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5%+ stakes · Schedule 13D and 13G

Nexttrip, Inc.: 5%+ holders

Who has reported owning 5% or more of Nexttrip, 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
Filings4
Latest filing2025-11-12

Nexttrip, Inc. has 4 Schedule 13D or 13G filings on record since 2025-09-18. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Donald Monaco16.9%1,474,760SCHEDULE 13D, 2025-11-122024-12-31
William Kerby14.56%1,245,993SCHEDULE 13D, 2025-11-122025-03-26
David Jiang10.38%10SCHEDULE 13D, 2025-11-122025-07-14
Alumni Capital LP9.99%891,616SCHEDULE 13G, 2025-09-182024-09-19

Purpose of Transaction (Item 4)

William Kerby

The Reporting Person acquired the securities reported herein for investment purposes in connection with the Reporting Person's service as a member of the Board of Directors of the Issuer. The Reporting Person believes that the securities represent an attractive investment opportunity. The Reporting Person intends to review his investment in the Issuer on a continuing basis and, depending upon various factors including, without limitation, the Issuer's business, financial condition, results of operations and prospects, the market for the Issuer's securities, general economic and industry conditions, the availability of capital, and other investment opportunities, the Reporting Person may in the future take such actions with respect to his investment in the Issuer as he deems appropriate including, without limitation, purchasing additional securities of the Issuer in the open market or in privately negotiated transactions, selling some or all of his securities in the open market or in privately negotiated transactions, or engaging in any hedging or similar transactions with respect to such securities. In connection with his service as a director, the Reporting Person participates in the Board's oversight and decision-making regarding the Issuer's business, operations, and strategic direction. The Reporting Person may, from time to time, engage in discussions with management, the Board, other shareholders, or other relevant parties concerning the business, operations, …The first part of Item 4 of the SCHEDULE 13D filed 2025-11-12; the filing has the rest

Donald Monaco

The Reporting Person acquired the securities reported herein for investment purposes in connection with the Reporting Person's service as a member of the Board of Directors of the Issuer. The Reporting Person believes that the securities represent an attractive investment opportunity. The Reporting Person intends to review his investment in the Issuer on a continuing basis and, depending upon various factors including, without limitation, the Issuer's business, financial condition, results of operations and prospects, the market for the Issuer's securities, general economic and industry conditions, the availability of capital, and other investment opportunities, the Reporting Person may in the future take such actions with respect to his investment in the Issuer as he deems appropriate including, without limitation, purchasing additional securities of the Issuer in the open market or in privately negotiated transactions, selling some or all of his securities in the open market or in privately negotiated transactions, or engaging in any hedging or similar transactions with respect to such securities. In connection with his service as a director, the Reporting Person participates in the Board's oversight and decision-making regarding the Issuer's business, operations, and strategic direction. The Reporting Person may, from time to time, engage in discussions with management, the Board, other shareholders, or other relevant parties concerning the business, operations, …The first part of Item 4 of the SCHEDULE 13D filed 2025-11-12; the filing has the rest

David Jiang

The Reporting Person acquired the securities reported herein for investment purposes in connection with the Reporting Person's service as a member of the Board of Directors of the Issuer. The Reporting Person believes that the securities represent an attractive investment opportunity. The Reporting Person intends to review his investment in the Issuer on a continuing basis and, depending upon various factors including, without limitation, the Issuer's business, financial condition, results of operations and prospects, the market for the Issuer's securities, general economic and industry conditions, the availability of capital, and other investment opportunities, the Reporting Person may in the future take such actions with respect to his investment in the Issuer as he deems appropriate including, without limitation, purchasing additional securities of the Issuer in the open market or in privately negotiated transactions, selling some or all of his securities in the open market or in privately negotiated transactions, or engaging in any hedging or similar transactions with respect to such securities. In connection with his service as a director, the Reporting Person participates in the Board's oversight and decision-making regarding the Issuer's business, operations, and strategic direction. The Reporting Person may, from time to time, engage in discussions with management, the Board, other shareholders, or other relevant parties concerning the business, operations, …The first part of Item 4 of the SCHEDULE 13D filed 2025-11-12; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-09-18Alumni Capital LP9.99%SCHEDULE 13G
2025-11-12William Kerby14.56%SCHEDULE 13D
2025-11-12Donald Monaco16.9%SCHEDULE 13D
2025-11-12David Jiang10.38%SCHEDULE 13D

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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/nexttrip
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Nexttrip, Inc. 5%+ holders: 4 at 5% or more, largest Donald Monaco 16.9%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/nexttrip