Latest Schedule 13G passive stakes

NYSE
Prescott Group Capital Management and affiliated entities have reported an increase in their beneficial ownership of Endava plc's American Depositary Shares to 8.1%.
NYSE
Askeladden Capital Management LLC and Samir Patel have jointly filed a Schedule 13G, reporting beneficial ownership of 3.1% of Franklin Covey Co. common stock.
NASDAQ
Cathay Visions Enterprises Inc. and Dane Nicholas Stevens report beneficial ownership of 8.25% of Optimi Health Corp. common shares.
NASDAQ
Askeladden Capital Management LLC and Samir Patel have filed a Schedule 13G amendment, reporting no beneficial ownership of Americas CarMart Inc. common stock as of April 8, 2026.
NASDAQ
Askeladden Capital Management LLC and Samir Patel have jointly filed a Schedule 13G, reporting beneficial ownership of 7.0% of Fitlife Brands, Inc. common stock as of January 15, 2025.
OQB
AWM Investment Company, Inc. has filed an amendment to its Schedule 13G, reporting zero beneficial ownership of SpringBig Holdings, Inc. common stock.
NASDAQ
MAK Capital Fund LP, MAK Capital One LLC, and Michael A. Kaufman have jointly reported beneficial ownership of 5.5% of Perma-Fix Environmental Services Inc. common stock.
NASDAQ
Patrick Gelsinger has filed an amended Schedule 13G, disclosing beneficial ownership of 1,688,835 shares, representing 4.4% of Gloo Holdings, Inc.'s Class A Common Stock.
NYSE
Sprucegrove Investment Management Ltd. has reported a beneficial ownership of 4.57% in Copa Holdings' Class A securities as of July 31, 2026.
NASDAQ
Prescott Group Capital Management and affiliated entities have updated their beneficial ownership filing for Americas Car-Mart Inc., reporting a 2.7% stake.
NYSE
FedEx Corporation has reported beneficial ownership of 29,751,545 shares, representing 19.9% of the common stock in FedEx Freight Holding Company, Inc.
NYSE
FedEx Corporation has reported beneficial ownership of 29,751,545 shares, representing 19.9% of the common stock in FedEx Freight Holding Company, Inc.
OID
BRC Group Holdings, B. Riley Principal Capital, and Bryant Riley report beneficial ownership of MGT Capital Investments' Series E Convertible Preferred Stock, subject to conversion limitations.
NASDAQ
BRC Group Holdings, B. Riley Principal Capital, and Bryant Riley report beneficial ownership of MGT Capital Investments' Series E Convertible Preferred Stock, subject to conversion limitations.
NYSE
Millennium Management LLC, along with affiliated entities and Israel A. Englander, has reported beneficial ownership of 5.5% of Trex Company, Inc. common stock.
NASDAQ
TSSP Sub-Fund HoldCo, LLC and Alan Waxman have filed an exit statement, indicating they no longer beneficially own more than five percent of Caris Life Sciences' common stock.
NASDAQ
Several Blackstone-affiliated entities have collectively reported beneficial ownership of approximately 16.5% of Medline Inc.'s Class A Common Stock as of June 30, 2026.
NASDAQ
Several Blackstone-affiliated entities have collectively increased their beneficial ownership of Legence Corp. Class A common stock to 46.9%, as reported in an amended Schedule 13G filing.
NYSE
Jane Street Group, LLC and its affiliates have filed an amendment to their Schedule 13G, reporting a combined beneficial ownership of 4.4% of Wolfspeed, Inc. common stock as of June 30, 2026.
NYSE
Scorpio Holdings Limited and Annalisa Lolli-Ghetti report a reduction in their beneficial ownership of Ardmore Shipping Corporation's common stock to below 5%.
NASDAQ
L1 Capital Global Opportunities Master Fund, Ltd. has reported a beneficial ownership of 9.99% in CCH Holdings Ltd, primarily through convertible notes and warrants.
NASDAQ
Durable Capital Partners LP has increased its beneficial ownership of Goosehead Insurance, Inc. Class A Common Stock to 10.8%, acquiring 2,570,260 shares.
NYSE
SPFM Holdings and The Travelers Companies, Inc. have jointly reported beneficial ownership of 7.02% of Pelagos Insurance Capital Ltd's common shares.
NASDAQ
RA Capital Management and its affiliates have reported beneficial ownership of 9.9% of Inovio Pharmaceuticals' common stock, primarily through RA Capital Healthcare Fund, L.P., which holds shares and warrants.
NASDAQ
Several entities, including Alphabet Inc. and its affiliates, have reported beneficial ownership of 11.7% of Ethos Technologies Inc.'s Class A Common Stock as of June 30, 2026.
NASDAQ
Spring Valley Acquisition IV Sponsor, LLC and Christopher Sorrells report beneficial ownership of 7,546,667 Class A ordinary shares, representing 24.7% of the class.
NYSE
Energy Income Partners, LLC and its associated individuals have filed an amendment to their Schedule 13G, reporting zero beneficial ownership of Clearway Energy, Inc. Class A Shares as of June 30, 2026.
NASDAQ
Karpus Management, Inc. has updated its Schedule 13G filing to report beneficial ownership of 670,404 shares, representing 18.04% of CO2 Energy Transition Corp.'s common stock.
NYSE
Plusener S.A. has filed an amendment to its Schedule 13G, reporting beneficial ownership of 2,272,854 common shares, representing 0.2% of the class, in Central Puerto S.A. as of June 30, 2026.
NYSE
AustralianSuper Pty Ltd has reported a beneficial ownership of 5.7% in ResMed Inc.'s ordinary shares as of June 30, 2026.