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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.

In the week of July 6, 2026, 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 an intent to influence the company. The largest stake reported that week is JANUS HENDERSON GROUP Ltd.'s 67.4% of Privacore Pcaam Alternative Income Fund (Schedule 13G, July 8, 2026).

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. III Osprey 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 Fund John 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 Corp Renesas Electronics America Inc.11.9%SCHEDULE 13D
2026-07-09Beneficient James 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 Inc Charles 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 Japan Value ETF BlackRock 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 VIII First Trust Portfolios L.P.44.43%SCHEDULE 13G
2026-07-08iShares Bitcoin Premium Income ETFBlackRock Portfolio Management LLC34.5%SCHEDULE 13G
2026-07-06Litman Gregory Funds Trust Truist Financial Corp32.2%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIII First Trust Portfolios L.P.31.4%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Portfolios L.P.29.32%SCHEDULE 13G
2026-07-09Texas Ventures Acquisition IV Corp TXV 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 Fund First 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 VIII First 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 Ltd Imperial 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 Corp BlackRock, 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 Infrastruc-Cl A T. Rowe Price Investment Management, Inc.11.4%SCHEDULE 13G
2026-07-07Apogee Acquisition Corp Karpus Management, Inc.11.28%SCHEDULE 13G
2026-07-08Lsi Industries Inc Fmr LLC10.9%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund VIII First Trust Portfolios L.P.10.63%SCHEDULE 13G
2026-07-07First Trust Exchange-Traded Fund IV First 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 Corp State 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/Cayman Karpus 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
2026-07-07Neighborhood Intelligence, 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 Tru Whitebox Advisors LLC8.2%SCHEDULE 13G
2026-07-06John Hancock Comvest Private Income FundManulife Private Credit Plus Fund8%SCHEDULE 13G
2026-07-09Waterbridge Infrastruc-Cl A ALPS Advisors, Inc.7.98%SCHEDULE 13G
2026-07-06J.W. Mays, Inc.Wax Asset Management, LLC7.76%SCHEDULE 13G
2026-07-07Neogen Corp Neuberger Berman Group LLC7.6%SCHEDULE 13G
2026-07-08Victory Portfolios IITruist Financial Corp7.6%SCHEDULE 13G
2026-07-09People Incorporated Helikon Investments Limited7.6%SCHEDULE 13G
2026-07-08Meridian3 Industrials Acquisition CorpMMCAP International Inc. SPC7.5%SCHEDULE 13G
2026-07-09INVE Technologies, Inc. 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
2026-07-08DarkHorse Technologies Inc. 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 Corp Wealthspring 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 Trust Truist 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. III MMCAP International Inc. SPC6.1%SCHEDULE 13G
2026-07-06Atlas Trinity Tech Co. Hash Digital Investment Limited6.09%SCHEDULE 13G
2026-07-09Interprivate Investment Partners V Inc Wealthspring Capital LLC6.07%SCHEDULE 13G
2026-07-10Office Properties Income Tru Liberty Mutual Holding Company Inc.6%SCHEDULE 13G
2026-07-08Poet Technologies Inc. Kenneth Griffin5.9%SCHEDULE 13G
2026-07-06Ondas Inc Laurence E. Hirsch5.7%SCHEDULE 13G
2026-07-08Freenome, Inc. Point72 Asset Management, L.P.5.7%SCHEDULE 13G
2026-07-09Osprey Acquisition Corp. III Linden Advisors LP5.7%SCHEDULE 13G
2026-07-10ProPetro Holding Corp VR Advisory Services Ltd5.7%SCHEDULE 13G
2026-07-08LifeMDFederated Hermes, Inc.5.68%SCHEDULE 13G
2026-07-07PowerBank CorporationDavidson Kempner Capital Management LP5.66%SCHEDULE 13G
2026-07-08iShares MSCI Japan Value ETF Truist 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 Trust Whitebox Advisors LLC5.5%SCHEDULE 13G
2026-07-10Alta Equipment Group Inc. CastleKnight Master Fund LP5.5%SCHEDULE 13G
2026-07-09AmperCap Acquisition Company Wealthspring 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 III Millennium 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 II Tenor Capital Management Company, L.P.5.2%SCHEDULE 13G
2026-07-08Prelude Therapeutics Inc Soleus Capital Management, L.P.5.2%SCHEDULE 13G
2026-07-08Quidelortho Corp Neuberger Berman Group LLC5.2%SCHEDULE 13G
2026-07-09Alight IncD. E. Shaw & Co., L.P.5.2%SCHEDULE 13G
2026-07-06Barrett Business Services, Inc. Private Capital Management, LLC5.13%SCHEDULE 13G
2026-07-07Accuray Inc Neuberger 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 Inc Wasatch 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
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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 2026-11-10
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, 2026-11-10. https://mentionfox.com/stakes/week/2026-28