5% stake reports

Filings through 10/03

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: 656; Last 30 days · 09/04–10/03
13D reports: 361; Last 30 days · 09/04–10/03
First reports over 5%: 239; Last 30 days · 09/04–10/03
Dropped below 5%: 89; Last 30 days · 09/04–10/03

5% stake reports

Forrester Research FORR

	Holder			Kind
05/15	Portolan Capital Management05/15	7.94%1,541,276 sh	+1.8pp	13G passiveAmendment
02/19	Portolan Capital Management02/19	6.12%1,163,008 sh	First report	13G passive
25/10/22	Royce & Associates25/10/22	0.56%106,387 sh	−5.3pp	13G passiveAmendment
25/07/22	Royce & Associates25/07/22	5.88%1,121,297 sh	−3.8pp	13G passiveAmendment