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5%+ stakes · Schedule 13D and 13G

Lantronix Inc: 5%+ holders

Who has reported owning 5% or more of Lantronix 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 more2
Filings7
Latest filing2026-07-02

Lantronix Inc has 7 Schedule 13D or 13G filings on record since 2025-07-01. 2 holders' latest filing reports 5% or more of common stock, $0.0001 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Needham Investment Management L.L.C.7.1%3,150,000SCHEDULE 13G, 2026-07-022026-06-18
TL Investment GmbH6%0SCHEDULE 13D/A, 2025-12-082025-12-01
Chain of Lakes Investment Fund, LLC3%395,441SCHEDULE 13D/A, 2026-03-122026-03-10
TL Stiftung0%0SCHEDULE 13G/A, 2026-02-062026-01-29

Purpose of Transaction (Item 4)

Chain of Lakes Investment Fund, LLC

As described in the Original Schedule 13D, the Reporting Persons originally acquired the shares in the Issuer because they believed the Shares were materially undervalued and represented an attractive investment opportunity. As a result of the foregoing and as disclosed in detail in Item 4 of the Original Schedule 13D, the Reporting Persons considered taking one or more actions described in subjections (a) through (j) of Item 4 of Schedule 13D, and intended to seek to replace a majority of the current members of the Board of the Issuer with candidates that were committed to an expedited return of shareholders' capital through a sale of the Issuer by running a competing proxy statement at the Issuer's 2025 Annual Meeting of Stockholders. Subsequent to the filing of the Original Schedule 13D and as described in detail in Amendment No. 1, the Reporting Persons engaged in discussions with the Issuer, and the parties have agreed to resolve their differences with respect to this matter by entering into a Cooperation Agreement dated June 24, 2025 (the "Cooperation Agreement"). A copy of the Cooperation Agreement was filed as Exhibit 1 to Amendment No. 1. The Reporting Persons intend to review their investment in the Issuer on a continuing basis, and depending on various factors, may in the future take such actions with respect to their investment in the Issuer as they deem appropriate, subject to compliance with the terms of the Cooperation Agreement.Item 4 of the SCHEDULE 13D/A filed 2026-03-12

TL Investment GmbH

Item 4 is hereby amended to add the following: On December 1, 2025, TL Investment transferred to Mr. Bruscha all 5,166,471 shares of Common Stock of the Issuer held by TL Investment. On that same date, Mr. Bruscha gifted 3,000,000 shares, to TL Stiftung, as a gift. Accordingly, as of December 1, 2025, TL Investment ceased to have beneficial ownership of any shares of Common Stock, and Mr. Bruscha was the beneficial owner of 2,347,925 shares of Common Stock. Mr. Bruscha resigned from the Board of Directors of the Issuer effective November 9, 2021, and currently holds no positions with the Issuer. Manfred Rubin-Schwarz retired as one of the two managing directors of TL Investment on December 31, 2023.Item 4 of the SCHEDULE 13D/A filed 2025-12-08

Timeline

FiledHolderPercentFiling
2025-07-01Chain of Lakes Investment Fund, LLC4.3%SCHEDULE 13D/A
2025-12-08TL Investment GmbH6%SCHEDULE 13D/A
2025-12-08TL Stiftung7.6%SCHEDULE 13G
2026-01-30Chain of Lakes Investment Fund, LLC3.6%SCHEDULE 13D/A
2026-02-06TL Stiftung0%SCHEDULE 13G/A
2026-03-12Chain of Lakes Investment Fund, LLC3%SCHEDULE 13D/A
2026-07-02Needham Investment Management L.L.C.7.1%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/lantronix
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Lantronix Inc 5%+ holders: 2 at 5% or more, largest Needham Investment Management L.L.C. 7.1%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/lantronix