US Activist Hedge Fund Institutional SEC 13D 13G — August 12, 2026

12-08-2026

Iroquois Capital Management, LLC, along with Richard Abbe and Kimberly Page, filed a Schedule 13G/A disclosing aggregate beneficial ownership of 115,383 shares of SCWorx Corp. common stock (9.78% of shares outstanding as of July 28, 2026), including shares issuable upon exercise of warrants subject to beneficial ownership blockers. The filing reflects a passive investment intent and notes that the reported ownership does not include a large number of additional warrant shares (over 1.77 million) subject to a 4.99% blocker, indicating significant potential dilution if blockers are ever lifted.

• · The filing is an amendment (13G/A) filed on August 12, 2026, with an event date of June 30, 2026.
• · SCWorx Corp. effected a reverse stock split on August 3, 2026, which is not reflected in the share counts reported.
• · Iroquois Master Fund held 2,067 shares of common stock and warrants for 812,378 shares (759,801 subject to 4.99% blocker, 51,410 subject to 9.99% blocker).
• · ICIG held 80 shares of common stock and warrants for 1,073,835 shares (1,012,009 subject to 4.99% blocker, 61,826 subject to 9.99% blocker).
• · The Reporting Persons certify the securities were not acquired for the purpose of changing or influencing control of the issuer.

12-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 10.2% passive beneficial ownership stake in H&R Block Inc. as of December 31, 2025. Vanguard holds 14,200,000 shares, an increase from 13,500,000 shares (9.8%) in the prior period, indicating gradual accumulation. However, the filing provides no information on company financials, management changes, or market events, limiting actionable insights.

• · Vanguard's ownership increased from approximately 9.8% to 10.2% of total shares outstanding.
• · The filing is an amendment (13G/A), indicating a change in ownership from the prior filing.
• · No other institutional investors, group filings, or activist intentions are disclosed.
• · The filing does not include any financial metrics, guidance, or operational data for H&R Block.

12-08-2026

Jane Street Group, LLC filed an amended Schedule 13G on August 12, 2026, disclosing aggregate beneficial ownership of 4,401,526.57 shares (6.0%) of Strive, Inc. (ASST) Class A Common Stock as of June 30, 2026. The filing shows a mixed ownership structure: Jane Street Capital, LLC holds 2,845,971 shares (3.9%) directly, while Jane Street Global Trading, LLC holds 1,555,555.57 shares (2.1%) that can be acquired from warrants. No current period-over-period comparison is available as this is a new initial filing amendment showing the holdings as of the snapshot date.

• · Filing type: Schedule 13G/A (Amendment) filed under Rule 13d-1(c) — a passive investor filing.
• · Beneficial ownership excludes any intention to change or influence control of the issuer.
• · The reported holdings include shares that can be acquired from warrants held by Jane Street Global Trading, LLC.
• · The issuer, Strive, Inc., was formerly known as Asset Entities Inc., with a name change effective March 30, 2022.
• · Jane Street Group, LLC and its subsidiaries disclaim beneficial ownership except to the extent of their respective pecuniary interest.

12-08-2026

Goldman Sachs Group Inc. and its subsidiary Goldman Sachs & Co. LLC filed a Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 575,101 ordinary shares of Mountain Crest Acquisition 6 Corp., representing a 6.4% stake as of June 30, 2026. 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 changing or influencing control of the issuer.

• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
• · Goldman Sachs & Co. LLC is a registered broker-dealer and investment adviser, and is a subsidiary of The Goldman Sachs Group, Inc.
• · The Goldman Sachs Reporting Units disclaim beneficial ownership of securities held in client accounts or certain investment entities where they act as general partner or manager.
• · The filing includes a Joint Filing Agreement dated July 17, 2026, between The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC.
• · Powers of Attorney were granted to multiple individuals for filing purposes, effective until July 8, 2027 (for GS Group) and July 2, 2027 (for GS & Co. LLC).

12-08-2026

HHCF Series 21 Sub, LLC and related entities (collectively, HHCF) filed a Schedule 13D/A disclosing that on August 10, 2026, they exercised warrants on a cashless basis for 645,247 shares of Katapult Holdings common stock, representing a 12.98% stake. On August 11, 2026, HHCF sold all 65,000 shares of Katapult Preferred Stock back to the issuer in exchange for a new debt instrument from a subsidiary, and the Director Nomination Agreement was terminated. The filing reflects a significant restructuring of HHCF's investment, converting preferred equity into debt and common stock, while the warrant exercise increased their common share count from zero to a material position.

• · The warrant exercise was cashless, meaning no cash was paid by HHCF for the 645,247 common shares.
• · The preferred stock repurchase price was based on the Liquidation Preference plus accrued but unpaid Regular Dividends, paid via a new debt instrument from a Katapult subsidiary.
• · The Director Nomination Agreement between HHCF and Katapult was terminated effective immediately prior to the Aaron's MIP Exchange.
• · The filing is an amendment (No. 2) to the original Schedule 13D, indicating ongoing changes in HHCF's position.

12-08-2026

Co-founder Travis Boersma and related entities (DM Trust Aggregator, DM Individual Aggregator, DMI Holdco) disclosed aggregate beneficial ownership of approximately 45.18 million shares of Dutch Bros Inc. Class A Common Stock as of June 30, 2026, representing 25.6% of the class. This Schedule 13G/A filing is a routine disclosure of ongoing insider ownership; no transactions or material changes were reported, and the percentage reflects previous conversions of Paired Units and Decoupled Units into Class A shares.

• · No new transactions or changes in ownership were reported in this filing.
• · Travis Boersma disclaims beneficial ownership of securities held by the LLC entities except to the extent of his pecuniary interest.
• · The filing is made pursuant to Rule 13d-1(d) under the Securities Exchange Act of 1934.
• · A Fifth Amended and Restated Limited Liability Company Agreement of Dutch Mafia, dated February 7, 2025, governs the conversion rights of Class A Common Units.
• · The filing includes a Joint Filing Agreement incorporated by reference from a prior Schedule 13G filed on February 11, 2022.
• · The Power of Attorney for Travis Boersma was incorporated by reference from a prior filing on February 14, 2024.

12-08-2026

Fosun International Ltd and its subsidiaries (Beijing Fosun Chuangfu, Wuxi Forba Tea Enterprise Management Partnership, and Fidelidade) filed an amended Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 5,848,854 Class A ordinary shares (in ADS form) of Chagee Holdings Ltd., representing 4.7% of the 125,489,219 outstanding Class A ordinary shares as of March 18, 2026. The filing reflects no change in ownership from the prior filing, with all shares held indirectly through Wuxi Forba, and no additional voting or dispositive power held by Fidelidade.

• · The filing is an amendment (SC 13G/A) to a prior Schedule 13G filed on February 12, 2026.
• · All 5,848,854 shares are held directly by Wuxi Forba Tea Enterprise Management Partnership, with Beijing Fosun Chuangfu as its general partner.
• · Fidelidade - Companhia de Seguros, S.A. reported zero beneficial ownership, with no voting or dispositive power.
• · The percentage ownership (4.7%) is based on the same outstanding share count as the prior filing, indicating no change in the issuer's share structure or the reporting persons' holdings.
• · The ADSs represent Class A ordinary shares on a 1:1 basis.

12-08-2026

H.E.S.T. Australia Ltd., as trustee for HESTA, filed an amended Schedule 13G disclosing beneficial ownership of 4,031,904.10 shares of EBR Systems, Inc. common stock, representing 5.3% of the outstanding shares as of June 30, 2026. The filing reflects adjustments due to a 1-for-10 reverse stock split effective April 1, 2026, and includes shares held directly and through trusts and warrants. The reporting person's ownership is solely as trustee, with shared voting and investment power over certain trust-held securities.

• · The filing is an amendment to Schedule 13G, indicating a change in beneficial ownership.
• · The reverse stock split (1-for-10) changed the conversion ratio of CDIs to common stock from 1-to-1 to 10-to-1.
• · H.E.S.T. Australia Ltd. is the sole unitholder in both MRCF3 Trust and BCP Trust.
• · The total outstanding common stock as of July 7, 2026 was 75,330,559 shares (equivalent to 753,305,590 CDIs).
• · The filing was made pursuant to Rule 13d-1(d), indicating the reporting person is a passive investor.

12-08-2026

Norges Bank, the central bank of Norway, filed a Schedule 13G/A disclosing beneficial ownership of 83,017,990 common shares of New Oriental Education & Technology Group Inc., representing 4.8429% of the outstanding shares as of June 30, 2026. The filing indicates a decrease from the prior period, as the total shares held dropped from 81,491,883 shares (sole voting power) to 67,983,290 shares, while shared voting power increased from 0 to 15,034,700 shares. This change reflects a shift in the composition of Norges Bank's holdings rather than a net increase in overall position.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
• · Norges Bank certifies that the securities were acquired and held in the ordinary course of business, not to influence control of the issuer.
• · Norges Bank is the central bank of Norway, and its investment management division is subject to a foreign regulatory scheme deemed substantially comparable to U.S. regulations.
• · The filing date is August 12, 2026, with the date of event as June 30, 2026.

12-08-2026

Norges Bank, the central bank of Norway, filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 13,750,000 shares of UWM Holdings Corp common stock as of June 30, 2026. This represents a 4.0534% stake in the company. 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 of the issuer.

• · Norges Bank is the central bank of Norway and is filing as an investment adviser.
• · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
• · Norges Bank certifies that the foreign regulatory scheme applicable to its investment management division is substantially comparable to the U.S. regulatory scheme for functionally equivalent institutions.
• · The shares were acquired and are held in the ordinary course of business, not with the purpose of changing or influencing control of UWM Holdings Corp.

12-08-2026

Norges Bank disclosed a 7.73% beneficial ownership stake in Upstream Bio, Inc. as of June 30, 2026, holding 4,206,586 shares of common stock. The filing is an amendment to Schedule 13G, indicating passive investment intent. The stake represents a significant ownership position, though no changes in control are intended.

• · Norges Bank holds 3,768,619 shares with sole voting power and 437,967 shares with shared voting power.
• · The shares are invested on behalf of the Government of Norway.
• · Norges Bank is the central bank of Norway and acts as an investment adviser.
• · The filing is made under Rule 13d-1(b), indicating passive investment intent.

12-08-2026

Norges Bank, the central bank of Norway, filed a Schedule 13G/A with the SEC disclosing a 5.5182% beneficial ownership stake in Rogers Corp as of June 30, 2026. The filing indicates Norges Bank holds 984,922 shares of Rogers Corp common stock, with sole voting power over 952,212 shares and sole dispositive power over 984,922 shares. The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · Norges Bank's filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
• · The filing date is August 12, 2026, with the ownership position as of June 30, 2026.
• · Norges Bank is the central bank of Norway and is classified as an investment adviser for this filing.
• · The shares are held on behalf of the Government of Norway.

12-08-2026

Norges Bank (the central bank of Norway) disclosed a 5.5282% beneficial ownership stake in Liberty Media Corp's Liberty Formula One common stock as of June 30, 2026, holding 1,326,262 shares. The filing is a Schedule 13G, indicating passive investment intent, and includes 17,694 shares held indirectly. The stake was acquired in the ordinary course of business and not for control purposes.

• · The filing is a Schedule 13G under Rule 13d-1(b), confirming passive investment intent.
• · Norges Bank certifies that the foreign regulatory scheme applicable to its investment management division is substantially comparable to U.S. regulations.
• · Certain shares are invested on behalf of the Government of Norway.

12-08-2026

Norges Bank filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 2,337,471 common shares of Kilroy Realty Corp (KRC), representing 2.01% of the outstanding shares. The filing indicates Norges Bank holds the shares as an investment adviser in the ordinary course of business, with no intention to influence control. This is a routine disclosure of a passive stake, with no change in ownership from the prior filing.

• · Norges Bank is the central bank of Norway and holds the shares as an investment adviser.
• · The filing is made under Rule 13d-1(b), indicating passive investment intent.
• · The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

12-08-2026

Norges Bank disclosed a 8.7955% beneficial ownership stake in Celanese Corp as of June 30, 2026, holding 9,645,359 shares of common stock. The filing is an amendment to Schedule 13G, indicating passive investment intent. The stake represents a significant ownership position, though no changes in control are intended.

• · Norges Bank is the central bank of Norway and acts as an investment adviser.
• · The shares are held on behalf of the Government of Norway.
• · The filing is made under Rule 13d-1(b), indicating passive investment.
• · The filing date is August 12, 2026, with the ownership as of June 30, 2026.

12-08-2026

Norges Bank disclosed a 5.382% beneficial ownership stake in Cabaletta Bio, Inc. as of June 30, 2026, holding 8,775,653 shares of common stock. The filing was made under Rule 13d-1(b) as an institutional investment manager, with shares held in the ordinary course of business and not for changing or influencing control.

• · Norges Bank holds 8,663,310 shares with sole voting power and 4,112,401 shares with sole dispositive power.
• · An additional 4,663,252 shares are held with shared dispositive power.
• · The shares are invested on behalf of the Government of Norway.
• · Norges Bank certifies that the securities were acquired in the ordinary course of business and not to change or influence control.

12-08-2026

Norges Bank disclosed a 6.476% beneficial ownership stake in Federal Realty Investment Trust as of June 30, 2026, holding 5,594,536 shares of common stock. The filing is an amendment to Schedule 13G, indicating the shares were acquired in the ordinary course of business and not for changing or influencing control. No prior period comparison is available in this filing, so no period-over-period changes are reported.

• · Norges Bank is the central bank of Norway and serves as an investment adviser for the reported shares.
• · The shares are held on behalf of the Government of Norway.
• · The filing certifies that the foreign regulatory scheme applicable to Norges Bank is substantially comparable to that of functionally equivalent U.S. institutions.

12-08-2026

Norges Bank, the central bank of Norway, disclosed a 5.46% passive beneficial ownership stake in GMR Solutions Inc. as of June 30, 2026, holding 2,950,000 shares of common stock. The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control. No other material events or changes are reported.

• · The filing is a Schedule 13G, indicating passive investment intent.
• · Norges Bank is the central bank of Norway and an investment adviser.
• · The shares are held on behalf of the Government of Norway.
• · The filing certifies that the foreign regulatory scheme applicable to Norges Bank is substantially comparable to the U.S. regulatory scheme.

12-08-2026

Norges Bank, the central bank of Norway, disclosed a 5.5676% beneficial ownership stake in Digital Realty Trust, Inc. as of June 30, 2026, holding 19,565,016 shares of common stock. The filing was made under Rule 13d-1(b) as a passive investment, indicating the shares were acquired and are held in the ordinary course of business without the intent to influence control of the issuer.

• · Norges Bank holds sole voting power over 19,362,846 shares and sole dispositive power over 19,290,135 shares.
• · The filing is a Schedule 13G, indicating passive investment intent under Rule 13d-1(b).
• · Certain shares are invested on behalf of the Government of Norway.
• · Norges Bank is the central bank of Norway, with its investment management division subject to a foreign regulatory scheme deemed substantially comparable to U.S. institutions.

12-08-2026

Norges Bank (the central bank of Norway) filed a Schedule 13G/A disclosing beneficial ownership of 20,279,628 Class A ordinary shares (held as 6,759,876 ADRs) of Atour Lifestyle Holdings Ltd, representing 6.06% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and indicates the shares were acquired in the ordinary course of business, not for control purposes.

• · Norges Bank holds sole voting power over 12,089,211 shares and sole dispositive power over 8,190,417 shares.
• · The filing is an amendment (Schedule 13G/A) filed on August 12, 2026, with an event date of June 30, 2026.
• · Norges Bank is an investment adviser and the shares are held on behalf of the Government of Norway.
• · The filing certifies that the securities were acquired in the ordinary course of business and not for changing or influencing control of the issuer.

12-08-2026

Norges Bank, the central bank of Norway, filed a Schedule 13G/A disclosing beneficial ownership of 6,481,326 shares of BXP, Inc. common stock as of June 30, 2026, representing a 4.06% stake. The filing indicates Norges Bank holds the shares in the ordinary course of business as an investment adviser, without any intention to change or influence control of BXP.

• · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
• · Norges Bank disclaims any purpose of changing or influencing control of BXP.
• · Norges Bank certifies its foreign regulatory scheme is substantially comparable to U.S. regulations for functionally equivalent institutions.
• · The filing was made under Rule 13d-1(b), indicating passive investment intent.

12-08-2026

Norges Bank (the central bank of Norway) filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 23,468,189 common shares of Bilibili Inc., representing 6.7958% of the outstanding shares as of June 30, 2026. The filing is a routine update of a passive investment position and does not indicate any change in control intent.

• · Norges Bank has sole dispositive power over 23,468,189 shares and shared dispositive power over 18,573,380 shares.
• · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.
• · Certain shares are invested on behalf of the Government of Norway.

12-08-2026

AQR Capital Management LLC and its parent AQR Capital Management Holdings LLC filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 6,812,609 shares of ExlService Holdings, Inc. common stock, representing 4.46% of shares outstanding as of June 30, 2026. The filing indicates AQR holds the shares in the ordinary course of business as an investment manager, not with the intent to change or influence control of the issuer.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · AQR Capital Management LLC is a wholly owned subsidiary of AQR Capital Management Holdings LLC.
• · The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of ExlService Holdings.
• · AQR entities disclaim beneficial ownership of 0 shares (no shares held by reporting persons that are not also reported).

12-08-2026

AQR Capital Management LLC and its parent AQR Capital Management Holdings LLC filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing aggregate beneficial ownership of 692,541 shares of agilon health, inc. common stock as of June 30, 2026. This represents a 4.15% stake in the company, held in the ordinary course of business without intent to influence control.

• · AQR Capital Management LLC is a wholly owned subsidiary of AQR Capital Management Holdings LLC.
• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
• · AQR entities have sole dispositive power over 692,541 shares and sole voting power over 666,033 shares.

12-08-2026

AQR Capital Management LLC and its parent AQR Capital Management Holdings LLC filed an amended Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 18,694,105 shares of Edison International common stock, representing 4.86% of the outstanding shares. The filing indicates that AQR holds the shares in the ordinary course of business and not with the intent to change or influence control of the issuer.

• · AQR Capital Management LLC has sole voting power over 17,133,227 shares and sole dispositive power over 18,694,105 shares.
• · AQR Capital Management Holdings LLC has sole voting power over 17,133,227 shares and sole dispositive power over 18,694,105 shares.
• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
• · AQR Capital Management LLC is a wholly owned subsidiary of AQR Capital Management Holdings LLC.

12-08-2026

AQR Capital Management, LLC disclosed a 4.39% beneficial ownership stake in Exelixis, Inc. (EXEL) as of June 30, 2026, holding 11,023,943 shares. The filing is an amendment (SC 13G/A) made under Rule 13d-1(b), indicating passive investment intent, and was filed jointly with AQR Capital Management Holdings, LLC.

• · Sole voting power and shared voting power both listed as 0 for both AQR entities.
• · Sole dispositive power: 10,935,221 shares; shared dispositive power: 0 shares.
• · AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
• · The filing is a Schedule 13G amendment, not a 13D — confirming passive investment status.

12-08-2026

AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC filed a Schedule 13G/A disclosing beneficial ownership of 6,622,794 shares of CarMax Inc. common stock as of June 30, 2026, representing 4.67% of shares outstanding. The filing is a routine update under Rule 13d-1(b) and indicates the shares were acquired and are held in the ordinary course of business, not for control purposes.

• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
• · AQR Capital Management, LLC directly holds 6,492,745 shares with sole voting and dispositive power.
• · AQR Capital Management Holdings, LLC is the parent holding company and shares the same beneficial ownership figures.
• · The filing date is August 12, 2026, with the ownership snapshot as of June 30, 2026.
• · No prior period comparison is available in this filing to assess changes in ownership.

12-08-2026

Amanat Sponsor Holdings LLC and its managing member Sandeep Kulkarni filed an amended Schedule 13D disclosing beneficial ownership of 2,175,000 Class A ordinary shares (22.5% of the outstanding shares) of Amanat Acquisition Corp. as of July 2, 2026. The filing notes that 281,250 Class B ordinary shares were forfeited for no consideration upon the expiration of the underwriters' over-allotment option on July 2, 2026, reducing the sponsor's total holdings from the prior level.

• · The Class B ordinary shares automatically convert into Class A ordinary shares on a one-for-one basis at the time of the issuer's initial business combination or earlier at the holder's option, subject to adjustments.
• · Sandeep Kulkarni, as Managing Member of Amanat Holdings, possesses voting and dispositive control over the securities held by Amanat Holdings.
• · The filing incorporates by reference a Registration Rights Agreement and a Letter Agreement, both dated May 18, 2026.

12-08-2026

AQR Capital Management, LLC and its affiliates filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 735,031 Class A Ordinary Shares of EGH Acquisition Corp., representing a 4.74% stake as of June 30, 2026. The filing indicates no change in ownership from the prior period, as the same number of shares and percentage were reported. The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
• · AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC is deemed controlled by AQR Capital Management, LLC.
• · No shares are held with shared voting or dispositive power; all 735,031 shares are held with sole voting and dispositive power by each reporting entity.
• · The filing date is August 12, 2026, with the date of event (ownership as of) June 30, 2026.

12-08-2026

Hotchkis & Wiley Capital Management, LLC filed a Schedule 13G/A disclosing beneficial ownership of 31,695,303 shares of APA Corp common stock, representing 8.97% of shares outstanding as of June 30, 2026. The filing also reports that Vanguard Windsor II Fund, a client managed by Hotchkis & Wiley, holds 17,561,357 shares (4.97%). The filing is an amendment to a prior Schedule 13G and reflects a passive investment intent.

• · The filing is an amendment (13G/A) filed on August 12, 2026, with an event date of June 30, 2026.
• · Hotchkis & Wiley disclaims beneficial ownership except for its pecuniary interest.
• · The shares are held in the ordinary course of business and not for changing or influencing control of APA Corp.
• · Hotchkis & Wiley has sole power to dispose of 31,695,303 shares but sole voting power over only 29,771,887 shares.

12-08-2026

Hotchkis & Wiley Capital Management LLC disclosed a 3.65% beneficial ownership stake in F5, Inc. as of June 30, 2026, holding 2,061,574 common shares. The filing is an amendment (SC 13G/A) indicating the investment manager acquired and holds the securities in the ordinary course of business, without intent to change or influence control of the issuer.

• · The filing is an amendment to Schedule 13G, not an initial filing.
• · As of June 30, 2026, Hotchkis & Wiley had sole dispositive power over all 2,061,574 shares but sole voting power over only 1,903,804 shares, indicating that certain clients retained voting rights over 157,770 shares.
• · The entity certifies the shares were acquired and are held in the ordinary course of business, not to influence control of F5, Inc.
• · The filing date is August 12, 2026, with the reportable date of change also August 12, 2026.

12-08-2026

Hotchkis & Wiley Capital Management, LLC disclosed a 7.74% beneficial ownership stake in Global Indemnity Group, LLC (GBLI) as of June 30, 2026, holding 837,513 Class A Common Shares. The filing is an amendment to Schedule 13G, indicating the position is held in the ordinary course of business as an investment adviser, not for control purposes. No prior period comparison is available in this filing to assess changes in ownership.

• · Hotchkis & Wiley has sole voting power over 729,185 shares and sole dispositive power over all 837,513 shares.
• · The shares are held on behalf of clients, none of which individually own more than 5% of the class.
• · The filing is made under Rule 13d-1(b), confirming the investment adviser's passive intent.

12-08-2026

Hotchkis & Wiley Capital Management LLC filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 12,679,129 shares of Workday, Inc. Class A Common Stock, representing 6.31% of the outstanding shares. The filing indicates that the shares are held in the ordinary course of business as an investment adviser, with no intent to change or influence control of the issuer.

• · Hotchkis & Wiley holds sole voting power over 11,612,524 shares and sole dispositive power over all 12,679,129 shares.
• · The filing is an amendment (13G/A) to a previous Schedule 13G, indicating a change in ownership or other details.
• · The securities are owned of record by clients of Hotchkis & Wiley, and no single client is known to beneficially own more than 5% of the class.

12-08-2026

Hotchkis and Wiley Capital Management, LLC filed an amended Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 9,451,093 shares of National CineMedia, Inc. common stock, representing 10.08% of the class. The shares are held on behalf of clients, and the filing indicates the securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control.

• · Hotchkis and Wiley Capital Management, LLC has sole power to dispose of 9,451,093 shares but shared voting power over 8,113,552 shares.
• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership.
• · The shares are held for clients, and no single client owns more than 5% of the class.

12-08-2026

MFN Partners, LP filed Amendment No. 3 to its Schedule 13G with the SEC on August 12, 2026, reporting beneficial ownership of 9,869,691 shares of XPO, Inc. common stock, representing an 8.4% stake as of June 30, 2026. The filing is a routine disclosure of a passive investment and does not indicate any change in control intent.

• · The filing is Amendment No. 3 to the initial Schedule 13G filed on March 21, 2022.
• · The shares are directly held by MFN Partners, LP, and each reporting person disclaims beneficial ownership except for pecuniary interest.
• · The filing is made under Rule 13d-1(c), indicating a passive investment.
• · Percentage ownership is based on 117,409,981 shares outstanding as of April 24, 2026.

12-08-2026

AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC disclosed a 6.22% beneficial ownership stake in Aldeyra Therapeutics, Inc. as of June 30, 2026, holding 3,751,558 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and was made by authorized signatory Henry Parkin.

• · AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent.
• · AQR entities have sole dispositive power over all 3,751,558 shares.
• · No shared voting or dispositive power is reported.

12-08-2026

Iroquois Capital Management, LLC, Richard Abbe, and Kimberly Page filed an amended Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 346,667 common shares of Clearmind Medicine Inc. (CMND), representing 9.99% of outstanding shares as of June 30, 2026. The holdings consist entirely of warrants exercisable into common shares, subject to 9.99% and 4.99% ownership blockers. The filing indicates no change in control intent and is a routine ownership update.

• · The filing is an amendment to Schedule 13G, indicating a change in ownership since the prior filing.
• · All reported shares are held indirectly through warrants, not common stock.
• · Warrants are subject to ownership blockers: 9.99% for most warrants and 4.99% for certain warrants.
• · The percentage ownership is calculated based on 1,485,551 common shares outstanding as of June 15, 2026.
• · The Reporting Persons certify that the securities were not acquired with the purpose of changing or influencing control of the issuer.

12-08-2026

Rosalind Advisors, Inc. and related parties (Rosalind Master Fund L.P., Steven Salamon, Gilad Aharon) filed a Schedule 13G/A disclosing aggregate beneficial ownership of 7,401,144 shares of Myomo, Inc. common stock, representing 9.9% of shares outstanding as of July 31, 2026. However, due to blocker provisions in pre-funded warrants, the actual exercisable ownership is limited to 3,637,886 shares (approximately 9.18%), and the reporting persons cannot exercise any of the 3,763,258 pre-funded warrant shares because of the 9.99% blocker. The filing is an amendment to a prior Schedule 13G and reflects no change in the number of shares held compared to the prior filing.

• · The filing is an amendment (Schedule 13G/A) filed on August 12, 2026, with an event date of June 30, 2026.
• · The reporting persons are based in Canada (Toronto) and the Cayman Islands.
• · 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.
• · The joint filing agreement is included as Exhibit A.

12-08-2026

AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC disclosed a 5.53% beneficial ownership stake in Atlassian Corp as of June 30, 2026, holding 8,822,984 shares of Class A Common Stock. The filing is a Schedule 13G, indicating passive investment intent, and was filed on August 12, 2026. No period-over-period comparisons are available as this is an initial filing.

• · AQR Capital Management, LLC holds sole voting power over 8,270,721 shares and sole dispositive power over 8,822,984 shares.
• · AQR Capital Management Holdings, LLC holds sole voting power over 8,270,721 shares and sole dispositive power over 8,822,984 shares.
• · The filing is made pursuant to Rule 13d-1(b), confirming passive investment intent.
• · AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.

12-08-2026

AQR Capital Management LLC disclosed a 7.25% beneficial ownership stake in Chemed Corp as of June 30, 2026, holding 972,474 shares of common stock. The filing is a Schedule 13G submitted under Rule 13d-1(b), indicating passive investment intent. AQR Capital Management Holdings LLC is the parent entity, and both entities reported identical share counts.

• · AQR Capital Management LLC has sole dispositive power over 972,474 shares and sole voting power over 962,897 shares.
• · AQR Capital Management Holdings LLC is the parent company of AQR Capital Management LLC.
• · The filing is dated as of August 12, 2026, with the ownership effective as of June 30, 2026.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

12-08-2026

Iroquois Capital Management, LLC, Richard Abbe, and Kimberly Page filed a Schedule 13G/A with the SEC disclosing that they no longer beneficially own any shares of XWELL, Inc. common stock as of June 30, 2026. This represents a complete exit from their previous position in the company. The filing was made pursuant to Rule 13d-1(c) and certifies the securities were not held for the purpose of changing or influencing control of the issuer.

• · The Reporting Persons disclaim beneficial ownership of the shares except to the extent of their pecuniary interest.
• · The filing is an amendment (Schedule 13G/A) indicating a change in beneficial ownership.
• · The filing was made under Rule 13d-1(c), which is used by passive investors.
• · The company's common stock has a par value of $0.01 per share.

12-08-2026

Bank of Montreal and its affiliates filed a Schedule 13G/A with the SEC on August 12, 2026, reporting beneficial ownership of 3,455,201 shares of Alarm.com Holdings, Inc. common stock, representing a 6.98% stake as of June 30, 2026. The filing is a routine disclosure of passive investment holdings and does not indicate any change in control or active engagement with the company.

• · The filing is an amendment (SC 13G/A) to a previously filed Schedule 13G.
• · The filing date is August 12, 2026, and the date of the event (ownership as of) is June 30, 2026.
• · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control.
• · The largest individual holder within the group is 1001271606 Ontario Inc, which directly holds 2,252,470 shares, and Burgundy Asset Management, Inc., which also holds 2,252,470 shares.

12-08-2026

Dellora Investments LP and its affiliates disclosed a 5.9% beneficial ownership stake in Rezolute, Inc. (RZLT) as of August 5, 2026, holding 5,721,834 shares. The filing is a Schedule 13G, indicating passive investment intent, and includes Dellora Investments Master Fund LP with 4,873,868 shares (5.1%) and Kevin Pyun as the principal with control over all shares. No negative or flat metrics are present in this filing.

• · Filing date: August 12, 2026
• · Date of event triggering filing: August 5, 2026
• · Dellora Investments LP is a registered investment adviser under the Investment Advisers Act of 1940
• · Kevin Pyun expressly disclaims beneficial ownership under Rule 13d-4
• · Shares are held for passive investment purposes, not to change or influence control of the issuer

12-08-2026

Bank of Montreal and its subsidiaries (BMO Nesbitt Burns Inc., Bank of Montreal Holding Inc.) filed a Schedule 13G with the SEC on August 12, 2026, disclosing beneficial ownership of 8,000,000,000 ordinary shares of Akari Therapeutics Plc, representing a 5.71% stake. The filing indicates the shares are held in the ordinary course of business as a prime broker on behalf of clients, and the reporting persons disclaim any group membership or intent to influence control. No period-over-period comparisons are available as this is an initial filing.

• · The filing is a Schedule 13G (passive investment) rather than 13D (activist), indicating no intent to influence control.
• · All three reporting entities (Bank of Montreal, Bank of Montreal Holding Inc., BMO Nesbitt Burns Inc.) each report sole voting and dispositive power over 8,000,000,000 shares.
• · The securities are held as prime broker on behalf of clients who have the power to direct dividends or sale proceeds.
• · The reporting persons disclaim membership in any group under Section 13(d) or 13(g) of the Securities Exchange Act.

12-08-2026

AQR Capital Management LLC disclosed a 5.8% beneficial ownership stake in Duolingo, Inc. as of June 30, 2026, holding 2,332,543 shares of Class A common stock. The filing is a routine Schedule 13G by an institutional investment manager, indicating passive investment intent without any control-related purpose.

• · AQR Capital Management LLC is a wholly owned subsidiary of AQR Capital Management Holdings LLC.
• · The filing was made under Rule 13d-1(b), confirming passive investment status.
• · AQR reported sole voting power over 2,281,939 shares and shared dispositive power over 2,332,543 shares.

12-08-2026

683 Capital Management, LLC, 683 Capital Partners, LP, and Ari Zweiman filed an amended Schedule 13G with the SEC on August 12, 2026, reporting that they no longer beneficially own any shares of Perceptive Capital Solutions Corp (PCSC). The filing indicates a complete exit from their position in the company's Class A ordinary shares as of June 30, 2026.

• · The filing is an amendment (SC 13G/A) to a prior Schedule 13G filed on June 24, 2024.
• · The reporting persons certify the securities were not acquired or held for the purpose of changing or influencing control of the issuer.
• · The filing is made under Rule 13d-1(c), indicating the filers are passive investors.

12-08-2026

CRCM LP and related entities disclosed a 10.0% beneficial ownership stake in AI Financial Corp (formerly ALT5 Sigma Corp) as of June 30, 2026, holding 12,701,530 shares of common stock. The filing is an amendment to Schedule 13G and was made under Rule 13d-1(c), indicating the shares were not acquired to influence control. Chun R. Ding, managing partner of CRCM LP, is the ultimate beneficial owner of the entire position.

• · CRCM Institutional Master Fund (BVI), Ltd. directly owns 8,080,000 shares (6.4% of outstanding).
• · CRCM B SPV, LP directly owns 3,720,847 shares (2.9%).
• · CRCM Fintech Fund, LP directly owns 693,403 shares (0.5%).
• · CRCM Special Situations Fund LP directly owns 90,000 shares (0.1%).
• · The filing is an amendment (SC 13G/A) filed on August 12, 2026, with a date of change of August 12, 2026.
• · The subject company changed its name from ALT5 Sigma Corp to AI Financial Corp on July 16, 2024.

12-08-2026

Bank of Montreal and its affiliates filed a Schedule 13G with the SEC on August 12, 2026, reporting beneficial ownership of 2,214,718 shares of Euronet Worldwide, Inc. common stock as of June 30, 2026, representing 5.81% of the outstanding shares. 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 of the issuer.

• · The filing is made under Rule 13d-1(b) of the Securities Exchange Act of 1934.
• · Bank of Montreal directly owns 1,624,786 shares; BMO Financial Corp. owns 5,614 shares; BMO Family Office, LLC owns 4,819 shares; BMO Bank N.A. owns 795 shares; BMO Nesbitt Burns Inc. owns 2,828 shares; BMO Asset Management Inc. owns 2,500 shares; Bank of Montreal Holding Inc. owns 2,828 shares.
• · All reporting persons disclaim membership in any group for purposes of Section 13(d) or 13(g) of the Act.
• · The filing includes a power of attorney (Exhibit 24) authorizing Kathryn Cenac to sign on behalf of the reporting persons.

12-08-2026

Strategic Holding Group S.a r.l. filed a Schedule 13G/A with the SEC on August 12, 2026, disclosing beneficial ownership of 22,568,556 ordinary shares of Ermenegildo Zegna N.V., representing 8.41% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and reflects no change in the number of shares owned compared to the prior filing, indicating stable ownership by the reporting entity.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(d) of the Securities Exchange Act of 1934.
• · Strategic Holding Group S.a r.l. is organized under the laws of Luxembourg (state of incorporation N4).
• · The reporting person disclaims beneficial ownership by its board managers individually, noting that no single manager has voting or dispositive control.
• · The total outstanding shares figure (268,312,050) is based on the issuer's Form 20-F filed on March 20, 2026.

12-08-2026

Schroder Investment Management Group disclosed a 5.3% beneficial ownership stake in HMH Holding Inc (HMH), an oil & gas machinery and equipment company, as of June 30, 2026. The filing, made under Rule 13d-1(b), indicates the shares were acquired in the ordinary course of business and not for changing or influencing control. The stake comprises 609,527 shares held directly by Schroder Investment Management Group and its subsidiary Schroder Investment Management North America Inc.

• · The filing is a Schedule 13G, indicating passive investment intent (not activist).
• · Schroder Investment Management Group holds 609,527 shares with sole voting and dispositive power.
• · Schroder Investment Management North America Inc. also reports 609,527 shares with sole voting and dispositive power.
• · The issuer's CIK is 0002021880 and the security class is Common Stock (CUSIP 40445M100).
• · The filing was signed on August 11, 2026, and filed on August 12, 2026.