Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D | Hawkeye HoldCo LLC | HWKE Hawkeye Systems, Inc. | Industrials | 69.1% | $7M |
| Hawkeye HoldCo LLC acquired 69.1% stake in Hawkeye Systems via convertible note exchange with Steve Hall on April 1, 2026. | |||||
| 13D/A | BROOKFIELD CORPORATION | BBUC Brookfield Business Corp | Financial Services | 69.0% | $2.3B |
| Brookfield Corporation holds 69% stake in Brookfield Business Corp; completed $1B share exchange with paired entity on April 8, 2026. | |||||
| 13D/A | Agriculture Investment Group Corp. | MLECW Moolec Science SA | Healthcare | 65.1% | $251K |
| Agriculture Investment Group acquired 65.1% stake in Moolec Science SA with no current plans for material changes, though retains right to reconsider future actions. | |||||
| 13D/A | BOSTON OMAHA Corp | SKYH-WT Sky Harbour Group Corp | Industrials | 45.6% | $26M |
| Boston Omaha Corp. sold 534,124 Sky Harbour shares (Apr 2025-Apr 2026) for $5.2M, retaining 45.6% stake. | |||||
| 13D | Georgian Partners Growth Fund (International) IV, LP | XNDU Xanadu Quantum Technologies | Technology | 29.7% | $317M |
| Georgian Partners Growth Fund acquires 29.7% stake in Xanadu Quantum Technologies for general investment purposes with potential future transactions. | |||||
| 13D | Ajjarapu J. Ram | XAGEW Longevity Health Holdings, I | Healthcare | 27.9% | $9K |
| Ram's ICP acquired 27.9% stake in Longevity Health Holdings for investment and to drive leadership change. | |||||
| 13D/A | RA Capital Management, L.P. | VOR VOR BIOPHARMA INC. | Healthcare | 19.9% | $101M |
| RA Capital Management acquired 19.9% stake in Vor Biopharma, signaling significant investment interest in the biopharmaceutical company. | |||||
| 13D | WENSHAN XIE | EJH E-Home Household Service Hol | Consumer Cyclical | 17.3% | $5M |
| Wenshan Xie acquired 17.3% stake (552,295 shares) in E-Home Household Service Holdings for investment purposes. | |||||
| 13D/A | Anthony Pompliano | BRRWW ProCap Financial, Inc. | Financial Services | 16.4% | $9M |
| Anthony Pompliano acquired 16.4% stake in ProCap Financial as long-term investment, reserving rights to buy, sell, or take other actions. | |||||
| 13D/A | Tsantanis Stamatios | USEA United Maritime Corp | Industrials | 14.6% | $21M |
| Tsantanis Stamatios acquired 14.6% stake in United Maritime Corp; purpose not specified in filing. | |||||
| 13D/A | Chernett Jorey | STIM Neuronetics, Inc. | Healthcare | 14.1% | $141M |
| Chernett Jorey, holding 14.1% of Neuronetics, urges the board to explore strategic alternatives including selling the TMS business. | |||||
| 13D/A | Krstic Velibor | SRTAW Strata Critical Medical, Inc | Industrials | 12.4% | $481K |
| Krstic Velibor acquired 12.4% stake in Strata Critical Medical, believing warrants undervalued given $14.1M EBITDA. | |||||
| 13D | DD Revocable Trust | XRXDW Xerox Holdings Corporation | Technology | 11.3% | $238M |
| DD Revocable Trust acquired 11.3% of Xerox Holdings following Darwin Deason's death in December 2025 and subsequent probate transfer in February 2026. | |||||
| 13D | Douglas R. Deason | XRXDW Xerox Holdings Corporation | Technology | 11.3% | $238M |
| Douglas R. Deason acquired beneficial ownership of 11.3% Xerox stake as co-executor of Darwin Deason's estate following his December 2025 death. | |||||
| 13D/A | Shah Capital Management | NVAX NOVAVAX, INC. | Healthcare | 9.0% | $1.3B |
| Shah Capital Management (9.0% stake) sent letter to Novavax board opposing director nominees and executive compensation due to value destruction and governance concerns. | |||||
| 13D | Nicholas Hughes-Jones | SHAZW SharonAI Holdings Inc. | — | 8.1% | — |
| Nicholas Hughes-Jones acquired 8.1% of SharonAI Holdings Inc. for investment purposes with no strategic plans beyond potential future purchases. | |||||
| 13D | Groupe Autobus Girardin Ltee | BLBD Blue Bird Corp | Consumer Cyclical | 7.9% | $2.0B |
| Groupe Autobus Girardin acquired 7.9% stake in Blue Bird Corp via share purchase agreement with multiple trusts and entities. | |||||
| 13D/A | Cantor Fitzgerald, L.P. | SATLW Satellogic Inc. | Technology | 7.0% | $234M |
| Cantor Fitzgerald acquired 7.0% stake (9.3M shares) in Satellogic Inc. for investment purposes. | |||||
| 13D/A | Multicoin Capital Management, LLC | FWDI Forward Industries, Inc. | Consumer Cyclical | 7.0% | $8M |
| Multicoin Capital Management holds 7.0% of Forward Industries; manager resigned Jan 31, 2026; company repurchased 6.2M shares Mar 18, 2026. | |||||
| 13D/A | SYLEBRA CAPITAL LLC | EGHT 8X8 INC /DE/ | Technology | 6.0% | $375M |
| Sylebra Capital LLC reduced its 8x8 Inc stake to 6.0% (8.37M shares), shifting from active to passive investment with no plans to influence management. | |||||
| 13D/A | Frank B. Holding, Jr. | FCNCN First Citizens BancShares, I | Financial Services | 5.5% | $22.7B |
| Frank B. Holding, Jr. disclosed 5.5% stake in First Citizens BancShares; filer and associates serve as executive officers and directors. | |||||
| 13D | Galloway Capital Partners, LLC | CHGG Chegg, Inc. | Consumer Defensive | 5.4% | $129M |
| Galloway Capital Partners acquired 5.4% of Chegg Inc. for investment purposes and may buy, hold, or sell shares based on ongoing review. | |||||
| 13D | Yi-Kuei Chen | APLMW Apollomics Inc. | Financial Services | 5.3% | $272M |
| Yi-Kuei Chen acquired 5.3% stake in Apollomics Inc. for investment purposes with no current plans for control or strategic changes. | |||||
| 13D/A | Patriot Financial Partners III, L.P. | EQBK Equity Bancshares, Inc. | Financial Services | 4.8% | $955M |
| Patriot Financial Partners III acquired 4.8% stake in Equity Bancshares for investment; may buy or sell shares based on market conditions. | |||||
| 13D | John C. Lame and Susan K. Lame Inheritance Trust 5/18/2020 | INBKZ First Internet Bancorp | Financial Services | 1.2% | $219M |
| John C. Lame and Susan K. Lame Inheritance Trust acquired 1.2% of First Internet Bancorp for investment, believing shares undervalued, intending shareholder value discussions. | |||||
| 13D/A | TORONTO DOMINION INVESTMENTS LLC | NXJ NUVEEN NEW JERSEY QUALITY MU | Financial Services | — | $512M |
| Toronto Dominion Investments LLC redeemed all VRDP shares in Nuveen New Jersey Quality Municipal Income Fund. | |||||
| 13D/A | Double Black Diamond Offshore Ltd. | SWKHL SWK HOLDINGS CORPORATION | Financial Services | — | $307M |
| Double Black Diamond Offshore Ltd. reports amended information regarding SWK Holdings Corporation's merger with Runway Growth Finance Corp. entities effective April 6, 2026. | |||||
| 13G/A | Morgan Stanley | OPENZ Opendoor Technologies Inc. | — | — | $372M |
| Morgan Stanley amended a ? passive stake in Opendoor Technologies Inc. (? shares). | |||||
| 13G/A | T. Rowe Price Investment Management, Inc. | QDEL QUIDELORTHO CORP | Healthcare | — | $846M |
| T. Rowe Price Investment Management, Inc. amended a ? passive stake in QUIDELORTHO CORP (? shares). | |||||
| 13G/A | Ameriprise Financial, Inc. | ERII Energy Recovery, Inc. | Industrials | — | $581M |
| Ameriprise Financial, Inc. amended a ? passive stake in Energy Recovery, Inc. (? shares). | |||||
| 13G/A | Harraden Circle Investments, LLC | Haymaker Acquisition Corp. 4 | — | — | — |
| Harraden Circle Investments, LLC amended a ? passive stake in Haymaker Acquisition Corp. 4 (? shares). | |||||
| 13G/A | Weil Company, Inc. | Tidal Trust I - Unlimited Hfgm Global Macro Etf | — | — | — |
| Weil Company, Inc. amended a ? passive stake in Tidal Trust I - Unlimited Hfgm Global Macro Etf (? shares). | |||||
| 13G/A | T. Rowe Price Associates, Inc. | SEM SELECT MEDICAL HOLDINGS CORP | Healthcare | — | $2.0B |
| T. Rowe Price Associates, Inc. amended a ? passive stake in SELECT MEDICAL HOLDINGS CORP (? shares). | |||||
| 13G/A | AQR Capital Management, LLC | IBACR IB Acquisition Corp. | Financial Services | — | $2M |
| AQR Capital Management, LLC amended a ? passive stake in IB Acquisition Corp. (? shares). | |||||
| 13G/A | FIRST MANHATTAN CO. LLC. | BAERW Bridger Aerospace Group Hold | Industrials | — | $17M |
| FIRST MANHATTAN CO. LLC. amended a ? passive stake in Bridger Aerospace Group Holdings, Inc. (? shares). | |||||
| 13G/A | KCK LTD. | SGHT Sight Sciences, Inc. | Healthcare | — | $228M |
| KCK LTD. amended a ? passive stake in Sight Sciences, Inc. (? shares). | |||||
| 13G/A | Morgan Stanley | TENX TENAX THERAPEUTICS, INC. | Healthcare | — | $229M |
| Morgan Stanley amended a ? passive stake in TENAX THERAPEUTICS, INC. (? shares). | |||||
| 13G/A | T. Rowe Price Investment Management, Inc. | APGE APOGEE THERAPEUTICS INC | Healthcare | — | $5.2B |
| T. Rowe Price Investment Management, Inc. amended a ? passive stake in APOGEE THERAPEUTICS INC (? shares). | |||||
| 13G/A | Morgan Stanley | Nuveen S&P 500 BuyWrite Income Fund | — | — | — |
| Morgan Stanley amended a ? passive stake in Nuveen S&P 500 BuyWrite Income Fund (? shares). | |||||
| 13G/A | Harraden Circle Investments, LLC | Haymaker Acquisition Corp. 4 | — | — | — |
| Harraden Circle Investments, LLC amended a ? passive stake in Haymaker Acquisition Corp. 4 (? shares). | |||||
| 13G/A | T. Rowe Price Investment Management, Inc. | PSNL PERSONALIS INC | Healthcare | — | $524M |
| T. Rowe Price Investment Management, Inc. amended a ? passive stake in PERSONALIS INC (? shares). | |||||
| 13G/A | ATLAS Infrastructure Partners (UK) Ltd. | HTO H2O America | Utilities | — | $2.0B |
| ATLAS Infrastructure Partners (UK) Ltd. amended a ? passive stake in H2O America (? shares). | |||||
| 13G/A | MARCUS STEPHEN H | MCS MARCUS CORP | Communication Services | — | $530M |
| MARCUS STEPHEN H amended a ? passive stake in MARCUS CORP (? shares). | |||||
| 13G/A | Meteora Capital, LLC | XRPNW Armada Acquisition Corp. II | Financial Services | — | $18M |
| Meteora Capital, LLC amended a ? passive stake in Armada Acquisition Corp. II (? shares). | |||||
| 13G/A | T. Rowe Price Investment Management, Inc. | PAR PAR TECHNOLOGY CORP/DEL | Technology | — | $591M |
| T. Rowe Price Investment Management, Inc. amended a ? passive stake in PAR TECHNOLOGY CORP/DEL (? shares). | |||||
| 13G/A | ALPS Advisors, Inc. | DKL Delek Logistics Partners LP | Energy | — | $2.7B |
| ALPS Advisors, Inc. amended a ? passive stake in Delek Logistics Partners LP (? shares). | |||||
| 13G/A | ALPS Advisors, Inc. | GEL Genesis Energy LP | Energy | — | $2.1B |
| ALPS Advisors, Inc. amended a ? passive stake in Genesis Energy LP (? shares). | |||||
| 13G/A | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | MNR Mach Natural Resources LP | Energy | — | $2.3B |
| KAYNE ANDERSON CAPITAL ADVISORS, L.P. amended a ? passive stake in Mach Natural Resources LP (? shares). | |||||
| 13G/A | Magnolia Capital Fund, LP | RMAX RE/MAX Holdings, Inc. | Real Estate | — | $212M |
| Magnolia Capital Fund, LP amended a ? passive stake in RE/MAX Holdings, Inc. (? shares). | |||||
| 13G/A | T. Rowe Price Investment Management, Inc. | BCAX BICARA THERAPEUTICS INC | Healthcare | — | $1.2B |
| T. Rowe Price Investment Management, Inc. amended a ? passive stake in BICARA THERAPEUTICS INC (? shares). | |||||
| 13G/A | ALPS Advisors, Inc. | WES Western Midstream Partners L | Energy | — | $17.4B |
| ALPS Advisors, Inc. amended a ? passive stake in Western Midstream Partners LP (? shares). | |||||
| 13G/A | WestCap Management, LLC | STUB StubHub Holdings, Inc. | Technology | — | $2.5B |
| WestCap Management, LLC amended a ? passive stake in StubHub Holdings, Inc. (? shares). | |||||
| 13G/A | Weil Company, Inc. | New York Life Investments Active ETF Trust | — | — | — |
| Weil Company, Inc. amended a ? passive stake in New York Life Investments Active ETF Trust (? shares). | |||||
| 13G/A | T. Rowe Price Associates, Inc. | KMTS KESTRA MEDICAL TECHNOLOGIES | Healthcare | — | $1.2B |
| T. Rowe Price Associates, Inc. amended a ? passive stake in KESTRA MEDICAL TECHNOLOGIES (? shares). | |||||
| 13G/A | GERSHOWITZ DIANE M | MCS MARCUS CORP | Communication Services | — | $530M |
| GERSHOWITZ DIANE M amended a ? passive stake in MARCUS CORP (? shares). | |||||
| 13G/A | Thomas J. Herzfeld Advisors, Inc. | SABA Saba Capital Income & Opport | Financial Services | — | $235M |
| Thomas J. Herzfeld Advisors, Inc. amended a ? passive stake in Saba Capital Income & Opportunities Fund II (? shares). | |||||
| 13G/A | Woodson Capital Management, LP | SG Sweetgreen, Inc. | Consumer Cyclical | — | $800M |
| Woodson Capital Management, LP amended a ? passive stake in Sweetgreen, Inc. (? shares). | |||||
| 13G/A | ALPS Advisors, Inc. | GLP-PB Global Partners LP | Energy | — | $859M |
| ALPS Advisors, Inc. amended a ? passive stake in Global Partners LP (? shares). | |||||
| 13G/A | Ameriprise Financial, Inc. | DOMO Domo, Inc. | Technology | — | $163M |
| Ameriprise Financial, Inc. amended a ? passive stake in Domo, Inc. (? shares). | |||||
| 13G/A | Konstantakopoulos Konstantinos | SHIP Seanergy Maritime Holdings C | Industrials | — | $325M |
| Konstantakopoulos Konstantinos amended a ? passive stake in Seanergy Maritime Holdings Corp. (? shares). | |||||
| 13G/A | T. Rowe Price Associates, Inc. | WOLF WOLFSPEED INC | Technology | — | $1.6B |
| T. Rowe Price Associates, Inc. amended a ? passive stake in WOLFSPEED INC (? shares). | |||||