Activist Activity
Every Schedule 13D/13G filed by the tracked funds, newest first — position changes disclosed within days of crossing (or amending) a 5% stake, months before they surface in a quarterly 13F.
SC 13Dsignals intent to influence control (the activist case); SC 13G is passive accumulation. ∆ Shares compares each filing to the fund's previous filing on the same issuer. Corroborating signals (insider, congress, short interest, news) cover tickers with a filing in the last 90 days. Filings are matched by each fund's primary SEC identity.
| Filed | Fund | Issuer | Form | ∆ Shares | % of Class | Since Filing | Insider | Congress | Short Int. | News | Src |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-09 | Sachem Head Capital | SC 13G/A | −15.6M | 0.0% | 0.0% vs SPY 0.0% abs | SELL $24.00M | — | 7.3d↑+2.6% | — | ↗ | |
| 2026-10-09 | Sachem Head Capital | SC 13G/A | +1.3M | 10.0% | 0.0% vs SPY 0.0% abs | — | — | 1.5d↑+180.4% | ↑ Positive | ↗ | |
| 2026-10-08 | Elliott Investment | Seadrill Ltd | SC 13D/A | −534K | 4.9% | — | — | — | — | — | ↗ |
| 2026-10-07 | Berkshire Hathaway | SC 13G/A | +12.9M | 12.5% | +0.6% vs SPY +0.7% abs | BUY $595.29M | BUY 1 | 5.2d↓-0.4% | ↓ Negative | ↗ | |
| 2026-10-06 | Citadel Advisors | SC 13G | NEW | 7.3% | -9.3% vs SPY -9.4% abs | — | — | 2.5d↑+29.1% | — Neutral | ↗ | |
| 2026-10-06 | Citadel Advisors | REALLOYS INC.ALOY | SC 13G | NEW | 6.1% | -9.8% vs SPY -9.8% abs | — | — | 4.9d↑+13.9% | — | ↗ |
| 2026-10-06 | Citadel Advisors | SC 13G | NEW | 6.3% | -1.8% vs SPY -1.8% abs | SELL $7.22M | — | 2.6d↑+15.8% | — | ↗ | |
| 2026-10-06 | Citadel Advisors | SC 13G | NEW | 10.0% | +0.8% vs SPY +0.7% abs | — | — | 1.0d↓-80.2% | — | ↗ | |
| 2026-10-06 | Starboard Value | Qorvo, Inc.QRVO | SC 13D/A | −5.6M | 0.0% | — | SELL $6.30M | — | 3.5d↑+3.6% | — Neutral | ↗ |
| 2026-10-05 | Point72 | SC 13G | NEW | 5.2% | +4.7% vs SPY +5.2% abs | — | — | 7.1d↑+6.3% | — | ↗ | |
| 2026-10-05 | Viking Global | SC 13G | NEW | 5.1% | -0.1% vs SPY +0.3% abs | — | BUY 1 | 4.5d↑+9.3% | — | ↗ | |
| 2026-09-21 | Elliott Investment | Seadrill Ltd | SC 13D/A | — | 5.8% | — | — | — | — | — | ↗ |
| 2026-09-17 | Situational Awareness LP | SC 13D/A | +0 | 21.1% | -35.5% vs SPY -33.1% abs | — | — | 1.6d↑+1.4% | ↑ Positive | ↗ | |
| 2026-09-16 | Viking Global | SC 13G | NEW | 5.4% | +7.3% vs SPY +10.9% abs | SELL $30K | — | 2.7d↑+4.7% | — Neutral | ↗ | |
| 2026-09-14 | Duquesne Family Office | SC 13G/A | — | 12.7% | -30.7% vs SPY -28.1% abs | — | — | 1.7d↑+1.1% | ↑ Positive | ↗ | |
| 2026-09-14 | Duquesne Family Office | SC 13G | +0 | 12.7% | -30.7% vs SPY -28.1% abs | — | — | 1.7d↑+1.1% | ↑ Positive | ↗ | |
| 2026-08-28 | Situational Awareness LP | SC 13D | +508K | 21.1% | -29.0% vs SPY -27.6% abs | — | — | 1.6d↑+1.4% | ↑ Positive | ↗ | |
| 2026-08-24 | Starboard Value | SC 13D/A | — | 10.1% | -9.1% vs SPY -6.9% abs | SELL $14.66M | — | 6.4d↓-3.0% | — Neutral | ↗ | |
| 2026-08-20 | Point72 | Viridian Therapeutics, Inc. | SC 13G | NEW | 5.0% | -1.3% vs SPY -0.9% abs | — | — | — | — | ↗ |
| 2026-08-19 | Point72 | RxSight, Inc.RXST | SC 13G | NEW | 6.0% | -23.4% vs SPY -21.9% abs | SELL $118K | — | 5.5d↑+2.6% | ↓ Negative | ↗ |
| 2026-08-17 | Glenview Capital | SC 13D/A | — | 6.2% | -9.6% vs SPY -8.5% abs | BUYSELL $1000K$96.70M | — | 8.4d↑+4.9% | ↑ Positive | ↗ | |
| 2026-08-14 | Altimeter Capital | SC 13G | NEW | 6.2% | -25.6% vs SPY -25.0% abs | SELL $389.74M | — | 2.2d↓-4.0% | ↓ Negative | ↗ | |
| 2026-08-14 | Coatue Management | SC 13G | NEW | 7.1% | -25.6% vs SPY -25.0% abs | SELL $389.74M | — | 2.2d↓-4.0% | ↓ Negative | ↗ | |
| 2026-08-14 | Coatue Management | SC 13G | NEW | 7.5% | +0.4% vs SPY +0.9% abs | — | — | 1.1d↑+5.1% | ↑ Positive | ↗ | |
| 2026-08-14 | Berkshire Hathaway | SC 13G | NEW | 6.2% | -11.6% vs SPY -11.1% abs | BUY $595.29M | BUY 1 | 5.2d↓-0.4% | ↓ Negative | ↗ | |
| 2026-08-14 | Berkshire Hathaway | SC 13G/A | +17.5M | 8.7% | -8.6% vs SPY -8.0% abs | SELL $33.08M | — | 4.9d↑+3.8% | ↑ Positive | ↗ | |
| 2026-08-14 | Citadel Advisors | SC 13G/A | — | 0.6% | -11.1% vs SPY -10.6% abs | BUYSELL $800K$134K | — | 12.2d↓-0.2% | ↓ Negative | ↗ | |
| 2026-08-14 | Citadel Advisors | SC 13G/A | — | 1.1% | -47.2% vs SPY -46.7% abs | BUYSELL $25K$308K | — | 1.5d↑+22.9% | ↑ Positive | ↗ | |
| 2026-08-14 | Citadel Advisors | SC 13G/A | −1.4M | 2.3% | -20.7% vs SPY -20.1% abs | BUY $111K | — | 3.7d↓-2.7% | ↓ Negative | ↗ | |
| 2026-08-14 | Citadel Advisors | DRAGANFLY INC.DPRO | SC 13G/A | −1.6M | 1.0% | -10.6% vs SPY -10.0% abs | — | — | 1.9d↑+6.1% | — Neutral | ↗ |
| 2026-08-14 | Citadel Advisors | FG NEXUS INC.FGNX | SC 13G/A | — | 4.2% | -20.6% vs SPY -20.1% abs | — | — | 4.3d↓-12.5% | ↓ Negative | ↗ |
| 2026-08-14 | Citadel Advisors | Strive, Inc. | SC 13G/A | +2.4M | 7.6% | 0.0% vs SPY 0.0% abs | — | — | — | — | ↗ |
| 2026-08-14 | Citadel Advisors | SC 13G/A | −1.6M | 5.8% | +95.5% vs SPY +96.1% abs | — | — | 2.0d↓-28.1% | ↓ Negative | ↗ | |
| 2026-08-14 | Citadel Advisors | PLIANT THERAPEUTICS, INC. | SC 13G/A | — | 3.5% | 0.0% vs SPY 0.0% abs | — | — | — | — | ↗ |
| 2026-08-14 | Citadel Advisors | SC 13G/A | — | 3.6% | -34.7% vs SPY -34.2% abs | SELL $4.00M | — | 5.1d↑+40.2% | ↑ Positive | ↗ | |
| 2026-08-14 | Citadel Advisors | SC 13G | NEW | 5.5% | +5.4% vs SPY +5.9% abs | BUY $132K | — | 8.0d↓-2.8% | ↑ Positive | ↗ | |
| 2026-08-14 | Citadel Advisors | XCHG LimitedXCH | SC 13G | NEW | 9.7% | -42.9% vs SPY -42.4% abs | — | — | 1.0d↑+32.5% | ↓ Negative | ↗ |
| 2026-08-14 | Citadel Advisors | Momentus Inc.MNTS | SC 13G/A | −326K | 1.6% | -33.0% vs SPY -32.4% abs | — | — | 3.6d↑+12.5% | — Neutral | ↗ |
| 2026-08-14 | Citadel Advisors | SC 13G/A | −18K | 1.9% | -16.9% vs SPY -16.3% abs | — | — | 3.3d↓-5.5% | ↑ Positive | ↗ | |
| 2026-08-14 | Citadel Advisors | SC 13G/A | — | 3.8% | -32.9% vs SPY -32.3% abs | BUY $994K | — | 11.5d↓-2.7% | ↓ Negative | ↗ | |
| 2026-08-14 | Situational Awareness LP | SC 13G/A | +2.2M | 19.9% | -50.9% vs SPY -50.4% abs | — | — | 1.6d↑+1.4% | ↑ Positive | ↗ | |
| 2026-08-14 | Dragoneer | SC 13G/A | — | 0.6% | -5.2% vs SPY -4.7% abs | SELL $38.17M | — | 3.1d↑+5.4% | — Neutral | ↗ | |
| 2026-08-14 | D1 Capital | SC 13G/A | — | 3.2% | +65.8% vs SPY +66.3% abs | — | — | 1.1d↓-14.2% | ↑ Positive | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | — | 6.6% | -24.2% vs SPY -23.6% abs | — | — | 1.0d↑+8.9% | — Neutral | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | +161K | 7.6% | +16.6% vs SPY +17.2% abs | BUYSELL $1000K$41K | — | 7.3d↓-5.4% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | −3.1M | 3.6% | -24.1% vs SPY -23.5% abs | — | — | 9.3d↑+15.3% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | −831K | 3.8% | -22.0% vs SPY -21.4% abs | — | — | 7.3d↓-1.5% | ↑ Positive | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | −575K | 0.0% | -7.3% vs SPY -6.8% abs | — | — | 5.9d↓-7.2% | — Neutral | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | −1.1M | 3.3% | +13.5% vs SPY +14.1% abs | — | — | 5.9d↓-2.8% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | +341K | 6.5% | +23.0% vs SPY +23.5% abs | — | — | 5.3d↑+1.3% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | Q32 Bio Inc.QTTB | SC 13G/A | +215K | 5.0% | -45.5% vs SPY -45.0% abs | SELL $275K | — | 5.2d↑+6.1% | ↑ Positive | ↗ |
| 2026-08-14 | Point72 | SC 13G/A | −709K | 1.4% | -30.9% vs SPY -30.3% abs | — | — | 6.0d↑+14.7% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | SC 13G/A | −3.1M | 3.3% | +52.8% vs SPY +53.3% abs | SELL $255K | — | 5.0d↑+4.7% | ↓ Negative | ↗ | |
| 2026-08-14 | Point72 | VNET Group, Inc.VNET | SC 13G/A | — | 6.6% | -27.8% vs SPY -27.2% abs | — | — | 12.4d↑+0.0% | — Neutral | ↗ |
| 2026-08-14 | Point72 | Zepp Health CorpZEPP | SC 13G/A | — | 0.0% | -31.9% vs SPY -31.4% abs | SELL $42K | — | 4.5d↓-6.9% | ↓ Negative | ↗ |
| 2026-08-14 | Point72 | SC 13G | NEW | 5.0% | -36.0% vs SPY -35.5% abs | BUY $107K | — | 3.7d↓-6.9% | ↑ Positive | ↗ | |
| 2026-08-14 | Durable Capital Partners | SC 13G/A | — | 3.9% | +29.2% vs SPY +29.7% abs | — | — | 7.5d↓-4.5% | ↓ Negative | ↗ | |
| 2026-08-14 | Durable Capital Partners | SC 13G/A | — | 5.4% | -10.7% vs SPY -10.1% abs | — | — | 2.1d↑+5.2% | ↑ Positive | ↗ | |
| 2026-08-14 | Durable Capital Partners | SC 13G/A | −1.7M | 5.6% | -12.4% vs SPY -11.8% abs | — | — | 7.0d↑+8.4% | ↓ Negative | ↗ | |
| 2026-08-14 | Durable Capital Partners | VSE CORPVSEC | SC 13G/A | — | 3.5% | -28.7% vs SPY -28.2% abs | SELL $4.54M | — | 7.2d↑+9.8% | ↑ Positive | ↗ |
| 2026-08-14 | Glenview Capital | SC 13G/A | — | 0.0% | -4.7% vs SPY -4.2% abs | SELL $248K | — | 7.5d↓-3.7% | ↓ Negative | ↗ | |
| 2026-08-14 | Glenview Capital | SC 13G/A | −8.9M | 0.0% | +14.4% vs SPY +14.9% abs | — | — | 11.6d↓-10.8% | ↓ Negative | ↗ | |
| 2026-08-14 | Glenview Capital | SC 13G/A | — | 0.0% | +41.7% vs SPY +42.2% abs | — | — | 4.3d↑+19.1% | ↓ Negative | ↗ | |
| 2026-08-14 | Viking Global | SC 13G/A | −78K | 9.3% | +7.0% vs SPY +7.5% abs | BUYSELL $5.50M$279K | — | 8.3d↑+2.9% | ↑ Positive | ↗ | |
| 2026-08-14 | Viking Global | SC 13G/A | −1.2M | 2.5% | -26.6% vs SPY -26.1% abs | SELL $321.93M | — | 11.6d↓-2.2% | ↑ Positive | ↗ | |
| 2026-08-14 | Elliott Investment | Pinterest, Inc.PINS | SC 13G | NEW | 5.8% | -11.6% vs SPY -11.1% abs | SELL $28.79M | — | 4.3d↑+22.8% | — Neutral | ↗ |
| 2026-08-14 | Greenlight Capital | SC 13G | NEW | 5.2% | -16.3% vs SPY -15.8% abs | — | — | 7.6d↓-10.1% | ↑ Positive | ↗ | |
| 2026-08-14 | Soros Fund Management | SC 13G/A | — | 4.9% | -60.4% vs SPY -59.9% abs | — | — | 7.7d↑+12.4% | ↓ Negative | ↗ | |
| 2026-08-07 | Durable Capital Partners | SC 13G/A | — | 10.8% | -34.2% vs SPY -33.3% abs | BUYSELL $18.55M$20.12M | — | 6.7d↑+13.0% | ↓ Negative | ↗ | |
| 2026-08-04 | Situational Awareness LP | SC 13D/A | — | 4.4% | -33.6% vs SPY -32.4% abs | BUYSELL $342K$2.98M | — | 5.9d↓-2.6% | ↓ Negative | ↗ | |
| 2026-07-29 | Duquesne Family Office | BBB Foods IncTBBB | SC 13G | NEW | 3.7% | +33.8% vs SPY +40.8% abs | SELL $774K | — | 6.3d↓-1.1% | ↑ Positive | ↗ |
| 2026-07-24 | Sachem Head Capital | SC 13G | NEW | 6.9% | +20.2% vs SPY +25.8% abs | — | — | 1.5d↑+180.4% | ↑ Positive | ↗ | |
| 2026-07-16 | Point72 | Evommune, Inc.EVMN | SC 13G | NEW | 5.3% | -50.6% vs SPY -46.6% abs | BUY $146K | — | 3.3d↓-34.1% | ↓ Negative | ↗ |
| 2026-07-10 | Viking Global | SC 13D/A | −2.1M | 5.0% | -27.1% vs SPY -24.3% abs | SELL $19.18M | — | 10.5d↓-1.4% | ↑ Positive | ↗ | |
| 2026-07-09 | Durable Capital Partners | SC 13G | NEW | 7.3% | +16.0% vs SPY +19.7% abs | — | — | 10.2d↑+3.8% | ↓ Negative | ↗ | |
| 2026-07-08 | Point72 | Perceptive Capital Solutions Corp | SC 13G | NEW | 5.7% | -0.2% vs SPY 0.0% abs | — | — | — | — | ↗ |
| 2026-06-30 | Elliott Investment | SC 13D/A | −7K | 64.7% | +0.3% vs SPY +3.0% abs | — | — | 3.3d↑+2.8% | — Neutral | ↗ | |
| 2026-06-29 | Situational Awareness LP | SC 13G | NEW | 19.9% | -36.8% vs SPY -32.5% abs | — | — | 1.6d↑+1.4% | ↑ Positive | ↗ | |
| 2026-06-29 | Jana Partners | SC 13D | +1.4M | 6.3% | -23.2% vs SPY -18.8% abs | — | — | 4.1d↑+4.1% | ↑ Positive | ↗ | |
| 2026-06-25 | Point72 | SC 13G | NEW | 5.2% | -16.5% vs SPY -11.7% abs | SELL $182.16M | BUY 2 | 1.1d↓-7.0% | ↑ Positive | ↗ | |
| 2026-06-15 | ValueAct Holdings | SC 13D/A | — | 4.9% | -4.5% vs SPY -3.0% abs | — | — | 8.3d↓-0.9% | ↓ Negative | ↗ | |
| 2026-06-12 | Viking Global | SC 13D | +0 | 15.0% | -24.9% vs SPY -22.5% abs | — | — | 1.4d↓-12.9% | ↓ Negative | ↗ | |
| 2026-06-09 | Point72 | SC 13G | +475K | 5.1% | +38.7% vs SPY +43.5% abs | — | — | 7.3d↓-1.5% | ↑ Positive | ↗ | |
| 2026-06-08 | Pershing Square | SC 13D/A | +0 | 46.7% | -5.8% vs SPY -1.3% abs | SELL $908K | — | 7.1d↑+11.8% | ↑ Positive | ↗ | |
| 2026-06-02 | Starboard Value | Qorvo, Inc.QRVO | SC 13D/A | — | 6.4% | -7.7% vs SPY -6.5% abs | SELL $6.30M | — | 3.5d↑+3.6% | — Neutral | ↗ |
| 2026-05-29 | Citadel Advisors | SC 13G | NEW | 5.9% | -1.6% vs SPY +0.6% abs | — | — | 3.7d↓-21.9% | ↓ Negative | ↗ | |
| 2026-05-27 | Citadel Advisors | SC 13G | NEW | 5.8% | +6.2% vs SPY +8.5% abs | BUYSELL $6.18M$19.82M | — | 5.2d↑+20.3% | ↓ Negative | ↗ | |
| 2026-05-27 | Situational Awareness LP | SC 13G | NEW | 5.6% | +4.2% vs SPY +6.5% abs | SELL $40.50M | BUY 1 | 3.6d↑+3.3% | — Neutral | ↗ | |
| 2026-05-26 | Citadel Advisors | DUKE Robotics Corp.DUKRW | SC 13G | NEW | 10.0% | -36.0% vs SPY -34.0% abs | — | — | 2.1d↓-7.6% | — Neutral | ↗ |
| 2026-05-26 | Point72 | SC 13G | NEW | 5.2% | +18.3% vs SPY +20.3% abs | SELL $1.65M | — | 13.2d↑+4.3% | ↓ Negative | ↗ | |
| 2026-05-26 | Maverick Capital | Infleqtion, Inc.INFQ | SC 13D/A | — | 3.6% | -19.8% vs SPY -17.8% abs | BUYSELL $647K$3.17M | — | 2.8d↓-13.8% | — Neutral | ↗ |
| 2026-05-22 | Point72 | SC 13G | NEW | 5.0% | -9.2% vs SPY -6.6% abs | — | — | 5.3d↑+1.3% | ↓ Negative | ↗ | |
| 2026-05-22 | Tiger Global | SC 13G | NEW | 10.0% | -20.8% vs SPY -18.3% abs | SELL $389.74M | — | 2.2d↓-4.0% | ↓ Negative | ↗ | |
| 2026-05-21 | Citadel Advisors | Boost Run Inc.BRUN | SC 13G | NEW | 5.5% | -29.3% vs SPY -25.5% abs | — | — | 2.5d↑+12.6% | ↑ Positive | ↗ |
| 2026-05-21 | Glenview Capital | Genius Sports Ltd | SC 13G | NEW | 5.2% | — | — | — | — | — | ↗ |
| 2026-05-18 | Point72 | SC 13G | NEW | 6.2% | -32.8% vs SPY -27.4% abs | SELL $255K | — | 5.0d↑+4.7% | ↓ Negative | ↗ | |
| 2026-05-18 | Viking Global | SC 13G | NEW | 5.4% | +18.8% vs SPY +24.2% abs | — | — | 6.7d↑+12.5% | ↑ Positive | ↗ | |
| 2026-05-15 | Citadel Advisors | SC 13G/A | — | 0.0% | -1.0% vs SPY +4.5% abs | — | — | 4.9d↑+5.6% | — | ↗ | |
| 2026-05-15 | Citadel Advisors | SC 13G/A | — | 2.8% | -6.5% vs SPY -1.0% abs | — | — | 11.3d↑+0.8% | — | ↗ | |
| 2026-05-15 | Citadel Advisors | SC 13G/A | — | 0.9% | -42.4% vs SPY -36.9% abs | — | — | 2.1d↓-20.8% | — | ↗ |
…and 234 older filings.
Sourced from SEC Schedule 13D/13G filings, refreshed each weekday. Amounts reflect the largest reporting entity in each filing. This is not investment advice.