US Activist Hedge Fund Institutional SEC 13D 13G — September 29, 2026

29-09-2026

International Finance Corporation (IFC) and its affiliated funds filed Amendment No. 6 to Schedule 13D, disclosing that the IFC African, Latin American and Caribbean Fund LP (ALAC) sold 860,649 shares of Lesaka Technologies common stock between June 22 and September 28, 2026, for aggregate gross proceeds of approximately $4.09 million. Following these sales, IFC's aggregate beneficial ownership dropped to 3.81% (3,271,862 shares), while ALAC holds 1.16% (995,614 shares) and the IFC Financial Institutions Growth Fund holds 3.85% (3,302,551 shares). The sales occurred at prices ranging from $4.20 to $5.025 per share, with the most recent transactions in late September 2026 at the lower end of the range (around $4.20-$4.30), indicating a declining trend in the stock price during the selling period.

• · The filing is an amendment to a Schedule 13D originally filed on June 1, 2016.
• · IFC's aggregate ownership is based on 85,824,094 shares outstanding as of September 9, 2026.
• · ALAC's sales occurred over 34 separate trading days with prices ranging from $4.20 to $5.025 per share.
• · The weighted average sale price declined from ~$4.79 in late June to ~$4.25 in late September 2026.
• · FIG's ownership remained unchanged at 3,302,551 shares (3.85%).

29-09-2026

PMGC Holdings Inc. (formerly Elevai Labs Inc.) has become the sole member of NorthStrive Sponsor I LLC, the sponsor of SPAC NorthStrive Acquisition Corp I., effective retroactively to April 24, 2026. Through this arrangement, PMGC now holds voting and dispositive power over 2,728,070 Class A ordinary shares of the SPAC (a 21.43% stake), consisting of shares underlying Class B shares and private placement units. The filing indicates the Reporting Persons are in discussions with third parties regarding potential strategic transactions, including a possible merger or business combination, but no definitive agreements exist.

• · PMGC Holdings Inc. is a Nevada corporation formerly named Elevai Labs Inc. and Reactive Medical Labs Inc., now a diversified holding company.
• · NorthStrive Sponsor I LLC is a Delaware limited liability company formed on April 23, 2026.
• · The SPAC's IPO was consummated on August 19, 2026.
• · Georgiy Kovalyov, a Canadian citizen and CPA, is the Manager of the Sponsor but holds 0% beneficial ownership.
• · No Reporting Person has been convicted in a criminal proceeding or subject to securities-related civil judgments in the last five years.
• · No transactions in the reported securities were effected within the past 60 days.
• · The Sponsor purchased its shares using working capital funds; PMGC used working capital for its membership interest.

29-09-2026

Conifer Management, L.L.C. filed Amendment No. 3 to its Schedule 13D, disclosing beneficial ownership of 1,840,698 shares of Group 1 Automotive Inc. common stock, representing 15.4% of outstanding shares. Since the prior amendment on September 22, 2026, Conifer purchased an additional 328,408 shares for approximately $80.5 million through open-market transactions for accounts including Acacia Partners, L.P. and Acacia Conservation Fund, LP. The purchases were made at prices ranging from $235.11 to $253.85 per share, with the most recent transactions on September 29, 2026, executed at lower prices (as low as $235.11), indicating a potential decline in the stock price during the accumulation period.

• · The filing is Amendment No. 3 to the Schedule 13D, with prior amendments filed on August 20, 2026, September 8, 2026, and September 22, 2026.
• · Conifer Management has sole voting and dispositive power over all 1,840,698 shares.
• · Funds for purchases came from general working capital of commingled investment vehicles, which may include margin account borrowings; shares in margin accounts are pledged as collateral.
• · The volume-weighted average price per share for the largest lot on 9/29/2026 (28,791 shares) was $240.87, with a low of $240.33 and high of $241.32.
• · The lowest price paid in the reported period was $235.11 per share on 9/29/2026.

29-09-2026

On September 25, 2026, Ever Orient International Ltd., Data Bliss Ltd., and Mr. PENG Yongdong sold 5,344,661 ADSs (representing 16,033,983 Class A ordinary shares) of KE Holdings Inc. (BEKE). This disposal reduced the reporting persons' beneficial ownership below 5% of the total outstanding ordinary shares, from a prior 4.7% to below the 5% threshold.

• · The filing is an Amendment No. 1 to a Schedule 13D originally filed on May 30, 2024.
• · The reporting persons previously held 62,824,251 Class A ordinary shares and 94,082,291 Class B ordinary shares.
• · The reporting persons represented that except for the ongoing conversion of Class B ordinary shares to Class A, no other changes occurred from the prior statement.
• · The beneficial ownership calculation treats Class B ordinary shares as converted into Class A for percentage calculation purposes only.

29-09-2026

Laurence W. Lytton disclosed beneficial ownership of 3,317,030 shares of Health In Tech, Inc. Class A Common Stock, representing a 6.2% stake, in a Schedule 13G filing dated September 29, 2026. The filing indicates the shares were acquired and are held for passive investment purposes, not to influence control of the issuer.

• · The filing is made under Rule 13d-1(c), indicating passive investment intent.
• · Lytton disclaims beneficial ownership of any shares beyond the 3,317,030 reported.
• · The filing date is September 29, 2026, with the date of change as March 27, 2026.

29-09-2026

CWRE SSF Securities Holding, LP and related entities filed a Schedule 13D on September 29, 2026, disclosing beneficial ownership of 10,982,257 shares (8.7%) of BrightSpire Capital, Inc. The filing converts from Schedule 13G to 13D after the company's Board twice refused the group's request for a waiver of the 9.8% ownership limit, citing 'not in the best interests of the Company's stockholders.' The Reporting Persons express concern that the Board is not acting in shareholders' best interests and intend to take steps to protect their investment, including potentially engaging with management, other stockholders, or pursuing strategic alternatives.

• · The Board rejected the waiver request on August 12, 2026, with a brief statement, and again on September 14, 2026, after a revised request was submitted.
• · Shares were purchased on open market between July 31 and September 10, 2026, at prices ranging from $4.4856 to $4.9749 per share.
• · The Reporting Persons have had discussions with the Board regarding the 9.8% ownership limit contained in the Issuer's charter.
• · The filing states the Board's action 'raises serious concerns about the Board's willingness to act in the best interests of all stockholders.'

29-09-2026

Wynnefield Partners and related entities filed Amendment No. 11 to Schedule 13D, disclosing aggregate beneficial ownership of 5,512,211 shares (14.3%) of Lifecore Biomedical common stock as of September 27, 2026. The filing reveals that on September 27, 2026, the Wynnefield group entered into a Voting and Support Agreement with Lifecore, Inc. (Parent) and the Issuer in connection with a merger agreement, agreeing to vote their shares in favor of the merger. Additionally, on June 30, 2026, certain Wynnefield entities delivered redemption notices for all shares of Series A Preferred Stock, with redemption amounts payable on December 28, 2026.

• · The Support Agreement was entered into on September 27, 2026, in connection with a merger agreement among Lifecore, Inc. (Parent), Hazel Merger Sub, Inc., and the Issuer.
• · The Wynnefield Reporting Persons agreed to vote their Covered Shares in favor of the merger and against competing acquisition proposals.
• · They also waived appraisal rights with respect to their Covered Shares.
• · On June 30, 2026, certain Wynnefield entities delivered redemption notices for all shares of Series A Preferred Stock, with redemption amounts payable on December 28, 2026.
• · The beneficial ownership percentages are based on 37,853,060 shares outstanding as of July 29, 2026, per the Issuer's Q2 FY26 10-Q.
• · Nelson Obus disclaims beneficial ownership of shares covered by the Schedule 13D except to the extent of any pecuniary interest.
• · Joshua Landes disclaims beneficial ownership of shares covered by the Schedule 13D except to the extent of any pecuniary interest.

29-09-2026

Eastward Fund Management, LLC and related entities filed a Schedule 13G disclosing aggregate beneficial ownership of approximately 12.7% of the common stock of Our Bond, Inc. (formerly TG-17, Inc.) as of August 14, 2026. The filing includes Eastward Fund Management, LLC (4.24%), ELP 12, LLC (2.03%), ACM Alamosa Eastward LLC (0.68%), Eastward Capital Partners VIII, L.P. (1.50%), Eastward Investors, LLC (0.025%), and Dennis P. Cameron (4.24%). The filing certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · The filing is a Schedule 13G, indicating passive investment intent, not an attempt to influence control.
• · The total aggregate ownership of the reporting group is approximately 12.7% (sum of individual stakes).
• · The issuer, Our Bond, Inc., was formerly known as TG-17, Inc., with a name change effective October 16, 2018.
• · The filing date is September 29, 2026, and the ownership data is as of August 14, 2026.
• · The filing includes a Joint Filing Agreement (Exhibit 99.1) among all reporting persons.

29-09-2026

Yun Chen filed a Schedule 13G/A with the SEC on September 29, 2026, reporting that he has ceased to be a beneficial owner of BEST SPAC I Acquisition Corp. (BSAAU). This follows the sale of 100% of the interests in BEST SPAC I (Holdings) Corp., the sponsor of the issuer, by Naoda Investments Limited (of which Mr. Chen is the sole director) to A SPAC (Holdings) Group Corp. As a result, Mr. Chen now holds 0 Class A Ordinary Shares and has no voting or dispositive power over the issuer's securities.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · The sale of sponsor interests occurred on September 29, 2026.
• · Mr. Chen is a citizen of Hong Kong.
• · The issuer's Class A Ordinary Shares have no par value.
• · The SEC file number is 005-95116.

29-09-2026

Ryan Cohen filed an amended Schedule 13D with the SEC on September 29, 2026, disclosing direct beneficial ownership of 44,683,306 GameStop shares (including 3,734,784 shares underlying warrants), representing 8.8% of shares outstanding. On the same day, Cohen purchased 450,000 shares in open-market transactions at an average price of approximately $23.47 per share, for a total cost of about $10.56 million. The filing updates his holdings and recent purchases but shows no other transactions since the prior amendment.

• · The warrants were received for no consideration as part of a warrant dividend distribution to stockholders.
• · The filing is an amendment to Schedule 13D (Amendment No. 18), updating Items 3, 5(a), and 5(c).
• · No other transactions in GameStop securities by Cohen since the filing of Amendment No. 17.

29-09-2026

SIT Investment Associates Inc. and its affiliate SIT Fixed Income Advisors II LLC filed Amendment No. 13 to their Schedule 13D, disclosing beneficial ownership of 8,984,416 shares of DWS Municipal Income Trust common stock, representing 22.9% of the 39,183,709 shares outstanding as of May 31, 2026. The filing updates prior disclosures and includes a schedule of transactions in the last 60 days, but no change in aggregate ownership percentage from the prior filing is indicated.

• · This is Amendment No. 13 to the original Schedule 13D filed on October 6, 2023.
• · No single client account of SIA or SFI owns more than 5% of shares outstanding.
• · None of SIA's or SFI's directors or executive officers own shares directly.
• · The filing includes a schedule of transactions by the Sit Entities in the last 60 days.

29-09-2026

Erez REIT Opportunities LP and affiliates, including Erez Asset Management LLC and Bruce Schanzer, filed Amendment No. 1 to their Schedule 13D for UMH Properties, Inc., disclosing combined beneficial ownership of approximately 4,270,000 shares (5.0%) as of September 28, 2026. On that date, Erez launched a campaign website (www.saveUMH.com) and issued a presentation outlining its 'case for change,' intending to seek board change and solicit shareholder support at the upcoming annual meeting. The filing reflects an activist campaign, which may lead to board changes but also introduces uncertainty regarding the company's strategic direction.

• · The Schedule 13D was originally filed on August 11, 2026.
• · The amendment amends Items 4 and 7 of the original Schedule 13D.
• · The September 28 Presentation is attached as Exhibit 99.1 and incorporated by reference to the DFAN14A filed on September 29, 2026.
• · Erez intends to solicit shareholders in support of board change at the upcoming annual meeting.

29-09-2026

Orca Capital AG filed a Schedule 13G/A with the SEC on September 29, 2026, disclosing beneficial ownership of 25,376 Class A ordinary shares of NFT Ltd, representing 4.9% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and was made under Rule 13d-1(c), indicating the shares were not acquired to influence control of the issuer.

• · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
• · Ownership percentage is calculated based on 510,729 Class A ordinary shares outstanding after NFT Ltd's registered offering completed in August 2026.
• · Orca Capital AG holds warrants to purchase an additional 58,064 Class A ordinary shares, but cannot exercise them if it would result in beneficial ownership exceeding 4.99% (the '4.99% Blocker').
• · The reporting person certifies the securities were not acquired to change or influence control of the issuer.

29-09-2026

3D Investment Partners Pte. Ltd. and its affiliated fund 3D Opportunity Master Fund filed an amended Schedule 13D disclosing a 9.9% beneficial ownership stake in MediciNova Inc. as of September 25, 2026, representing 4,862,047 shares. On that same day, the Reporting Persons sold 640,000 shares in a private accelerated share disposal transaction at JPY425 (approximately US$2.7) per share, reducing their direct holdings. Additionally, they entered into cash-settled total return swaps covering 456,637 notional shares (0.9% of outstanding shares) to maintain economic exposure without voting or disposal power.

• · The Reporting Persons' observer appointment right under the Shareholder Rights Agreement lapsed in 2024, and they no longer have an observer on the board.
• · The Reporting Persons reserve the right to change their intentions regarding their investment based on factors including the Issuer's financial position, strategic direction, board actions, and market conditions.
• · The cash-settled TRS cannot be converted into shares of the Issuer at any time.

29-09-2026

Sit Investment Associates Inc and Sit Fixed Income Advisors II LLC filed Amendment No. 2 to Schedule 13D with the SEC, reporting beneficial ownership of 8,910,779 shares (7.7%) of Eaton Vance Ltd Duration Income Fund (EVV). The filing includes a schedule of transactions in shares effected during the past 60 days.

• · This is Amendment No. 2 to the Schedule 13D originally filed on October 20, 2025, and amended by Amendment No. 1 filed on March 10, 2026.
• · The ownership percentage is based on 116,203,460 shares outstanding as reported in the Issuer's Form N-CSR as of March 31, 2026.
• · Clients of SIA and SFI have the right to participate in the receipt of dividends from, or proceeds from the sales of, the Shares held for their respective accounts.

29-09-2026

North Rock Digital, LP and related entities disclosed a 9.73% beneficial ownership stake in AVAX One Technology Ltd. (formerly AgriForce Growing Systems Ltd.), comprising 720,000 common shares, in a Schedule 13G filed September 29, 2026. The filing also reveals Positivo LLC and Positivo Management LLC each hold 710,000 shares (9.60%), while Philip H. Press and Alexander M. Wlezien each report 1,430,000 shares (19.33%), based on 7,397,383 shares outstanding as of August 12, 2026. The reporting persons disclaim beneficial ownership except for pecuniary interests, and the filing is a passive investment disclosure under Rule 13d-1(c).

• · The Schedule 13G is filed jointly by North Rock Digital, LP, North Rock Digital GP, LLC, Positivo LLC, Positivo Management LLC, Philip H. Press, and Alexander M. Wlezien.
• · The filing is made pursuant to Rule 13d-1(c), indicating passive investment intent.
• · The reporting persons expressly disclaim beneficial ownership except for their pecuniary interests.
• · The percentages are based on 7,397,383 shares outstanding as of August 12, 2026, per the company's 10-Q filed August 13, 2026.
• · The company was formerly known as AgriForce Growing Systems Ltd., with a name change on September 28, 2020.

29-09-2026

Pale Fire Capital SE and related entities filed a Schedule 13G/A with the SEC on September 29, 2026, disclosing beneficial ownership of 28,806,415 shares of Coursera, Inc. common stock, representing approximately 10.9% of the 264,400,000 shares outstanding as of July 29, 2026. The filing is an amendment to the initial Schedule 13G filed on March 10, 2026, and the ownership level remains unchanged from the prior filing.

• · The filing is an amendment (13G/A) to the initial Schedule 13G filed on March 10, 2026.
• · The shares are held directly by Pale Fire Capital SICAV a.s., with the other reporting persons deemed beneficial owners due to control or investment management relationships.
• · Each reporting person disclaims beneficial ownership of securities they do not directly own.
• · The filing certifies that the securities were not acquired with the purpose of changing or influencing control of the issuer.

29-09-2026

Millennium Management LLC and affiliated entities disclosed a 5.2% beneficial ownership stake in Maravai LifeSciences Holdings, Inc. (MRVI), holding 7,773,149 shares of Class A Common Stock as of September 22, 2026. The filing is a passive investment disclosure under Rule 13d-1(c), indicating the shares were not acquired to influence control of the issuer.

• · The filing was made under Rule 13d-1(c), confirming a passive investment intent.
• · Israel A. Englander is the sole voting trustee of the managing member of Millennium Group Management LLC, which controls Millennium Management LLC.
• · The joint filing agreement was executed on September 28, 2026, by Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander.

29-09-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed a Schedule 13G with the SEC on September 29, 2026, disclosing beneficial ownership of 5,992,942 shares of Sweetgreen, Inc. Class A Common Stock, representing a 5.6% stake. The filing indicates that the securities are held by entities subject to voting control and investment discretion of the reporting persons, and the filers certify that the shares were not acquired with the purpose of changing or influencing control of the issuer.

• · The filing is made under Rule 13d-1(c), indicating the filer is a passive investor.
• · The joint filing agreement was executed on September 28, 2026, by Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander.
• · Israel A. Englander is the sole voting trustee of the managing member of Millennium Group Management LLC.
• · The reporting persons disclaim beneficial ownership of the securities held by the underlying entities except to the extent of their pecuniary interest.

29-09-2026

Bryan Sheffield and affiliated entities filed Amendment No. 7 to their Schedule 13D, reporting a decrease in beneficial ownership of Tamboran Resources Corp solely due to an increase in the company's outstanding shares (to 34,960,006 as of September 23, 2026). The Reporting Persons' aggregate beneficial ownership is 3,646,756 shares, representing 10.4% of the company, down from a prior percentage due to dilution. No transactions in the company's common stock were effected by the Reporting Persons within the prior 60 days.

• · The decrease in ownership percentage was due solely to an increase in outstanding shares, not to any sale of shares by the Reporting Persons.
• · The Reporting Persons effected no transactions in the company's common stock within the prior 60 days.
• · The filing is Amendment No. 7 to the original Schedule 13D filed on July 8, 2024.
• · Bryan Sheffield may be deemed to share beneficial ownership of shares held by Sheffield Holdings and Daly Waters through his roles as manager and managing member.
• · The company's outstanding share count increased to 34,960,006 as of September 23, 2026, based on the Form 10-K for the fiscal year ended June 30, 2026.

29-09-2026

Jonathan Honig, the largest unaffiliated shareholder of MoneyHero Ltd with beneficial ownership of 9.0% of Class A Ordinary Shares, filed a Schedule 13D disclosing his and related parties' holdings and issued a public letter to the Board urging an immediate strategic review to explore a sale of the company. Honig cited leadership uncertainty (no permanent CEO for nearly six months after the CEO's departure), stalled growth (revenue declining from $80.7M in FY2023 to $73.4M in FY2025, despite a prior $100M target), significant shareholder value destruction (stock down over 88% from its October 2023 opening price to $0.675), and a lack of insider confidence (no director or executive officer open-market purchases). The filing also reveals that Honig and his spouse's trust collectively own 2,741,000 shares, representing 9.0% of outstanding shares.

• · The Elizabeth Honig Trust purchased 635,000 Shares for approximately $926,697; Jonathan Honig purchased 2,106,000 Shares for approximately $3,230,451.
• · No Reporting Person has been convicted in a criminal proceeding or been party to a securities-related civil proceeding in the last five years.
• · The Reporting Persons have not entered into any transactions in the Company's securities during the past sixty days.
• · The Company reported its first profitable quarter in Q4 2025, but the full year still produced a net loss.
• · The CEO departed on April 2, 2026, and as of the letter date (September 29, 2026), no permanent CEO has been appointed.

29-09-2026

HighSage Ventures LLC and Jennifer Stier filed a Schedule 13D disclosing beneficial ownership of 6.6% and 7.9% of People Inc. (formerly IAC) respectively. The filing reveals that the Reporting Persons support a potential bid by MGM Resorts International to acquire the Issuer, and they delivered a letter to Barry Diller and Paul Salem expressing that support. Notably, the Issuer had previously withdrawn its own proposal to acquire MGM, creating a mixed backdrop for the potential transaction.

• · The Reporting Persons initially acquired shares for investment purposes and regularly review their investment.
• · On September 25, 2026, after reviewing the Issuer's announcement that it had withdrawn its proposal to acquire MGM and subsequent press about a potential bid by MGM to acquire the Issuer, the Reporting Persons began drafting a supportive letter.
• · The Letter was delivered on September 29, 2026 to Barry Diller and Paul Salem.
• · The Reporting Persons may engage in further communications regarding the Withdrawn Proposal, the Proposed Bid, or other matters.
• · Shares may be held in margin accounts and pledged as collateral; margin credit is extended by prime brokers.
• · No criminal convictions or securities-related civil proceedings for the Reporting Persons or executive officers in the last five years.

29-09-2026

Oasis Management Co Ltd. filed Amendment No. 2 to its Schedule 13D with the SEC on September 29, 2026, disclosing aggregate beneficial ownership of 3,223,435 shares of Vail Resorts Inc. common stock, representing approximately 9.0% of the 35,635,298 shares outstanding as of September 23, 2026. The filing details open-market purchases totaling approximately $456 million (excluding commissions) since the prior amendment, with recent transactions between September 23 and September 28, 2026, at prices ranging from $135.8066 to $139.8056 per share. The reporting persons include Oasis Management, Seth Fischer, and several individuals, with shares held in margin accounts and pledged as collateral; the filing also notes that 1,350 shares held by Mr. Hudson were purchased with personal funds for approximately $0.2 million.

• · Amendment No. 2 amends and restates Items 3 and 5(a)-(c) of the Schedule 13D originally filed September 16, 2026.
• · Shares are held in commingled margin accounts and may be pledged as collateral for margin credit; margin amounts used cannot be determined due to other securities in the accounts.
• · Recent transactions: 9/23/2026 purchased 103,124 shares at $139.5032; 9/24/2026 purchased 200,000 shares at $138.5281; 9/25/2026 purchased 100,000 shares at $138.4699 and 100,000 shares at $136.5339; 9/28/2026 purchased 2,050 shares at $135.8066 and 94,349 shares at $137.2129.
• · Reporting Persons disclaim beneficial ownership of shares owned by other Reporting Persons.
• · Prices per share exclude brokerage commissions; weighted average prices used where ranges are provided.

29-09-2026

OCO Capital GP LLC disclosed a 6.43% beneficial ownership stake in UWM Holdings Corp, holding 22,000,000 Class A Common Shares as of September 24, 2026. The filing is a Schedule 13G, indicating a passive investment intent, and the stake is held through OCO Opportunities Master Fund, L.P.

• · The filing is made under Rule 13d-1(c), confirming a passive investment intent.
• · OCO Capital GP LLC is the general partner of OCO Capital GP LP, which is the general partner of OCO Opportunities Master Fund, L.P.
• · The beneficial ownership consists solely of shares owned by OCO Opportunities Master Fund, L.P.

29-09-2026

Qatar Investment Authority (QIA) filed an amendment to its Schedule 13D disclosing the completion of a merger on September 29, 2026, in which Global Business Travel Group, Inc. (GBTG) was acquired by Gaia Purchaser, Inc. As a result of the merger, QIA's wholly-owned subsidiary, QIA Retail Holding LLC, which previously held 87,659,000 shares of GBTG common stock, received a combination of cash and shares in the parent company (Topco). Specifically, 31,278,962 shares were rolled over into Topco equity, and the remaining 56,380,038 shares were cashed out at $9.50 per share. Consequently, QIA has ceased to beneficially own any shares of GBTG common stock.

• · The merger was completed under an Agreement and Plan of Merger dated May 2, 2026.
• · A Rollover Agreement dated June 27, 2026, governed the exchange of QIA Retail's shares for Topco equity.
• · A Voting and Support Agreement dated May 3, 2026, terminated automatically upon the merger's consummation.
• · QIA reported zero shares beneficially owned post-merger, with no transactions in the past 60 days.