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5%+ stakes, week of 2026-01-05

Every new stake of 5% or more reported to the SEC the week of 2026-01-05, and every 13D stating an intent to influence the company, each linked to its filing.

New 13D16
New 13G82
Stated intents0

The week of 2026-01-05, 16 holders filed a new Schedule 13D and 82 a new Schedule 13G reporting 5% or more of a company, and 0 13D filings stated in Item 4 an intent to influence the company. Open a company for every holder and the purpose each 13D states, quoted.

New Schedule 13D

FiledCompanyHolderPercentFiling
2026-01-06Powell Max LimitedEcf (Bvi) Limited54.71%SCHEDULE 13D
2026-01-05Pineapple Financial Inc.Injective Foundation36.99%SCHEDULE 13D
2026-01-09Bark, Inc.Great Dane Ventures, LLC34.8%SCHEDULE 13D
2026-01-07Click Holdings Ltd.Sze Yeung Yau33.3%SCHEDULE 13D
2026-01-07Click Holdings Ltd.Sustainable Value Investments Holdings Limited29.9%SCHEDULE 13D
2026-01-08Art Technology Acquisition CorpArt Technology Sponsor, LLC29%SCHEDULE 13D
2026-01-05Silicon Valley Acquisition Corp.Silicon Valley Acquisition Sponsor LLC28.6%SCHEDULE 13D
2026-01-08Iridex CorpNovel Inspiration International Co., Ltd.24.1%SCHEDULE 13D
2026-01-05Under Armour IncFairfax Financial Holdings Limited22.2%SCHEDULE 13D
2026-01-08Taboola.com Ltd.Singolda Adam5.7%SCHEDULE 13D
2026-01-08TPG RE Finance Trust IncGratia Capital, LLC5.6%SCHEDULE 13D
2026-01-05Grupo Televisa, S.A.B.Bernardo Gomez Martinez5.35%SCHEDULE 13D
2026-01-05Grupo Televisa, S.A.B.Alfonso de Angoitia Noriega5.35%SCHEDULE 13D
2026-01-08Global Crossing Airlines Group Inc.Krzysztof W. Jamroz5.06%SCHEDULE 13D
2026-01-06Royce Micro-Cap Trust, Inc.Saba Capital Management, L.P.5%SCHEDULE 13D
2026-01-09Lulu's Fashion Lounge Holdings, Inc.Friedland Enterprises LLC5%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-01-08abrdn Income Credit Strategies FundMetLife Investment Management, LLC100%SCHEDULE 13G
2026-01-09HarbourVest Private Investments FundState Of Michigan Retirement System99.4%SCHEDULE 13G
2026-01-08iShares Enhanced Large Cap Core Active ETFBlackRock Portfolio Management LLC94.6%SCHEDULE 13G
2026-01-08iShares Enhanced Large Cap Core Active ETFBlackRock Portfolio Management LLC90.9%SCHEDULE 13G
2026-01-08iShares MSCI UAE ETFBlackRock Portfolio Management LLC80%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded FundFirst Trust Portfolios L.P.62.21%SCHEDULE 13G
2026-01-08Special Opportunities Fund, Inc.Focus Partners Wealth48%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC24.21%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded Fund IvFirst Trust Portfolios L.P.19.92%SCHEDULE 13G
2026-01-08Liberty Live Holdings, Inc.T. Rowe Price Investment Management, Inc.16.2%SCHEDULE 13G
2026-01-08PIMCO ETF TrustFmr LLC14.5%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.14.07%SCHEDULE 13G
2026-01-07Andersen Group Inc.Jpmorgan Chase & Co.14%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC13.44%SCHEDULE 13G
2026-01-08Special Opportunities Fund, Inc.Focus Partners Wealth12.96%SCHEDULE 13G
2026-01-08Cardinal Infrastructure Group IncFmr LLC12.5%SCHEDULE 13G
2026-01-08Pacific Airport GroupBlackRock, Inc.12.3%SCHEDULE 13G
2026-01-08Camp4 Therapeutics CorporationJanus Henderson Group Plc12.2%SCHEDULE 13G
2026-01-08Personalis, Inc.T. Rowe Price Investment Management, Inc.12.1%SCHEDULE 13G
2026-01-08Travere Therapeutics, Inc.Fmr LLC11.7%SCHEDULE 13G
2026-01-08Nextpower IncFmr LLC11.6%SCHEDULE 13G
2026-01-08FabrinetT. Rowe Price Associates, Inc.11.3%SCHEDULE 13G
2026-01-08The Realreal, Inc.Fmr LLC10.8%SCHEDULE 13G
2026-01-08Dyne Therapeutics, Inc.T. Rowe Price Investment Management, Inc.10.7%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.10.52%SCHEDULE 13G
2026-01-07Flex Ltd.The Vanguard Group10.47%SCHEDULE 13G
2026-01-08Solstice Advanced Materials Inc.BlackRock, Inc.10.4%SCHEDULE 13G
2026-01-06Nuveen Global High Income FundSit Investment Associates, Inc.10.3%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.10.2%SCHEDULE 13G
2026-01-08Central North Airport GroupBlackRock, Inc.10.2%SCHEDULE 13G
2026-01-07First Trust Exchange-Traded AlphaDEX(R) Fund IIFirst Trust Portfolios L.P.10.17%SCHEDULE 13G
2026-01-08C3is Inc.Evergreen Capital Management LLC10%SCHEDULE 13G
2026-01-06Globavend Holdings LtdL1 Capital Global Opportunities Master Fund, Ltd.9.99%SCHEDULE 13G
2026-01-09Crypto CoAJB Capital Investments LLC9.99%SCHEDULE 13G
2026-01-08ChronoScale CorpDaniel Asher9.48%SCHEDULE 13G
2026-01-09Mereo BioPharma Group plcEcoR1 Capital, LLC9.4%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC9.28%SCHEDULE 13G
2026-01-08Life360, Inc.Hyperion Asset Management Limited9.14%SCHEDULE 13G
2026-01-08Radiopharm Theranostics LimitedRegal Partners Holdings Pty Limited9.05%SCHEDULE 13G
2026-01-05Jaguar Health, Inc.Joshua Mailman8.4%SCHEDULE 13G
2026-01-06Mereo BioPharma Group plc683 Capital Management, LLC8.18%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC7.95%SCHEDULE 13G
2026-01-07Click Holdings Ltd.Kwok Fai YU7.9%SCHEDULE 13G
2026-01-05Korro Bio, Inc.Lynx1 Capital Management LP7.8%SCHEDULE 13G
2026-01-05Soundthinking, Inc.Kopion Asset Management, LLC7.7%SCHEDULE 13G
2026-01-08Omnicom Group IncState Street Corporation7.5%SCHEDULE 13G
2026-01-06XAI Octagon Floating Rate & Alternative Income TrustSit Investment Associates, Inc.7.2%SCHEDULE 13G
2026-01-07Security Midwest Bancorp, Inc.Raymond James Financial Services Advisors, Inc.7.2%SCHEDULE 13G
2026-01-07Zion Oil & Gas IncEllis Donald Douglas JR7.1%SCHEDULE 13G
2026-01-09Gulf Island Fabrication IncGlazer Capital, LLC6.83%SCHEDULE 13G
2026-01-09Black Spade Acquisition III CoTenor Capital Management Company, L.P.6.7%SCHEDULE 13G
2026-01-09FONAR CorpHilary L Shane Revocable Trust6.66%SCHEDULE 13G
2026-01-06First Trust High Yield Opportunities 2027 Term FundSit Investment Associates, Inc.6.6%SCHEDULE 13G
2026-01-09Art Technology Acquisition CorpTenor Capital Management Company, L.P.6.6%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC6.07%SCHEDULE 13G
2026-01-08JOINT CorpSkylands Capital, LLC6%SCHEDULE 13G
2026-01-08Ovid Therapeutics Inc.Federated Hermes, Inc.5.94%SCHEDULE 13G
2026-01-07Disc Medicine IncRA Capital Management, L.P.5.9%SCHEDULE 13G
2026-01-06ImageneBio, Inc.Funicular Funds, LP5.8%SCHEDULE 13G
2026-01-08Creative Realities, Inc.Mink Brook Asset Management LLC5.8%SCHEDULE 13G
2026-01-09Park Dental Partners, Inc.Kennedy Capital Management LLC5.8%SCHEDULE 13G
2026-01-06Blackrock Muniyield Quality Fund Ii, IncSit Investment Associates, Inc.5.6%SCHEDULE 13G
2026-01-08Millrose Properties Inc ReitBrave Warrior Advisors, LLC5.58%SCHEDULE 13G
2026-01-05Docebo Inc.Beutel, Goodman & Co Ltd.5.5%SCHEDULE 13G
2026-01-06BlackRock Long-Term Municipal Advantage TrustSit Investment Associates, Inc.5.5%SCHEDULE 13G
2026-01-05Century Therapeutics, Inc.Point72 Asset Management, L.P.5.4%SCHEDULE 13G
2026-01-09Teamshares IncSculptor Capital LP5.4%SCHEDULE 13G
2026-01-08Hingham Institution for SavingsDoma Perpetual Capital Management LLC5.38%SCHEDULE 13G
2026-01-08Real Brokerage IncPortolan Capital Management, LLC5.36%SCHEDULE 13G
2026-01-08Ttec Holdings, Inc.Federated Hermes, Inc.5.24%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC5.21%SCHEDULE 13G
2026-01-06NXG Cushing Midstream Energy FundSit Investment Associates, Inc.5.2%SCHEDULE 13G
2026-01-08Upexi, Inc.Marex Securities Products Inc.5.2%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC5.19%SCHEDULE 13G
2026-01-07Standard Biotools Inc.MAK Capital Fund LP5.19%SCHEDULE 13G
2026-01-05Ovid Therapeutics Inc.Point72 Asset Management, L.P.5.1%SCHEDULE 13G
2026-01-05Optimum Communications, Inc.Millennium Management LLC5.1%SCHEDULE 13G
2026-01-05Verastem, Inc.Polar Capital Holdings Plc5.09%SCHEDULE 13G
2026-01-06Innovator ETFs TrustBrookstone Capital Management, LLC5.08%SCHEDULE 13G
2026-01-09Century Casinos IncRice Hall James & Associates, LLC5.06%SCHEDULE 13G
2026-01-08Enlight Renewable Energy Ltd.Y.D. More Investments Ltd5.01%SCHEDULE 13G
2026-01-09VNET Group, Inc.Steven A. Cohen5%SCHEDULE 13G

Stated intent

No 13D this week stated an intent to influence the company.

Download this data (CSV)98 rows, with sources

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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/week/2026-02
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
5%+ stakes filed the week of 2026-01-05: 16 Schedule 13D, 82 Schedule 13G. MentionFox, 2026-09-27. https://mentionfox.com/stakes/week/2026-02