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5%+ stakes · Schedule 13D and 13G

Bridge Investment Group Holdings Inc.: 5%+ holders

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

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Bridge Investment Group Holdings Inc. The largest reported stake is Barclays PLC's, at 6.62%. 5 filings are on record since July 23, 2025 (Schedule 13G, August 12, 2025).

Glazer Capital, LLC also filed stake reports on 107 other companies ↓

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Key facts

  • · Holder: Glazer Capital, LLC · Percent: 0% · SCHEDULE 13G/A
  • · Holder: Robert Randolph Morse · Percent: 0% · Shares: 0 · SCHEDULE 13D/A
  • · Holder: Barclays PLC · Percent: 6.62% · SCHEDULE 13G
  • · Holder: Fmr LLC · Percent: 3% · SCHEDULE 13G/A
  • · Holder: Glazer Capital, LLC · Percent: 6.38% · SCHEDULE 13G
At 5% or more1
Filings5
Latest filing2025-11-13

Bridge Investment Group Holdings Inc. has 5 Schedule 13D or 13G filings on record since 2025-07-23. 1 holder's latest filing reports 5% or more of class a common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Barclays PLC6.62%2,955,619SCHEDULE 13G, 2025-08-122025-06-30
Fmr LLC3%1,317,837SCHEDULE 13G/A, 2025-08-062025-06-30
Glazer Capital, LLC0%0SCHEDULE 13G/A, 2025-11-132025-09-30
0%0SCHEDULE 13D/A, 2025-09-022025-09-02

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More on Bridge Investment Group Holdings Inc. and the records around it.

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What the Full Report on Bridge Investment Group Holdings Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    5 cited sources found

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Purpose of Transaction (Item 4)

Robert Randolph Morse

Consummation of the Mergers On September 2, 2025, the Issuer, Apollo Global Management, Inc., a Delaware corporation ("Parent"), Bridge Investment Group Holdings LLC, a Delaware limited liability company and subsidiary of the Issuer ("OpCo"), Aspen PubCo Merger Sub 1, Inc., a Delaware corporation and a wholly owned, direct subsidiary of Parent ("Merger Sub Inc.") and Aspen Second Merger Sub, LLC, a Delaware limited liability company and wholly owned subsidiary of Parent ("Merger Sub LLC" and, together with Merger Sub Inc., the "Merger Subs"), completed the previously announced transactions contemplated by the Agreement and Plan of Merger, dated February 23, 2025 (the "Merger Agreement"), by and among the Issuer, Parent, OpCo, the Merger Subs, and, solely for purposes of Section 6.16 thereof, Adam O'Farrell as the OpCo Representative. Upon the consummation of the transactions contemplated by the Merger Agreement (the "Closing"), Merger Sub Inc. merged with and into the Issuer (the "Corporate Merger"), with the Issuer surviving such merger as the surviving corporation and a wholly owned subsidiary of Parent (the "Surviving Corporation") and Merger Sub LLC merged with and into OpCo with OpCo surviving such merger as the surviving limited liability company and a wholly owned subsidiary of Parent (the "LLC Merger" and, together with the Corporate Merger, the "Mergers"). Each capitalized term used herein but not otherwise defined has the meaning given to it in the Merger …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-09-02; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-07-23Glazer Capital, LLC6.38%SCHEDULE 13G
2025-08-06Fmr LLC3%SCHEDULE 13G/A
2025-08-12Barclays PLC6.62%SCHEDULE 13G
2025-09-02Robert Randolph Morse0%SCHEDULE 13D/A
2025-11-13Glazer Capital, LLC0%SCHEDULE 13G/A

Questions about who owns Bridge Investment Group Holdings Inc.

Who owns Bridge Investment Group Holdings Inc.?

On this page, one holder's latest ownership filing reports 5% or more of Bridge Investment Group Holdings Inc.: Barclays PLC (6.62%, Schedule 13G, filed 2025-08-12).

When did Barclays PLC buy into Bridge Investment Group Holdings Inc.?

The filings give report dates, not purchase dates. The earliest filing from Barclays PLC on this page is the Schedule 13G, filed 2025-08-12, reporting 6.62%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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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/bridge-investment-group-holdings
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Bridge Investment Group Holdings Inc.? 1 holder at 5% or more, largest Barclays PLC 6.62%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/bridge-investment-group-holdings