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5%+ stakes · Schedule 13D and 13G

Biovie Inc.: 5%+ holders

Who has reported owning 5% or more of Biovie Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings5
Latest filing2026-09-03

Biovie Inc. has 5 Schedule 13D or 13G filings on record since 2026-03-25. 4 holders' latest filing reports 5% or more of class a common stock, $0.0001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Morgan Stanley11.9%896,822SCHEDULE 13G/A, 2026-08-072026-07-31
Alta Partners LLC8.4%687,321SCHEDULE 13G, 2026-08-192026-08-12
Jane Street Group, LLC5.2%441,751SCHEDULE 13G, 2026-09-032026-08-28
Do Cuong V5.03%399,018SCHEDULE 13D, 2026-03-252026-01-05

Purpose of Transaction (Item 4)

Do Cuong V

The Reporting Persons acquired all their securities for investment purposes only and the securities are being held as a long-term investment. The Reporting Persons intend to continuously review their investment in the Issuer and may in the future determine to acquire additional securities of the Issuer or dispose of the securities of the Issuer owned by them or take any other available course of action, including surrendering or selling shares back to the Issuer for tax withholding obligations. Notwithstanding anything contained herein, the Reporting Persons specifically reserve the right to change their intention with respect to any or all of such matters. Mr. Do is the President and Chief Executive Officer of the Issuer and acquired his securities in that capacity. As a result, Mr. Do may have influence over the corporate activities of the Issuer, including activities that may relate to items described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Other than as described above, the Reporting Persons do not have any present plans or proposals as of the date hereof that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, as part of ongoing evaluation of their investment and investment alternatives, each Reporting Person may consider such matters and, subject to applicable law, may formulate a plan or proposal with respect to such matters, and, from time to time, may hold …The first part of Item 4 of the SCHEDULE 13D filed 2026-03-25; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-03-25Do Cuong V5.03%SCHEDULE 13D
2026-08-07Morgan Stanley8%SCHEDULE 13G
2026-08-07Morgan Stanley11.9%SCHEDULE 13G/A
2026-08-19Alta Partners LLC8.4%SCHEDULE 13G
2026-09-03Jane Street Group, LLC5.2%SCHEDULE 13G

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/biovie
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Biovie Inc. 5%+ holders: 4 at 5% or more, largest Morgan Stanley 11.9%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/biovie