What is an ownership signal (13D/13G)?
An ownership signal is a scored event derived from SEC Schedule 13D and 13G filings — the disclosures required when an investor crosses 5% ownership of a company. 13D signals active, potentially activist intent; 13G signals a passive stake.
A new or increased 5%+ stake leans bullish, and the signal is weighted by the reported ownership percentage. A 13D (active/activist) generally carries more weight than a 13G (passive), because an activist filer may push for change.
13D vs 13G
Both are triggered by crossing 5% ownership. A Schedule 13D is filed by investors who may seek to influence or control the company — activists — and demands more detail and faster amendments. A Schedule 13G is for passive investors and qualified institutions with no control intent.
Why the 5% threshold matters
Crossing 5% is the point at which the SEC requires public disclosure, so it is the first official signal that a large holder has taken a meaningful position. A subsequent 13D amendment raising the stake, or announcing an activist agenda, is often a stronger signal than the initial filing.
Recent examples
Live ownership signals from the platform, newest first. Each links to the company.
| Asset | Direction | Strength | What happened | When |
|---|---|---|---|---|
| YEXT Yext, Inc. | slightly bullish | 50 | Lynrock Lake LP increased passive stake in YEXT from 18.40% to 19.00% - (13G - passive investment) - 19,015,087 shares - [moderate slightly bullish signal] | 2026-07-10 |
| LION Lionsgate Studios Corp. | slightly bullish | 52 | MHR INSTITUTIONAL PARTNERS III LP increased passive stake in LION from 5.10% to 13.00% - (13G - passive investment) - 37,648,498 shares - [moderate slightly bullish signal] | 2026-07-10 |
| RH | slightly bullish | 66 | Gary G. Friedman increased passive stake in RH from 5.00% to 23.88% - (13G - passive investment) - 4,926,337 shares - [strong slightly bullish signal] | 2026-07-10 |
| NYC American Strategic Investment Co. | neutral | 65 | Bellevue Capital Partners, LLC decreased passive stake in NYC from 72.70% to 57.50% - (13G - passive investment) - 1,820,646 shares - [moderate neutral signal] | 2026-07-10 |
| BZAI Blaize Holdings, Inc. | slightly bullish | 46 | Lane Bess increased passive stake in BZAI from 9.20% to 10.40% - (13G - passive investment) - 15,021,985 shares - [weak slightly bullish signal] | 2026-07-10 |
| AVO Mission Produce, Inc. | slightly bullish | 53 | Globalharvest Holdings Venture Ltd increased passive stake in AVO from 11.93% to 14.01% - (13G - passive investment) - 12,370,439 shares - [moderate slightly bullish signal] | 2026-07-10 |
See these in context in the daily market digest . Market context, not advice.
Frequently asked
- Is a 13D more important than a 13G?
- For signal purposes, usually yes. A 13D flags an investor who may agitate for board seats, a sale, or strategic change, which can move a stock more than a passive 13G stake of the same size.
- How quickly must these be filed?
- Since the SEC’s 2024 amendments, an initial 13D is generally due within five business days of crossing 5%, and 13G deadlines were also shortened — making both faster signals than they were historically.
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