Westwood Holdings Group Inc has 5 Schedule 13D or 13G filings on record since 2025-07-14. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 5.1% | 475,431 | SCHEDULE 13G, 2025-10-17 | 2025-09-30 |
| Settian Capital LP | 5% | 470,515 | SCHEDULE 13D, 2025-08-04 | 2025-07-30 |
| Gamco Investors, Inc. Et Al | 4.7% | 443,800 | SCHEDULE 13D/A, 2026-08-12 | 2026-08-11 |
| DePrince, Race & Zollo, Inc. | 0% | 0 | SCHEDULE 13G/A, 2026-01-15 | 2026-01-12 |
Purpose of Transaction (Item 4)
Gamco Investors, Inc. Et Al
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.Item 4 of the SCHEDULE 13D/A filed 2026-08-12
Settian Capital LP
The Reporting Persons purchased the shares of Common Stock based on their belief that at current market prices, the shares represent an attractive investment opportunity. Depending upon their assessment of the Issuer's businesses and prospects, overall market conditions, other investment opportunities, and the availability of Common Stock at desirable prices, the Reporting Persons may from time to time purchase additional shares of Common Stock. The Reporting Persons may also dispose of their shares of Common Stock, in whole or in part, from time to time. The Reporting Persons may attempt to communicate with the Issuer's management and suggest actions that the Reporting Persons believe will enhance shareholder value. These suggestions may include operational and/or strategic proposals. Among other matters that the Reporting Persons may consider or propose are the following: (i) extraordinary transactions involving the Issuer or its subsidiaries, which could include, among others, corporate acquisitions, whether by means of a merger transaction or sale of assets, divestitures, a take private transaction or joint ventures with others industry participants; (ii) changes in senior management; (iii) changes in the composition of the Company's board of directors; (iv) an offering of equity or debt securities; (v) changes to the Company's dividend policy; (vi) operational changes to promote efficiencies, which may include use of AI technology, internal cost reductions, and …The first part of Item 4 of the SCHEDULE 13D filed 2025-08-04; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Gamco Investors, Inc. Et Al | 4.7% | SCHEDULE 13D/A |
| 2025-08-04 | Settian Capital LP | 5% | SCHEDULE 13D |
| 2025-10-17 | BlackRock, Inc. | 5.1% | SCHEDULE 13G |
| 2026-01-15 | DePrince, Race & Zollo, Inc. | 0% | SCHEDULE 13G/A |
| 2026-08-12 | Gamco Investors, Inc. Et Al | 4.7% | SCHEDULE 13D/A |
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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.