MentionFox
Home › Stakes › Week of 2026-03-23
5%+ stakes · weekly

5%+ stakes, week of 2026-03-23

Every new stake of 5% or more reported to the SEC the week of 2026-03-23, and every 13D stating an intent to influence the company, each linked to its filing.

In the week of March 23, 2026, 20 holders filed a new Schedule 13D and 49 a new Schedule 13G reporting 5% or more of a company, and 2 13D filings stated an intent to influence the company. The largest stake reported that week is Empire Fortune Management Ltd's 100% of ATA Creativity Global (Schedule 13D, March 27, 2026).

New 13D20
New 13G49
Stated intents2

The week of 2026-03-23, 20 holders filed a new Schedule 13D and 49 a new Schedule 13G reporting 5% or more of a company, and 2 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
2026-03-27ATA Creativity Global Empire Fortune Management Ltd100%SCHEDULE 13D
2026-03-23AIB Data Centers Inc. Tiger Cloud LLC69.9%SCHEDULE 13D
2026-03-27Charming Medical LtdKit Wong69.29%SCHEDULE 13D
2026-03-26Elemental Royalty Corporation Tether Global Investments Fund, S.I.C.A.F., S.A.31.9%SCHEDULE 13D
2026-03-23Swarmer, Inc Serhii Kupriienko25.7%SCHEDULE 13D
2026-03-25BHAV Acquisition Corp BHAV Partners LLC22.83%SCHEDULE 13D
2026-03-23Merlin, Inc. Matthew George17.7%SCHEDULE 13D
2026-03-23Harvard Bioscience Inc William Snider15.97%SCHEDULE 13D
2026-03-23Ferrellgas Partners, L.P. Ares Management LLC13.8%SCHEDULE 13D
2026-03-23Swarmer, Inc Alexander Fink13.4%SCHEDULE 13D
2026-03-26Edgemode, Inc. Mora Jose Antonio11.3%SCHEDULE 13D
2026-03-23Swarmer, Inc Philip Wagenheim10.2%SCHEDULE 13D
2026-03-24Bnb Plus Corp. Comstock MultiChain Fund, L.P.9.9%SCHEDULE 13D
2026-03-25Atlas Trinity Tech Co. Tao Wang9.63%SCHEDULE 13D
2026-03-27JX Luxventure Group Inc. Huidan Li9.56%SCHEDULE 13D
2026-03-23Air Industries Group Frischer Charles L9.4%SCHEDULE 13D
2026-03-25Comstock Inc. MAK Capital Fund LP8.1%SCHEDULE 13D
2026-03-24Truworths International Ltd Standard Bank Of South Africa Ltd6.2%SCHEDULE 13D
2026-03-25Cryo Cell International Inc Camac Partners, LLC5.3%SCHEDULE 13D
2026-03-25Biovie Inc. Do Cuong V5.03%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-03-27Zhibao Technology Inc. Botao Ma49.4%SCHEDULE 13G
2026-03-25Carlyle Tactical Private Credit Fund The Northwestern Mutual Life Insurance Company43%SCHEDULE 13G
2026-03-27WEN Acquisition Corp Wen Sponsor LLC20%SCHEDULE 13G
2026-03-26Black Rock Coffee Bar Inc Brandon J. Olson19.8%SCHEDULE 13G
2026-03-26PBF Energy Inc. Carlos Slim Helu17.3%SCHEDULE 13G
2026-03-23Merlin, Inc. FR Capital Holdings, L.P.14.5%SCHEDULE 13G
2026-03-25Horizon Quantum Holdings Ltd. Tencent Holdings Ltd13.1%SCHEDULE 13G
2026-03-24New Century Logistics (BVI) Ltd Zhang Bin12.89%SCHEDULE 13G
2026-03-24BC Partners Lending CorpFirst Trust Alternative Opportunities Fund12.31%SCHEDULE 13G
2026-03-26Consensus Cloud Solutions, Inc.Heron Bay Capital Management11.1%SCHEDULE 13G
2026-03-27Cross Timbers Royalty TrustSoftVest Advisors, LLC10.49%SCHEDULE 13G
2026-03-24Merlin, Inc. Bleichroeder Sponsor 1 LLC10.4%SCHEDULE 13G
2026-03-25Aclarion, Inc.SEG Opportunity Fund, LLC9.98%SCHEDULE 13G
2026-03-24Blue Hat Interactive Entertainment TechnologyAlta Partners LLC9.9%SCHEDULE 13G
2026-03-25Swarmer, Inc Michael Rapoport9.9%SCHEDULE 13G
2026-03-25PINEAPPLE EXPRESS CANNABIS CoJ. P. Carey Enterprises, Inc.9.9%SCHEDULE 13G
2026-03-27Curis, Inc. Stonepine Capital Management, LLC9.9%SCHEDULE 13G
2026-03-24Merlin, Inc. SnowPoint Ventures GP, LLC9.6%SCHEDULE 13G
2026-03-23Nexentis Technologies Inc.Lee Eun Young9.38%SCHEDULE 13G
2026-03-23Urgent.ly Inc. Beryl Capital Management LLC9.1%SCHEDULE 13G
2026-03-23Avantis US Large Cap Value ETF First Command Advisory Services, Inc.8.4%SCHEDULE 13G
2026-03-24Hain Celestial Group Inc CastleKnight Master Fund LP8.3%SCHEDULE 13G
2026-03-25Twin Vee PowerCats, Co.Lincoln Alternative Strategies LLC7.1%SCHEDULE 13G
2026-03-25BHAV Acquisition Corp Harraden Circle Investments, LLC7.04%SCHEDULE 13G
2026-03-23Modular Medical, Inc. Pathfinder Asset Management Ltd6.4%SCHEDULE 13G
2026-03-25GalaxyEdge Acquisition Corp Harraden Circle Investments, LLC6.06%SCHEDULE 13G
2026-03-24NextDecade Corp Gasc Gp, LLC6%SCHEDULE 13G
2026-03-23Pono Capital Four, Inc. Whitebox Advisors LLC5.7%SCHEDULE 13G
2026-03-24Citi Trends Inc Divisadero Street Capital Management, LP5.7%SCHEDULE 13G
2026-03-26Beacon Financial CorporationMillennium Management LLC5.6%SCHEDULE 13G
2026-03-25A2z Cust2mate Solutions Corp. Luxor Capital Group, LP5.5%SCHEDULE 13G
2026-03-26Advantage Solutions Inc. CastleKnight Master Fund LP5.5%SCHEDULE 13G
2026-03-27Marketwise, Inc. Pinkney Partners, L.P.5.5%SCHEDULE 13G
2026-03-24ARS Pharmaceuticals, Inc. Millennium Management LLC5.4%SCHEDULE 13G
2026-03-23Applied Optoelectronics Inc Jane Street Group, LLC5.3%SCHEDULE 13G
2026-03-23iShares Managed Futures Active ETF First Command Advisory Services, Inc.5.3%SCHEDULE 13G
2026-03-23Spdr Index Shares Funds First Command Advisory Services, Inc.5.3%SCHEDULE 13G
2026-03-24James River Group Holdings, Ltd. Continental General Insurance Co5.3%SCHEDULE 13G
2026-03-25Reviva Pharmaceuticals Holdi CVI Investments, Inc.5.2%SCHEDULE 13G
2026-03-27DXC Technology Co Glenview Capital Management, LLC5.2%SCHEDULE 13G
2026-03-27Abeona Therapeutics Inc. Daniel Kaufman5.16%SCHEDULE 13G
2026-03-23iRhythm Holdings, Inc. Millennium Management LLC5.1%SCHEDULE 13G
2026-03-24Cerus Corporation Soleus Capital Master Fund, L.P.5.1%SCHEDULE 13G
2026-03-25SITE Centers Corp Gumshoe Capital Management LLC5.1%SCHEDULE 13G
2026-03-27DigitalBridge Group, Inc.Glazer Capital, LLC5.1%SCHEDULE 13G
2026-03-23Capstone Companies, Inc.Valente Christopher Radford5%SCHEDULE 13G
2026-03-24Banc Of California Inc Millennium Management LLC5%SCHEDULE 13G
2026-03-25Citizens, Inc.Continental General Insurance Co5%SCHEDULE 13G
2026-03-27vTv Therapeutics Inc. Millennium Management LLC5%SCHEDULE 13G

Stated intent

FiledCompanyHolderPercentFiling
2026-03-23Genco Shipping & Trading Ltd Diana Shipping Inc. intent stated14.8%SCHEDULE 13D/A
2026-03-26Radcom Ltd Zisapel Michael intent stated14%SCHEDULE 13D/A
Download this data (CSV)71 rows, with sources. Free with an account.

Tools for this story

Each opens in a new tab. With no account yet, you sign up free and land on the result.

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/2026-13
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
5%+ stakes filed the week of 2026-03-23: 20 Schedule 13D, 49 Schedule 13G. MentionFox, 2026-11-07. https://mentionfox.com/stakes/week/2026-13