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5%+ stakes

Services, latest filing in March 2026

12 companies with 5%+ holders, every filing linked: Aclarion, Inc., Addus HomeCare Corp, Cass Information Systems Inc, Charming Medical Ltd, Hackett Group Inc, Nextdoor Holdings Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

12 companies with 5%+ holders on this page (Services, latest filing in March 2026), each linked to its filing, starting with Aclarion, Inc., Addus HomeCare Corp, Cass Information Systems Inc. Free check on any of them: https://mentionfox.com/check

On this page

Aclarion, Inc.

At 5% or more1
Filings1
Latest filing2026-03-25

Aclarion, Inc. has 1 Schedule 13D or 13G filing on record since 2026-03-25. 1 holder's latest filing reports 5% or more of common stock, $0.00001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
SEG Opportunity Fund, LLC9.98%244,043SCHEDULE 13G, 2026-03-252026-03-25
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
SEG Opportunity Fund, LLC0244,0430244,043SCHEDULE 13G, 2026-03-25

The latest filing identifies Aclarion, Inc. by CUSIP 655187409 and gives its principal executive office as 8181 Arista Place, Suite 100, Broomfield, CO 80021 (SCHEDULE 13G, 2026-03-25).

FiledHolderPercentFiling
2026-03-25SEG Opportunity Fund, LLC9.98%SCHEDULE 13G

Addus HomeCare Corp

At 5% or more1
Filings5
Latest filing2026-03-26

Addus HomeCare Corp has 5 Schedule 13D or 13G filings on record since 2025-08-11. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Capital Research Global Investors8%1,469,752SCHEDULE 13G/A, 2026-02-122025-12-31
Wasatch Advisors LP4.9%907,501SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital Research Global Investors1,469,75201,469,7520SCHEDULE 13G/A, 2026-02-12
Wasatch Advisors LP619,6130907,5010SCHEDULE 13G/A, 2026-02-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Addus HomeCare Corp by CUSIP 006739106 and gives its principal executive office as 6303 Cowboys Way, Suite 600, Frisco, TX 75034 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-08-11Wasatch Advisors LP5.1%SCHEDULE 13G/A
2025-08-13Capital Research Global Investors6%SCHEDULE 13G
2026-02-10Wasatch Advisors LP4.9%SCHEDULE 13G/A
2026-02-12Capital Research Global Investors8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 13, 2026Leadership change: W. Bradley Bickham appointed, Chief Operating Officer—Leadership changesSource

Cass Information Systems Inc

At 5% or more1
Filings2
Latest filing2026-03-26

Cass Information Systems Inc has 2 Schedule 13D or 13G filings on record since 2026-01-21. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.6.8%895,886SCHEDULE 13G/A, 2026-01-212025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.883,2110895,8860SCHEDULE 13G/A, 2026-01-21
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Cass Information Systems Inc by CUSIP 14808P109 and gives its principal executive office as 12444 Powerscourt Drive, Suite 550, Saint Louis, MO 63131 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2026-01-21BlackRock, Inc.6.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
March 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Charming Medical Ltd

At 5% or more1
Filings1
Latest filing2026-03-27

Charming Medical Ltd has 1 Schedule 13D or 13G filing on record since 2026-03-27. 1 holder's latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Kit Wong69.29%10,350,360SCHEDULE 13D, 2026-03-272025-10-22
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kit Wong10,350,360010,350,3600SCHEDULE 13D, 2026-03-27

The latest filing identifies Charming Medical Ltd by CUSIP G20528108 and gives its principal executive office as Units 1803-1806, 18/F, Hang Lung Centre, 2-20 Paterson Street, Causeway Bay (SCHEDULE 13D, 2026-03-27).

Kit Wong

The Reporting Person is pre-IPO shareholder of the Issuer. The Reporting Person acquired and continues to hold the securities with the intent to exercise control over the Issuer. Except as set forth herein, the Reporting Person does not have any present plans or proposals which relate to or would result in any of the transactions described in paragraphs (a) through (j) of this Item 4.Item 4 of the SCHEDULE 13D filed 2026-03-27
FiledHolderPercentFiling
2026-03-27Kit Wong69.29%SCHEDULE 13D
DateRecordFigureOur pageSource
October 21, 2025IPO filing, Form 424B4—IPO filingsSource
September 10, 2025IPO filing, Form F-1/A—IPO filingsSource
July 30, 2025IPO filing, Form F-1/A—IPO filingsSource
May 27, 2025IPO filing, Form F-1/A—IPO filingsSource
May 14, 2025IPO filing, Form F-1—IPO filingsSource

Hackett Group Inc

At 5% or more1
Filings5
Latest filing2026-03-27

Hackett Group Inc has 5 Schedule 13D or 13G filings on record since 2025-07-22. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Royce & Associates LP11.67%2,962,097SCHEDULE 13G/A, 2026-03-032026-02-28
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Royce & Associates LP2,962,09702,962,0970SCHEDULE 13G/A, 2026-03-03
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Hackett Group Inc by CUSIP 404609109 and gives its principal executive office as 1001 Brickell Bay Drive, Suite 3000, Miami, FL 33131 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-07-22Royce & Associates LP6.48%SCHEDULE 13G/A
2025-07-29The Vanguard Group8.17%SCHEDULE 13G/A
2025-10-14Royce & Associates LP9.38%SCHEDULE 13G/A
2026-03-03Royce & Associates LP11.67%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

Nextdoor Holdings Inc

At 5% or more1
Filings8
Latest filing2026-03-27

Nextdoor Holdings Inc has 8 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.6.5%15,929,201SCHEDULE 13G/A, 2026-01-212025-12-31
Sumitomo Mitsui Trust Group, Inc.4.9%11,899,919SCHEDULE 13G/A, 2026-02-052025-12-31
Amova Asset Management Americas, Inc.4.9%11,899,919SCHEDULE 13G/A, 2026-02-122025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sumitomo Mitsui Trust Group, Inc.011,899,919011,899,919SCHEDULE 13G/A, 2026-02-05
Amova Asset Management Co., Ltd.011,899,919011,899,919SCHEDULE 13G/A, 2026-02-05
Amova Asset Management Americas, Inc.01,603,072011,899,919SCHEDULE 13G/A, 2026-02-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Nextdoor Holdings Inc by CUSIP 65345M108 and gives its principal executive office as 420 Taylor Street, San Francisco, CA 94102 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-07-29The Vanguard Group6.75%SCHEDULE 13G/A
2025-10-27Sumitomo Mitsui Trust Group, Inc.5.7%SCHEDULE 13G
2025-11-13Amova Asset Management Americas, Inc.5.7%SCHEDULE 13G
2026-01-21BlackRock, Inc.6.5%SCHEDULE 13G/A
2026-01-30The Vanguard Group5.53%SCHEDULE 13G/A
2026-02-05Sumitomo Mitsui Trust Group, Inc.4.9%SCHEDULE 13G/A
2026-02-12Amova Asset Management Americas, Inc.4.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

Pegasystems Inc.

At 5% or more2
Filings5
Latest filing2026-10-30

Pegasystems Inc. has 5 Schedule 13D or 13G filings on record since 2025-07-17. 2 holders' latest filing reports 5% or more of common stock, $.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2026-01-12 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Alan Trefler47.8%79,095,963SCHEDULE 13G/A, 2026-10-302026-09-30
BlackRock, Inc.5.1%8,671,803SCHEDULE 13G, 2025-07-172025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Alan Trefler60,560,55018,535,41360,560,55018,535,413SCHEDULE 13G/A, 2026-10-30
BlackRock, Inc.8,382,31708,671,8030SCHEDULE 13G, 2025-07-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Pegasystems Inc. by CUSIP 705573103 and gives its principal executive office as 225 Wyman Street, Ste 300, Waltham, MA 02451 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.5.1%SCHEDULE 13G
2025-08-01Trefler Alan46%SCHEDULE 13G/A
2025-11-12Alan Trefler46%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-10-30Alan Trefler47.8%SCHEDULE 13G/A

PINEAPPLE EXPRESS CANNABIS Co

At 5% or more2
Filings2
Latest filing2026-03-25

PINEAPPLE EXPRESS CANNABIS Co has 2 Schedule 13D or 13G filings on record since 2025-10-08. 2 holders' latest filing reports 5% or more of common stock, no par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Alumni Capital LP9.99%4,127,239SCHEDULE 13G, 2025-10-082025-06-05
J. P. Carey Enterprises, Inc.9.9%5,706,667SCHEDULE 13G, 2026-03-252026-03-25
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Alumni Capital LP04,127,23904,127,239SCHEDULE 13G, 2025-10-08
Alumni Capital GP LLC04,127,23904,127,239SCHEDULE 13G, 2025-10-08
Ashkan Mapar04,127,23904,127,239SCHEDULE 13G, 2025-10-08
J. P. Carey Enterprises, Inc.5,706,66705,706,6670SCHEDULE 13G, 2026-03-25

The latest filing identifies PINEAPPLE EXPRESS CANNABIS Co by CUSIP 60251H102 and gives its principal executive office as 300 PEACHTREE STREET NE, #1775, ATLANTA, GA 30009 (SCHEDULE 13G, 2026-03-25).

FiledHolderPercentFiling
2025-10-08Alumni Capital LP9.99%SCHEDULE 13G
2026-03-25J. P. Carey Enterprises, Inc.9.9%SCHEDULE 13G

Silvaco Group, Inc.

At 5% or more1
Filings1
Latest filing2026-03-19

Silvaco Group, Inc. has 1 Schedule 13D or 13G filing on record since 2026-03-19. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2025-11-26 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Katherine S. Ngai-Pesic29.8%9,357,145SCHEDULE 13G/A, 2026-03-192025-11-17
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Katherine S. Ngai-Pesic9,357,145—9,357,145—SCHEDULE 13G/A, 2026-03-19
Iliya Pesic5,382,155—5,382,155—SCHEDULE 13G/A, 2026-03-19
Yelena Pesic3,603,073—3,603,073—SCHEDULE 13G/A, 2026-03-19

The latest filing identifies Silvaco Group, Inc. by CUSIP 82728C102 and gives its principal executive office as 4701 PATRICK HENRY DRIVE, BLDG #23, SANTA CLARA, CA 95054 (SCHEDULE 13G/A, 2026-03-19).

All of the shares identified in this Schedule 13G/A are subject to the Stockholders Agreement and the obligations and rights thereunder. The Reporting Persons acknowledge and agree that they are acting as a "group" within the meaning of the Exchange Act.Katherine S. Ngai-Pesic, SCHEDULE 13G/A, 2026-03-19
FiledHolderPercentFiling
2026-03-19Katherine S. Ngai-Pesic29.8%SCHEDULE 13G/A

Unity Software Inc

At 5% or more1
Filings2
Latest filing2026-03-27

Unity Software Inc has 2 Schedule 13D or 13G filings on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Sequoia Capital Fund Management, L.P. ("Sequoia Capital Fund Management")7.6%33,147,204SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sequoia Capital Fund, L.P. ("Scf")029,973,648029,973,648SCHEDULE 13G/A, 2026-02-13
Sequoia Capital Fund Parallel, LLC ("Scfp")03,173,55603,173,556SCHEDULE 13G/A, 2026-02-13
Sequoia Capital Fund Management, L.P. ("Sequoia Capital Fund Management")033,147,204033,147,204SCHEDULE 13G/A, 2026-02-13
Sc Us (Ttgp), Ltd. ("Sc Us (Ttgp)")033,147,204033,147,204SCHEDULE 13G/A, 2026-02-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Unity Software Inc by CUSIP 91332U101 and gives its principal executive office as 30 3rd Street, San Francisco, CA 94103 (SCHEDULE 13G/A, 2026-03-27).

7.6%. Based on a total of 432,987,611 shares of Common Stock outstanding as of January 30, 2026, as reported in the Issuer's Annual Report on Form 10-K filed with the Securities and Exchange Commission on February 11, 2026.Sequoia Capital Fund Management, L.P. ("Sequoia Capital Fund Management"), SCHEDULE 13G/A, 2026-02-13
FiledHolderPercentFiling
2026-02-13Sequoia Capital Fund Management, L.P. ("Sequoia Capital Fund Management")7.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 19, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
July 27, 2026Leadership change: Michael Lieb appointed, Chief Accounting Officer—Leadership changesSource
July 16, 2026Leadership change: Shlomo Dovrat departs, Director—Leadership changesSource

Upland Software, Inc.

At 5% or more2
Filings3
Latest filing2026-11-06

Upland Software, Inc. has 3 Schedule 13D or 13G filings on record since 2025-11-10. 2 holders' latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Ulysses Aggregator, LP22.46%789,686SCHEDULE 13D/A, 2026-11-062026-11-04
Jalak Investments B.V.9%2,600,000SCHEDULE 13G/A, 2025-11-102025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Ulysses Aggregator, LP0789,6860789,686SCHEDULE 13D/A, 2026-11-06
HGGC Fund IV GP, Ltd.0814,8580814,858SCHEDULE 13D/A, 2026-11-06
Jalak Investments B.V.02,600,00002,600,000SCHEDULE 13G/A, 2025-11-10
Petrus van Schaick02,600,00002,600,000SCHEDULE 13G/A, 2025-11-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Upland Software, Inc. by CUSIP 91544A109 and gives its principal executive office as 900 S. Capital of Texas Highway, Las Cimas IV, Suite 300, Austin, TX 78746 (SCHEDULE 13D/A, 2026-11-06).

FiledHolderPercentFiling
2025-11-10Jalak Investments B.V.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-11-06Ulysses Aggregator, LP22.46%SCHEDULE 13D/A
DateRecordFigureOur pageSource
July 21, 2026Leadership change: Jennifer Simon appointed, Chief Financial Officer—Leadership changesSource
July 7, 2026Leadership change: David Tamez appointed, Chief Financial Officer—Leadership changesSource

Zenvia Inc.

At 5% or more1
Filings2
Latest filing2026-03-23

Zenvia Inc. has 2 Schedule 13D or 13G filings on record since 2026-03-12. 1 holder's latest filing reports 5% or more of class a common shares, par value $0.00005 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Perea Capital Partners, LP14.53%4,200,000SCHEDULE 13G/A, 2026-03-232026-03-18
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Perea Capital Partners, LP04,200,00004,200,000SCHEDULE 13G/A, 2026-03-23
Perea Capital, LP04,200,00004,200,000SCHEDULE 13G/A, 2026-03-23
Perea Capital, LLC04,200,00004,200,000SCHEDULE 13G/A, 2026-03-23
Omar Musa04,200,00004,200,000SCHEDULE 13G/A, 2026-03-23

The latest filing identifies Zenvia Inc. by CUSIP G9889V101 and gives its principal executive office as AVENIDA PAULISTA, 2300, 18TH FLOOR, SUITES 182 & 184, SAO PAULO (SCHEDULE 13G/A, 2026-03-23).

FiledHolderPercentFiling
2026-03-12Perea Capital Partners, LP11.57%SCHEDULE 13G
2026-03-23Perea Capital Partners, LP14.53%SCHEDULE 13G/A

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.