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5%+ stakes, week of 2026-07-13

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

In the week of July 13, 2026, 13 holders filed a new Schedule 13D and 143 a new Schedule 13G reporting 5% or more of a company. The largest stake reported that week is Trafalgar Asset Management, LLC's 100% of Greater Cannabis Company, Inc. (Schedule 13D, July 16, 2026).

New 13D13
New 13G143
Stated intents0

The week of 2026-07-13, 13 holders filed a new Schedule 13D and 143 a new Schedule 13G reporting 5% or more of a company, and 0 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
2026-07-16Greater Cannabis Company, Inc. Trafalgar Asset Management, LLC100%SCHEDULE 13D
2026-07-16AIOS Tech Inc. Guo Li60.6%SCHEDULE 13D
2026-07-14AMG BBH Asset-Backed Credit Fund, LLC AMG New York Holdings Corp.59.1%SCHEDULE 13D
2026-07-16Gloo Holdings, Inc. Scott Beck49.03%SCHEDULE 13D
2026-07-16BayFirst Financial Corp Lehman Kenneth R42.4%SCHEDULE 13D
2026-07-14AMG BBH Asset-Backed Credit Fund, LLC Brown Brothers Harriman & Co40.9%SCHEDULE 13D
2026-07-17Columbus Circle Capital Corp III Columbus Circle 3 Sponsor Corporation LLC25.3%SCHEDULE 13D
2026-07-13Dreamland Ltd Seto Wai Yue23.81%SCHEDULE 13D
2026-07-15Vivos Therapeutics, Inc. V-Co Investors 4 LLC19.9%SCHEDULE 13D
2026-07-17Transact Technologies Inc Poplar Point Capital Management LLC15.22%SCHEDULE 13D
2026-07-16Alliancebernstein National Municipal Income Fund Karpus Management, Inc.12.56%SCHEDULE 13D
2026-07-16Chemomab Therapeutics Ltd. HBM Healthcare Investments (Cayman) Ltd.12.5%SCHEDULE 13D
2026-07-14Midera Food Processing Inc Garden Investment Management, L.P.7.5%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2026-07-14Bleichroeder Acquisition Corp. III Bleichroeder Sponsor 3 LLC25%SCHEDULE 13G
2026-07-13Atlas Trinity Tech Co. Wk Frater Holdings Limited17.01%SCHEDULE 13G
2026-07-13Atlas Trinity Tech Co. Fortune Genesis Holdings Limited17.01%SCHEDULE 13G
2026-07-17Inhibikase Therapeutics, Inc. RA Capital Management, L.P.15.9%SCHEDULE 13G
2026-07-16Vertical Data Inc. Hamble International Inc.15.7%SCHEDULE 13G
2026-07-13DSC Holdings Ltd. TMT General Partner Ltd.14.1%SCHEDULE 13G
2026-07-17John Hancock Marathon Asset-Based Lending FundJeffrey Todd Holdings, L.P.12.4%SCHEDULE 13G
2026-07-15Ridgepost Capital, Inc. RJDT Holdings, L.P.11.58%SCHEDULE 13G
2026-07-13Wallbox N.V. Focus On Next Frontier, S.L.U.10.5%SCHEDULE 13G
2026-07-15Elong Power Holding Limited S.H.N. Financial Investments Ltd.9.99%SCHEDULE 13G
2026-07-16Celcuity Inc. Baker Bros. Advisors LP9.99%SCHEDULE 13G
2026-07-17Valion Bio, Inc. Murchinson Ltd.9.99%SCHEDULE 13G
2026-07-17Agenus Inc Raymond Debbane9.99%SCHEDULE 13G
2026-07-16Collective Mining Ltd. Jupiter Asset Management Ltd9.97%SCHEDULE 13G
2026-07-13Elong Power Holding Limited Orca Capital AG9.9%SCHEDULE 13G
2026-07-15Newton Golf Company, Inc. Bhaskaran Dennis9.9%SCHEDULE 13G
2026-07-17General Fusion Inc.Segra Capital Management, LLC9.9%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC9.6%SCHEDULE 13G
2026-07-14Matinas BioPharma Holdings, Inc. Hezbay Holdings LLC9.54%SCHEDULE 13G
2026-07-14American Strategic Investment Co. Edward M. Weil, Jr.9.49%SCHEDULE 13G
2026-07-17Lunai Bioworks Inc.Hansen Hans Christian9.4%SCHEDULE 13G
2026-07-16Nuran Wireless Inc.Pacific Investment Holdings Ltd8.8%SCHEDULE 13G
2026-07-14Bleichroeder Acquisition Corp. III Continental General Insurance Co8.7%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC8.6%SCHEDULE 13G
2026-07-15Penguin Solutions Inc Bank Of Nova Scotia8.52%SCHEDULE 13G
2026-07-17Sprout Social Inc BlackRock Portfolio Management LLC8.4%SCHEDULE 13G
2026-07-14Beyond Air, Inc. Lin Yi-Chien8.3%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC8.3%SCHEDULE 13G
2026-07-17Uscb Financial Holdings Inc Inversiones Atlantida S.A.8.2%SCHEDULE 13G
2026-07-14Marqeta Inc Dimensional Fund Advisors LP8%SCHEDULE 13G
2026-07-14Bitzero Holdings Inc.Bakhashwain Mohammed8%SCHEDULE 13G
2026-07-13TCW Direct Lending VIII LLC Lockheed Martin Investment Management Co7.9%SCHEDULE 13G
2026-07-17Preformed Line Products CoWasatch Advisors LP7.7%SCHEDULE 13G
2026-07-14Astronics Corp Dimensional Fund Advisors LP7.5%SCHEDULE 13G
2026-07-16Elong Power Holding Limited Mitchell P. Kopin7.4%SCHEDULE 13G
2026-07-14Enviri CorpBlackRock, Inc.7.3%SCHEDULE 13G
2026-07-14Range Impact, Inc. Keri Findley7.2%SCHEDULE 13G
2026-07-16Ollie's Bargain Outlet Holding Wasatch Advisors LP7.2%SCHEDULE 13G
2026-07-17RxSight, Inc. BlackRock Portfolio Management LLC7.2%SCHEDULE 13G
2026-07-16uniQure N.V. Jpmorgan Chase & Co7%SCHEDULE 13G
2026-07-17Texas Ventures Acquisition IV Corp Linden Advisors LP7%SCHEDULE 13G
2026-07-17Thryv Holdings, Inc.BlackRock Portfolio Management LLC7%SCHEDULE 13G
2026-07-15Centrus Energy Corp Bank Of Nova Scotia6.91%SCHEDULE 13G
2026-07-16Vicor CorpJpmorgan Chase & Co6.9%SCHEDULE 13G
2026-07-17Quantinuum Inc BlackRock Portfolio Management LLC6.9%SCHEDULE 13G
2026-07-16Allegro Microsystems, Inc.Jpmorgan Chase & Co6.8%SCHEDULE 13G
2026-07-17iShares MSCI Australia ETF BlackRock Portfolio Management LLC6.7%SCHEDULE 13G
2026-07-17iShares Managed Futures Active ETF BlackRock Portfolio Management LLC6.6%SCHEDULE 13G
2026-07-17Plum Acquisition Corp Linden Capital L.P.6.5%SCHEDULE 13G
2026-07-15Voyager Technologies, Inc. Bank Of Nova Scotia6.42%SCHEDULE 13G
2026-07-15Mobilicom Ltd Chernett Jorey6.4%SCHEDULE 13G
2026-07-16Elicio Therapeutics, Inc.Moti Investments LLC6.1%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC6.1%SCHEDULE 13G
2026-07-14Samos Energy Acquisition CorpMMCAP International Inc. SPC6%SCHEDULE 13G
2026-07-15DEFSEC Technologies Inc. Lind Global Fund III LP6%SCHEDULE 13G
2026-07-17Winnebago Industries IncPzena Investment Management LLC6%SCHEDULE 13G
2026-07-17Fulcrum Therapeutics, Inc. BlackRock Portfolio Management LLC6%SCHEDULE 13G
2026-07-15Cognizant Technology Solutions CorpInvesco Ltd.5.9%SCHEDULE 13G
2026-07-17TAT Technologies Ltd Wasatch Advisors LP5.9%SCHEDULE 13G
2026-07-17Blackstone Digital Infrastructure BlackRock Portfolio Management LLC5.9%SCHEDULE 13G
2026-07-14TaskUs, Inc. Dalton Investments Inc.5.82%SCHEDULE 13G
2026-07-17Netstreit Corp. BlackRock Portfolio Management LLC5.8%SCHEDULE 13G
2026-07-14Yelp IncDimensional Fund Advisors LP5.7%SCHEDULE 13G
2026-07-15Liftoff Mobile, Inc. Robertson Harry James5.7%SCHEDULE 13G
2026-07-15Coca-Cola Europacific Partners PlcInvesco Ltd.5.7%SCHEDULE 13G
2026-07-16Affirm Holdings IncJpmorgan Chase & Co.5.7%SCHEDULE 13G
2026-07-16Affirm Holdings IncJpmorgan Chase & Co5.7%SCHEDULE 13G
2026-07-17PJT Partners IncWasatch Advisors LP5.7%SCHEDULE 13G
2026-07-17Cognizant Technology Solutions CorpPzena Investment Management LLC5.7%SCHEDULE 13G
2026-07-17Keros Therapeutics, Inc. BlackRock Portfolio Management LLC5.7%SCHEDULE 13G
2026-07-14Pono Capital Four, Inc. Wolverine Asset Management, LLC5.69%SCHEDULE 13G
2026-07-15Cleanspark, Inc. Bank Of Nova Scotia5.62%SCHEDULE 13G
2026-07-15Intuitive Machines, Inc. Bank Of Nova Scotia5.6%SCHEDULE 13G
2026-07-16Aon plcJpmorgan Chase & Co5.6%SCHEDULE 13G
2026-07-17Suja Life, Inc. Wasatch Advisors LP5.6%SCHEDULE 13G
2026-07-17Concentrix CorpPzena Investment Management LLC5.6%SCHEDULE 13G
2026-07-17SkinHealth Systems Inc. BlackRock Portfolio Management LLC5.6%SCHEDULE 13G
2026-07-17iShares Managed Futures Active ETF BlackRock Portfolio Management LLC5.6%SCHEDULE 13G
2026-07-14Apogee Enterprises IncDimensional Fund Advisors LP5.5%SCHEDULE 13G
2026-07-15ScanSource IncPzena Investment Management LLC5.5%SCHEDULE 13G
2026-07-16Columbus Circle Capital Corp III Linden Capital L.P.5.5%SCHEDULE 13G
2026-07-17Evolent Health, Inc. BlackRock Portfolio Management LLC5.5%SCHEDULE 13G
2026-07-14Olin CorpDimensional Fund Advisors LP5.4%SCHEDULE 13G
2026-07-17Pennant Group Inc Wasatch Advisors LP5.4%SCHEDULE 13G
2026-07-13Etsy Inc Jane Street Group, LLC5.3%SCHEDULE 13G
2026-07-14HealthStream, Inc. Dimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-14Innospec IncDimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-14RBB Bancorp (RBB)Dimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-14HB Fuller CoDimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-14Ingredion IncorporatedDimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-14Urban Outfitters Dimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-07-16Copt Defense PropertiesJpmorgan Chase & Co5.3%SCHEDULE 13G
2026-07-16Evommune, Inc. Point72 Asset Management, L.P.5.3%SCHEDULE 13G
2026-07-16Navitas Semiconductor Corp Jane Street Group, LLC5.3%SCHEDULE 13G
2026-07-17X-Energy, Inc. Segra Capital Management, LLC5.3%SCHEDULE 13G
2026-07-17InvenTrust Properties CorpBlackRock Portfolio Management LLC5.3%SCHEDULE 13G
2026-07-14Axis Capital Holdings LtdDimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14AdvanSix Inc. Dimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Amphastar Pharmaceuticals IncDimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Primeenergy Resources Corp Dimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Carter'S, Inc. Dimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Eplus IncDimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Hillman Solutions CorpDimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-14Kirby CorporationDimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-07-15Monolithic Power Systems IncInvesco Ltd.5.2%SCHEDULE 13G
2026-07-15Microchip Technology IncorporatedInvesco Ltd.5.2%SCHEDULE 13G
2026-07-16LB Pharmaceuticals Inc Jpmorgan Chase & Co5.2%SCHEDULE 13G
2026-07-17Suncrete, Inc. Wasatch Advisors LP5.2%SCHEDULE 13G
2026-07-17Vital Farms, Inc. BlackRock Portfolio Management LLC5.2%SCHEDULE 13G
2026-07-17Brandywine Realty TrustBlackRock Portfolio Management LLC5.2%SCHEDULE 13G
2026-07-14Maywood Acquisition Corp. 2 Wolverine Asset Management, LLC5.13%SCHEDULE 13G
2026-07-14Precision Drilling CorpDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Firstgroup PLCDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Advance Auto Parts Inc Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Elanco Animal Health Inc Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Gentherm IncDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Jakks Pacific IncDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Pediatrix Medical Group, Inc.Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14V2X Inc Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Camden National CorpDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Designer Brands Inc. Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Financial Institutions Inc Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14HomeTrust BancsharesDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Oshkosh CorpDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Stellar Bancorp IncDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-14Worthington Steel IncDimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-07-16Ecolab Inc.Jpmorgan Chase & Co5.1%SCHEDULE 13G
2026-07-17Jade Biosciences, Inc. Paradigm BioCapital Advisors LP5.1%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC5.1%SCHEDULE 13G
2026-07-14AA Mission Acquisition Corp. II Wolverine Asset Management, LLC5.06%SCHEDULE 13G
2026-07-14Westin Acquisition Corp. Wolverine Asset Management, LLC5.01%SCHEDULE 13G
2026-07-17Everquote Inc BlackRock Portfolio Management LLC5.01%SCHEDULE 13G
2026-07-14Allegiant Travel Co Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-07-14LiveRamp Holdings IncDimensional Fund Advisors LP5%SCHEDULE 13G
2026-07-14Molson Coors Beverage Co Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-07-14Prosperity Bancshares Inc Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-07-14Silgan Holdings Inc.Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-07-15Agape ATP CorpJane Street Group, LLC5%SCHEDULE 13G
2026-07-16Mks Inc. Jpmorgan Chase & Co5%SCHEDULE 13G
2026-07-16Kulicke And Soffa Industries, Inc.Jpmorgan Chase & Co5%SCHEDULE 13G
2026-07-16Chipotle Mexican Grill, Inc.Jpmorgan Chase & Co5%SCHEDULE 13G
2026-07-17Cleanspark, Inc. D. E. Shaw & Co., L.P.5%SCHEDULE 13G
2026-07-17iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC5%SCHEDULE 13G

Stated intent

No 13D this week stated an intent to influence the company.

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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/2026-29
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 2026-07-13: 13 Schedule 13D, 143 Schedule 13G. MentionFox, 2026-11-10. https://mentionfox.com/stakes/week/2026-29