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
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Barclays PLC | 6.62% | 2,955,619 | SCHEDULE 13G, 2025-08-12 | 2025-06-30 |
| Fmr LLC | 3% | 1,317,837 | SCHEDULE 13G/A, 2025-08-06 | 2025-06-30 |
| Glazer Capital, LLC | 0% | 0 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| Robert Randolph Morse | 0% | 0 | SCHEDULE 13D/A, 2025-09-02 | 2025-09-02 |
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
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-23 | Glazer Capital, LLC | 6.38% | SCHEDULE 13G |
| 2025-08-06 | Fmr LLC | 3% | SCHEDULE 13G/A |
| 2025-08-12 | Barclays PLC | 6.62% | SCHEDULE 13G |
| 2025-09-02 | Robert Randolph Morse | 0% | SCHEDULE 13D/A |
| 2025-11-13 | Glazer Capital, LLC | 0% | SCHEDULE 13G/A |
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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.