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

GeneDx Holdings WGS

	Holder			Kind
08/11	Goldman Sachs Group08/11	5.8%1,733,592.38 sh	+1.9pp	13G passive
07/28	BlackRock07/28	5.5%1,622,518 sh	First report	13G passive
05/22	CMLS Holdings05/22	17.9%5,356,767 sh	+0.0pp	13DAmendment
05/15	CMLS Holdings05/15	17.9%5,356,767 sh	+1.2pp	13DAmendment
05/11	CMLS Holdings05/11	16.7%5,005,494 sh	+4.2pp	13DAmendment
25/11/12	William Blair Investment Management25/11/12	4.3%1,235,681 sh	−1.4pp	13G passiveAmendment
25/08/26	CMLS Holdings25/08/26	12.5%3,630,826 sh	−1.7pp	13DAmendment
25/08/14	Summit Partners Public Asset Management25/08/14	3.04%867,265 sh	−2.1pp	13G passiveAmendment
25/08/06	FMR25/08/06	0.6%163,323.86 sh	−9.4pp	13G passiveAmendment
25/07/30	William Blair Investment Management25/07/30	5.7%1,631,402 sh	First report	13G passive
25/05/12	FMR25/05/12	10%2,793,952.77 sh	First report	13G passive
25/05/09	Goldman Sachs Group25/05/09	3.9%1,106,751.61 sh	−1.3pp	13G passiveAmendment
25/05/07	CMLS Holdings25/05/07	14.2%4,096,095 sh	No earlier report	13DAmendment
25/02/21	School Of Medicine At Mount Sinai Icahn25/02/21	4.89%1,373,569 sh	−1.2pp	13DAmendment
25/02/18	School Of Medicine At Mount Sinai Icahn25/02/18	6.1%1,680,016 sh	No earlier report	13DAmendment
25/02/12	Summit Partners Public Asset Management25/02/12	5.19%1,426,968 sh	First report	13G passive
25/02/05	Goldman Sachs Group25/02/05	5.2%1,421,903 sh	First report	13G passive