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5%+ stakes, week of 2026-07-06

Every new stake of 5% or more reported to the SEC the week of 2026-07-06, and every 13D stating an intent to influence the company, each linked to its filing.

New 13D15
New 13G107
Stated intents1

The week of 2026-07-06, 15 holders filed a new Schedule 13D and 107 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
2026-07-07Osprey Acquisition Corp. IIIOsprey Acquisition Sponsor III, LLC26.18%SCHEDULE 13D
2026-07-09Horizon Quantum Holdings Ltd.Peak XV Partners Seed Investment20.3%SCHEDULE 13D
2026-07-08Corvex, Inc.Seth Demsey20%SCHEDULE 13D
2026-07-09Yext, Inc.Lynrock Lake LP19%SCHEDULE 13D
2026-07-07Marchex, Inc.Russell C. Horowitz18.5%SCHEDULE 13D
2026-07-10CalciMedica, Inc.Alafi Capital Company LLC17.1%SCHEDULE 13D
2026-07-07Calamos Aksia Hedged Strategies FundJohn P Calamos, Sr.16.2%SCHEDULE 13D
2026-07-08Corvex, Inc.John Crystal III14.8%SCHEDULE 13D
2026-07-10Evogene Ltd.L.I.A. Pure Capital Ltd. intent stated12.61%SCHEDULE 13D
2026-07-09SiTime CorpRenesas Electronics America Inc.11.9%SCHEDULE 13D
2026-07-09BeneficientJames G. Silk7.5%SCHEDULE 13D
2026-07-08GridAI Technologies Corp.Jason David Sawyer7.1%SCHEDULE 13D
2026-07-09Securitize Corp.W. Bradford Stephens6%SCHEDULE 13D
2026-07-09Securitize Corp.Carlos Domingo5.4%SCHEDULE 13D
2026-07-06Transact Technologies IncCharles M. Gillman5.1%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-07-08Privacore Pcaam Alternative Income FundJANUS HENDERSON GROUP Ltd.67.4%SCHEDULE 13G
2026-07-08iShares MSCI UAE ETFBlackRock Portfolio Management LLC50%SCHEDULE 13G
2026-07-08Privacore Pcaam Alternative Growth FundJANUS HENDERSON GROUP Ltd.46.8%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.44.43%SCHEDULE 13G
2026-07-08iShares Bitcoin Premium Income ETFBlackRock Portfolio Management LLC34.5%SCHEDULE 13G
2026-07-06iM Global Partner FundsTruist Financial Corp32.2%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.31.4%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded AlphaDEX(R) FundFirst Trust Portfolios L.P.29.32%SCHEDULE 13G
2026-07-09Texas Ventures Acquisition IV CorpTXV Partners IV, LLC25%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund IIFirst Trust Portfolios L.P.20.29%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VFirst Trust Portfolios L.P.20.15%SCHEDULE 13G
2026-07-08SUNation Energy, Inc.AWM Investment Company, Inc.19.9%SCHEDULE 13G
2026-07-08Privacore Vpc Asset Backed Credit FundJANUS HENDERSON GROUP Ltd.17.1%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded FundFirst Trust Portfolios L.P.16.39%SCHEDULE 13G
2026-07-07Neutron Holdings, Inc.Lunate Capital Limited15.3%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.15.2%SCHEDULE 13G
2026-07-08Tenax Therapeutics, Inc.Fmr LLC14.9%SCHEDULE 13G
2026-07-08General Fusion Group Ltd.Meteora Capital, LLC14.74%SCHEDULE 13G
2026-07-06Quantinuum Inc.Capital World Investors13.9%SCHEDULE 13G
2026-07-10Q32 Bio Inc.Boxer Capital Management, LLC13.3%SCHEDULE 13G
2026-07-06Dreamland LtdImperial Vision Fund Spc Series 1 Sp13.04%SCHEDULE 13G
2026-07-10Wallbox N.V.Instruments Financers Per A Empreses Innovadores, S.L. Unipersonal12.8%SCHEDULE 13G
2026-07-08Astronics CorporationBlackRock, Inc.12.6%SCHEDULE 13G
2026-07-08Sono Group N.V.Bambino 255. V V UG (haftungsbeschrankt)12.45%SCHEDULE 13G
2026-07-08Anterix Inc.T. Rowe Price Investment Management, Inc.12%SCHEDULE 13G
2026-07-08Climb Bio, Inc.Fmr LLC11.9%SCHEDULE 13G
2026-07-08WaterBridge Infrastructure LLCT. Rowe Price Investment Management, Inc.11.4%SCHEDULE 13G
2026-07-07Apogee Acquisition CorpKarpus Management, Inc.11.28%SCHEDULE 13G
2026-07-08Lsi Industries IncFmr LLC10.9%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.10.63%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund IvFirst Trust Portfolios L.P.10.57%SCHEDULE 13G
2026-07-08South Bow CorpFmr LLC10.5%SCHEDULE 13G
2026-07-09Actelis Networks, Inc.White Lion Capital LLC10.41%SCHEDULE 13G
2026-07-08Astronics CorporationState Street Corporation10.4%SCHEDULE 13G
2026-07-08Intrusion IncTego Cyber, Inc.10.4%SCHEDULE 13G
2026-07-08National Healthcare Properties, Inc.Prudential Financial Inc10.2%SCHEDULE 13G
2026-07-07Melar Acquisition Corp. I/CaymanKarpus Management, Inc.10.07%SCHEDULE 13G
2026-07-06Farmmi, Inc.S.H.N. Financial Investments Ltd.9.99%SCHEDULE 13G
2026-07-10Pyxis Oncology, Inc.Bvf Partners L P9.99%SCHEDULE 13G
2026-07-06Ryde Group LtdHoyang Development Limited9.76%SCHEDULE 13G
2026-07-09Nine Energy Service, Inc.Adage Capital Management, L.P.9.71%SCHEDULE 13G
2026-07-06Volato Group, Inc.SEG Opportunity Fund, LLC9.4%SCHEDULE 13G
2026-07-09Jet.AI Inc.Hexstone Capital LLC9.4%SCHEDULE 13G
2026-07-07Alpha Modus Holdings, Inc.Streeterville Capital LLC9.2%SCHEDULE 13G
2026-07-07Bed Bath & Beyond, Inc.Rosen Mitchell A.8.9%SCHEDULE 13G
2026-07-10PennantPark Enhanced Income FundThomas J. Herzfeld Advisors, Inc.8.88%SCHEDULE 13G
2026-07-08Sunshine Biopharma Inc.Alta Partners LLC8.6%SCHEDULE 13G
2026-07-06Lafayette Square USA, Inc.Hildene Capital Management, LLC8.4%SCHEDULE 13G
2026-07-06Office Properties Income TrustWhitebox Advisors LLC8.2%SCHEDULE 13G
2026-07-06John Hancock Comvest Private Income FundManulife Private Credit Plus Fund8%SCHEDULE 13G
2026-07-09WaterBridge Infrastructure LLCALPS Advisors, Inc.7.98%SCHEDULE 13G
2026-07-06J.W. Mays, Inc.Wax Asset Management, LLC7.76%SCHEDULE 13G
2026-07-07Neogen CorpNeuberger Berman Group LLC7.6%SCHEDULE 13G
2026-07-08Victory Portfolios IITruist Financial Corp7.6%SCHEDULE 13G
2026-07-09People Inc (Formerly IAC INC.)Helikon Investments Limited7.6%SCHEDULE 13G
2026-07-08Meridian3 Industrials Acquisition CorpMMCAP International Inc. SPC7.5%SCHEDULE 13G
2026-07-09Identiv, Inc. (INVE)Grossman Bruce7.3%SCHEDULE 13G
2026-07-09Bending Spoons S.p.A.Durable Capital Partners LP7.3%SCHEDULE 13G
2026-07-06Sound Group Inc.John Benjamin Morris7%SCHEDULE 13G
2026-07-07Graf Global Corp.Harraden Circle Investments, LLC6.96%SCHEDULE 13G
2026-07-07UFP Technologies IncNeuberger Berman Group LLC6.9%SCHEDULE 13G
2026-07-08Sphere 3D Corp.Thomas Masiero6.7%SCHEDULE 13G
2026-07-08Silo Pharma, Inc.AdvisorShares Trust6.69%SCHEDULE 13G
2026-07-06Ryde Group LtdHash Digital Investment Limited6.66%SCHEDULE 13G
2026-07-09Texas Ventures Acquisition IV CorpWealthspring Capital LLC6.51%SCHEDULE 13G
2026-07-06Ethos Technologies Inc.Divisadero Street Capital Management, LP6.5%SCHEDULE 13G
2026-07-06Blackstone Senior Floating Rate 2027 Term FundSit Investment Associates, Inc.6.3%SCHEDULE 13G
2026-07-08ETF Opportunities TrustTruist Financial Corp6.3%SCHEDULE 13G
2026-07-08Trulieve Cannabis Corp.AdvisorShares Trust6.26%SCHEDULE 13G
2026-07-06Aberdeen Multi-Market Income FundSit Investment Associates, Inc.6.2%SCHEDULE 13G
2026-07-06Volato Group, Inc.C/M Capital Master Fund, LP6.2%SCHEDULE 13G
2026-07-06MFS Active Exchange Traded Funds TrustPaul R. Ried Financial Group, LLC6.2%SCHEDULE 13G
2026-07-07Wilco 63 Corp.MMCAP International Inc. SPC6.1%SCHEDULE 13G
2026-07-07Osprey Acquisition Corp. IIIMMCAP International Inc. SPC6.1%SCHEDULE 13G
2026-07-06Raytech Holding LimitedHash Digital Investment Limited6.09%SCHEDULE 13G
2026-07-09Interprivate Investment Partners V IncWealthspring Capital LLC6.07%SCHEDULE 13G
2026-07-10Office Properties Income TrustLiberty Mutual Holding Company Inc.6%SCHEDULE 13G
2026-07-08Poet Technologies Inc.Kenneth Griffin5.9%SCHEDULE 13G
2026-07-06Ondas IncLaurence E. Hirsch5.7%SCHEDULE 13G
2026-07-08Freenome, Inc.Point72 Asset Management, L.P.5.7%SCHEDULE 13G
2026-07-09Osprey Acquisition Corp. IIILinden Advisors LP5.7%SCHEDULE 13G
2026-07-10ProPetro Holding Corp.VR Advisory Services Ltd5.7%SCHEDULE 13G
2026-07-08LifeMD, Inc.Federated Hermes, Inc.5.68%SCHEDULE 13G
2026-07-07PowerBank CorporationDavidson Kempner Capital Management LP5.66%SCHEDULE 13G
2026-07-08iShares MSCI UAE ETFTruist Financial Corp5.6%SCHEDULE 13G
2026-07-09Casella Waste Systems IncWasatch Advisors LP5.6%SCHEDULE 13G
2026-07-09WM Technology, Inc.Senvest Management, LLC5.6%SCHEDULE 13G
2026-07-08FreeCast, Inc.Davidson Kempner Capital Management LP5.5%SCHEDULE 13G
2026-07-10Copper Property CTL Pass Through TrustWhitebox Advisors LLC5.5%SCHEDULE 13G
2026-07-10Alta Equipment Group Inc.CastleKnight Master Fund LP5.5%SCHEDULE 13G
2026-07-09AmperCap Acquisition CoWealthspring Capital LLC5.47%SCHEDULE 13G
2026-07-08Stock Yards Bancorp, Inc.Neuberger Berman Group LLC5.4%SCHEDULE 13G
2026-07-08Quantum Biopharma Ltd.AdvisorShares Trust5.33%SCHEDULE 13G
2026-07-07Ares Acquisition Corporation IIIMillennium Management LLC5.3%SCHEDULE 13G
2026-07-08Victory Portfolios IITruist Financial Corp5.3%SCHEDULE 13G
2026-07-10Alpha Compute CorpKendall Brazos Duncan5.3%SCHEDULE 13G
2026-07-06Tofutti Brands Inc.LPL Financial LLC5.2%SCHEDULE 13G
2026-07-06Columbus Circle Capital Corp IITenor Capital Management Company, L.P.5.2%SCHEDULE 13G
2026-07-08Prelude Therapeutics IncSoleus Capital Management, L.P.5.2%SCHEDULE 13G
2026-07-08Quidelortho CorpNeuberger Berman Group LLC5.2%SCHEDULE 13G
2026-07-09Alight IncD. E. Shaw & Co., L.P.5.2%SCHEDULE 13G
2026-07-06Barrett Business Services IncPrivate Capital Management, LLC5.13%SCHEDULE 13G
2026-07-07Accuray IncNeuberger Berman Group LLC5.1%SCHEDULE 13G
2026-07-08Sixth Street Specialty Lending, Inc.Strs Ohio5.1%SCHEDULE 13G
2026-07-10Grabagun Digital Holdings Inc.Four Kids Investment Funds LLC5.05%SCHEDULE 13G
2026-07-07Champion Homes IncWasatch Advisors LP5%SCHEDULE 13G
2026-07-08Achieve Life Sciences, Inc.Vivo Opportunity, LLC5%SCHEDULE 13G

Stated intent

FiledCompanyHolderPercentFiling
2026-07-10Evogene Ltd.L.I.A. Pure Capital Ltd. intent stated12.61%SCHEDULE 13D
Download this data (CSV)123 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/2026-28
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 2026-07-06: 15 Schedule 13D, 107 Schedule 13G. MentionFox, 2026-09-27. https://mentionfox.com/stakes/week/2026-28