13D/13G: who crossed 5%

Latest Schedule 13D and 13G filings — investors crossing 5% ownership in US companies, activist (13D) versus passive (13G) stakes, and changes since the previous report.

Anyone who acquires more than 5% of a US company's voting shares must file a Schedule 13D or 13G. A 13G is the short form for passive investors such as index funds. A 13D is required when the investor may seek to influence the company — through board seats, a sale or a proxy fight — and its "purpose of transaction" section explains the plan.

Amendments (13D/A, 13G/A) report material changes, including dropping below 5%. The table compares each report with the same holder's previous one where available.

Compiled from public SEC EDGAR data. Times are US Eastern. Titles link to the original filing on sec.gov. Information only — not investment advice. Updated:

13D/13G stakes

FiledCompanyHolderStakeDocument
Nov 13, 09:59 PMStarling Oncology, Inc. STLNChernett Jorey5.6%13G/A 5% stake (passive)
Nov 13, 09:58 PMExagen Inc. XGNChernett Jorey3.5%13G/A 5% stake (passive)
Nov 13, 09:51 PMHaymaker Acquisition Corp V HYACHaymaker Sponsor V, LLC20.0%13G 5% stake (passive)
Nov 13, 09:46 PMThomson Reuters Corp TRITHOMSON INVESTMENTS LIMITED70.3%13D/A 5% stake (activist)
Nov 13, 09:45 PMDeep Fission, Inc. FISNTompkins Mark N.3.4%13G/A 5% stake (passive)
Nov 13, 09:32 PMEvolent Health, Inc. EVHRubicon OP GP II LP5.0%13G/A 5% stake (passive)
Nov 13, 09:30 PMCenturi Holdings, Inc. CTRIIcahn Enterprises L.P.12.6%13D/A 5% stake (activist)
Nov 13, 09:24 PMWhitehawk Therapeutics, Inc. WHWKCoastlands Capital LP6.2%13G/A 5% stake (passive)
Nov 13, 09:23 PMMinerva Neurosciences, Inc. NERVCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:22 PMXilio Therapeutics, Inc. XLOCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:20 PMEloxx Pharmaceuticals, Inc. ELOXCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:17 PMX4 Pharmaceuticals, Inc XFORCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:15 PMCamp4 Therapeutics Corp CAMPCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:14 PMAN2 Therapeutics, Inc. ANTXCoastlands Capital LP10.0%13G/A 5% stake (passive)
Nov 13, 09:05 PMSpace Exploration Technologies Corp SPCXPeter Thiel3.8%13G/A 5% stake (passive)
Nov 13, 08:43 PMi-80 Gold Corp. IAUXDaniel Kaufman4.3%13G/A 5% stake (passive)
Nov 13, 08:36 PMCkx Lands, Inc. CKXStream William Gray10.3%13D/A 5% stake (activist)
Nov 13, 08:02 PMTFI International Inc. TFIICaisse de depot et placement du Quebec7.3%13G/A 5% stake (passive)
Nov 13, 07:55 PMRainier Acquisition Corp RNAQSilverArc Capital Management, LLC9.7%13G 5% stake (passive)
Nov 13, 07:54 PMSouthern Cross Acquisition I Corp. NCOSculptor Capital LP0.0%13G/A 5% stake (passive)
Nov 13, 07:51 PMPaymentus Holdings, Inc. PAYDushyant Sharma22.6%13G/A 5% stake (passive)
Nov 13, 07:49 PMTEN Holdings, Inc. XHLDV-Cube, Inc.0.0%13G/A 5% stake (passive)
Nov 13, 07:48 PMWilco 63 Corp WLCOSculptor Capital LP5.2%13G/A 5% stake (passive)
Nov 13, 07:43 PMKlaviyo, Inc. KVYOSummit Partners, L.P.9.6%13G/A 5% stake (passive)
Nov 13, 07:39 PMLifeStance Health Group, Inc. LFSTSummit Partners, L.P.4.4%13G/A 5% stake (passive)
Nov 13, 07:38 PMStandard Nuclear, Inc. STDNST-1014 Fund I, a series of Fundomo Syndicates, LP9.6%13G 5% stake (passive)
Nov 13, 07:37 PMIRulya Therapeutics Inc. IRLASilverArc Capital Management, LLC7.9%13G 5% stake (passive)
Nov 13, 07:33 PMSagimet Biosciences Inc. SGMTSilverArc Capital Management, LLC6.1%13G 5% stake (passive)
Nov 13, 07:30 PMAlliance Laundry Holdings Inc. ALHBDT Capital Partners, LLC58.5%13G/A 5% stake (passive)
Nov 13, 07:21 PMCH4 Natural Solutions Corp MTNESculptor Capital LP0.0%13G/A 5% stake (passive)
Nov 13, 07:19 PMColombier Acquisition Corp. III CLBRSculptor Capital LP5.9%13G/A 5% stake (passive)
Nov 13, 07:17 PMFirst Internet Bancorp INBKJohn C. Lame and Susan K. Lame Inheritance Trust 5/18/20202.3%13D/A 5% stake (activist)
Nov 13, 07:10 PMTRG Latin America Acquisitions Corp. TRGSSculptor Capital LP0.0%13G/A 5% stake (passive)
Nov 13, 07:08 PMAmperCap Acquisition Co APMCSculptor Capital LP0.0%13G/A 5% stake (passive)
Nov 13, 07:05 PMPhoenix Education Partners, Inc. PXEDApollo Principal Holdings A GP, Ltd.67.9%13G/A 5% stake (passive)
Nov 13, 07:05 PMBurtech Acquisition Corp II BRKHSculptor Capital LP0.0%13G/A 5% stake (passive)
Nov 13, 07:03 PMSnow Rothschild Acquisition Corp. ISNRSculptor Capital LP5.8%13G/A 5% stake (passive)
Nov 13, 06:58 PMCalamos Strategic Total Return Fund CSQApollo Management Holdings GP, LLC15.2%13G/A 5% stake (passive)
Nov 13, 06:58 PMAbeona Therapeutics Inc. ABEOFunicular Funds, LP7.5%13G/A 5% stake (passive)
Nov 13, 06:57 PMRMG ML Sports Holdings SHOTSculptor Capital LP2.3%13G/A 5% stake (passive)
Nov 13, 06:56 PMRackspace Technology, Inc. RXTApollo Management Holdings GP, LLC49.3%13G/A 5% stake (passive)
Nov 13, 06:55 PMGrupo Aeromexico, S.A.B. de C.V. AEROApollo Management Holdings GP, LLC18.9%13G/A 5% stake (passive)
Nov 13, 06:52 PMUSA TODAY Co., Inc. TDAYApollo Management Holdings GP, LLC9.4%13G/A 5% stake (passive)
Nov 13, 06:42 PMNew Fortress Energy Inc. NFECapital World Investors19.7%13G/A 5% stake (passive)
Nov 13, 06:42 PMNew Fortress Energy Inc. NFECapital World Investors13.2%13G/A 5% stake (passive)
Nov 13, 06:41 PMBridgeline Digital, Inc. BLINBard Associates, Inc.2.7%13G/A 5% stake (passive)
Nov 13, 06:30 PMQuantum Corp QMCOOaktree Capital Management, L.P.2.3%13G/A 5% stake (passive)
Nov 13, 06:30 PMTelephone & Data Systems Inc TDSOaktree Capital Management, L.P.6.7%13G 5% stake (passive)
Nov 13, 06:30 PMQVC Group, Inc. QVCGOaktree Capital Management, L.P.14.4%13G 5% stake (passive)
Nov 13, 06:30 PMMAGNACHIP SEMICONDUCTOR Corp MXOaktree Value Opportunities Fund, L.P.3.9%13G/A 5% stake (passive)
Nov 13, 06:30 PMIonic Digital Inc. IONDOaktree Capital Management, L.P.7.7%13G 5% stake (passive)
Nov 13, 06:30 PMITG, Inc./DE/ ITGOaktree Capital Management, L.P.81.9%13G 5% stake (passive)
Nov 13, 06:29 PMZiprecruiter, Inc. ZIPNorman A. Fogelsong2.0%13G/A 5% stake (passive)
Nov 13, 06:11 PMAN2 Therapeutics, Inc. ANTXEric Easom6.2%13G/A 5% stake (passive)
Nov 13, 06:10 PMUnisys Corp UISNeedham Investment Management L.L.C.5.7%13G/A 5% stake (passive)
Nov 13, 06:06 PMJanux Therapeutics, Inc. JANXW. Lawrence Hawkins5.2%13G/A 5% stake (passive)
Nov 13, 06:05 PMStandard Nuclear, Inc. STDNNobile Corey L.13.6%13G 5% stake (passive)
Nov 13, 06:03 PMADC Therapeutics SA ADCTProsight Management, LP0.3%13G/A 5% stake (passive)
Nov 13, 06:00 PMHut 8 Corp. HUTMichael Ho6.5%13D/A 5% stake (activist)
Nov 13, 05:56 PMGroupon, Inc. GRPNWolf Hill Capital Management, LP5.1%13G 5% stake (passive)
Nov 13, 05:56 PMLiberty Global Ltd. LBTYAWolf Hill Capital Management, LP9.5%13G/A 5% stake (passive)
Nov 13, 05:54 PMChime Financial, Inc. CHYMDST Global Advisors Ltd10.2%13G/A 5% stake (passive)
Nov 13, 05:53 PMD-MARKET Electronic Services & Trading HEPSVR Global Partners, L.P.0.0%13G/A 5% stake (passive)
Nov 13, 05:40 PMMorgan Stanley MSMorgan Stanley7.4%13G 5% stake (passive)
Nov 13, 05:40 PMVeradermics, Inc MANEPatrick G. Enright9.8%13D/A 5% stake (activist)
Nov 13, 05:38 PMMadison Air Solutions Corp MAIRLarry Gies61.1%13G/A 5% stake (passive)
Nov 13, 05:36 PMRiverNorth/DoubleLine Strategic Opportunity Fund, Inc. OPPMorgan Stanley8.9%13G/A 5% stake (passive)
Nov 13, 05:35 PMSurrozen, Inc./DE SRZNMillennium Management LLC3.2%13G/A 5% stake (passive)
Nov 13, 05:35 PMPriority Technology Holdings, Inc. PRTHGlazer Capital, LLC5.3%13G 5% stake (passive)
Nov 13, 05:35 PMXiao-I Corp AIXITHE GOLDMAN SACHS GROUP, INC.7.8%13G 5% stake (passive)
Nov 13, 05:34 PMSlide Insurance Holdings, Inc. SLDEBruce Lucas37.8%13G/A 5% stake (passive)
Nov 13, 05:34 PMProcore Technologies, Inc. PCORMorgan Stanley7.9%13G/A 5% stake (passive)
Nov 13, 05:31 PMNeighborhood Intelligence, Inc. NXHMorgan Stanley0.5%13G/A 5% stake (passive)
Nov 13, 05:31 PMNuran Wireless Inc. NURPosen Joseph Michael7.4%13G/A 5% stake (passive)
Nov 13, 05:30 PMBurford Capital Ltd BURConifer Management, L.L.C.9.4%13G/A 5% stake (passive)
Nov 13, 05:29 PMAttovia Therapeutics, Inc. ATTOGOLDMAN SACHS GROUP INC6.7%13G 5% stake (passive)
Nov 13, 05:29 PMMind Cti Ltd MNDOMorgan Stanley4.2%13G/A 5% stake (passive)
Nov 13, 05:28 PMXencor Inc XNCRThe Toronto-Dominion Bank5.2%13G 5% stake (passive)
Nov 13, 05:27 PMLogitech International S.a. LOGIMorgan Stanley5.9%13G 5% stake (passive)
Nov 13, 05:26 PMKKR Real Estate Finance Trust Inc. KREFMorgan Stanley7.0%13G 5% stake (passive)

Frequently asked questions

What is the difference between 13D and 13G?
13G is for passive holders; 13D is for investors who may try to influence control, and it requires a statement of purpose.
When must a 13D be filed?
Under current SEC rules, within five business days of crossing 5%.
Does a 13D mean a takeover?
Not always. Many 13Ds describe talks with management or board changes rather than a bid.

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