7.7% · 7,902,600 shSEC
- PassiveAmendment 5Nov 13, 2026Invesco Real Estate Income Trust Inc.First Trust Capital Management L.P.46.65% · 1,814,270 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Capital World Investors0.6% · 274,514 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Capital World Investors3.7% · 69,951,866 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Capital World Investors4.3% · 34,112,954 shSEC
- PassiveAmendment 2Nov 13, 2026Capital World Investors6.4% · 1,703,081 shSEC
- PassiveAmendment 5Below 5%Nov 13, 2026Capital World Investors3.8% · 26,784,615 shSEC
- PassiveAmendment 2Nov 13, 2026Deutsche Bank Ag\5.5% · 14,999,134 shSEC
- PassiveAmendment 4Below 5%Nov 13, 2026Massachusetts Financial Services Company4.79% · 1,995,501 shSEC
- PassiveAmendment 2Nov 13, 2026Massachusetts Financial Services Company5.64% · 14,887,711 shSEC
- PassiveAmendment 7Below 5%Nov 13, 2026Massachusetts Financial Services Company4.59% · 8,808,658 shSEC
- PassiveAmendment 4Below 5%Nov 13, 2026Massachusetts Financial Services Company4.87% · 4,529,810 shSEC
- PassiveAmendment 6Nov 13, 2026Van Eck Associates Corporation5.1% · 14,108,235 shSEC
- PassiveAmendment 8Nov 13, 2026Cohen & Steers, Inc.12.35% · 15,039,036 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026AQR Capital Management, LLC0.61% · 1,765,528 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026AQR Capital Management, LLC1.83% · 343,061 shSEC
- PassiveAmendment 12Below 5%Nov 13, 2026Cohen & Steers, Inc.4.64% · 27,412,120 shSEC
- PassiveAmendment 2Nov 13, 2026Cohen & Steers, Inc.9.9% · 30,006,489 shSEC
- PassiveAmendment 13Nov 12, 2026Rosalind Advisors, Inc.9.9% · 7,681,144 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 3Below 5% | FISN | Tompkins Mark N. in Deep Fission, Inc. | 3.4% | 2,026,767 | Nov 14, 2026 | SEC |
PassiveAmendment 1 | CLBR | Sculptor Capital LP in Colombier Acquisition Corp III | 5.88% | 1,768,082 | Nov 14, 2026 | SEC |
PassiveAmendment 2Below 5% | APMC | Sculptor Capital LP in AmperCap Acquisition Company | 0% | 0 | Nov 14, 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 1Below 5% | ADTX | Shinkle Joshua Thomas in Aditxt, Inc. | — | — | Nov 13, 2026 | SEC |
PassiveAmendment 3 | ANTX | Eric Easom in AN2 Therapeutics, Inc. | 6.2% | 2,409,486 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | URGN | The Toronto-Dominion Bank in UroGen Pharma Ltd. | 5.7% | 2,770,530 | Nov 13, 2026 | SEC |
PassiveAmendment 4Below 5% | HLSQ | Nantahala Capital Management, LLC in Tessera Defense & Homeland Security Inc. | 2.72% | 73,054 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | — | Invesco Advisers, Inc. in Invesco Real Estate Income Trust Inc. | 8.8% | 2,079,039 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | IAE | Morgan Stanley in Voya Asia Pacific High Dividend Equity Income Fund | 3.6% | 381,857 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | EQPT | Neil Chheda in EquipmentShare.com Inc | 24% | 51,744,733 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | FNRN | Fourthstone LLC in First Northern Community Bancorp | 9.48% | 1,554,776 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | AVIR | Jean-Pierre Sommadossi in Atea Pharmaceuticals, Inc. | 11% | 9,080,450 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | GFUZ | Tenor Capital Management Company, L.P. in Spring Valley Acq Corp. III | 0% | 0 | Nov 13, 2026 | SEC |
PassiveAmendment 7 | BWG | Morgan Stanley in BrandywineGLOBAL-Global Income Opportunities Fund Inc | 9.1% | 1,526,975 | 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 1Below 5% | HCIC | Tenor Capital Management Company, L.P. in Hennessy Capital Investment Corp. VII | 0% | 0 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | KOPN | AWM Investment Company, Inc. in Kopin Corp | — | — | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | CAQ | Tenor Capital Management Company, L.P. in Cambridge Acquisition Corp. | 4.3% | 1,000,000 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CARS | Pale Fire Capital SICAV a.s. in Cars.com Inc. | 7.5% | 4,008,218 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 17.58% | 362,114 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | BACC | Tenor Capital Management Company, L.P. in Blue Acquisition Corp. | 8.9% | 1,852,250 | Nov 13, 2026 | SEC |
PassiveAmendment 10 | OCCI | Karpus Management, Inc. in OFS Credit Company, Inc. | 12.54% | 258,255 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | PDC | Strategic EP, LLC in Perpetuals.com Ltd | 9.9% | 4,077,515 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | KBDC | Koch Companies Defined Benefit Master Trust in Kayne Anderson BDC, Inc. | 9.5% | 6,232,755 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | EIIA | Karpus Management, Inc. in Eagle Point Institutional Income Fund | 18.37% | 227,741 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CCIF | Karpus Management, Inc. in Carlyle Credit Income Fund | 19.9% | 238,845 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | XNDU | OMERS Administration Corporation in Xanadu Quantum Technologies Limited | 18.7% | 36,613,907 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | SNWV | AWM Investment Company, Inc. in SANUWAVE Health, Inc. | 4.9% | 427,765 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | BBOT | Deerfield Management Company, L.P. in BridgeBio Oncology Therapeutics, Inc. | 3.91% | 3,138,167 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | EL | Managed Account Advisors Llc in Estee Lauder Companies Inc | 6.5% | 16,053,227 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | LND | Kopernik Global Investors, LLC in BrasilAgro - Brazilian Agricultural Real Estate Company | 7.7% | 7,902,600 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | — | First Trust Capital Management L.P. in Invesco Real Estate Income Trust Inc. | 46.65% | 1,814,270 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | MNDY | Capital World Investors in monday.com Ltd. | 0.6% | 274,514 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | RKT | Capital World Investors in Rocket Companies, Inc. | 3.7% | 69,951,866 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | BA | Capital World Investors in The Boeing Company | 4.3% | 34,112,954 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | BZH | Capital World Investors in Beazer Homes USA, Inc. | 6.4% | 1,703,081 | Nov 13, 2026 | SEC |
PassiveAmendment 5Below 5% | TCOM | Capital World Investors in Trip.com Group Ltd. | 3.8% | 26,784,615 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | OPTU | Deutsche Bank Ag\ in Optimum Communications, Inc. | 5.5% | 14,999,134 | Nov 13, 2026 | SEC |
PassiveAmendment 4Below 5% | H | Massachusetts Financial Services Company in Hyatt Hotels Corp | 4.79% | 1,995,501 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | ARMK | Massachusetts Financial Services Company in Aramark | 5.64% | 14,887,711 | Nov 13, 2026 | SEC |
PassiveAmendment 7Below 5% | TRU | Massachusetts Financial Services Company in Transunion | 4.59% | 8,808,658 | Nov 13, 2026 | SEC |
PassiveAmendment 4Below 5% | WTW | Massachusetts Financial Services Company in Willis Towers Watson Plc | 4.87% | 4,529,810 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | BVN | Van Eck Associates Corporation in Compania de Minas Buenaventura SAA | 5.1% | 14,108,235 | Nov 13, 2026 | SEC |
PassiveAmendment 8 | SUI | Cohen & Steers, Inc. in Sun Communities, Inc. | 12.35% | 15,039,036 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | GTM | AQR Capital Management, LLC in ZoomInfo Technologies Inc. | 0.61% | 1,765,528 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | OM | AQR Capital Management, LLC in Outset Medical, Inc. | 1.83% | 343,061 | Nov 13, 2026 | SEC |
PassiveAmendment 12Below 5% | INVH | Cohen & Steers, Inc. in Invitation Homes, Inc. | 4.64% | 27,412,120 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | OHI | Cohen & Steers, Inc. in Omega Healthcare Investors, Inc. | 9.9% | 30,006,489 | Nov 13, 2026 | SEC |
PassiveAmendment 13 | MYO | Rosalind Advisors, Inc. in Myomo, Inc. | 9.9% | 7,681,144 | Nov 12, 2026 | SEC |