Latest Schedule 13G passive stakes
NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 7.3% of Perella Weinberg Partners' common stock as of June 30, 2026.
NYSE
OPFI
Oppfi INCWellington Management Group LLP and its affiliates have filed an amendment to their Schedule 13G, reporting a beneficial ownership of 3.5% of OppFi Inc.'s common stock as of June 30, 2026.
NASDAQ
TPG
Tpg INCSCHEDULE: Wellington Management Adjusts TPG Stake
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of TPG Inc. common stock, now holding 7.2% of the class.
NASDAQ
Bleichroeder LP, along with Bleichroeder Holdings LLC and Andrew Gundlach, has reported a beneficial ownership of 18.48% in Duos Technologies Group, Inc. common shares.
NASDAQ
Affinity Asset Advisors, LLC and Michael Cho have reported a beneficial ownership of 4,100,000 shares, representing 6.5% of Equillium Inc.'s common stock as of June 30, 2026.
NYSE
SCHEDULE: Morgan Stanley Reports Criteo Stake
Morgan Stanley and its subsidiary have filed an updated Schedule 13G, reporting their beneficial ownership of Criteo S.A. ordinary shares and American Depository Shares.
NASDAQ
CRTO
Criteo SASCHEDULE: Morgan Stanley Reports Criteo Stake
Morgan Stanley and its subsidiary have filed an updated Schedule 13G, reporting their beneficial ownership of Criteo S.A. ordinary shares and American Depository Shares.
NASDAQ
CARG
Cargurus, INCWellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting beneficial ownership of 4.3% of CarGurus, Inc. common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting beneficial ownership of 7,131,084 shares, representing approximately 6.8% of Crinetics Pharmaceuticals, Inc.'s common stock as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported a beneficial ownership of 5.6% in YETI Holdings, Inc. common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a beneficial ownership stake of 9.6% in National Vision Holdings, Inc. as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have updated their beneficial ownership filing for Tradeweb Markets Inc., reporting a combined 5.3% stake as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have updated their beneficial ownership filing for California BanCorp, reporting a combined 7.6% stake as of June 30, 2026.
NASDAQ
Affinity Asset Advisors, LLC and Michael Cho have jointly reported beneficial ownership of 2,032,012 shares, representing 5.8% of First Tracks Biotherapeutics, Inc. common stock as of June 30, 2026.
NASDAQ
Affinity Asset Advisors, LLC and Michael Cho have reported beneficial ownership of 1,145,391 shares, representing 5.6% of Forte Biosciences, Inc. common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP, along with its affiliates, has reported a zero percent beneficial ownership of Flushing Financial Corporation's common stock, signaling a complete divestment.
NYSE
Wellington Management Group LLP and its affiliates have reported a decrease in their beneficial ownership of Darden Restaurants, Inc. common stock to 3.4%.
NYSE
Wellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting beneficial ownership of 5.2% of Boise Cascade Company's common stock as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting a beneficial ownership of 4.3% in Voya Financial, Inc. common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 714,283 shares, representing 5.2% of Investar Holding Corporation's common stock, as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported a beneficial ownership of 7.4% in Pinnacle Financial Partners, Inc. common stock as of June 30, 2026.
AMEX
PHGE
Biomx INCAn amendment to a Schedule 13G filing reveals that a group including Rodney Hodges, Geneva Holding Company, and Telmina Limited has reduced its beneficial ownership of BiomX Inc. common stock to 0.7%.
NASDAQ
IBIO
Ibio, INCAffinity Asset Advisors, LLC and Michael Cho have reported beneficial ownership of 5,068,882 shares of iBio, Inc. common stock, representing 9.99% of the outstanding shares.
NASDAQ
LESL
Leslie's, INCSCHEDULE: Jane Street Group Adjusts Leslie's Stake
Jane Street Group, LLC, along with its affiliates, has reported a change in its beneficial ownership of Leslie's, Inc. common stock, now holding 5.9% of the class.
NASDAQ
Bleichroeder Acquisition Corp. II reports an amendment to its Schedule 13G, detailing beneficial ownership by Continental entities and Michael Gorzynski.
NYSE
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of Cardinal Health, Inc. common stock, now holding 6.3% of the class.
NYSE
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of Innovex International, Inc. common stock, now holding 3.9% of the class.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of ProMIS Neurosciences, Inc. common stock, now holding 7.8% of the class.
NYSE
Wellington Management Group LLP and its affiliates have updated their beneficial ownership filing for Hamilton Insurance Group, Ltd., reporting a significant increase in shared disposition power.
NYSE
RNST
Renasant CORPWellington Management Group LLP and its affiliates have reported beneficial ownership of 6.3% of Renasant Corporation's common stock as of June 30, 2026.