5% stake reports

Filings through 10/01

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
688
Last 30 days · 09/02–10/01
13D reports
377
Last 30 days · 09/02–10/01
First reports over 5%
252
Last 30 days · 09/02–10/01
Dropped below 5%
84
Last 30 days · 09/02–10/01

5% stake reports

Holder
Dimensional Fund Advisors07/143.9%6,022,686 sh−1.3pp
Wasatch Advisors04/063.3%5,272,166 sh−7.5pp
James E. Flynn25/11/254.9%7,808,605 sh−1.4pp
James E. Flynn25/11/136.29%10,011,000 shFirst report
Dimensional Fund Advisors25/10/095.2%8,352,281 shFirst report
Wasatch Advisors25/10/0710.8%17,398,337 sh+2.5pp
Arsenal Capital Partners III25/04/1422.6%36,345,835 shNo earlier report