MentionFox
Home › Stakes › Week of 2026-06-29
5%+ stakes · weekly

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.

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 plcINEOS 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 CorpHugreat 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 IncGould 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 LtdSchreiber 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 TrustBrookstone Capital Management, LLC31.68%SCHEDULE 13G
2026-07-02First Trust Exchange-Traded Fund VIIIPrecedent 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 TrustBrookstone Capital Management, LLC16.11%SCHEDULE 13G
2026-07-02First Trust Exchange-Traded Fund VIIIPrecedent Wealth Partners, LLC13.8%SCHEDULE 13G
2026-07-02Pantages Capital Acqusition CorpHudson Bay Capital Management LP13.27%SCHEDULE 13G
2026-07-01CoinShares PLCNewton Russell Paul11.6%SCHEDULE 13G
2026-07-01CoinShares PLCNewton 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
2026-06-29Westport Fuel Systems Inc.CVI Investments, Inc.9.9%SCHEDULE 13G
2026-07-02Aditxt, Inc.Castillo Christopher9.19%SCHEDULE 13G
2026-07-02Alpex Acquisition CorpFeis Equities LLC8.66%SCHEDULE 13G
2026-07-02Cartesian Growth Corp IVMMCAP International Inc. SPC8.5%SCHEDULE 13G
2026-07-02Futurewave Acquisition CorpFeis 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 IncNeedham Investment Management L.L.C.7.1%SCHEDULE 13G
2026-07-02Teamshares IncSlow Ventures, LLC6.9%SCHEDULE 13G
2026-06-30Appian CorporationLead 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 IILinden Advisors LP6.5%SCHEDULE 13G
2026-06-29Teamshares IncAlexa 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 XIBlueCrest Capital Management Ltd5.6%SCHEDULE 13G
2026-07-02Alpex Acquisition CorpHarraden 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 Biopharma Holdings, Inc.Rubenbauer Alois Ryan III5%SCHEDULE 13G

Stated intent

FiledCompanyHolderPercentFiling
2026-06-29Freightos LtdSchreiber Zvi intent stated6.1%SCHEDULE 13D
Download this data (CSV)51 rows, with sources

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/2026-27
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 2026-06-29: 13 Schedule 13D, 36 Schedule 13G. MentionFox, 2026-09-27. https://mentionfox.com/stakes/week/2026-27