US Activist Hedge Fund Institutional SEC 13D 13G — July 21, 2026

21-07-2026

Jakhongir Abidovich Artikkhodjaev, the founder and principal shareholder of Tourism and Entertainment Group, filed a Schedule 13D/A disclosing the purchase of 1,000,000 shares of StageWise Strategies Corp. common stock for $250,000 of personal funds on July 17, 2026. This transaction increased his beneficial ownership from approximately 74.2% to 79.8% of the issuer's outstanding shares, based on 5,044,334 shares outstanding. The filing states no current plans for extraordinary corporate transactions, changes in control, or other major actions.

• · The purchase was completed on July 17, 2026 (the Closing Date).
• · The Reporting Person is a citizen of Uzbekistan.
• · The Reporting Person has not been convicted in any criminal proceedings or been party to adverse securities-related civil proceedings in the last five years.
• · The Reporting Person may in the future cause the issuer to enter into a transaction involving a future acquisition of a compatible business, but currently has no contracts or arrangements for such a transaction.
• · The filing incorporates by reference a Share Subscription Agreement dated June 30, 2026, filed as an exhibit to the issuer's Form 8-K on July 7, 2026.

21-07-2026

Boldhaven Management LLP disclosed a 5.6% beneficial ownership stake in Manchester United plc's Class A Ordinary Shares as of June 30, 2026, holding 3,113,537 shares. The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the intent to influence control. No single client's interest exceeds 5% of the total outstanding shares.

• · The filing is a Schedule 13G, indicating passive investment intent.
• · Boldhaven Management LLP is based in London, UK.
• · The filing date is July 21, 2026, with the beneficial ownership as of June 30, 2026.

21-07-2026

Tempus AI, Inc. disclosed a 12.5% beneficial ownership stake in Personalis, Inc. as of July 19, 2026, following the execution of a merger agreement on July 20, 2026. The filing reports 13,039,067 shares held by Tempus and an additional 150,000 shares held directly by Tempus's controlling stockholder Eric Lefkofsky, bringing the combined beneficial ownership to 13,189,067 shares (12.6%). The merger agreement, dated July 20, 2026, was entered into among Tempus AI, Personalis, Aviary Development, Inc., and Toucan Development, LLC, indicating an acquisition of Personalis by Tempus.

• · The Schedule 13D/A was filed as Amendment No. 3, originally filed on May 7, 2026.
• · No transactions in the common stock were effected by the reporting persons during the past 60 days.
• · The merger agreement is dated July 20, 2026, and was incorporated by reference to Personalis's Form 8-K filed on the same date.

21-07-2026

On July 21, 2026, KORE Group Holdings, Inc. was taken private via a merger, with shareholders receiving $9.25 per share in cash. All ABRY-related reporting persons, who previously held shares, contributed their stock to the parent entity and now hold no beneficial ownership of the surviving corporation's common stock. The common stock was suspended from trading on the NYSE and a Form 25 has been filed to delist and deregister the shares.

• · The merger was consummated on July 21, 2026, with KORE Group Holdings as the surviving corporation.
• · ABRY entities contributed their shares to the parent immediately prior to the merger in exchange for interests in the parent.
• · All reporting persons (ABRY funds and individuals) now hold 0 shares and 0% beneficial ownership of the surviving corporation.
• · The common stock was suspended from trading on the NYSE before the opening on July 21, 2026.
• · NYSE filed a Form 25 to delist and deregister the common stock under Section 12(b) of the Exchange Act.

21-07-2026

Trails Edge Capital Partners, LP and related entities disclosed beneficial ownership of 500,000 Class A Ordinary Shares of Research Alliance Corp IV, representing 5.5% of outstanding shares as of July 14, 2026. The filing is a routine Schedule 13G by an investment manager and its affiliates, indicating passive investment intent. No changes in ownership or performance metrics are reported.

• · The filing is made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934.
• · The filers certify the securities were not acquired for the purpose of changing or influencing control of the issuer.
• · A Joint Filing Agreement was executed on July 21, 2026, among the filers.

21-07-2026

Stonepine Capital Management, LLC and related entities filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 6,892,682 shares of AEON Biopharma, Inc. Class A Common Stock, representing 9.9% of the outstanding shares. The holdings consist of 3,000,000 shares of Common Stock and warrants to acquire 6,000,000 shares, subject to a 9.99% beneficial ownership limitation. The filing indicates a passive investment intent, with no aim to change or influence control of the issuer.

• · The filing is made pursuant to Rule 13d-1(c), indicating a passive investment.
• · The beneficial ownership limitation is set at 9.99%.
• · The reporting persons disclaim membership in a group and beneficial ownership except for pecuniary interest.
• · The filing includes a joint filing agreement dated October 10, 2024.

21-07-2026

Robert C. Bissell filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 5,858,484 shares of QumulusAI, Inc. (QMLS) common stock, representing 17.8% of the 32,867,931 shares outstanding. The filing indicates Bissell's holdings are split between shares held directly (1,439,656), through Chalin, Inc. (316,919), and through Gratus Holdings, LLC (4,101,909), with sole voting and dispositive power over the Chalin shares and shared power with his spouse over the Gratus shares.

• · The filing is made under Rule 13d-1(d) of the Securities Exchange Act of 1934.
• · Bissell's direct holdings consist of 1,439,656 shares of common stock.
• · 316,919 shares are held by Chalin, Inc., over which Bissell has sole voting and dispositive power.
• · 4,101,909 shares are held by Gratus Holdings, LLC, with shared voting and dispositive power between Bissell and his spouse.
• · The total outstanding shares figure (32,867,931) is based on the Issuer's Prospectus filed July 14, 2026 under Rule 424(b)(4).

21-07-2026

Spruce House Investment Management LLC and related entities disclosed a 5.2% beneficial ownership stake in GXO Logistics, Inc., holding 6,003,988 shares of common stock as of July 14, 2026. The filing is a Schedule 13G, indicating a passive investment intent, and the shares are held directly by The Spruce House Partnership LLC. No prior period comparison is available as this is an initial filing.

• · The filing is made under Rule 13d-1(c), confirming a passive investment intent.
• · Spruce House entities disclaim beneficial ownership except for pecuniary interest.
• · All 6,003,988 shares are held directly by The Spruce House Partnership LLC.
• · Zachary Sternberg and Benjamin Stein are deemed to share voting and dispositive power over the shares.

21-07-2026

Dany Vaiman filed a Schedule 13D/A with the SEC on July 21, 2026, disclosing beneficial ownership of 513,249 common shares of ZeroStack Corp. (formerly Flora Growth Corp.), representing 2.9% of the 17,489,828 outstanding shares on a partially-diluted basis. The filing also reports that on July 20, 2026, shareholders approved a grant of 250,000 stock options to Vaiman (the May 2026 Option Grant), which vest in five tranches contingent on the company's stock achieving escalating VWAP targets from $7.65 to $17.85.

• · The options have an exercise price of $5.10 per share and vest in five equal installments based on VWAP thresholds: 20% at $7.65, 20% at $10.20, 20% at $12.75, 20% at $15.30, and 20% at $17.85.
• · Vaiman has sole voting and dispositive power over all 513,249 shares.
• · The reporting person has not been convicted in any criminal proceeding or been party to any securities-related civil proceeding in the last five years.

21-07-2026

RA Capital Management, L.P. and its affiliates filed a Schedule 13D/A disclosing that on July 16, 2026, RA Capital Healthcare Fund exercised Pre-Funded Warrants to acquire 2,099,787 shares of Vor Biopharma common stock at $0.002 per share on a cashless basis. The Reporting Persons now beneficially own 12,937,855 shares (19.9% of the outstanding common stock), though the Pre-Funded Warrants contain a blocker preventing exercise above that threshold. Additionally, Andrew Levin resigned from Vor Biopharma's Board of Directors effective July 6, 2026.

• · The Pre-Funded Warrants contain a beneficial ownership blocker that prevents exercise above 19.99% of outstanding common stock.
• · The Fund is currently prohibited from exercising Pre-Funded Warrants to exceed 12,937,855 shares due to the blocker.
• · Andrew Levin resigned from the Board of Directors effective July 6, 2026.
• · No other transactions in the issuer's securities were effected by the Reporting Persons during the past 60 days.

21-07-2026

Integrated Core Strategies (US) LLC, an affiliate of Millennium Management, reported a 3.4% beneficial ownership stake in First Watch Restaurant Group, Inc. as of June 30, 2026, holding 2,080,302 shares. Millennium Management LLC and related entities collectively own 2,192,811 shares (3.6%), with Israel A. Englander also reporting the same aggregate position. The filing is an amendment to Schedule 13G and certifies the shares were not acquired to influence control of the issuer.

• · The filing is an amendment to Schedule 13G (SC 13G/A), filed on July 21, 2026, with a date of change of July 21, 2026.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Israel A. Englander.
• · The filing includes a Joint Filing Agreement dated July 20, 2026, among the reporting persons.
• · The filing certifies under Rule 13d-1(c) that the securities were not acquired to change or influence control of the issuer.

21-07-2026

Intracoastal Capital LLC, along with Mitchell P. Kopin and Daniel B. Asher, filed a Schedule 13G disclosing beneficial ownership of 254,445 shares of SOBR Safe, Inc. common stock, representing 5.6% of shares outstanding as of July 21, 2026. The filing also details a July 15, 2026 inducement letter agreement that, absent blocker provisions, would have resulted in deemed beneficial ownership of up to 2,520,713 shares (approximately 9.99% pre-closing) and 1,934,942 shares post-closing. The reported 5.6% stake reflects a reduction from the potential 9.99% due to blocker provisions limiting warrant exercises.

• · The Schedule 13G is filed pursuant to Rule 13d-1(c), indicating passive investor status.
• · Intracoastal Capital LLC is a Delaware limited liability company with principal office at 245 Palm Trail, Delray Beach, FL 33483.
• · Mitchell P. Kopin and Daniel B. Asher each disclaim beneficial ownership of the shares except to the extent of their pecuniary interest.
• · The filing includes a Joint Filing Agreement among the Reporting Persons.
• · The inducement letter transaction involved the issuance of 1,082,000 shares at closing, including 318,000 shares to Intracoastal upon exercise of Existing Warrants.

21-07-2026

This Schedule 13D/A filing by the Berkley family and related entities (the Reporting Persons) discloses beneficial ownership of 95,557,324 shares of W. R. Berkley Corporation common stock, representing 25.67% of outstanding shares as of April 27, 2026. The filing also notes that MS&AD Insurance Group Holdings and Mitsui Sumitomo Insurance Co., Ltd. (MSI) beneficially own an additional 58,780,450 shares (15.8%) as of June 4, 2026, and that under a Framework Agreement and LLC Agreement the Reporting Persons may be deemed to share voting power over those MSI shares, though they disclaim group status with MSI.

• · The filing is Amendment No. 2 to Schedule 13D, originally filed May 1, 2026.
• · The Reporting Persons disclaim forming a 'group' with MSI under Rule 13d-5(b)(1).
• · The Framework Agreement was incorporated by reference from the Issuer's Form 8-K filed March 28, 2025.
• · The Amended and Restated LLC Agreement among Symphony Partners, LLC, MSI, and WR Berkley & Others LLC was dated March 4, 2026.

21-07-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed a Schedule 13G/A with the SEC on July 21, 2026, disclosing beneficial ownership of 3,149,920 shares of ServiceTitan, Inc. Class A Common Stock. This stake represents 3.8% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous 13G and indicates the group is a passive investor, not seeking to change or influence control of the company.

• · The filing is an amendment (Schedule 13G/A) to a prior 13G filing.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers.
• · The filing includes a Joint Filing Agreement dated July 20, 2026, among the reporting persons.
• · The filers certify the securities were not acquired to change or influence control of the issuer.

21-07-2026

Jonathan M. Rothberg, founder and beneficial owner of Butterfly Network, Inc., filed Amendment No. 11 to Schedule 13D disclosing the sale of 3,126,453 shares of Class B common stock (automatically converted to Class A on a one-to-one basis) over July 17-21, 2026, at weighted average prices between $6.5959 and $6.7359 per share. The sales were executed for estate planning purposes under a Rule 10b5-1 trading plan adopted on March 13, 2026. Following these transactions, Rothberg and related entities continue to hold 22,086,850 shares of Class B common stock (100% of the Class B outstanding) and 828,775 shares of Class A common stock (0.4% of Class A outstanding).

• · The sales were conducted for estate planning purposes under a Rule 10b5-1 trading plan entered into on March 13, 2026.
• · Class B common stock automatically converted into Class A common stock on a one-to-one basis upon each sale.
• · Rothberg's spouse holds 726,696 shares of Class A common stock included in the beneficial ownership calculation.
• · 4C Holdings V, LLC is the largest holder of Class B common stock among the reporting entities, with 8,845,238 shares (40.0% of Class B outstanding).
• · Rothberg directly holds 80,434 shares of Class A common stock and options to purchase 21,645 additional shares exercisable within 60 days.

21-07-2026

Lumina Capital Management Ltda. and its associated funds (the 'Lumina Funds') disclosed in an amended Schedule 13G filing with the SEC that they collectively own 11,130,936 Class A common shares of AGI Inc (AGBK), representing an 18.96% stake as of June 30, 2026. The largest holding among the group is by LCM Bigbang Fundo de Investimento, which alone owns 8,045,726 shares (13.71%), while Lumina Capital itself reports zero direct share ownership but may be deemed to share voting and dispositive power over the funds' holdings. No prior period comparison or change in ownership was provided in this filing.

• · The filing is an amendment (No. 1) to a Schedule 13G, originally filed under Rule 13d-1(d).
• · Lumina Capital Management serves as investment manager for all the Lumina Funds and may be deemed to share voting and dispositive power over their shares.
• · Each Reporting Person disclaims beneficial ownership except for their pecuniary interest.
• · Percentage calculations are based on 58,700,711 Class A common shares outstanding as of December 31, 2025, as reported in AGI's annual report on Form 20-F filed April 30, 2026.
• · The filing includes a Joint Filing Agreement (Exhibit A) executed by all Reporting Persons.

21-07-2026

Mercuria Holdings (Singapore) Pte. Ltd. filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 3,300,000 ordinary shares of SuperX AI Technology Ltd, representing a 7.1% stake. The filing is made under Rule 13d-1(c) and certifies that the shares were not acquired for the purpose of changing or influencing control of the issuer.

• · The filing is a Schedule 13G (passive investment) under Rule 13d-1(c), not a 13D (activist filing).
• · Mercuria Holdings has sole voting power and sole dispositive power over all 3,300,000 shares.
• · SuperX AI Technology Ltd was formerly known as Super X AI Technology Ltd (name change on June 2, 2025) and Junee Ltd (name change on December 2, 2021).
• · The company is incorporated in the D8 jurisdiction (likely Delaware) and has its business address in Singapore.

21-07-2026

Dror Moshe Sherman filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 9,963 shares of iPower Inc. common stock, representing approximately 0.5% of outstanding shares. On July 14, 2026, Sherman acquired 100,000 shares (about 5.3% of outstanding) but subsequently disposed of 90,037 shares, resulting in a net position of only 9,963 shares. The filing indicates a rapid reduction in stake from a significant position to a minimal one, suggesting a trading rather than a long-term investment intent.

• · The filing is made under Rule 13d-1(c), indicating the shares were not acquired to change or influence control of the issuer.
• · Sherman is a citizen of both the United States and Israel.
• · The issuer's most recent share count (1,891,147) was reported in a Form S-1 filed on July 10, 2026.

21-07-2026

Jason Christopher Dorsett filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 4,174,028 shares of common stock in RTB Digital, Inc. (formerly RYVYL Inc.), representing 30.64% of the outstanding shares. The filing indicates the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.

• · The filing is a Schedule 13G (not 13D), indicating passive investment intent.
• · Dorsett's sole voting and dispositive power covers all 4,174,028 shares.
• · The issuer's SEC file number is 005-91720 and the CUSIP is 39366L406.
• · Dorsett's business address is in San Juan, Puerto Rico.

21-07-2026

Impax Asset Management Group plc filed a Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 4,000,000 shares of Health Catalyst, Inc. common stock, representing 5.41% of the outstanding shares. The filing is made under Rule 13d-1(b) and indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer. Impax Asset Management LLC, a wholly owned subsidiary, retains investment discretion and control over the shares.

• · The filing is a Schedule 13G (passive investment) rather than a 13D (activist filing), indicating the stake is not intended to influence control.
• · Impax Asset Management LLC, the investment manager, retains sole voting and dispositive power over all 4,000,000 shares.
• · The filing date is July 21, 2026, with the date of event (ownership as of) June 30, 2026.

21-07-2026

Context Capital Management, LLC and related parties filed a Schedule 13G disclosing beneficial ownership of 597,999 Class A ordinary shares of Plum Acquisition Corp, IV, representing 5.6% of the 10,702,490 shares outstanding as of July 9, 2026. The filing is a passive investment disclosure under Rule 13d-1(c) and does not indicate any change in control intent.

• · The filing is made under Rule 13d-1(c) indicating passive investment intent.
• · The reporting persons disclaim membership in a group and beneficial ownership except for pecuniary interest.
• · Context Capital Management is the general partner and investment adviser of Context Partners Master Fund, L.P.
• · The filing date is July 21, 2026, with the event date of beneficial ownership change on July 16, 2026.

21-07-2026

Royce & Associates LP filed an amended Schedule 13G with the SEC on July 21, 2026, reporting beneficial ownership of 3,274,064 shares of Apyx Medical Corp common stock as of June 30, 2026. This stake represents 7.81% of the outstanding shares, up from a prior position that was not disclosed in this filing. The filing indicates that Royce & Associates, an indirect majority-owned subsidiary of Franklin Resources, holds the shares in the ordinary course of business for investment management clients and disclaims any intent to change or influence control of the issuer.

• · Royce & Associates LP is an investment adviser registered under the Investment Advisers Act of 1940.
• · The shares are held for the benefit of registered investment companies and other managed accounts that are clients of Royce & Associates.
• · Royce & Associates disclaims any pecuniary interest in the reported securities.
• · The filing is made pursuant to Rule 13d-1(d) under the Securities Exchange Act of 1934.
• · Royce & Associates reports sole voting power and sole dispositive power over all 3,274,064 shares.

21-07-2026

Royce & Associates LP disclosed a 6.33% beneficial ownership stake in CPI Aerostructures Inc. as of June 30, 2026, holding 835,632 shares of common stock. The filing, made under Rule 13d-1(d), indicates the shares are held in the ordinary course of business for investment management clients, with no intent to change or influence control of the issuer.

• · The filing is a Schedule 13G, indicating passive investment intent (not an activist filing).
• · Royce & Associates LP is an indirect majority-owned subsidiary of Franklin Resources Inc.
• · Royce & Associates LP disclaims any pecuniary interest in the reported securities.
• · The filing includes a detailed explanation of informational barriers between Royce and other Franklin Resources affiliates to avoid attribution of beneficial ownership.

21-07-2026

Royce & Associates LP filed an amended Schedule 13G with the SEC on July 21, 2026, disclosing beneficial ownership of 703,990 shares of EVI Industries, Inc. common stock, representing a 5.47% stake as of June 30, 2026. The filing indicates no change in ownership from the prior period, with the same number of shares and percentage reported. Royce & Associates, an indirect majority-owned subsidiary of Franklin Resources, Inc., disclaims any pecuniary interest and states the shares were acquired in the ordinary course of business, not for control purposes.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(d) of the Securities Exchange Act of 1934.
• · Royce & Associates LP disclaims any pecuniary interest in the reported securities.
• · The filing states that Royce & Associates exercises voting and investment powers independently from FRI affiliates, with informational barriers in place.
• · The filing explicitly disclaims that Royce & Associates is part of a 'group' with FRI affiliates or principal shareholders for beneficial ownership purposes.

21-07-2026

John Hancock Stable Value Fund Collective Investment Trust, through its trustee Global Trust Company, disclosed a 25% beneficial ownership stake in Manulife Private Credit Plus Fund as of June 30, 2026, holding 2,976,794 Class I common shares. The filing is an amendment (SC 13D/A) reflecting the Trust's investment of $6 million of its assets into the Fund. No negative or flat performance metrics are present in this ownership disclosure.

• · The filing is an amendment to Schedule 13D (SC 13D/A), filed on July 21, 2026.
• · The beneficial ownership is based on the May 30, 2026 NAV of the Fund.
• · Global Trust Company, as trustee, has the right to vote and grant proxies on all investments held by the Trust.
• · The Trust is organized in Maine, U.S., and Global Trust Company is also organized in Maine.