5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Blaize Holdings BZAI

	Holder			Kind
09/18	Bess Ventures & Advisory09/18	9%13,021,985 sh	−1.4pp	13DAmendment
08/14	Polar Asset Management Partners08/14	5.6%9,375,000 sh	First report	13G passive
08/04	Dinakar Munagala08/04	6%9,259,316 sh	−0.2pp	13DAmendment
07/27	BlackRock07/27	5.1%7,237,904 sh	First report	13G passive
07/10	Ava Investors07/10	4.9%6,973,432 sh	−4.7pp	13G passiveAmendment
07/09	Bess Ventures & Advisory07/09	10.4%15,021,985 sh	+1.2pp	13DAmendment
05/15	Denso International America05/15	0%0 sh	−4.6pp	13G passiveAmendment
05/12	Bess Ventures & Advisory05/12	9.2%13,021,985 sh	No earlier report	13DAmendment
04/02	Ava Investors04/02	9.56%11,737,254 sh	−7.9pp	13G passiveAmendment
03/24	Dinakar Munagala03/24	6.2%8,045,893 sh	+0.2pp	13DAmendment
02/06	Temasek Holdings02/06	4.97%5,517,182 sh	−1.3pp	13G passiveAmendment
25/11/14	Boothbay Fund Management25/11/14	0%0 sh	−8.4pp	13G passiveAmendment
25/11/03	Dinakar Munagala25/11/03	6%6,826,304 sh	+0.6pp	13DAmendment
25/07/11	Dinakar Munagala25/07/11	5.4%5,724,735 sh	First report	13D
25/05/15	Denso International America25/05/15	4.6%4,673,746 sh	First report	13G passive
25/05/15	Burtech25/05/15	8.98%9,135,750 sh	No earlier report	13DAmendment
25/05/13	Lane Bess25/05/13	10.8%11,021,985 sh	+1.4pp	13DAmendment
25/02/14	Meteora Capital25/02/14	6.35%947,411 sh	−16.7pp	13G passive
25/02/14	Meteora Capital25/02/14	23.08%947,411 sh	First report	13G passive
25/01/21	Ava Investors25/01/21	17.44%17,716,892 sh	First report	13G passive