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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.

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 GlobalEmpire 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 CorporationTether Global Investments Fund, S.I.C.A.F., S.A.31.9%SCHEDULE 13D
2026-03-23Swarmer, IncSerhii Kupriienko25.7%SCHEDULE 13D
2026-03-25BHAV Acquisition CorpBHAV Partners LLC22.83%SCHEDULE 13D
2026-03-23Merlin, Inc.Matthew George17.7%SCHEDULE 13D
2026-03-23Harvard Bioscience IncWilliam Snider15.97%SCHEDULE 13D
2026-03-23Ferrellgas Partners, L.P.Ares Management LLC13.8%SCHEDULE 13D
2026-03-23Swarmer, IncAlexander Fink13.4%SCHEDULE 13D
2026-03-26Edgemode, Inc.Mora Jose Antonio11.3%SCHEDULE 13D
2026-03-23Swarmer, IncPhilip Wagenheim10.2%SCHEDULE 13D
2026-03-24Bnb Plus Corp.Comstock MultiChain Fund, L.P.9.9%SCHEDULE 13D
2026-03-25Raytech Holding LimitedTao Wang9.63%SCHEDULE 13D
2026-03-27JX Luxventure Group Inc.Huidan Li9.56%SCHEDULE 13D
2026-03-23Air Industries GroupFrischer Charles L9.4%SCHEDULE 13D
2026-03-25Comstock Inc.MAK Capital Fund LP8.1%SCHEDULE 13D
2026-03-24Truworths International LtdStandard Bank Of South Africa Ltd6.2%SCHEDULE 13D
2026-03-25Cryo Cell International IncCamac 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 FundThe Northwestern Mutual Life Insurance Company43%SCHEDULE 13G
2026-03-27WEN Acquisition CorpWen 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) LtdZhang 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, IncMichael 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 Responsible International Equity EtfFirst Command Advisory Services, Inc.8.4%SCHEDULE 13G
2026-03-24Hain Celestial Group IncCastleKnight Master Fund LP8.3%SCHEDULE 13G
2026-03-25Twin Vee PowerCats, Co.Lincoln Alternative Strategies LLC7.1%SCHEDULE 13G
2026-03-25BHAV Acquisition CorpHarraden Circle Investments, LLC7.04%SCHEDULE 13G
2026-03-23Modular Medical, Inc.Pathfinder Asset Management Ltd6.4%SCHEDULE 13G
2026-03-25GalaxyEdge Acquisition CorpHarraden Circle Investments, LLC6.06%SCHEDULE 13G
2026-03-24NextDecade CorpGasc 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 CorpMillennium 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 Enhanced Large Cap Core Active ETFFirst Command Advisory Services, Inc.5.3%SCHEDULE 13G
2026-03-23Spdr Index Shares FundsFirst 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 HoldiCVI Investments, Inc.5.2%SCHEDULE 13G
2026-03-27DXC Technology CoGlenview 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 CorporationSoleus 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 LtdDiana Shipping Inc. intent stated14.8%SCHEDULE 13D/A
2026-03-26Radcom LtdZisapel Michael intent stated14%SCHEDULE 13D/A
Download this data (CSV)72 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/2026-13
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 2026-03-23: 20 Schedule 13D, 49 Schedule 13G. MentionFox, 2026-09-27. https://mentionfox.com/stakes/week/2026-13