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US Activist Hedge Fund Institutional SEC 13D 13G — July 08, 2026

Activist & Institutional Activity

By Gunpowder Editorial ·

3 high priority 47 medium priority 50 total filings analysed

Executive Summary

This digest of 50 filings reveals a dominant pattern of passive institutional ownership updates, with FMR LLC (Fidelity) and BlackRock, Inc. accounting for the vast majority of filings, signaling a routine mid-year rebalancing period.

A critical outlier is the activist situation at SCHMID Group N.V., where a controlling shareholder group has consolidated a 40.25% stake through a complex restructuring, presenting both significant control and future dilution risks. The most notable insider activity is a bearish signal from Silence Therapeutics, where a major shareholder sold $16.3M in stock over a week, reducing a substantial position. Period-over-period comparisons from Fidelity and BlackRock filings show mostly stable percentage ownership, but with notable increases in absolute share counts at Lumentum (+8.9%), Roku (+13.3%), and Monolithic Power Systems, indicating strategic accumulation. Conversely, Fidelity trimmed positions in Genpact (-2.3%) and Cytokinetics (now below 5%), suggesting selective sector rotation. The data highlights a bifurcated market where mega-cap asset managers are making granular adjustments, while a few companies face concentrated ownership and potential governance events.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Schedule 13D · Schedule 13G

Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from July 07, 2026.

Investment Signals (10)

  • SCHMID Group N.V. ↓
    ▲

    Controlling group consolidated 40.25% stake via complex restructuring, but 5M earn-out shares and convertible notes pose significant future dilution risk. The joint voting agreement creates a powerful, aligned block that could drive strategic changes or a take-private. [BULLISH for activism, BEARISH for dilution]

  • Silence Therapeutics ↓ (BEARISH)
    ▲

    Major shareholder Richard Ian Griffiths sold $16.3M in ADSs over one week (June 29-July 6) at ~$10.53/ADS, reducing his stake but still holding 21.7%. This concentrated selling by a key insider is a strong bearish signal on near-term valuation.

  • FMR LLC (Fidelity)
    ▲

    Increased stake in Lumentum Holdings by +8.9% in share count (to 3.6M shares) and Roku by +13.3% (to 5.3M shares), while percentage ownership remained flat, suggesting aggressive accumulation in the face of dilution. This signals strong conviction in the optical/networking and streaming sectors. [BULLISH for Lumentum, Roku]

  • FMR LLC (Fidelity)
    ▲

    Trimmed Genpact holdings by -2.3% (to 10.4M shares) and Cytokinetics stake fell below the 5% reporting threshold (to 3.9%). This selective reduction suggests a potential loss of confidence or sector rotation out of business process outsourcing and biotech. [BEARISH for Genpact, Cytokinetics]

  • BlackRock, Inc.
    ▲

    Increased stake in Crane NXT Co. from ~10.6% to 10.8%, and in Gulfport Energy from a prior level to 12.5%. These incremental increases by the world's largest asset manager signal a vote of confidence in the industrial automation and energy sectors. [BULLISH for Crane NXT, Gulfport Energy]

  • BlackRock, Inc.
    ▲

    Maintained or slightly increased massive stakes in National Health Investors (17.6%), Conagra Brands (13.5%), and Coeur Mining (11.7%). These are high-conviction, long-term passive positions in REITs, consumer staples, and precious metals, suggesting a defensive tilt. [BULLISH for stability]

  • FMR LLC (Fidelity)
    ▲

    New 10.9% stake in LSI Industries and a 14.9% stake in Tenax Therapeutics were disclosed. These are significant new passive positions in a lighting/technology company and a micro-cap biotech, indicating Fidelity is finding value in smaller, overlooked names. [BULLISH for LSI Industries, Tenax Therapeutics]

  • Federated Hermes
    ▲

    Disclosed new or increased stakes in aTyr Pharma (8.68%), Forte Biosciences (10.31%), and LifeMD (5.68%). This concentrated buying in small/mid-cap biotech and telehealth signals a thematic bet on innovative healthcare. [BULLISH for aTyr Pharma, Forte Biosciences, LifeMD]

  • Uber Technologies/Grab Holdings
    ▲

    Uber's CEO resigned from Grab's board, and Uber stated it is not engaged in discussions regarding control. This 'neutral' filing masks a potential de-escalation of strategic interest, reducing the likelihood of a near-term M&A or partnership catalyst. [NEUTRAL/BEARISH for Grab]

  • Janus Henderson
    ▲

    Disclosed a 46.8% stake in the Privacore PCAAM Alternative Growth Fund and a 5.7% stake in Biohaven. The massive stake in a single alternative fund is unusual and signals a high-conviction, potentially illiquid position. [NEUTRAL/BULLISH for Biohaven]

Risk Flags (8)

  • SCHMID Group N.V./Dilution Risk↓ [HIGH RISK]
    ▼

    The filing explicitly excludes 5,000,000 earn-out shares and potential conversions of convertible notes and warrants from the current ownership calculation. This represents a massive overhang that could dilute existing shareholders by over 15% and suppress stock price.

  • Silence Therapeutics/Insider Selling↓ [HIGH RISK]
    ▼

    Major shareholder sold $16.3M in stock over 8 days at prices between $10.47-$10.76. This is a concentrated, time-compressed sale by a key insider, often a precursor to further selling or a signal of impending negative news.

  • FMR LLC/Cytokinetics [MEDIUM RISK]
    ▼

    Fidelity's stake fell below the 5% threshold to 3.9%. While passive, a reduction by a major holder of this size can trigger further selling by momentum-driven funds and signals a loss of institutional support.

  • FMR LLC/Genpact [MEDIUM RISK]
    ▼

    Fidelity reduced its stake by 2.3% in absolute terms. While the percentage remained flat, the reduction in share count suggests a deliberate trimming of a position that had been accumulated, potentially indicating a peak in conviction.

  • BlackRock/Astronautics Corp [LOW RISK]
    ▼

    BlackRock disclosed a 12.6% stake but noted no single entity within its structure owns more than 5%. This fragmented ownership structure can lead to slower decision-making and reduced influence in a governance event.

  • FMR LLC/Centessa Pharmaceuticals [LOW RISK]
    ▼

    Fidelity's stake is de minimis at 1,800 shares (0.0%). The fact that this was even filed suggests a potential error or a requirement to report a position that is being closed out, highlighting a complete lack of institutional interest.

  • iShares Trust/BlackRock↓ [LOW RISK]
    ▼

    BlackRock disclosed a 46.9% stake in an iShares ETF. While normal for an ETF, such a concentrated ownership in a single fund could create liquidity or redemption risks if BlackRock decides to rebalance.

  • Truist Financial/Themes ETF Trust [MEDIUM RISK]
    ▼

    Truist disclosed a 26.15% stake in an ETF. This is an unusually high concentration for a bank's advisory arm in a single fund, posing a potential conflict of interest or concentration risk for clients.

Opportunities (8)

  • FMR LLC/Monolithic Power Systems (OPPORTUNITY)
    ◆

    Fidelity increased its stake to 10.5% (from ~4.9M to 5.2M shares). This is a high-conviction bet on a leading power semiconductor company, a critical enabler for AI data centers. The increased stake signals confidence in long-term secular growth.

  • FMR LLC/Annexon, Inc. (OPPORTUNITY)
    ◆

    Fidelity holds an 11.9% stake in this clinical-stage biotech. The significant passive position suggests a belief in the company's pipeline (e.g., complement inhibitor for neurodegenerative diseases). A positive data readout could lead to a significant re-rating.

  • FMR LLC/Climb Bio, Inc. (OPPORTUNITY)
    ◆

    Fidelity disclosed a new 11.9% stake. This is a large position in a small biotech, indicating deep fundamental research and a potential catalyst-driven event (e.g., trial results, partnership).

  • BlackRock, Inc./National Health Investors (OPPORTUNITY)
    ◆

    BlackRock holds a 17.6% stake in this healthcare REIT. The massive, stable position suggests a view that NHI's senior housing and skilled nursing assets are undervalued and poised for recovery as demographics improve.

  • BlackRock, Inc./Gulfport Energy (OPPORTUNITY)
    ◆

    BlackRock increased its stake to 12.5% in this natural gas producer. This is a bullish signal on natural gas prices and the company's operational efficiency, especially given the current energy supply/demand dynamics.

  • FMR LLC/Lindblad Expeditions (OPPORTUNITY)
    ◆

    Fidelity holds a 10.1% stake in this expedition travel company. This signals a bet on a post-pandemic travel recovery in the luxury/experiential segment, which could see outsized growth.

  • Federated Hermes/Forte Biosciences (OPPORTUNITY)
    ◆

    Federated Hermes disclosed a 10.31% stake. This is a significant position in a micro-cap biotech, suggesting deep due diligence and a potential catalyst in their dermatology pipeline.

  • FMR LLC/Tenax Therapeutics (OPPORTUNITY)
    ◆

    Fidelity disclosed a new 14.9% stake. This is a massive position in a tiny company, often a precursor to a take-private, a major partnership, or a significant pipeline event. High risk, high reward.

Sector Themes (5)

  • Passive Giants Rotate into Industrials & Tech
    ◆

    Fidelity and BlackRock both showed increased absolute share counts in industrial and technology names (Lumentum, Roku, Monolithic Power, Crane NXT). This suggests a sector rotation away from defensives and into cyclical growth, anticipating a stronger economic environment.

  • Selective Biotech Accumulation
    ◆

    While Fidelity trimmed Cytokinetics, it and Federated Hermes took large new stakes in several small/mid-cap biotechs (Annexon, Climb Bio, Forte Biosciences, Tenax Therapeutics). This indicates a 'barbell' strategy: reducing exposure to larger, more liquid biotechs while making high-conviction bets on riskier, earlier-stage pipelines with higher potential returns.

  • Energy & Materials See Steady Institutional Support
    ◆

    BlackRock's increased stake in Gulfport Energy and Coeur Mining, alongside Fidelity's stake in Orla Mining, shows continued institutional appetite for natural resources. This is likely driven by inflation hedging, supply constraints, and the energy transition narrative.

  • Consumer Discretionary Under Scrutiny
    ◆

    Fidelity's stable but not increasing stakes in names like Signet Jewelers and TheRealReal, combined with a lack of new large positions, suggests a cautious stance on consumer discretionary spending. The flat ownership percentages imply a 'show me' attitude before adding capital.

  • ETF & Fund Concentration Risk
    ◆

    Multiple filings show massive institutional ownership in specific ETFs (BlackRock 46.9% in iShares Breakthrough Environmental, Truist 26.15% in Themes ETF, Janus Henderson 46.8% in Privacore Fund). This highlights a growing trend of concentrated institutional positions in niche funds, which can lead to liquidity and redemption risks for other investors.

Watch List (8)

  • SCHMID Group N.V.↓
    👁

    Watch for any 13D amendments or press releases regarding the earn-out shares or conversion of notes. The 40.25% controlling stake could lead to a tender offer, restructuring, or a take-private attempt. Monitor for any insider buying or selling by the controlling group.

  • Silence Therapeutics↓
    👁

    Monitor for further insider sales by Richard Ian Griffiths. If selling continues, it could signal a complete exit or a fundamental issue with the company's pipeline. The next earnings call will be critical for management's tone.

  • FMR LLC (Fidelity)
    👁

    Watch for a 13F filing to see the full scope of Fidelity's Q2 2026 portfolio changes. The pattern of increasing positions in Lumentum and Roku while trimming Genpact will provide a clearer picture of their sector rotation thesis.

  • BlackRock, Inc./Conagra Brands
    👁

    With a 13.5% stake, BlackRock is a massive holder. Watch for any changes in this position, as it would be a major signal on the consumer staples sector. Also, monitor for any activist activity given the size of the stake.

  • Federated Hermes Biotech Trio
    👁

    The new stakes in aTyr Pharma, Forte Biosciences, and LifeMD are worth monitoring for any subsequent 13D filings (if they turn activist) or for company-specific catalysts like trial data or FDA decisions.

  • Uber/Grab Holdings
    👁

    Watch for any new 13D filings from Uber or other shareholders. The departure of Uber's CEO from the board could be a precursor to Uber selling its 13.5% stake, which would be a significant overhang on Grab's stock.

  • FMR LLC/Tenax Therapeutics
    👁

    Given the 14.9% stake, watch for any Schedule 13D filing, which would indicate a more active or control-oriented stance. Any news on their pipeline (e.g., TNX-102 SL for fibromyalgia) will be a major catalyst.

  • Cytokinetics↓
    👁

    Fidelity's stake dropping below 5% is a key signal. Watch for further institutional selling and any impact on the stock price. The next clinical or regulatory update for their cardiac drug, aficamten, will be a major binary event.

Filing Analyses (50)
SCHMID Group N.V. SC 13D/A mixed materiality 8/10

08-07-2026

Anette Schmid and Christian Schmid, through their respective investment vehicles, have consolidated their beneficial ownership in SCHMID Group N.V., forming a group that collectively holds approximately 40.25% of outstanding ordinary shares (on a fully diluted basis including warrants). The filing details a complex restructuring involving the distribution of shares from the Community of Heirs of Dieter C. Schmid, share issuances in exchange for debt set-offs totaling EUR 28.35 million, and the creation of a joint voting agreement. However, the filing also notes that 5,000,000 earn-out shares and potential conversions of convertible notes and warrants are not included in the current ownership calculation, indicating significant future dilution risk.

  • · The reporting group's aggregate ownership is 34,888,004 ordinary shares, representing 40.25% on a fully diluted basis (including warrants).
  • · Anette Schmid's vehicle, Schmid Aequitas GmbH & Co. KG, holds 15,680,589 shares (18.10%).
  • · Schmid Grundstucke GmbH & Co. KG, controlled by Anette Schmid, holds 1,028,074 shares (1.19%).
  • · Christian Schmid's vehicle, C. Schmid Beteiligung GmbH & Co. KG, holds 16,585,322 shares (not separately reported in the filing's percentage breakdown but implied).
  • · 5,000,000 earn-out shares (2,500,000 per Schmid sibling) are excluded from the ownership count because voting and dispositive power have not yet vested.
  • · Potential future dilution from a EUR 2.5 million term loan, a USD 30 million convertible note (USD 18M already converted), a USD 20 million convertible note, and 3,744,150 additional warrants is not reflected in the current ownership percentage.
  • · On July 3, 2026, Christian Schmid transferred 500,000 shares to Helmut Rauch, reducing his direct holdings.
iSHARES TRUST SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 75,000 shares of iShares Breakthrough Environmental Solutions ETF common stock, representing 46.9% of the outstanding shares. The filing indicates that BlackRock Financial Management, Inc. also beneficially owns 5% or more of the security class. This ownership position was acquired and is held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · BlackRock Portfolio Management LLC is organized under Delaware law and its business address is 50 Hudson Yards, New York, NY 10001.
  • · The issuer, iSHARES TRUST, is incorporated in Delaware and has its principal executive offices at 400 Howard Street, San Francisco, CA 94105.
  • · The filing includes a Power of Attorney (Exhibit 24) dated July 1, 2025, appointing multiple attorneys-in-fact for compliance with ownership reporting requirements.
  • · Exhibit 99 identifies BlackRock Financial Management, Inc. as an entity that beneficially owns 5% or greater of the outstanding shares.
iSHARES TRUST SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 290,889 shares of iShares MSCI Philippines ETF (CUSIP 46429B408), representing 5.5% of the outstanding common stock as of June 30, 2026. The filing is made under Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · The filing date is July 8, 2026, with the date of change also July 8, 2026.
  • · The subject company is iSHARES TRUST, incorporated in Delaware, with fiscal year end December 31.
  • · The filer, BlackRock Portfolio Management LLC, is also incorporated in Delaware.
  • · The filing includes a Power of Attorney (Exhibit 24) dated July 1, 2025, appointing multiple attorneys-in-fact for reporting compliance.
  • · Exhibit 99 (Item 7) identifies BlackRock Mexico Operadora, S.A. de C.V., Sociedad Operador and BlackRock Fund Advisors as entities that beneficially own 5% or greater of the outstanding shares.
  • · The filing notes that iShares International Country Rotation Active ETF's interest in the common stock is more than five percent of the total outstanding common stock.
Biohaven Ltd. SC 13G/A neutral materiality 3/10

08-07-2026

Janus Henderson Group Ltd. filed a Schedule 13G/A disclosing beneficial ownership of 8,584,676 common shares of Biohaven Ltd., representing 5.7% of the outstanding shares as of June 30, 2026. The filing is an amendment to a prior 13G and reflects a passive investment by Janus Henderson's asset managers on behalf of their managed portfolios.

  • · The filing is an amendment (13G/A) filed on July 8, 2026, with an event date of June 30, 2026.
  • · Janus Henderson Group Ltd. is the ultimate parent of multiple SEC-registered investment advisers and foreign equivalents.
  • · The asset managers exercise investment and/or voting discretion on behalf of managed portfolios, which include investment companies, institutional separate accounts, and retail separate accounts.
  • · None of the managed portfolios individually own more than 5% of Biohaven Ltd. common shares.
  • · The filing includes a Power of Attorney dated December 9, 2022, authorizing Kristin Mariani and Caroline Barotti to execute filings.
  • · The securities were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control of the issuer.
Privacore PCAAM Alternative Growth Fund SC 13G neutral materiality 5/10

08-07-2026

Janus Henderson Group Ltd. (JHG) filed a Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 2,800,000 Class I Shares of Privacore PCAAM Alternative Growth Fund, representing 46.8% of the outstanding shares. The shares are held across multiple JHG asset managers on behalf of managed portfolios, and JHG disclaims beneficial ownership of the underlying economic interests.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · JHG is organized under the laws of Jersey (Y9) with its business address in London, UK.
  • · The shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
  • · JHG's asset managers exercise investment and/or voting discretion on behalf of managed portfolios, which include investment companies, other investment advisers, and institutional/retail separate accounts.
  • · The managed portfolios retain the right to receive dividends and proceeds from the sale of the securities.
  • · JHG filed a Power of Attorney (Exhibit 24) authorizing Kristin Mariani and Caroline Barotti to execute ownership reporting documents.
Grab Holdings Ltd SC 13D/A neutral materiality 5/10

08-07-2026

Uber Technologies, Inc. filed an amended Schedule 13D with the SEC on July 8, 2026, disclosing that its CEO, Dara Khosrowshahi, stepped down from Grab Holdings Ltd's board of directors effective July 6, 2026. Uber continues to beneficially own 535,902,982 Class A ordinary shares of Grab, representing 13.5% of the outstanding Class A shares and 5.5% of total voting power. Following Khosrowshahi's resignation, Uber stated it is not currently engaged in discussions with Grab's management, board, or other shareholders regarding business, operations, board composition, or control.

  • · Uber's beneficial ownership of 535,902,982 Class A shares represents 13.5% of the outstanding Class A ordinary shares as of January 31, 2026.
  • · Uber's shares represent approximately 5.5% of the total voting power of Grab's common shares due to the existence of 127,755,800 Class B ordinary shares.
  • · No other transactions in Grab shares were effected by Uber or its directors/executive officers during the past 60 days.
  • · The filing includes a detailed list of Uber's directors and executive officers, including their citizenships (e.g., Andrew Macdonald - Canada, Balaji Krishnamurthy - India, Turqi Alnowaiser - Saudi Arabia, Alexander Wynaendts - Netherlands).
Silence Therapeutics plc SC 13D/A negative materiality 6/10

08-07-2026

Major shareholder Richard Ian Griffiths sold 1,544,374 ADSs (representing 4,633,122 ordinary shares) of Silence Therapeutics plc between June 29 and July 6, 2026, for aggregate proceeds of $16.3M. Despite the sale, Griffiths beneficially owns 30,844,458 ordinary shares (21.7% of outstanding), primarily through controlled entities. The filing also reflects dilution from an increase in the company's share capital.

  • · Amendment No. 10 to Schedule 13D filed on July 8, 2026.
  • · Sales occurred between June 29 and July 6, 2026 at prices ranging from $10.47 to $10.76 per ADS.
  • · Cream Capital Limited sold 865,112 ADSs on July 6, 2026 at $10.53 per ADS.
  • · The filing states the amendment also reflects dilution due to an increase in share capital of the Issuer.
aTYR PHARMA INC SC 13G/A neutral materiality 5/10

08-07-2026

Federated Hermes, Inc. and related entities filed an amended Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 8,509,678 shares of aTyr Pharma Inc. common stock, representing an 8.68% stake. The filing is made by Federated Hermes as a parent holding company, along with the Voting Shares Irrevocable Trust and trustees Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue, who collectively disclaim beneficial ownership of the securities. The shares are held by registered investment companies and separate accounts advised by subsidiaries of Federated Hermes.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control of aTyr Pharma.
  • · Federated Hermes, Inc. is a Pennsylvania-based parent holding company; its investment adviser subsidiary, Federated Global Investment Management Corp., manages the accounts that hold the shares.
  • · All voting stock of Federated Hermes, Inc. is held by the Voting Shares Irrevocable Trust, whose trustees are Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue.
  • · The reporting persons expressly disclaim beneficial ownership of the securities pursuant to Rule 13d-4.
MGP INGREDIENTS INC SC 13G/A neutral materiality 3/10

08-07-2026

Federated Hermes, Inc. and related entities filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 980,092 shares of MGP Ingredients, Inc. common stock as of June 30, 2026. This represents a 4.59% stake in the company. The filing is made under Rule 13d-1(b) and includes a disclaimer of beneficial ownership by the parent holding company, trust, and trustees.

  • · The filing is an amendment (SCHEDULE 13G/A) filed on July 8, 2026, with a date of change of July 8, 2026.
  • · The filers include Federated Hermes, Inc., the Voting Shares Irrevocable Trust, and trustees Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue.
  • · The shares are held by registered investment companies and separate accounts advised by subsidiaries of Federated Hermes, Inc.
  • · All reporting persons expressly disclaim beneficial ownership of the securities under Rule 13d-4.
LifeMD, Inc. SC 13G neutral materiality 5/10

08-07-2026

Federated Hermes, Inc. and related entities filed a Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 2,747,655 shares of LifeMD, Inc. common stock, representing a 5.68% stake. The filing is made under Rule 13d-1(b) and includes a disclaimer of beneficial ownership by the parent holding company, trust, and trustees. No period-over-period comparisons are available as this is an initial filing.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · Federated Hermes, Inc. is classified as a parent holding company under Item 3(g).
  • · The reporting persons expressly disclaim beneficial ownership of the securities in accordance with Rule 13d-4.
  • · The investment advisers (Federated Investment Counseling and Federated MDTA LLC) are wholly owned subsidiaries of FII Holdings, Inc., which is wholly owned by Federated Hermes, Inc.
  • · All voting stock of Federated Hermes, Inc. is held by the Voting Shares Irrevocable Trust, with Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue as trustees.
Forte Biosciences, Inc. SC 13G/A neutral materiality 6/10

08-07-2026

Federated Hermes, Inc. filed an amended Schedule 13G disclosing beneficial ownership of 2,110,516 shares of Forte Biosciences, Inc. common stock, representing 10.31% of the outstanding shares as of June 30, 2026. The filing is a passive investment disclosure with no change in control intent, and all reporting parties disclaim beneficial ownership.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934, indicating passive investment intent.
  • · Federated Hermes, Inc. is the parent holding company of Federated Global Investment Management Corp., which acts as investment adviser to registered investment companies and separate accounts that own the shares.
  • · All voting securities of Federated Hermes, Inc. are held by the Voting Shares Irrevocable Trust, with Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue as trustees.
  • · The filing is an amendment to a prior Schedule 13G, but no specific change in ownership amount is disclosed in the filing.
Nuvalent, Inc. SC 13G/A neutral materiality 3/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 1,417,590 shares of Nuvalent, Inc. Class A Common Stock as of June 30, 2026, representing 1.9% of the total outstanding shares. The filing reflects a decrease from the prior filing (not shown here) and indicates Fidelity's passive investment intent, with no aim to influence control of the company.

  • · FMR LLC's beneficial ownership is 1,417,590 shares, representing 1.9% of Nuvalent's outstanding Class A Common Stock.
  • · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other details.
  • · Abigail P. Johnson, through her role and family voting agreement, may be deemed to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
South Bow Corp SC 13G neutral materiality 7/10

08-07-2026

FMR LLC and its CEO Abigail P. Johnson filed a Schedule 13G disclosing passive beneficial ownership of 21,852,470.53 shares (10.5%) of South Bow Corp as of June 30, 2026. The filing indicates the shares were acquired in the ordinary course of business without intent to influence control.

  • · FMR LLC reported sole voting power over 21,542,412.00 shares and sole dispositive power over all 21,852,470.53 shares.
  • · Abigail P. Johnson is deemed to have beneficial ownership of the same shares and holds 49% voting power of FMR LLC through Series B voting common shares.
  • · The filing is made under Rule 13d-1(b) (passive investor) and includes a joint filing agreement among FMR LLC and Abigail P. Johnson.
  • · No other person's interest in South Bow Corp common stock exceeds 5% of the total outstanding shares.
Remitly Global, Inc. SC 13G/A neutral materiality 3/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC on July 8, 2026, reporting beneficial ownership of 21,762,765.05 shares of Remitly Global, Inc. common stock as of June 30, 2026, representing 10.3% of the outstanding shares. This filing reflects a slight increase from the prior period's 21,715,527.00 shares, indicating a marginal 0.2% increase in share count, while the ownership percentage remained flat at 10.3%. The filing is a routine update by a major institutional shareholder and does not signal any change in control intent.

  • · No other person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
  • · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
Apogee Therapeutics, Inc. SC 13G/A neutral materiality 4/10

08-07-2026

FMR LLC and Abigail P. Johnson filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 2,493,136.73 shares of Apogee Therapeutics, Inc. (APGE) common stock, representing 4.0% of the outstanding shares as of June 30, 2026. The filing indicates the shares were acquired in the ordinary course of business and not for control purposes. No prior period comparison is available from this filing.

  • · The filing is an amendment to Schedule 13G, not an initial filing.
  • · Ownership is below the 5% threshold at 4.0%.
  • · FMR LLC is the parent holding company; several subsidiaries (FIAM LLC, Fidelity Management & Research Company LLC, etc.) are listed as investment advisers.
  • · Abigail P. Johnson may be deemed to control FMR LLC through the Johnson family's voting power via a shareholders' voting agreement.
  • · The filing certifies that the securities were acquired in the ordinary course of business and not for control purposes.
Lumentum Holdings Inc. SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 3,611,651.58 shares of Lumentum Holdings Inc. common stock as of June 30, 2026, representing 4.6% of outstanding shares. This is an amendment to a prior filing, indicating a slight decrease from the previously reported 3,313,299.88 shares (4.6% stake remained unchanged). The filing reflects FMR's passive investment intent and includes joint filers such as Abigail P. Johnson and various Fidelity subsidiaries.

  • · The filing is an amendment (13G/A) filed on July 8, 2026, with a date as of change of July 8, 2026.
  • · FMR LLC's beneficial ownership increased from 3,313,299.88 shares to 3,611,651.58 shares, an 8.9% increase in share count, but the ownership percentage remained flat at 4.6%.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
  • · Abigail P. Johnson is the Chairman and CEO of FMR LLC, and the Johnson family holds 49% of the voting power of FMR LLC through Series B voting common shares.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business and not for changing or influencing control of the issuer.
Centessa Pharmaceuticals plc SC 13G/A neutral materiality 1/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC on July 8, 2026, reporting beneficial ownership of 1,800 shares of Centessa Pharmaceuticals plc common stock as of June 30, 2026. This position represents 0.0% of the outstanding shares, indicating that Fidelity's stake is de minimis and not material to the company's ownership structure.

  • · Filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
  • · FMR LLC and Abigail P. Johnson each report sole voting and dispositive power over 0 shares, with shared dispositive power over 1,800 shares.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1) between FMR LLC and Abigail P. Johnson.
  • · FIAM LLC is listed as an entity with IA (Investment Adviser) classification under Item 3 of Schedule 13G.
Themes ETF Trust SC 13G/A neutral materiality 5/10

08-07-2026

Truist Financial Corp disclosed a 26.15% beneficial ownership stake in Themes ETF Trust as of June 30, 2025, via an amended Schedule 13G/A filed July 8, 2026. The filing indicates Truist holds 23,536 shares of the exchange-traded fund, with no shares held for the purpose of changing or influencing control.

  • · The filing is an amendment (SCHEDULE 13G/A) to a prior beneficial ownership report.
  • · Truist Financial Corp is the parent holding company for Truist Advisory Services, Inc., a registered investment advisor.
  • · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
  • · No shares are held with shared voting or dispositive power (0 shares).
Beauty Health Co SC 13G/A neutral materiality 3/10

08-07-2026

On July 8, 2026, FMR LLC disclosed in a Schedule 13G/A filing that it beneficially owns 10,201,685 shares of SkinHealth Systems Inc. (formerly Beauty Health Co) Class A Common Stock, representing a 7.9% stake as of June 30, 2026. The filing is a routine update by a major investment manager and does not indicate any change in control intent.

  • · FMR LLC's ownership of 10,201,685 shares equates to a 7.9% stake in the company.
  • · The filing is an amendment (Schedule 13G/A) reflecting holdings as of June 30, 2026.
  • · Abigail P. Johnson, through her family's voting control of FMR LLC, may be deemed to share beneficial ownership of the same 10,201,685 shares.
  • · No individual other than the FMR Reporters holds more than 5% of the Class A common stock.
EchoStar CORP SC 13G/A neutral materiality 3/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC on July 8, 2026, reporting beneficial ownership of 2,886,891.70 shares of EchoStar Corp Class A Common Stock as of June 30, 2026, representing 1.8% of the total outstanding shares. The filing is a routine update under Rule 13d-1(b) and indicates that Fidelity's holdings are held in the ordinary course of business, not for control purposes.

  • · FMR LLC's filing is an amendment (SC 13G/A) to a prior Schedule 13G.
  • · The filing date is July 8, 2026, with the beneficial ownership date as of June 30, 2026.
  • · FMR LLC reports sole voting power over 2,278,780.35 shares and sole dispositive power over 2,886,891.70 shares.
  • · Abigail P. Johnson is reported as a controlling person of FMR LLC through her family's ownership of Series B voting common shares and a shareholders' voting agreement.
  • · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
Annexon, Inc. SC 13G/A neutral materiality 6/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 19,518,496.35 shares of Annexon, Inc. common stock as of June 30, 2026, representing an 11.9% stake. The filing indicates Fidelity's holdings are held in the ordinary course of business and not for changing or influencing control of the issuer.

  • · FMR LLC's beneficial ownership includes shares held by FIAM LLC (IA), Fidelity Institutional Asset Management Trust Company (BK), Fidelity Management & Research Company LLC (IA), and Strategic Advisers LLC (IA).
  • · Abigail P. Johnson and the Johnson family are the predominant owners of FMR LLC's Series B voting common shares, representing 49% of voting power, and may be deemed to form a controlling group under the Investment Company Act of 1940.
  • · The filing is an amendment (Schedule 13G/A) and was made pursuant to Rule 13d-1(b), indicating passive investment intent.
ROKU, INC SC 13G/A neutral materiality 3/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 5,310,615.48 Class A common shares of Roku, Inc. as of June 30, 2026, representing 4.0% of the outstanding shares. This filing reflects a slight decrease from the prior period's 4,686,004.93 shares (also 4.0% ownership), indicating a net increase in share count but stable percentage ownership.

  • · FMR LLC's beneficial ownership increased by approximately 624,610 shares (13.3%) from the prior period, but the ownership percentage remained flat at 4.0% due to potential share issuance or dilution.
  • · Abigail P. Johnson, as Chairman and CEO of FMR LLC, is deemed to have indirect beneficial ownership of the same 5,310,615.48 shares (4.0%).
  • · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
  • · No single person other than the reporting entities holds more than 5% of the outstanding Class A common stock.
TheRealReal, Inc. SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) disclosed a 5.2% beneficial ownership stake in TheRealReal, Inc. as of June 30, 2026, holding 6,240,172.55 shares of common stock. The filing is an amendment to Schedule 13G, indicating the stake was acquired in the ordinary course of business and not for changing or influencing control. Abigail P. Johnson, Chairman and CEO of FMR LLC, is also reported as a beneficial owner with the same number of shares.

  • · Filing is an amendment (SC 13G/A) filed on July 8, 2026, with a date of change of July 8, 2026.
  • · The filing covers beneficial ownership as of June 30, 2026.
  • · FMR LLC's sole voting power is 6,234,595.41 shares, sole dispositive power is 0, and shared dispositive power is 6,240,172.55 shares.
  • · Abigail P. Johnson's beneficial ownership mirrors FMR LLC's: 6,240,172.55 shares (5.2%), with sole voting power of 0 and shared dispositive power of 6,240,172.55.
  • · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
Orla Mining Ltd. SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC on July 8, 2026, reporting beneficial ownership of 20,198,953 common shares of Orla Mining Ltd., representing 5.8% of the outstanding shares as of June 30, 2026. The filing reflects a passive investment stake held in the ordinary course of business, with no intent to change or influence control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) to a prior Schedule 13G, indicating a change in ownership or other required update.
  • · FMR LLC's ownership is classified under Rule 13d-1(b), confirming a passive investment intent.
  • · Abigail P. Johnson, as a director, chairman, and CEO of FMR LLC, is also reported as a beneficial owner of the same 20,198,953 shares (5.8%).
  • · The Johnson family group holds 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
  • · No single person other than the reporting entities has an interest of more than 5% in the common stock of Orla Mining Ltd.
MBX Biosciences, Inc. SC 13G/A neutral materiality 7/10

08-07-2026

FMR LLC (Fidelity) disclosed a 11.2% beneficial ownership stake in MBX Biosciences, Inc. as of June 30, 2026, holding 5,322,884.68 shares of common stock. The filing is an amendment to Schedule 13G, indicating Fidelity's passive investment intent, with no change in control purpose.

  • · FMR LLC's filing is an amendment (Schedule 13G/A) filed on July 8, 2026, with a date of change of July 8, 2026.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · Abigail P. Johnson is reported as a controlling person of FMR LLC, with the Johnson family holding 49% of voting power through Series B voting common shares.
  • · Fidelity Management & Research Company LLC beneficially owns 5% or greater of the outstanding shares.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
LINDBLAD EXPEDITIONS HOLDINGS, INC. SC 13G/A neutral materiality 6/10

08-07-2026

FMR LLC (Fidelity) disclosed a 10.1% beneficial ownership stake in Lindblad Expeditions Holdings, Inc. as of June 30, 2026, holding 6,636,712.08 shares of common stock. The filing is an amendment to Schedule 13G, indicating passive investment intent, and includes Fidelity Management & Research Company LLC and Strategic Advisers LLC as entities with 5% or greater ownership.

  • · FMR LLC's sole voting power is 6,611,726 shares; sole dispositive power is 6,636,712.08 shares.
  • · Abigail P. Johnson has sole voting power of 0 shares and sole dispositive power of 0 shares.
  • · The filing is made pursuant to Rule 13d-1(b), indicating passive investment.
  • · Fidelity Management & Research Company LLC and Strategic Advisers LLC each beneficially own 5% or more of the outstanding shares.
  • · The Johnson family holds 49% of the voting power of FMR LLC through Series B voting common shares.
Climb Bio, Inc. SC 13G neutral materiality 6/10

08-07-2026

FMR LLC (Fidelity) disclosed a 11.9% beneficial ownership stake in Climb Bio, Inc. as of June 30, 2026, holding 6,790,364 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and includes Abigail P. Johnson as a reporting person. No prior period comparison is available in this filing.

  • · FMR LLC's ownership is reported as passive under Rule 13d-1(b).
  • · Abigail P. Johnson is deemed to have shared voting and dispositive power over the same 6,790,364 shares.
  • · The filing date is July 8, 2026, with the beneficial ownership measured as of June 30, 2026.
  • · No single other person holds more than 5% of the outstanding common stock.
Genpact LTD SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 10,405,025.34 shares of Genpact LTD common stock as of June 30, 2026, representing 6.1% of the outstanding shares. This filing reflects a slight decrease in Fidelity's stake from the prior filing, where they held 10,174,053.02 shares (6.1% of outstanding), indicating a net reduction of 230,972.32 shares or approximately 2.3%.

  • · FMR LLC's ownership decreased by approximately 230,972 shares from the prior filing, though the percentage remained flat at 6.1%.
  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
  • · Abigail P. Johnson, as part of the Johnson family group, may be deemed to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.
  • · No single person other than FMR LLC and Abigail P. Johnson beneficially owns more than 5% of Genpact LTD common stock.
MONOLITHIC POWER SYSTEMS INC SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 5,175,258.99 shares of Monolithic Power Systems Inc. common stock as of June 30, 2026, representing a 10.5% stake. The filing indicates a slight increase in share count from the prior period (4,903,804.15 shares), reflecting Fidelity's continued significant passive investment in the semiconductor company.

  • · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
  • · FMR LLC's ownership is classified as passive under Rule 13d-1(b), indicating no intent to influence control.
  • · Abigail P. Johnson and the Johnson family hold 49% voting power of FMR LLC through Series B voting common shares.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
Roblox Corp SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 79,723,712.84 shares of Roblox Corp Class A Common Stock as of June 30, 2026, representing an 11.9% stake. The filing indicates a slight decrease in share count from the prior filing (77,216,504.00 shares as of an earlier period), though the ownership percentage remained stable at 11.9%.

  • · FMR LLC's filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
  • · Abigail P. Johnson is reported as a controlling person of FMR LLC, with the Johnson family holding 49% of voting power through Series B shares.
  • · No single entity other than FMR LLC beneficially owns more than 5% of Roblox Corp Class A Common Stock.
CYTOKINETICS INC SC 13G/A neutral materiality 3/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 5,248,579.71 shares of Cytokinetics Inc. common stock as of June 30, 2026, representing 3.9% of outstanding shares. This is a passive investment filing, indicating Fidelity's holdings are below the 5% threshold and were acquired in the ordinary course of business without intent to influence control.

  • · FMR LLC's beneficial ownership decreased from a prior filing (not specified) to 3.9% as of June 30, 2026.
  • · The filing is an amendment (Schedule 13G/A) indicating a change in ownership since the last filing.
  • · No single person other than FMR LLC holds more than 5% of Cytokinetics common stock.
  • · The Johnson family controls 49% of FMR LLC's voting power through Series B voting common shares.
LSI INDUSTRIES INC SC 13G neutral materiality 7/10

08-07-2026

FMR LLC (Fidelity) disclosed a 10.9% beneficial ownership stake in LSI Industries Inc (LYTS) as of June 30, 2026, holding approximately 3,986,196 shares. The filing is a Schedule 13G, indicating passive investment intent, and includes ownership by affiliates such as Fidelity Management & Research Company LLC and Strategic Advisers LLC. No period-over-period comparison is available as this is a snapshot filing.

  • · Filing date: July 8, 2026, with ownership as of June 30, 2026.
  • · FMR LLC is classified as a parent holding company (HC) under Item 3.
  • · Abigail P. Johnson and the Johnson family hold 49% voting power of FMR LLC through Series B shares.
  • · No single person other than the filers owns more than 5% of the outstanding common stock.
  • · The filing includes a joint filing agreement under Rule 13d-1(k)(1).
SIGNET JEWELERS LTD SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 2,168,433 shares of Signet Jewelers Ltd common stock as of June 30, 2026, representing a 5.5% stake. The filing indicates Fidelity acquired the shares in the ordinary course of business and not to influence control of the issuer.

  • · FMR LLC's beneficial ownership includes shares held by its subsidiaries FIAM LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, and Strategic Advisers LLC.
  • · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
  • · The filing is an amendment to a prior Schedule 13G, indicating a change in ownership or filing status as of June 30, 2026.
COHERENT CORP. SC 13G/A neutral materiality 5/10

08-07-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 11,006,110.43 shares of Coherent Corp. common stock as of June 30, 2026, representing 5.6% of outstanding shares. This is an amendment to a previous filing, indicating a change in ownership or filing status. The filing is made under Rule 13d-1(b) and includes a joint filing agreement with Abigail P. Johnson.

  • · Filing is an amendment (Schedule 13G/A) filed on July 8, 2026, with a date of change of July 8, 2026.
  • · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to change or influence control.
  • · Abigail P. Johnson is the Chairman and CEO of FMR LLC and is deemed to beneficially own the same shares through her control of FMR LLC.
  • · The Johnson family holds 49% of the voting power of FMR LLC through Series B voting common shares and a voting agreement.
iSHARES TRUST SC 13G/A neutral materiality 2/10

08-07-2026

FMR LLC and Abigail P. Johnson filed a Schedule 13G/A disclosing beneficial ownership of 23,935.74 shares of iShares Aaa - A Rated Corporate Bond ETF, representing 0.1% of the outstanding common stock as of June 30, 2026. The filing indicates no change in ownership from the prior period, with the stake remaining flat at 0.1%.

  • · The filing is an amendment (Schedule 13G/A) filed on July 8, 2026, with a date of change of July 8, 2026.
  • · FMR LLC is classified as a parent holding company (HC) under Item 3 of Schedule 13G.
  • · Abigail P. Johnson is classified as an individual (IN) under Item 3.
  • · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
  • · No other person's interest in the common stock exceeds 5% of the total outstanding shares.
TENAX THERAPEUTICS, INC. SC 13G neutral materiality 6/10

08-07-2026

FMR LLC (Fidelity) disclosed a 14.9% beneficial ownership stake in Tenax Therapeutics, Inc. as of June 30, 2026, holding 3,942,373 shares of common stock. The filing is a Schedule 13G submitted under Rule 13d-1(b), indicating passive investment intent, and includes FMR LLC subsidiaries FIAM LLC, Fidelity Institutional Asset Management Trust Company, and Fidelity Management & Research Company LLC as reporting entities.

  • · Filing date: July 8, 2026, with beneficial ownership as of June 30, 2026.
  • · FMR LLC is a Delaware corporation with business address at 245 Summer Street, Boston, MA 02210.
  • · Abigail P. Johnson is the Chairman and CEO of FMR LLC; the Johnson family holds 49% voting power of FMR LLC through Series B voting common shares.
  • · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
  • · No single other person's interest in the common stock exceeds 5% of the total outstanding shares.
iShares Bitcoin Premium Income ETF SC 13G neutral materiality 6/10

08-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 200,000 shares of iShares Bitcoin Premium Income ETF, representing 34.5% of the outstanding common stock as of June 30, 2026. The filing indicates that BlackRock Financial Management, Inc. also beneficially owns 5% or more of the same security class. The shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The Schedule 13G reflects securities beneficially owned by certain business units of BlackRock, Inc., excluding other business units per SEC Release No. 34-39538.
  • · BlackRock iShares Seed also holds more than 5% of the outstanding common stock.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · Exhibit 99 confirms that BlackRock Financial Management, Inc. beneficially owns 5% or greater of the security class.
ETHAN ALLEN INTERIORS INC SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 2,074,073 shares of Ethan Allen Interiors Inc. common stock, representing 8.2% of outstanding shares. The filing indicates a decrease from the prior reported amount of 2,040,536 shares, reflecting a net increase of 33,537 shares.

  • · BlackRock's filing is an amendment (Schedule 13G/A) and was made pursuant to Rule 13d-1(b).
  • · The filing includes a power of attorney dated January 21, 2025, appointing multiple attorneys-in-fact.
  • · Exhibit 99 lists 13 BlackRock entities, one of which (BlackRock Investment Management, LLC) beneficially owns 5% or greater of the outstanding shares.
GULFPORT ENERGY CORP SC 13G/A neutral materiality 6/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A on July 8, 2026, reporting beneficial ownership of 2,237,571 shares of Gulfport Energy Corp (GPOR) common stock, representing 12.5% of outstanding shares as of June 30, 2026. This demonstrates a slight increase from the prior filing period, maintaining BlackRock's position as a significant passive investor above the 10% threshold.

  • · BlackRock filed as a passive investor under Rule 13d-1(b), indicating shares were not acquired to influence control.
  • · Sole dispositive power is held for 2,237,571 shares, with zero shared voting or dispositive power.
  • · No single person's beneficial interest in GPOR exceeds 5% of total outstanding shares.
  • · BlackRock Fund Advisors is the only subsidiary entity that beneficially owns 5% or greater of the reported security class.
SANMINA CORP SC 13G/A neutral materiality 3/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 4,984,291 shares of Sanmina Corp common stock, representing 9.3% of the outstanding shares. The filing indicates BlackRock's holdings are held in the ordinary course of business and are not intended to influence control of the company.

NATIONAL HEALTH INVESTORS INC SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, disclosing beneficial ownership of 8,523,688 shares of National Health Investors Inc. (NHI) common stock, representing 17.6% of the outstanding shares. The filing reflects a slight increase in BlackRock's position from the prior period (8,387,095 shares), though the percentage ownership remained flat at 17.6%.

  • · BlackRock's filing is an amendment (13G/A) to a previous Schedule 13G.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of NHI.
  • · iShares Core S&P Small-Cap ETF, a BlackRock fund, beneficially owns more than 5% of NHI's outstanding common stock.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute regulatory filings on behalf of BlackRock.
MONRO, INC. SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 2,068,471 shares of MONRO, INC. common stock, representing 6.6% of the outstanding shares. The filing indicates that no single person within BlackRock's reporting business units holds more than 5% of the total outstanding common shares, and the shares were acquired in the ordinary course of business without intent to influence control.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
  • · BlackRock's reporting business units include multiple entities such as BlackRock Fund Advisors and BlackRock Institutional Trust Company, N.A., with only one entity (BlackRock Investment Management, LLC) noted as beneficially owning 5% or greater of the outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing several individuals to execute ownership reporting documents.
Autodesk, Inc. SC 13G/A neutral materiality 3/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 23,143,830 shares of Autodesk, Inc. common stock, representing 11.0% of the outstanding shares. The filing is a routine disclosure of passive investment holdings and does not indicate any intent to change or influence control of Autodesk.

  • · BlackRock's filing is an amendment (Schedule 13G/A) to a prior 13G filing.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock's beneficial ownership includes shares held by multiple subsidiaries, with BlackRock Fund Advisors owning 5% or more of the class.
  • · No single person's interest in Autodesk common stock exceeds 5% of the total outstanding shares.
  • · The filing date is July 8, 2026, with the event date as of June 30, 2026.
ASTRONICS CORP SC 13G neutral materiality 5/10

08-07-2026

BlackRock Inc. filed a Schedule 13G with the SEC on July 8, 2026, reporting beneficial ownership of 481,097 shares of Class B Stock in Astronics Corp as of June 30, 2026. This represents a 12.6% stake in the company, making BlackRock a significant passive investor.

  • · No person within BlackRock's holding structure owns more than 5% of Astronics Corp's outstanding common shares.
  • · BlackRock Fund Advisors is specifically noted as beneficially owning 5% or greater of the reported security class.
Crane NXT, Co. SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 6,217,894 shares of Crane NXT, Co. common stock, representing 10.8% of the outstanding shares. This filing reflects an increase from the prior period, as BlackRock's ownership rose from 6,096,017 shares (implied prior stake of approximately 10.6%) to the current 10.8% stake, indicating a modest increase in its position.

  • · BlackRock's filing is an amendment (13G/A) to a prior Schedule 13G.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · BlackRock disclaims beneficial ownership of shares held by other business units not included in this filing.
  • · No single person within the reporting group beneficially owns more than 5% of the outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute filings on behalf of BlackRock.
Coeur Mining, Inc. SC 13G/A neutral materiality 6/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 120,842,594 shares of Coeur Mining, Inc. common stock as of June 30, 2026, representing 11.7% of the outstanding shares. The filing reflects a passive investment stake acquired and held in the ordinary course of business, with no intention to change or influence control of the issuer. No prior period comparison is available to assess changes in ownership from the previous filing.

  • · The 13G/A was filed under Rule 13d-1(b), confirming the shares were acquired in the ordinary course of business and not to influence control.
  • · BlackRock Fund Advisors is the specific entity that beneficially owns 5% or greater of the outstanding shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, which revokes a prior power of attorney dated April 30, 2023.
  • · The filing lists 17 BlackRock subsidiaries and affiliates as Reporting Business Units.
  • · No one person's interest in the common stock exceeds 5% of the total outstanding common shares.
OXFORD INDUSTRIES INC SC 13G/A neutral materiality 6/10

08-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 8, 2026, disclosing beneficial ownership of 1,116,467 shares of Oxford Industries Inc. common stock, representing 7.5% of the outstanding shares. The filing indicates a passive investment intent, with BlackRock certifying the shares were acquired in the ordinary course of business and not to influence control of the company.

  • · BlackRock's sole voting power covers 1,091,166 shares, while shared voting power and sole dispositive power are both 0.
  • · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other details since the last filing.
  • · No single person within BlackRock's reporting group has an interest exceeding 5% of the total outstanding common shares.
  • · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute regulatory filings on behalf of BlackRock.
CONAGRA BRANDS INC. SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC disclosing beneficial ownership of 64,450,818 shares of Conagra Brands, Inc. common stock as of June 30, 2026, representing a 13.5% ownership stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control. BlackRock Fund Advisors is specifically noted as an entity that beneficially owns 5% or more of the outstanding shares.

  • · BlackRock's filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · The filing covers securities beneficially owned by certain 'Reporting Business Units' and excludes other business units per SEC Release No. 34-39538.
  • · iShares Core S&P Small-Cap ETF is identified as a person whose interest in Conagra common stock exceeds five percent.
  • · The Schedule 13G/A was signed on July 8, 2026, with a power of attorney dated January 21, 2025.
Certara, Inc. SC 13G/A neutral materiality 5/10

08-07-2026

BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 8, 2026, reporting beneficial ownership of 18,032,062 shares of Certara, Inc. common stock, representing 11.6% of outstanding shares as of June 30, 2026. This is an amendment to a previous filing, indicating a change in BlackRock's holdings.

  • · BlackRock's filing is an amendment to Schedule 13G, indicating a change in ownership.
  • · BlackRock has sole voting power over 17,841,248 shares and sole dispositive power over 18,032,062 shares.
  • · No single person's interest in Certara common stock exceeds 5% of total outstanding shares.
  • · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute filings on behalf of BlackRock.
TopBuild Corp SC 13G/A neutral materiality 3/10

08-07-2026

BlackRock, Inc. filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 497,931 shares of QXO Insulation, LLC (TopBuild Corp) common stock as of June 30, 2026, representing a 1.8% stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · BlackRock's beneficial ownership is 1.8% of outstanding shares, below the 5% threshold that would require more detailed reporting.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing is an amendment (13G/A) and was made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock has sole voting power over 493,764 shares and sole dispositive power over 497,931 shares.

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