SCHEDULE: Fourthstone LLC Adjusts Stake in Investar Holding Corp

Fourthstone LLC and affiliated entities have updated their beneficial ownership filings for Investar Holding Corp, reporting a combined 2.34% stake.

Summary

• This filing is an amendment to a Schedule 13G, reporting changes in beneficial ownership of Investar Holding Corp common stock by Fourthstone LLC and its affiliated entities.
• The reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd., Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, and L. Phillip Stone, IV.
• The total aggregate amount beneficially owned by these reporting persons is 322,428 shares of common stock.
• This represents 2.34% of the class of securities outstanding as of May 6, 2026.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports changes in beneficial ownership without disclosing new financial performance or strategic shifts.

Positives

• The reporting persons certify that the securities were acquired and are held in the ordinary course of business, indicating a non-activist investment approach.
• The filing provides clear disclosure of beneficial ownership, adhering to regulatory requirements.

Negatives

• No new financial performance data or strategic updates are provided in this filing, limiting insight into the company's operational health.
• The filing does not offer any forward-looking statements or management commentary on the company's performance or outlook.

Risks

• The filing does not explicitly mention any risks associated with Investar Holding Corp or the reporting persons' investment strategy.

Future Outlook

No forward-looking statements or guidance are provided in this filing.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for institutional investors and investment advisers, indicating changes in significant shareholdings. This filing does not provide operational or financial insights into Investar Holding Corp itself, but rather reflects the investment activities of Fourthstone LLC and its affiliates.

Stakeholder Impact

• Shareholders: The filing provides transparency regarding a significant investment entity's holdings, which can inform market perception.
• Management of Investar Holding Corp: Awareness of the ownership stake held by Fourthstone LLC and its affiliates.

Next Steps

• Continue to monitor future Schedule 13G filings for any further changes in beneficial ownership by Fourthstone LLC and its affiliates.

Key Dates

Keywords

Investar Holding Corp, Fourthstone LLC, Schedule 13G, Beneficial Ownership, Investment Adviser, Common Stock, SEC Filing