Latest Schedule 13G passive stakes
NYSE
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have amended their Schedule 13G filing to report beneficial ownership of 6.19% of Safeguard Acquisition Corp.'s Class A common stock.
NYSE
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an amendment to their Schedule 13G, reporting they are no longer beneficial owners of more than five percent of Shreya Acquisition Group's Class A common stock.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have updated their Schedule 13G filing concerning Cantor Equity Partners VI, Inc., reflecting a reorganization and a change in reporting rule.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an exit report, confirming they no longer beneficially own more than five percent of Oceanhawk Acquisition Corp.'s Class A common stock.
NYSE
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an amendment to their Schedule 13G, reporting they are no longer beneficial owners of more than five percent of GalaxyEdge Acquisition Corp's Class A common stock.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an amendment to their Schedule 13G, indicating they no longer beneficially own more than five percent of ClearThink 1 Acquisition Corp.'s Class A common stock.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an amendment to their Schedule 13G, reporting they are no longer beneficial owners of more than five percent of BHAV Acquisition Corp's Class A common stock.
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have amended their Schedule 13G filing concerning FutureCorp Space Acquisition 1, reflecting a change in reporting rule and beneficial ownership.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have updated their Schedule 13G filing for Cohen Circle Acquisition Corp II, reflecting a reorganization and a change in reporting rule.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an exit amendment to their Schedule 13G, reporting they are no longer beneficial owners of more than five percent of Breeze Acquisition Corp. II's Class A common stock.
NASDAQ
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an exit amendment to their Schedule 13G, reporting they are no longer beneficial owners of more than five percent of Spartacus Acquisition Corp. II's Class A common stock.
NASDAQ
AIIR
Air Global PLCSCHEDULE: Harraden Circle Exits AIR Global Stake
Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. have filed an amendment to their Schedule 13G, indicating they are no longer beneficial owners of more than five percent of AIR Global PLC's Class A common stock.
NYSE
SCHEDULE: Ameriprise Entities Report GoDaddy Stake
Ameriprise Financial, Inc. and its subsidiaries report a significant beneficial ownership stake in GoDaddy, Inc. as of June 30, 2026.
NYSE
GDDY
Godaddy INCSCHEDULE: Ameriprise Entities Report GoDaddy Stake
Ameriprise Financial, Inc. and its subsidiaries report a significant beneficial ownership stake in GoDaddy, Inc. as of June 30, 2026.
NYSE
Baron Capital Group and its affiliates report a combined 8.01% ownership stake in Birkenstock Holding plc, as of June 30, 2026.
NYSE
Manulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, reporting changes in their beneficial ownership of Xperi Inc. common stock.
NYSE
XPER
Xperi INCManulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, reporting changes in their beneficial ownership of Xperi Inc. common stock.
NYSE
Lazard Asset Management LLC has reported beneficial ownership of 1,743,598 shares, representing 13.1% of the equity in Morgan Stanley China A Share Fund Inc.
Lazard Asset Management LLC has reported beneficial ownership of 10,064,553 shares, representing 5.5% of the class of equity securities in Brightstar Lottery PLC.
NYSE
Lazard Asset Management LLC has reported beneficial ownership of 24,687,429 shares, representing 18.9% of Arcos Dorados Holdings Inc.'s equity.
NASDAQ
Manulife Financial Corporation and its subsidiary report an updated beneficial ownership of SB Financial Group, Inc. common stock.
NYSE
Manulife Financial Corporation and its subsidiary report an updated beneficial ownership of SB Financial Group, Inc. common stock.
NASDAQ
TWFG
Twfg, INCSeveral Baron Capital entities, including Baron Capital Group, Inc., have collectively increased their beneficial ownership of TWFG, Inc. Class A Common Stock to 8.73%.
NASDAQ
Solas Capital Management, LLC and Frederick Tucker Golden have reported beneficial ownership of approximately 9.99% of Modular Medical, Inc.'s common stock, primarily through investment funds and warrants.
NYSE
Ameriprise Financial, through its subsidiary Columbia Management, has reported a change in its beneficial ownership of BILL Holdings, Inc. common stock, now holding 5.6% of the class.
NYSE
Ameriprise Financial, through its subsidiary Columbia Management, has reported a change in its beneficial ownership of BILL Holdings, Inc. common stock, now holding 5.6% of the class.
NYSE
ONON
On Holding AGMultiple Baron Capital entities, including Baron Capital Group, Inc., BAMCO Inc., and Baron Capital Management, Inc., have collectively reported beneficial ownership of 5.65% of On Holding AG's Class A ordinary shares.
NASDAQ
MORN
Morningstar, INCBaron Capital Group and its affiliates report a combined beneficial ownership of 9.2% of Morningstar, Inc.'s common stock as of June 30, 2026.
NYSE
Manulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, reporting their beneficial ownership of First Watch Restaurant Group, Inc. common stock.
NASDAQ
Manulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, reporting their beneficial ownership of First Watch Restaurant Group, Inc. common stock.