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5%+ stakes, week of 2026-03-02

Every new stake of 5% or more reported to the SEC the week of 2026-03-02, and every 13D stating an intent to influence the company, each linked to its filing.

In the week of March 2, 2026, 22 holders filed a new Schedule 13D and 81 a new Schedule 13G reporting 5% or more of a company. The largest stake reported that week is Toronto Dominion Investments LLC's 100% of Blackrock Munivest Fund, Inc. (Schedule 13D, March 6, 2026).

New 13D22
New 13G81
Stated intents0

The week of 2026-03-02, 22 holders filed a new Schedule 13D and 81 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
2026-03-06Blackrock Munivest Fund, Inc. Toronto Dominion Investments LLC100%SCHEDULE 13D
2026-03-06Blackrock Munivest Fund Ii, Inc. Toronto Dominion Investments LLC100%SCHEDULE 13D
2026-03-02Indaptus Therapeutics, Inc. Lazar David E.98%SCHEDULE 13D
2026-03-06Coincheck Group N.V. Monex Group, Inc.83.16%SCHEDULE 13D
2026-03-03Nomadar Corp. Sport City Cadiz S.L.66.27%SCHEDULE 13D
2026-03-02Intelligent Group Ltd Hong Kong Maysunshine Investment Management Co., Limited29.3%SCHEDULE 13D
2026-03-02KORE Group Holdings, Inc. Jay Grossman27.65%SCHEDULE 13D
2026-03-04Proem Acquisition Corp I Proem SPAC Partners I LLC26.1%SCHEDULE 13D
2026-03-05Illumination Acquisition Corp. I Illumination Acquisition 1 Sponsor LLC25.7%SCHEDULE 13D
2026-03-02TRG Latin America Acquisitions Corp. TRG Latin America Acquisitions LLC23%SCHEDULE 13D
2026-03-03Eagle Nuclear Energy Corp. Blue Bird Capital Enterprises LLC20.88%SCHEDULE 13D
2026-03-04Xponential Fitness, Inc. Voss Capital, LP18.2%SCHEDULE 13D
2026-03-02Blackrock Muniyield Quality Fund, Inc. JPMorgan Chase & Co.17.26%SCHEDULE 13D
2026-03-02Infinity Natural Resources, Inc. Etineles Holdings V, LLC16.19%SCHEDULE 13D
2026-03-03Jaguar Uranium Corp. IsoEnergy Ltd.16.1%SCHEDULE 13D
2026-03-04Par Technology Corporation Voss Capital, LP13.2%SCHEDULE 13D
2026-03-05Sabre Corp Constellation Software Inc12.7%SCHEDULE 13D
2026-03-03Ziff Davis Inc Pale Fire Capital SE6.9%SCHEDULE 13D
2026-03-04Mega Matrix Inc Cosmic Vision Innovations Ltd5.66%SCHEDULE 13D
2026-03-05Jingbo Technology, Inc. Hangdu Technology Ltd5.28%SCHEDULE 13D
2026-03-04Korea Fund Inc Saba Capital Management, L.P.5.13%SCHEDULE 13D
2026-03-05Yatra Online, Inc. Altai Capital Management, L.P.5.1%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-03-06Advisors' Inner Circle Fund III Brown Advisory Inc98.72%SCHEDULE 13G
2026-03-06First Trust Exchange-Traded Fund VI First Trust Portfolios L.P.89.16%SCHEDULE 13G
2026-03-06First Trust Exchange-Traded Fund VI First Trust Portfolios L.P.69.64%SCHEDULE 13G
2026-03-06Scage FutureChao Gao62.9%SCHEDULE 13G
2026-03-06Obook Holdings, Inc. Wang Chun Kai44.4%SCHEDULE 13G
2026-03-06Republic Power Group Ltd Cetera Wealth Services, LLC37.83%SCHEDULE 13G
2026-03-02Intelligent Group Ltd VL Prime Capital Limited29.3%SCHEDULE 13G
2026-03-04Innovator ETFs Trust Brookstone Capital Management, LLC26.55%SCHEDULE 13G
2026-03-06Atlas Critical Minerals Corporation Marc Fogassa24.47%SCHEDULE 13G
2026-03-05Star Gold Corp.Myrmikan Gold Fund, LLC18.3%SCHEDULE 13G
2026-03-04Innovator ETFs Trust Brookstone Capital Management, LLC15.13%SCHEDULE 13G
2026-03-06Westin Acquisition Corp. Karpus Management, Inc.14.94%SCHEDULE 13G
2026-03-042023 ETF Series Trust BlackRock Portfolio Management LLC13.6%SCHEDULE 13G
2026-03-06Avalo Therapeutics Inc Fmr LLC11.5%SCHEDULE 13G
2026-03-06Obook Holdings, Inc. Hsieh Chung Han11.5%SCHEDULE 13G
2026-03-042023 ETF Series Trust BlackRock Portfolio Management LLC11.4%SCHEDULE 13G
2026-03-06Apogee Therapeutics, Inc. T. Rowe Price Investment Management, Inc.11.3%SCHEDULE 13G
2026-03-06Nektar Therapeutics Fmr LLC11.1%SCHEDULE 13G
2026-03-06GPGI, Inc. Fmr LLC10.8%SCHEDULE 13G
2026-03-05IRulya Therapeutics Inc. Group One Trading LLC10.7%SCHEDULE 13G
2026-03-06Kiniksa Pharmaceuticals International, plc Fmr LLC10.6%SCHEDULE 13G
2026-03-05RingCentral Inc Vanguard Portfolio Management10.57%SCHEDULE 13G
2026-03-06TechTarget, Inc. Lynrock Lake LP10.4%SCHEDULE 13G
2026-03-04Gauzy Ltd Hamilton Global Opportunities plc10.3%SCHEDULE 13G
2026-03-05Appian Corp Vanguard Portfolio Management10.06%SCHEDULE 13G
2026-03-05Acadia Realty TrustVanguard Portfolio Management10.01%SCHEDULE 13G
2026-03-05Extreme Networks IncVanguard Portfolio Management10%SCHEDULE 13G
2026-03-06Agomab Therapeutics NV Fmr LLC10%SCHEDULE 13G
2026-03-02In8bio, Inc. Lytton Laurence W9.99%SCHEDULE 13G
2026-03-06GalaxyEdge Acquisition Corp Feis Equities LLC9.98%SCHEDULE 13G
2026-03-02Ideal Power Inc.Lytton Laurence W9.9%SCHEDULE 13G
2026-03-04APEX Tech Acquisition Inc. Feis Equities LLC8.93%SCHEDULE 13G
2026-03-02Seneca Bancorp, Inc. Amended and Restated Seneca Savings Bank, National Association Employee Stock Ownership Plan Trust8.9%SCHEDULE 13G
2026-03-02Omada Health Inc Divisadero Street Capital Management, LP8.7%SCHEDULE 13G
2026-03-02Solana Co Kathmere Capital Management, LLC8.7%SCHEDULE 13G
2026-03-04Immunic, Inc. Deep Track Capital, LP8.69%SCHEDULE 13G
2026-03-04Apartment Invt & Mgmt Co -A Madison Avenue International LP8.6%SCHEDULE 13G
2026-03-06Draganfly Inc. Kenneth Griffin8.6%SCHEDULE 13G
2026-03-06Ramaco Resources, Inc. Dayah Capital LLC8.4%SCHEDULE 13G
2026-03-03Genesis Holdings IncCarpathia LLC8.3%SCHEDULE 13G
2026-03-06Hippo Holdings Inc The Lennar Foundation, Inc.8%SCHEDULE 13G
2026-03-04Fortress Value Acquisition Corp. V Alberta Investment Management Corp7.94%SCHEDULE 13G
2026-03-02Healthcare Triangle, Inc. Orca Capital AG7.4%SCHEDULE 13G
2026-03-06TGE Value Creative Solutions Corp. Morgan Stanley7.3%SCHEDULE 13G
2026-03-03Edesa Biotech, Inc. Point72 Asset Management, L.P.7.2%SCHEDULE 13G
2026-03-06Rallybio Corp Fmr LLC7.1%SCHEDULE 13G
2026-03-04APEX Tech Acquisition Inc. Space Summit Capital LLC7%SCHEDULE 13G
2026-03-05Change Agents Corporation Mitchell P. Kopin7%SCHEDULE 13G
2026-03-03Bicycle Therapeutics plc Raymond Debbane6.3%SCHEDULE 13G
2026-03-06H2o AmericaFuture Fund Board of Guardians6.2%SCHEDULE 13G
2026-03-05TRG Latin America Acquisitions Corp. Sculptor Capital LP6.18%SCHEDULE 13G
2026-03-06Trinity Biotech plc Novus Diagnostics Ltd.5.99%SCHEDULE 13G
2026-03-05APEX Tech Acquisition Inc. Harraden Circle Investments, LLC5.96%SCHEDULE 13G
2026-03-04Averin Capital Acquisition Corp. Sculptor Capital LP5.95%SCHEDULE 13G
2026-03-06Cars.com Inc Pale Fire Capital SICAV a.s.5.9%SCHEDULE 13G
2026-03-02Atomera IncCVI Investments, Inc.5.8%SCHEDULE 13G
2026-03-04Protalix BioTherapeutics, Inc. MAK Capital Fund LP5.8%SCHEDULE 13G
2026-03-05Cracker Barrel Old Country Store, Inc. Millennium Management LLC5.8%SCHEDULE 13G
2026-03-06Hut 8 Corp. Lone Pine Capital LLC5.6%SCHEDULE 13G
2026-03-06Tempus AI, Inc. ARK Investment Management LLC5.44%SCHEDULE 13G
2026-03-03MOZAYYX Acquisition Corp. MMCAP International Inc. SPC5.4%SCHEDULE 13G
2026-03-05Pelican Acquisition CorpMerus Global Investments, LLC5.3%SCHEDULE 13G
2026-03-05ICL Group Ltd. Harel Insurance Investments & Financial Services Ltd5.3%SCHEDULE 13G
2026-03-04CytomX Therapeutics, Inc. Kynam Capital Management, LP5.29%SCHEDULE 13G
2026-03-04Cullinan Therapeutics, Inc. Kynam Capital Management, LP5.27%SCHEDULE 13G
2026-03-02Gossamer Bio, Inc. 683 Capital Management, LLC5.23%SCHEDULE 13G
2026-03-02Talkspace, Inc. MAK Capital Fund LP5.2%SCHEDULE 13G
2026-03-02Paloma Acquisition Corp I Linden Advisors LP5.2%SCHEDULE 13G
2026-03-03Geron Corporation Soleus Capital Master Fund, L.P.5.2%SCHEDULE 13G
2026-03-03ClearThink 1 Acquisition Corp. Harraden Circle Investments, LLC5.15%SCHEDULE 13G
2026-03-02Protara Therapeutics, Inc. Millennium Management LLC5.1%SCHEDULE 13G
2026-03-03Haemonetics Corp North Peak Capital Management, LLC5.1%SCHEDULE 13G
2026-03-03Zentalis Pharmaceuticals Inc Squadron Master Fund LP5.1%SCHEDULE 13G
2026-03-04Luckin Coffee Inc. First Beijing Investment Ltd5.1%SCHEDULE 13G
2026-03-06SunocoCorp LLC Harvest Fund Advisors LLC5.1%SCHEDULE 13G
2026-03-05Star HoldingsThe TCW Group, Inc., on behalf of the TCW Business Unit5.08%SCHEDULE 13G
2026-03-05OneIM Acquisition Corp. Sculptor Capital LP5.05%SCHEDULE 13G
2026-03-031RT Acquisition Corp. RP Investment Advisors LP5%SCHEDULE 13G
2026-03-03Climb Global Solutions, Inc.AltraVue Capital, LLC5%SCHEDULE 13G
2026-03-05Gildan Activewear Inc Caisse de d??p??t et placement du Qu??bec5%SCHEDULE 13G
2026-03-05Ormat Technologies Inc Harel Insurance Investments & Financial Services Ltd5%SCHEDULE 13G

Stated intent

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

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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/2026-10
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
5%+ stakes filed the week of 2026-03-02: 22 Schedule 13D, 81 Schedule 13G. MentionFox, 2026-11-10. https://mentionfox.com/stakes/week/2026-10