Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | GoldenTree Asset Management LP | GoldenTree Opportunistic Credit Fund | — | 73.2% | — |
| GoldenTree Asset Management LP disclosed a 73.2% stake in GoldenTree Opportunistic Credit Fund via Schedule 13D filing. | |||||
| 13D/A | Chauncey Lennis Thompson | GEDC CalEthos, Inc. | Technology | 58.8% | $12M |
| Chauncey Lennis Thompson acquired 58.8% stake in CalEthos via warrant and note, with no current plans for operational changes. | |||||
| 13D/A | Manjit Dale | TH Target Hospitality Corp. | Industrials | 56.8% | $1.5B |
| Manjit Dale, holding 56.8% of Target Hospitality Corp., plans to sell shares at his discretion without prior notice. | |||||
| 13D/A | Gateway Superfood NSSIII Investment, LLC | LSF Laird Superfood, Inc. | Consumer Defensive | 53.0% | $34M |
| Gateway Superfood NSSIII acquired 53% of Laird Superfood, Inc.; Laird completed acquisition of Terrasoul Superfoods on April 21, 2026. | |||||
| 13D/A | BFI Co., LLC | PAHC Phibro Animal Health Corpora | Healthcare | 48.3% | $2.2B |
| BFI Co., LLC acquired a 48.3% stake in Phibro Animal Health Corporation. | |||||
| 13D/A | RA Capital Management, L.P. | ACRV ACRIVON THERAPEUTICS, INC. | Healthcare | 28.8% | $68M |
| RA Capital Management acquired 28.8% stake in Acrivon Therapeutics, likely for investment purposes and potential influence over company direction. | |||||
| 13D | BCPE Perseus Investor, LP | KLRA Kailera Therapeutics, Inc. | Healthcare | 20.3% | $3.3B |
| BCPE Perseus acquired 20.3% stake in Kailera Therapeutics for investment; plans active involvement in operational and strategic initiatives. | |||||
| 13D | BCLS Fund IV Investments, L.P. | KLRA Kailera Therapeutics, Inc. | Healthcare | 17.4% | $3.3B |
| BCLS Fund IV acquired 17.4% of Kailera Therapeutics for investment; plans active involvement in operational and strategic initiatives. | |||||
| 13D/A | ORBIMED ADVISORS LLC | PRLD Prelude Therapeutics Inc | Healthcare | 16.0% | $264M |
| OrbiMed Advisors LLC acquired 16% of Prelude Therapeutics and reserves the right to increase, decrease, or otherwise adjust its investment stake. | |||||
| 13D/A | Daniel Maurice Wagner | RZLVW Rezolve AI plc | Technology | 15.6% | $342M |
| Daniel Maurice Wagner acquired 15.6% stake in Rezolve AI plc with potential to review future actions. | |||||
| 13D/A | Saba Capital Management, L.P. | MXF The Mexico Fund, Inc. | Financial Services | 13.1% | $302M |
| Saba Capital acquired 13.1% of The Mexico Fund, Inc., likely seeking board representation or influence over fund operations. | |||||
| 13D/A | Galkin Vladimir | JBLU JETBLUE AIRWAYS CORP | Industrials | 10.0% | $1.8B |
| Vladimir Galkin acquired 10% of JetBlue Airways (37.2M shares) as an investment and may engage with management on strategic matters to maximize shareholder value. | |||||
| 13D | Illumina Innovation Fund II GP, L.L.C. | ALMR Alamar Biosciences, Inc. | Healthcare | 8.8% | $223M |
| Illumina Innovation Fund II GP acquires 8.8% stake in Alamar Biosciences for investment purposes with potential future acquisitions or dispositions. | |||||
| 13D/A | Singh Ranbir | NVTS Navitas Semiconductor Corp | Technology | 8.1% | $3.7B |
| Ranbir Singh, holding 8.1% of Navitas Semiconductor, expresses concerns about board tenure and alignment issues in amended 13D filing. | |||||
| 13D/A | Ocho Investments LLC | TBRG TruBridge, Inc. | Healthcare | 7.5% | $386M |
| Ocho Investments LLC acquired 7.5% of TruBridge Inc. and agreed to vote shares in favor of a merger transaction. | |||||
| 13D | Sands Capital Life Sciences Pulse Fund II, L.P. | ALMR Alamar Biosciences, Inc. | Healthcare | 6.3% | $223M |
| Sands Capital Life Sciences Pulse Fund II acquired 6.3% stake in Alamar Biosciences for investment purposes with potential future purchases based on company evaluation. | |||||
| 13D/A | Mill Road Capital III, L.P. | MG Mistras Group, Inc. | Industrials | 5.9% | $595M |
| Mill Road Capital III acquired 5.9% stake in Mistras Group, likely for investment purposes based on typical venture capital positioning. | |||||
| 13D/A | Two Seas Capital LP | CORZZ Core Scientific, Inc. | Technology | 4.4% | $6.6B |
| Two Seas Capital LP acquired 4.4% stake in Core Scientific, Inc. for potential influence over management and strategic direction. | |||||
| 13D/A | WE-INN LLC | INVLW Innventure, Inc. | — | 4.2% | $109M |
| WE-INN LLC amended its 4.2% stake disclosure in Innventure, Inc., clarifying that share dispositions are for portfolio diversification, not due to changed investment thesis. | |||||
| 13D/A | GAMCO INVESTORS, INC. ET AL | NATH NATHANS FAMOUS, INC. | Consumer Cyclical | — | $411M |
| GAMCO Investors disclosed stake in Nathans Famous to comply with SEC reporting requirements despite potential short-form eligibility. | |||||
| 13G/A | M3 Funds, LLC | NODK NI HOLDINGS, INC. | Financial Services | — | $264M |
| M3 Funds, LLC amended a ? passive stake in NI HOLDINGS, INC. (? shares). | |||||
| 13G/A | Royal Bank of Canada | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | — | $9.6B |
| Royal Bank of Canada amended a ? passive stake in AMERICAN HEALTHCARE REIT INC (? shares). | |||||
| 13G/A | Wasatch Advisors LP | MAMA Mama's Creations Inc | Consumer Defensive | — | $568M |
| Wasatch Advisors LP amended a ? passive stake in Mama's Creations Inc (? shares). | |||||
| 13G/A | GIC Private Limited | MMYT MAKEMYTRIP LIMITED | Consumer Cyclical | — | $4.4B |
| GIC Private Limited amended a ? passive stake in MAKEMYTRIP LIMITED (? shares). | |||||
| 13G/A | Robert D. Lynch | MKTW MarketWise, Inc. | Technology | — | $44M |
| Robert D. Lynch amended a ? passive stake in MarketWise, Inc. (? shares). | |||||
| 13G/A | GIC Private Limited | TBBB BBB Foods Inc | Consumer Defensive | — | $4.2B |
| GIC Private Limited amended a ? passive stake in BBB Foods Inc (? shares). | |||||
| 13G/A | Elon R. Musk | TSLA Tesla, Inc. | Consumer Cyclical | — | $1474.2B |
| Elon R. Musk amended a ? passive stake in Tesla, Inc. (? shares). | |||||
| 13G/A | JOBSON CHARLES E | JYNT JOINT Corp | Healthcare | — | $126M |
| JOBSON CHARLES E amended a ? passive stake in JOINT Corp (? shares). | |||||
| 13G/A | Wasatch Advisors LP | TBBB BBB Foods Inc | Consumer Defensive | — | $4.2B |
| Wasatch Advisors LP amended a ? passive stake in BBB Foods Inc (? shares). | |||||
| 13G/A | Wasatch Advisors LP | ORN Orion Group Holdings Inc | Industrials | — | $592M |
| Wasatch Advisors LP amended a ? passive stake in Orion Group Holdings Inc (? shares). | |||||
| 13G/A | Wasatch Advisors LP | OLLI Ollie's Bargain Outlet Holdi | Consumer Defensive | — | $5.0B |
| Wasatch Advisors LP amended a ? passive stake in Ollie's Bargain Outlet Holding (? shares). | |||||
| 13G/A | Paramora Holding LLC | DMRA Damora Therapeutics, Inc. | Healthcare | — | $1.6B |
| Paramora Holding LLC amended a ? passive stake in Damora Therapeutics, Inc. (? shares). | |||||
| 13G/A | Wasatch Advisors LP | CLMB Climb Global Solutions Inc | Technology | — | $346M |
| Wasatch Advisors LP amended a ? passive stake in Climb Global Solutions Inc (? shares). | |||||
| 13G/A | MMMK Development, Inc. | RVLV Revolve Group, Inc. | Consumer Cyclical | — | $1.7B |
| MMMK Development, Inc. amended a ? passive stake in Revolve Group, Inc. (? shares). | |||||
| 13G/A | MIH Fintech Investments B.V. | RELY Remitly Global, Inc. | Technology | — | $5.0B |
| MIH Fintech Investments B.V. amended a ? passive stake in Remitly Global, Inc. (? shares). | |||||
| 13G/A | INGALLS & SNYDER LLC | HYFT MindWalk Holdings Corp. | Healthcare | — | $58M |
| INGALLS & SNYDER LLC amended a ? passive stake in MindWalk Holdings Corp. (? shares). | |||||
| 13G/A | M3 Funds, LLC | ASLE AerSale Corp. | Industrials | — | $321M |
| M3 Funds, LLC amended a ? passive stake in AerSale Corp. (? shares). | |||||
| 13G/A | INGALLS & SNYDER LLC | OMER OMEROS CORP | Healthcare | — | $1.1B |
| INGALLS & SNYDER LLC amended a ? passive stake in OMEROS CORP (? shares). | |||||
| 13G/A | Wasatch Advisors LP | GSHD Goosehead Insurance Inc | Financial Services | — | $1.7B |
| Wasatch Advisors LP amended a ? passive stake in Goosehead Insurance Inc (? shares). | |||||
| 13G/A | M3 Funds, LLC | SWKHL SWK Holdings Corporation | Financial Services | — | $307M |
| M3 Funds, LLC amended a ? passive stake in SWK Holdings Corporation (? shares). | |||||
| 13G/A | Millennium Management LLC | GPACW General Purpose Acquisition | Financial Services | — | $90M |
| Millennium Management LLC amended a ? passive stake in General Purpose Acquisition Corp. (? shares). | |||||
| 13G/A | Unknown | GCT | Technology | — | $1.7B |
| Unknown amended a ? passive stake in GCT (? shares). | |||||
| 13G/A | INGALLS & SNYDER LLC | STRS STRATUS PROPERTIES INC | Real Estate | — | $237M |
| INGALLS & SNYDER LLC amended a ? passive stake in STRATUS PROPERTIES INC (? shares). | |||||
| 13G | INGALLS & SNYDER LLC | AERGP APPLIED ENERGETICS, INC. | Industrials | — | $302M |
| INGALLS & SNYDER LLC reported a ? passive stake in APPLIED ENERGETICS, INC. (? shares). | |||||
| 13D/A | Unknown | UWMC | Financial Services | — | $5.4B |
| I don't have access to the specific SEC Schedule 13D filing you're referring to. To provide an accurate summary, I would need you to share the actual document or its key... | |||||
| 13G | Durable Capital Partners LP | MAIR Madison Air Solutions Corp | Industrials | — | $19.7B |
| Durable Capital Partners LP reported a ? passive stake in Madison Air Solutions Corp (? shares). | |||||
| 13G | Quint Digital Ltd | LEE LEE ENTERPRISES, Inc | Communication Services | — | $50M |
| Quint Digital Ltd reported a ? passive stake in LEE ENTERPRISES, Inc (? shares). | |||||
| 13G | Point72 Asset Management, L.P. | SRZNW Surrozen, Inc./DE | Healthcare | — | $141K |
| Point72 Asset Management, L.P. reported a ? passive stake in Surrozen, Inc./DE (? shares). | |||||
| 13G | Galkin Vladimir | FLYYQ Spirit Aviation Holdings, In | — | — | $30M |
| Galkin Vladimir reported a ? passive stake in Spirit Aviation Holdings, Inc. (? shares). | |||||
| 13G | AuGC BioFund LP | PTN PALATIN TECHNOLOGIES INC | Healthcare | — | $521M |
| AuGC BioFund LP reported a ? passive stake in PALATIN TECHNOLOGIES INC (? shares). | |||||
| 13G | CONGRESS ASSET MANAGEMENT CO | UFPT UFP TECHNOLOGIES INC | Healthcare | — | $1.5B |
| CONGRESS ASSET MANAGEMENT CO reported a ? passive stake in UFP TECHNOLOGIES INC (? shares). | |||||
| 13G | Trailblazer Sponsor Group, LLC | CYAB CYABRA, INC. | Technology | — | $17M |
| Trailblazer Sponsor Group, LLC reported a ? passive stake in CYABRA, INC. (? shares). | |||||
| 13G | THE GOLDMAN SACHS GROUP, INC. | PD PAGERDUTY, INC. | Technology | — | $631M |
| THE GOLDMAN SACHS GROUP, INC. reported a ? passive stake in PAGERDUTY, INC. (? shares). | |||||
| 13G | Frazier Life Sciences Public Fund, L.P. | ALLO Allogene Therapeutics, Inc. | Healthcare | — | $551M |
| Frazier Life Sciences Public Fund, L.P. reported a ? passive stake in Allogene Therapeutics, Inc. (? shares). | |||||
| 13G | Greg Paul Lambrecht | CBDW 1606 Corp. | Consumer Defensive | — | $266K |
| Greg Paul Lambrecht reported a ? passive stake in 1606 Corp. (? shares). | |||||
| 13G/A | Wasatch Advisors LP | CDNL Cardinal Infrastructure Grou | Industrials | — | $756M |
| Wasatch Advisors LP amended a ? passive stake in Cardinal Infrastructure Group (? shares). | |||||
| 13G | Ya-Hui Wu | MKDWW MKDWELL Tech Inc. | Consumer Cyclical | — | $2M |
| Ya-Hui Wu reported a ? passive stake in MKDWELL Tech Inc. (? shares). | |||||
| 13G | 3i, LP | ZSPC zSpace, Inc. | Technology | — | $143K |
| 3i, LP reported a ? passive stake in zSpace, Inc. (? shares). | |||||
| 13G | 3i, LP | CAPS Capstone Holding Corp. | Basic Materials | — | $2M |
| 3i, LP reported a ? passive stake in Capstone Holding Corp. (? shares). | |||||
| 13G | PZENA INVESTMENT MANAGEMENT LLC | AVT AVNET INC | Technology | — | $6.6B |
| PZENA INVESTMENT MANAGEMENT LLC reported a ? passive stake in AVNET INC (? shares). | |||||
| 13G | Lumina Capital Management Ltda. | AGBK AGI Inc | Financial Services | — | $1.1B |
| Lumina Capital Management Ltda. reported a ? passive stake in AGI Inc (? shares). | |||||
| 13G | Wasatch Advisors LP | CSW CSW Industrials Inc | Industrials | — | $4.6B |
| Wasatch Advisors LP reported a ? passive stake in CSW Industrials Inc (? shares). | |||||
| 13G/A | Wasatch Advisors LP | KAI Kadant Inc | Industrials | — | $3.4B |
| Wasatch Advisors LP amended a ? passive stake in Kadant Inc (? shares). | |||||
| 13G/A | Paragon Therapeutics, Inc. | DMRA Damora Therapeutics, Inc. | Healthcare | — | $1.6B |
| Paragon Therapeutics, Inc. amended a ? passive stake in Damora Therapeutics, Inc. (? shares). | |||||
| 13G/A | Wasatch Advisors LP | VITL Vital Farms Inc | Consumer Defensive | — | $582M |
| Wasatch Advisors LP amended a ? passive stake in Vital Farms Inc (? shares). | |||||
| 13G/A | Bayshore Capital Advisors, LLC | USAR USA Rare Earth, Inc. | Basic Materials | — | $2.5B |
| Bayshore Capital Advisors, LLC amended a ? passive stake in USA Rare Earth, Inc. (? shares). | |||||