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5%+ stakes, week of 2026-03-16

Every new stake of 5% or more reported to the SEC the week of 2026-03-16, and every 13D stating an intent to influence the company, each linked to its filing.

In the week of March 16, 2026, 20 holders filed a new Schedule 13D and 46 a new Schedule 13G reporting 5% or more of a company, and 1 13D filing stated an intent to influence the company. The largest stake reported that week is Harrison Street Private Wealth LLC's 89.9% of 2023 ETF Series Trust (Schedule 13D, March 19, 2026).

New 13D20
New 13G46
Stated intents1

The week of 2026-03-16, 20 holders filed a new Schedule 13D and 46 a new Schedule 13G reporting 5% or more of a company, and 1 13D filing 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
2026-03-192023 ETF Series Trust Harrison Street Private Wealth LLC89.9%SCHEDULE 13D
2026-03-20K-Tech Solutions Co Ltd Kwok Yiu Wah72.29%SCHEDULE 13D
2026-03-19Laird Superfood, Inc. Nexus Capital Management LP56.7%SCHEDULE 13D
2026-03-18Primech Holdings Ltd Ho Kin Wai46.88%SCHEDULE 13D
2026-03-20Intelligent Living Application Group Inc.Bong Lau43.8%SCHEDULE 13D
2026-03-18Infinity Natural Resources, Inc. INR (II) Investments, LLC41.44%SCHEDULE 13D
2026-03-16Happy City Holdings Limited Suk Yee, Kwan40.3%SCHEDULE 13D
2026-03-17GDEV Inc. Andrey Fadeev37%SCHEDULE 13D
2026-03-17AIOS Tech Inc. Yanto32.6%SCHEDULE 13D
2026-03-20Eightco Holdings Inc Bitmine Immersion Technologies, Inc.31.94%SCHEDULE 13D
2026-03-18SUMA Acquisition Corporation Naseem Saloojee26.02%SCHEDULE 13D
2026-03-16UniFirst Corp Cintas Corp18.7%SCHEDULE 13D
2026-03-18NuCana plc Hugh S. Griffith12%SCHEDULE 13D
2026-03-18Cango Inc. Chiu, Chang-Wei11.99%SCHEDULE 13D
2026-03-20Horizon Quantum Holdings Ltd. Harry L. You11.8%SCHEDULE 13D
2026-03-16Golub Capital Private Income Fund I David B. Golub6.7%SCHEDULE 13D
2026-03-17Fortune Brands Innovations, Inc. Pictet Asset Management Sa6.4%SCHEDULE 13D
2026-03-20Medifast Inc Steamboat Capital Partners, LLC intent stated6%SCHEDULE 13D
2026-03-20Phunware, Inc. Goldenwise Capital Group Ltd5.5%SCHEDULE 13D
2026-03-19Truworths International Ltd Standard Bank Of South Africa Ltd5.1%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-03-18Pono Capital Four, Inc. Mehana Ventures LLC28.5%SCHEDULE 13G
2026-03-16Maris Tech Ltd. L.I.A. Pure Capital Ltd.10%SCHEDULE 13G
2026-03-18Zeta Network Group L1 Capital Global Opportunities Master Fund, Ltd.9.99%SCHEDULE 13G
2026-03-18Promis Neurosciences Inc. Wellington Biomedical Innovation Master Investors (Cayman) II, L.P.9.99%SCHEDULE 13G
2026-03-20Innovation Beverage Group Ltd Lind Global Fund III LP9.99%SCHEDULE 13G
2026-03-16AN2 Therapeutics, Inc. Commodore Capital LP9.9%SCHEDULE 13G
2026-03-17Korro Bio, Inc. Venrock Healthcare Capital Partners III, L.P.9.9%SCHEDULE 13G
2026-03-20Equillium, Inc. RA Capital Management, L.P.9.9%SCHEDULE 13G
2026-03-16Charging Robotics Inc.L.I.A. Pure Capital Ltd.9.8%SCHEDULE 13G
2026-03-18Knorex Ltd. Vd Capital Pty Ltd9.8%SCHEDULE 13G
2026-03-17DevvStream Legacy Corp. Helena Global Investment Opportunities 1 Ltd.9.59%SCHEDULE 13G
2026-03-18Netskope, Inc. Canada Pension Plan Investment Board9.5%SCHEDULE 13G
2026-03-17Netskope, Inc. Base Partners Consultoria de Investimentos E Negocios Ltda.9.4%SCHEDULE 13G
2026-03-19Tilly'S, Inc. Leonard Braden Michael9.4%SCHEDULE 13G
2026-03-20NeoVolta, Inc.Infinite Grid Capital, LP9.4%SCHEDULE 13G
2026-03-16Charging Robotics Inc.Capitalink Ltd.9%SCHEDULE 13G
2026-03-17ETF Opportunities Trust Andrew Hill Investment Advisors, Inc.8.94%SCHEDULE 13G
2026-03-16BRC Group Holdings Inc Daniel Asher8.78%SCHEDULE 13G
2026-03-19Metals Acquisition Corp. II Millennium Management LLC8.4%SCHEDULE 13G
2026-03-20Canada Goose Holdings Inc Fortune Enrichment Holdings Limited8.37%SCHEDULE 13G
2026-03-20Weave Communications Inc Newtyn Management, LLC8%SCHEDULE 13G
2026-03-18Femasys Inc. PharmaCyte Biotech, Inc.7.87%SCHEDULE 13G
2026-03-16Vertical Data Inc. Tiger Trout Capital Puerto Rico LLC7%SCHEDULE 13G
2026-03-17Aclaris Therapeutics, Inc. Deep Track Capital, LP7%SCHEDULE 13G
2026-03-17Neuronetics, Inc. Parian Ultreia LP7%SCHEDULE 13G
2026-03-16Edesa Biotech, Inc. Perceptive Advisors LLC6.7%SCHEDULE 13G
2026-03-17Venu Holding Corporation Kenneth Griffin6.4%SCHEDULE 13G
2026-03-20Canadian Solar Inc. D. E. Shaw & Co., L.P.6.4%SCHEDULE 13G
2026-03-17BankUnited, Inc. Millennium Management LLC6%SCHEDULE 13G
2026-03-19WW International, Inc. Millennium Management LLC5.9%SCHEDULE 13G
2026-03-19ChronoScale Corp Kosow Keith5.9%SCHEDULE 13G
2026-03-20TPG Inc. Darlington Partners Capital Management, LP5.9%SCHEDULE 13G
2026-03-16Yext Inc Millennium Management LLC5.8%SCHEDULE 13G
2026-03-20Grid Metals CorpBrandon S Osborne5.53%SCHEDULE 13G
2026-03-17Gloo Holdings, Inc. Stephen & Pamela Thorne 2020 Nevada Irrevocable Trust Dated December 18, 20205.4%SCHEDULE 13G
2026-03-19Day One Biopharmaceuticals, Inc. Glazer Capital, LLC5.4%SCHEDULE 13G
2026-03-19Relay Therapeutics, Inc. Perceptive Advisors LLC5.3%SCHEDULE 13G
2026-03-20Immix Biopharma Millennium Management LLC5.3%SCHEDULE 13G
2026-03-16Charging Robotics Inc.Nissim Daniel5.2%SCHEDULE 13G
2026-03-18Adagene Inc. Chernett Jorey5.1%SCHEDULE 13G
2026-03-18Atlas Energy Solutions Inc.Encompass Capital Advisors LLC5.1%SCHEDULE 13G
2026-03-20Olema Pharmaceuticals, Inc. Raymond Debbane5.1%SCHEDULE 13G
2026-03-20Delcath Sys Inc Daniel Kaufman5.08%SCHEDULE 13G
2026-03-16Customers Bancorp, Inc. Bay Pond Investors (Bermuda) L.P.5%SCHEDULE 13G
2026-03-18Dentsply Sirona Inc. Southpoint Master Fund, LP5%SCHEDULE 13G
2026-03-18Oportun Financial Corp Integrated Core Strategies (US) LLC5%SCHEDULE 13G

Stated intent

FiledCompanyHolderPercentFiling
2026-03-20Medifast Inc Steamboat Capital Partners, LLC intent stated6%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/week/2026-12
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 2026-03-16: 20 Schedule 13D, 46 Schedule 13G. MentionFox, 2026-11-10. https://mentionfox.com/stakes/week/2026-12