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5%+ stakes, week of 2026-06-29

Every new stake of 5% or more reported to the SEC the week of 2026-06-29, and every 13D stating an intent to influence the company, each linked to its filing.

In the week of June 29, 2026, 13 holders filed a new Schedule 13D and 36 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 CIM Group Holdings, LLC's 100% of Cim Group, Inc. (Schedule 13D, July 1, 2026).

New 13D13
New 13G36
Stated intents1

The week of 2026-06-29, 13 holders filed a new Schedule 13D and 36 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
2026-07-01Cim Group, Inc. CIM Group Holdings, LLC100%SCHEDULE 13D
2026-06-29Manchester United plc INEOS Limited54.54%SCHEDULE 13D
2026-07-02BRT Apartments Corp. Gould Investors L P26%SCHEDULE 13D
2026-07-02Passage BIO, Inc. Lynx1 Capital Management LP21%SCHEDULE 13D
2026-07-02Alpex Acquisition Corporation Hugreat Ltd.18%SCHEDULE 13D
2026-06-29Kardigan, Inc. ARCH Venture Fund XIII, L.P.16.2%SCHEDULE 13D
2026-07-02Jefferies Credit Partners BDC Inc. Jefferies Credit Partners Structured Solutions LLC12.8%SCHEDULE 13D
2026-07-02One Liberty Properties Inc Gould Investors L P12.4%SCHEDULE 13D
2026-07-02CalciMedica, Inc. Bering Partners II GP, L.L.C.6.9%SCHEDULE 13D
2026-06-30Nano Dimension Ltd. Tang Capital Management, LLC6.8%SCHEDULE 13D
2026-06-29Alkami Technology, Inc. JANA Partners Management, LP6.3%SCHEDULE 13D
2026-06-29Freightos Ltd Schreiber Zvi intent stated6.1%SCHEDULE 13D
2026-07-01EWSB Bancorp, Inc. Rosenberg J. David5.7%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-07-02Innovator ETFs Trust Brookstone Capital Management, LLC31.68%SCHEDULE 13G
2026-07-02First Trust Exchange-Traded Fund VIII Precedent Wealth Partners, LLC28.3%SCHEDULE 13G
2026-06-29SharonAI Holdings Inc. Situational Awareness LP19.9%SCHEDULE 13G
2026-06-29Kardigan, Inc. Hrtg Gpe, LLC ("Hrtg")18.2%SCHEDULE 13G
2026-07-02Innovator ETFs Trust Brookstone Capital Management, LLC16.11%SCHEDULE 13G
2026-07-02First Trust Exchange-Traded Fund VIII Precedent Wealth Partners, LLC13.8%SCHEDULE 13G
2026-07-02Pantages Capital Acquisition Corporation Hudson Bay Capital Management LP13.27%SCHEDULE 13G
2026-07-01CoinShares PLC Newton Russell Paul11.6%SCHEDULE 13G
2026-07-01CoinShares PLC Newton Russell Paul11.5%SCHEDULE 13G
2026-06-29Boundless Bio, Inc. Tang Capital Management, LLC11.3%SCHEDULE 13G
2026-07-02Zhibao Technology Inc. Ningbo Pangu Chuangfu Hefu Equity Investment Partnership (Limited Partnership)10.5%SCHEDULE 13G
2026-06-29Aetherion Technoligies Inc. CVI Investments, Inc.9.9%SCHEDULE 13G
2026-07-02Aditxt, Inc. Castillo Christopher9.19%SCHEDULE 13G
2026-07-02Alpex Acquisition Corporation Feis Equities LLC8.66%SCHEDULE 13G
2026-07-02Cartesian Growth Corp IV MMCAP International Inc. SPC8.5%SCHEDULE 13G
2026-07-02Futurewave Acquisition Corp Feis Equities LLC7.81%SCHEDULE 13G
2026-06-30The Realreal, Inc Divisadero Street Capital Management, LP7.6%SCHEDULE 13G
2026-07-01Surf Air Mobility Inc. Palantir Technologies Inc.7.4%SCHEDULE 13G
2026-07-02Alamar Biosciences, Inc. Daqing Cai7.2%SCHEDULE 13G
2026-07-02Lantronix, Inc. Needham Investment Management L.L.C.7.1%SCHEDULE 13G
2026-07-02Teamshares Inc Slow Ventures, LLC6.9%SCHEDULE 13G
2026-06-30Appian Corp Lead Edge Capital Management, LLC6.8%SCHEDULE 13G
2026-07-01Marathon Bancorp, Inc.Marathon Bank 401(k) Plan Trust6.57%SCHEDULE 13G
2026-06-30Columbus Circle Capital Corp II Linden Advisors LP6.5%SCHEDULE 13G
2026-06-29Teamshares Inc Alexa von Tobel6.4%SCHEDULE 13G
2026-07-01Rare Earths Americas, Inc. DTQ (BVI) Ltd6.3%SCHEDULE 13G
2026-07-02CXApp Inc. Jane Street Group, LLC6.1%SCHEDULE 13G
2026-07-02Nine Energy Service, Inc. Algebris Investments (US) Inc.6%SCHEDULE 13G
2026-07-02BTC Digital Ltd. Bigger Michael5.6%SCHEDULE 13G
2026-07-02Churchill Capital Corp XI BlueCrest Capital Management Ltd5.6%SCHEDULE 13G
2026-07-02Alpex Acquisition Corporation Harraden Circle Investments, LLC5.45%SCHEDULE 13G
2026-07-02Agios Pharmaceuticals, Inc. D. E. Shaw & Co., L.P.5.1%SCHEDULE 13G
2026-07-02Inspire Medical Systems, Inc. D. E. Shaw & Co., L.P.5.1%SCHEDULE 13G
2026-07-02SUNation Energy, Inc. Jane Street Group, LLC5.1%SCHEDULE 13G
2026-07-02Hertz Global Holdings, Inc Jane Street Group, LLC5%SCHEDULE 13G
2026-07-02Aspire-Lakewood Holdings, Inc. Rubenbauer Alois Ryan III5%SCHEDULE 13G

Stated intent

FiledCompanyHolderPercentFiling
2026-06-29Freightos Ltd Schreiber Zvi intent stated6.1%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/2026-27
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 2026-06-29: 13 Schedule 13D, 36 Schedule 13G. MentionFox, 2026-11-10. https://mentionfox.com/stakes/week/2026-27