Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
US Foods Holding Corp.
13G/A
Amendment 2
USFD · 912008109
|
10.4% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.4% | ||||
| Wellington Group Holdings LLP | 10.4% | ||||
| Wellington Investment Advisors Holdings LLP | 10.4% | ||||
| Wellington Management Company LLP | 9.1% | ||||
|
MBX Biosciences
13G/A
Amendment 5
MBX · 55287L101
|
10.5% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.5% | ||||
| Wellington Group Holdings LLP | 10.5% | ||||
| Wellington Investment Advisors Holdings LLP | 10.5% | ||||
| Wellington Management Company LLP | 9.8% | ||||
|
Excelerate Energy, Inc.
13G/A
Amendment 4
EE · 30069T101
|
10.5% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.5% | ||||
| Wellington Group Holdings LLP | 10.5% | ||||
| Wellington Investment Advisors Holdings LLP | 10.5% | ||||
| Wellington Management Company LLP | 9.1% | ||||
|
Apogee Therapeutics, Inc.
13G/A
Amendment 5
APGE · 03770N101
|
0.9% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 0.9% | ||||
| Wellington Group Holdings LLP | 0.9% | ||||
| Wellington Investment Advisors Holdings LLP | 0.9% | ||||
|
Coterra Energy Inc.
13G/A
Amendment 8
CTRA · 127097103
|
0% |
6/5/2026
Event 5/29/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
NOW Inc.
13G/A
Amendment 2
DNOW · 67011P100
|
10.6% |
6/5/2026
Event 5/29/2026
|
|||
| Wellington Management Group LLP | 10.6% | ||||
| Wellington Group Holdings LLP | 10.6% | ||||
| Wellington Investment Advisors Holdings LLP | 10.6% | ||||
| Wellington Management Company LLP | 9.4% | ||||
|
Financial Institutions, Inc.
13G/A
Amendment 1
FISI · 317585404
|
4.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.6% | ||||
| Wellington Group Holdings LLP | 4.6% | ||||
| Wellington Investment Advisors Holdings LLP | 4.6% | ||||
|
Civista Bancshares, Inc.
13G/A
Amendment 1
CIVB · 178867107
|
6.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.5% | ||||
| Wellington Group Holdings LLP | 6.5% | ||||
| Wellington Investment Advisors Holdings LLP | 6.5% | ||||
| Wellington Management Company LLP | 6.5% | ||||
|
TPG Inc.
13G/A
Amendment 7
TPG · 872657101
|
5.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
Rush Enterprises, Inc.
13G/A
Amendment 9
RUSHA · 781846209
|
4.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.0% | ||||
| Wellington Group Holdings LLP | 4.0% | ||||
| Wellington Investment Advisors Holdings LLP | 4.0% | ||||
|
Kymera Therapeutics, Inc.
13G/A
Amendment 8
KYMR · 501575104
|
4.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.8% | ||||
| Wellington Group Holdings LLP | 4.8% | ||||
| Wellington Investment Advisors Holdings LLP | 4.8% | ||||
|
Enterprise Financial Services Corp
13G/A
Amendment 3
EFSC · 293712105
|
8.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.8% | ||||
| Wellington Group Holdings LLP | 8.8% | ||||
| Wellington Investment Advisors Holdings LLP | 8.8% | ||||
| Wellington Management Company LLP | 7.9% | ||||
|
Bank of Marin Bancorp
13G/A
Amendment 1
BMRC · 063425102
|
3.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.9% | ||||
| Wellington Group Holdings LLP | 3.9% | ||||
| Wellington Investment Advisors Holdings LLP | 3.9% | ||||
|
Provident Financial Services, Inc.
13G/A
Amendment 1
PFS · 74386T105
|
4.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.4% | ||||
| Wellington Group Holdings LLP | 4.4% | ||||
| Wellington Investment Advisors Holdings LLP | 4.4% | ||||
|
Phillips Edison & Company, Inc.
13G/A
Amendment 1
PECO · 71844V201
|
4.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.1% | ||||
| Wellington Group Holdings LLP | 4.1% | ||||
| Wellington Investment Advisors Holdings LLP | 4.1% | ||||
|
OppFi Inc.
13G/A
Amendment 1
OPFI · 68386H103
|
9.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 9.9% | ||||
| Wellington Group Holdings LLP | 9.9% | ||||
| Wellington Investment Advisors Holdings LLP | 9.9% | ||||
| Wellington Management Company LLP | 9.5% | ||||
|
MYR Group Inc.
13G/A
Amendment 1
MYRG · 55405W104
|
4.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.1% | ||||
| Wellington Group Holdings LLP | 4.1% | ||||
| Wellington Investment Advisors Holdings LLP | 4.1% | ||||
|
Latham Group, Inc.
13G/A
Amendment 1
SWIM · 51819L107
|
7.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.8% | ||||
| Wellington Group Holdings LLP | 7.8% | ||||
| Wellington Investment Advisors Holdings LLP | 7.8% | ||||
| Wellington Management Company LLP | 7.3% | ||||
|
Eagle Financial Services, Inc.
13G/A
Amendment 1
EFSI · 26951R104
|
5.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
| Wellington Management Company LLP | 5.2% | ||||
|
AtriCure, Inc.
13G/A
Amendment 1
ATRC · 04963C209
|
6.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.8% | ||||
| Wellington Group Holdings LLP | 6.8% | ||||
| Wellington Investment Advisors Holdings LLP | 6.8% | ||||
| Wellington Management Company LLP | 5.5% | ||||
|
Alignment Healthcare, Inc.
13G/A
Amendment 2
ALHC · 01625V104
|
8.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.4% | ||||
| Wellington Group Holdings LLP | 8.4% | ||||
| Wellington Investment Advisors Holdings LLP | 8.4% | ||||
| Wellington Management Company LLP | 7.8% | ||||
|
Genius Sports Limited
13G/A
Amendment 1
GENI · G3934V109
|
0.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 0.6% | ||||
| Wellington Group Holdings LLP | 0.6% | ||||
| Wellington Investment Advisors Holdings LLP | 0.6% | ||||
|
US Foods Holding Corp.
13G/A
Amendment 1
USFD · 912008109
|
7.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.2% | ||||
| Wellington Group Holdings LLP | 7.2% | ||||
| Wellington Investment Advisors Holdings LLP | 7.2% | ||||
| Wellington Management Company LLP | 6.0% | ||||
|
Tradeweb Markets Inc.
13G/A
Amendment 5
TW · 892672106
|
6.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.5% | ||||
| Wellington Group Holdings LLP | 6.5% | ||||
| Wellington Investment Advisors Holdings LLP | 6.5% | ||||
| Wellington Management Company LLP | 6.1% | ||||
|
Champion Homes, Inc.
13G/A
Amendment 11
SKY · 830830105
|
6.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.8% | ||||
| Wellington Group Holdings LLP | 6.8% | ||||
| Wellington Investment Advisors Holdings LLP | 6.8% | ||||
| Wellington Management Company LLP | 6.3% | ||||
|
Ryder System, Inc.
13G/A
Amendment 4
R · 783549108
|
4.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.4% | ||||
| Wellington Group Holdings LLP | 4.4% | ||||
| Wellington Investment Advisors Holdings LLP | 4.4% | ||||
|
Redwood Trust, Inc.
13G/A
Amendment 5
RWT · 758075402
|
8.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.8% | ||||
| Wellington Group Holdings LLP | 8.8% | ||||
| Wellington Investment Advisors Holdings LLP | 8.8% | ||||
| Wellington Management Company LLP | 8.7% | ||||
|
Peoples Bancorp of North Carolina, Inc.
13G/A
Amendment 2
PEBK · 710577107
|
7.7% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.7% | ||||
| Wellington Group Holdings LLP | 7.7% | ||||
| Wellington Investment Advisors Holdings LLP | 7.7% | ||||
| Wellington Management Company LLP | 7.7% | ||||
|
PPG Industries, Inc.
13G/A
Amendment 2
PPG · 693506107
|
4.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.6% | ||||
| Wellington Group Holdings LLP | 4.6% | ||||
| Wellington Investment Advisors Holdings LLP | 4.6% | ||||
|
OceanFirst Financial Corp.
13G/A
Amendment 1
OCFC · 675234108
|
4.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.5% | ||||
| Wellington Group Holdings LLP | 4.5% | ||||
| Wellington Investment Advisors Holdings LLP | 4.5% | ||||
|
Norwood Financial Corp
13G/A
Amendment 2
NWFL · 669549107
|
6.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.9% | ||||
| Wellington Group Holdings LLP | 6.9% | ||||
| Wellington Investment Advisors Holdings LLP | 6.9% | ||||
| Wellington Management Company LLP | 6.9% | ||||
|
Modine Manufacturing Company
13G/A
Amendment 2
MOD · 607828100
|
1.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 1.9% | ||||
| Wellington Group Holdings LLP | 1.9% | ||||
| Wellington Investment Advisors Holdings LLP | 1.9% | ||||
|
Metropolitan Bank Holding Corp.
13G/A
Amendment 1
MCB · 591774104
|
9.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 9.8% | ||||
| Wellington Group Holdings LLP | 9.8% | ||||
| Wellington Investment Advisors Holdings LLP | 9.8% | ||||
| Wellington Management Company LLP | 9.8% | ||||
|
Knight-Swift Transportation Holdings Inc.
13G/A
Amendment 9
KNX · 499049104
|
3.7% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.7% | ||||
| Wellington Group Holdings LLP | 3.7% | ||||
| Wellington Investment Advisors Holdings LLP | 3.7% | ||||
|
Inspire Medical Systems, Inc.
13G/A
Amendment 1
INSP · 457730109
|
8.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.8% | ||||
| Wellington Group Holdings LLP | 8.8% | ||||
| Wellington Investment Advisors Holdings LLP | 8.8% | ||||
| Wellington Management Company LLP | 8.6% | ||||
|
IDACORP, Inc.
13G/A
Amendment 1
IDA · 451107106
|
5.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
|
Hub Group, Inc.
13G/A
Amendment 2
HUBG · 443320106
|
11.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 11.5% | ||||
| Wellington Group Holdings LLP | 11.5% | ||||
| Wellington Investment Advisors Holdings LLP | 11.5% | ||||
| Wellington Management Company LLP | 10.3% | ||||
|
The Goodyear Tire & Rubber Company
13G/A
Amendment 2
GT · 382550101
|
6.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.9% | ||||
| Wellington Group Holdings LLP | 6.9% | ||||
| Wellington Investment Advisors Holdings LLP | 6.9% | ||||
| Wellington Management Company LLP | 5.9% | ||||
|
CarGurus, Inc.
13G/A
Amendment 10
CARG · 141788109
|
7.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.3% | ||||
| Wellington Group Holdings LLP | 7.3% | ||||
| Wellington Investment Advisors Holdings LLP | 7.3% | ||||
| Wellington Management Company LLP | 6.2% | ||||
|
Cactus, Inc.
13G/A
Amendment 1
WHD · 127203107
|
4.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.2% | ||||
| Wellington Group Holdings LLP | 4.2% | ||||
| Wellington Investment Advisors Holdings LLP | 4.2% | ||||
|
WESCO International, Inc.
13G/A
Amendment 2
WCC · 95082P105
|
7.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.4% | ||||
| Wellington Group Holdings LLP | 7.4% | ||||
| Wellington Investment Advisors Holdings LLP | 7.4% | ||||
| Wellington Management Company LLP | 5.8% | ||||
|
Trex Company, Inc.
13G/A
Amendment 1
TREX · 89531P105
|
8.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.0% | ||||
| Wellington Group Holdings LLP | 8.0% | ||||
| Wellington Investment Advisors Holdings LLP | 8.0% | ||||
| Wellington Management Company LLP | 6.8% | ||||
|
Ingevity Corporation
13G/A
Amendment 1
NGVT · 45688C107
|
4.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.2% | ||||
| Wellington Group Holdings LLP | 4.2% | ||||
| Wellington Investment Advisors Holdings LLP | 4.2% | ||||
|
IDEX Corporation
13G/A
Amendment 3
IEX · 45167R104
|
2.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 2.3% | ||||
| Wellington Group Holdings LLP | 2.3% | ||||
| Wellington Investment Advisors Holdings LLP | 2.3% | ||||
|
Helios Technologies, Inc.
13G/A
Amendment 1
HLIO · 42328H109
|
3.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.9% | ||||
| Wellington Group Holdings LLP | 3.9% | ||||
| Wellington Investment Advisors Holdings LLP | 3.9% | ||||
|
Crinetics Pharmaceuticals, Inc.
13G/A
Amendment 4
CRNX · 22663K107
|
7.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.8% | ||||
| Wellington Group Holdings LLP | 7.8% | ||||
| Wellington Investment Advisors Holdings LLP | 7.8% | ||||
| Wellington Management Company LLP | 7.4% | ||||
|
Shake Shack Inc.
13G/A
Amendment 2
SHAK · 819047101
|
4.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.3% | ||||
| Wellington Group Holdings LLP | 4.3% | ||||
| Wellington Investment Advisors Holdings LLP | 4.3% | ||||
|
Seacoast Banking Corporation of Florida
13G/A
Amendment 1
SBCF · 811707801
|
5.0%
Checked 5% or less
|
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.0% | ||||
| Wellington Group Holdings LLP | 5.0% | ||||
| Wellington Investment Advisors Holdings LLP | 5.0% | ||||
|
Dianthus Therapeutics, Inc.
13G/A
Amendment 1
DNTH · 252828108
|
4.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.8% | ||||
| Wellington Group Holdings LLP | 4.8% | ||||
| Wellington Investment Advisors Holdings LLP | 4.8% | ||||
|
Darden Restaurants, Inc.
13G/A
Amendment 1
DRI · 237194105
|
6.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.0% | ||||
| Wellington Group Holdings LLP | 6.0% | ||||
| Wellington Investment Advisors Holdings LLP | 6.0% | ||||
| Wellington Management Company LLP | 5.9% | ||||
|
Clean Harbors, Inc.
13G/A
Amendment 16
CLH · 184496107
|
6.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.8% | ||||
| Wellington Group Holdings LLP | 6.8% | ||||
| Wellington Investment Advisors Holdings LLP | 6.8% | ||||
| Wellington Management Company LLP | 5.5% | ||||
|
The Chefs' Warehouse, Inc.
13G/A
Amendment 2
CHEF · 163086101
|
8.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.3% | ||||
| Wellington Group Holdings LLP | 8.3% | ||||
| Wellington Investment Advisors Holdings LLP | 8.3% | ||||
| Wellington Management Company LLP | 7.0% | ||||
|
Century Communities, Inc.
13G/A
Amendment 1
CCS · 156504300
|
3.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.1% | ||||
| Wellington Group Holdings LLP | 3.1% | ||||
| Wellington Investment Advisors Holdings LLP | 3.1% | ||||
|
Coterra Energy Inc.
13G/A
Amendment 7
CTRA · 127097103
|
7.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.1% | ||||
| Wellington Group Holdings LLP | 7.1% | ||||
| Wellington Investment Advisors Holdings LLP | 7.1% | ||||
| Wellington Management Company LLP | 6.8% | ||||
|
Black Rock Coffee Bar, Inc.
13G/A
Amendment 1
BRCB · 092244102
|
0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
Archer-Daniels-Midland Company
13G/A
Amendment 1
ADM · 039483102
|
3.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.6% | ||||
| Wellington Group Holdings LLP | 3.6% | ||||
| Wellington Investment Advisors Holdings LLP | 3.6% | ||||
|
AAON, Inc.
13G/A
Amendment 2
AAON · 000360206
|
9.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 9.8% | ||||
| Wellington Group Holdings LLP | 9.8% | ||||
| Wellington Investment Advisors Holdings LLP | 9.8% | ||||
| Wellington Management Company LLP | 8.5% | ||||
|
Targa Resources Corp.
13G/A
Amendment 3
TRGP · 87612G101
|
7.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.0% | ||||
| Wellington Group Holdings LLP | 7.0% | ||||
| Wellington Investment Advisors Holdings LLP | 7.0% | ||||
| Wellington Management Company LLP | 6.6% | ||||
|
Spruce Biosciences, Inc
13G/A
Amendment 1
SPRB · 85209E208
|
3.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 3.6% | ||||
| Wellington Group Holdings LLP | 3.6% | ||||
| Wellington Investment Advisors Holdings LLP | 3.6% | ||||
|
ONE Gas, Inc.
13G/A
Amendment 1
OGS · 68235P108
|
4.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.2% | ||||
| Wellington Group Holdings LLP | 4.2% | ||||
| Wellington Investment Advisors Holdings LLP | 4.2% | ||||
|
NOW Inc.
13G/A
Amendment 1
DNOW · 67011P100
|
9.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 9.1% | ||||
| Wellington Group Holdings LLP | 9.1% | ||||
| Wellington Investment Advisors Holdings LLP | 9.1% | ||||
| Wellington Management Company LLP | 8.3% | ||||
|
Northpointe Bancshares, Inc.
13G/A
Amendment 2
NPB · 66661N886
|
13.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 13.1% | ||||
| Wellington Group Holdings LLP | 13.1% | ||||
| Wellington Investment Advisors Holdings LLP | 13.1% | ||||
| Wellington Management Company LLP | 13.1% | ||||
|
Malibu Boats, Inc.
13G/A
Amendment 2
MBUU · 56117J100
|
7.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.5% | ||||
| Wellington Group Holdings LLP | 7.5% | ||||
| Wellington Investment Advisors Holdings LLP | 7.5% | ||||
| Wellington Management Company LLP | 6.9% | ||||
|
MNTN, Inc.
13G/A
Amendment 3
MNTN · 55318A108
|
10.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 10.9% | ||||
| Wellington Group Holdings LLP | 10.9% | ||||
| Wellington Investment Advisors Holdings LLP | 10.9% | ||||
| Wellington Management Company LLP | 10.0% | ||||
|
Investar Holding Corporation
13G/A
Amendment 1
ISTR · 46134L105
|
7.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.0% | ||||
| Wellington Group Holdings LLP | 7.0% | ||||
| Wellington Investment Advisors Holdings LLP | 7.0% | ||||
| Wellington Management Company LLP | 7.0% | ||||
|
First Interstate BancSystem, Inc.
13G/A
Amendment 1
FIBK · 32055Y201
|
4.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.0% | ||||
| Wellington Group Holdings LLP | 4.0% | ||||
| Wellington Investment Advisors Holdings LLP | 4.0% | ||||
|
Ameresco, Inc.
13G/A
Amendment 4
AMRC · 02361E108
|
10.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 10.2% | ||||
| Wellington Group Holdings LLP | 10.2% | ||||
| Wellington Investment Advisors Holdings LLP | 10.2% | ||||
| Wellington Management Company LLP | 9.1% | ||||
|
Acadia Healthcare Company, Inc.
13G/A
Amendment 15
ACHC · 00404A109
|
9.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 9.9% | ||||
| Wellington Group Holdings LLP | 9.9% | ||||
| Wellington Investment Advisors Holdings LLP | 9.9% | ||||
| Wellington Management Company LLP | 9.6% | ||||
|
Icon Public Limited Company
13G/A
Amendment 1
ICLR · G4705A100
|
7.7% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 7.7% | ||||
| Wellington Group Holdings LLP | 7.7% | ||||
| Wellington Investment Advisors Holdings LLP | 7.7% | ||||
| Wellington Management Company LLP | 6.7% | ||||
|
Hamilton Insurance Group, Ltd.
13G/A
Amendment 2
HG · G42706104
|
6.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.2% | ||||
| Wellington Group Holdings LLP | 6.2% | ||||
| Wellington Investment Advisors Holdings LLP | 6.2% | ||||
| Wellington Management Company LLP | 5.3% | ||||
|
Wolverine World Wide, Inc.
13G
WWW · 978097103
|
5.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
|
Voya Financial, Inc.
13G
VOYA · 929089100
|
6.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.6% | ||||
| Wellington Group Holdings LLP | 6.6% | ||||
| Wellington Investment Advisors Holdings LLP | 6.6% | ||||
| Wellington Management Company LLP | 6.1% | ||||
|
Soleno Therapeutics, Inc.
13G/A
Amendment 1
SLNO · 834203309
|
8.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.6% | ||||
| Wellington Group Holdings LLP | 8.6% | ||||
| Wellington Investment Advisors Holdings LLP | 8.6% | ||||
| Wellington Management Company LLP | 8.3% | ||||
|
Power Integrations, Inc.
13G
POWI · 739276103
|
6.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.0% | ||||
| Wellington Group Holdings LLP | 6.0% | ||||
| Wellington Investment Advisors Holdings LLP | 6.0% | ||||
| Wellington Management Company LLP | 5.5% | ||||
|
Chord Energy Corporation
13G
CHRD · 674215207
|
6.7% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.7% | ||||
| Wellington Group Holdings LLP | 6.7% | ||||
| Wellington Investment Advisors Holdings LLP | 6.7% | ||||
| Wellington Management Company LLP | 6.1% | ||||
|
Mercantile Bank Corporation
13G
MBWM · 587376104
|
6.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.9% | ||||
| Wellington Group Holdings LLP | 6.9% | ||||
| Wellington Investment Advisors Holdings LLP | 6.9% | ||||
| Wellington Management Company LLP | 6.5% | ||||
|
Innovex International, Inc.
13G
INVX · 457651107
|
5.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
| Wellington Management Company LLP | 5.0% | ||||
|
Huntington Bancshares Incorporated
13G
HBAN · 446150104
|
6.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.4% | ||||
| Wellington Group Holdings LLP | 6.4% | ||||
| Wellington Investment Advisors Holdings LLP | 6.4% | ||||
| Wellington Management Company LLP | 6.0% | ||||
|
Freshpet, Inc.
13G
FRPT · 358039105
|
5.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
|
Crane NXT, Co.
13G/A
Amendment 2
CXT · 224441105
|
1.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 1.4% | ||||
| Wellington Group Holdings LLP | 1.4% | ||||
| Wellington Investment Advisors Holdings LLP | 1.4% | ||||
|
American Water Works Company, Inc.
13G
AWK · 030420103
|
5.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.8% | ||||
| Wellington Group Holdings LLP | 5.8% | ||||
| Wellington Investment Advisors Holdings LLP | 5.8% | ||||
| Wellington Management Company LLP | 5.8% | ||||
|
American International Group, Inc.
13G
AIG · 026874784
|
5.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
Stoke Therapeutics, Inc.
13G
STOK · 86150R107
|
5.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
Pinnacle Financial Partners, Inc.
13G
PNFP · 72348N109
|
6.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.0% | ||||
| Wellington Group Holdings LLP | 6.0% | ||||
| Wellington Investment Advisors Holdings LLP | 6.0% | ||||
| Wellington Management Company LLP | 5.9% | ||||
|
Omnicell, Inc.
13G
OMCL · 68213N109
|
6.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.0% | ||||
| Wellington Group Holdings LLP | 6.0% | ||||
| Wellington Investment Advisors Holdings LLP | 6.0% | ||||
| Wellington Management Company LLP | 5.2% | ||||
|
Jefferson Capital, Inc.
13G
JCAP · 47248R103
|
5.9% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.9% | ||||
| Wellington Group Holdings LLP | 5.9% | ||||
| Wellington Investment Advisors Holdings LLP | 5.9% | ||||
| Wellington Management Company LLP | 5.8% | ||||
|
First Western Financial, Inc.
13G
MYFW · 33751L105
|
5.3% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
|
Excelerate Energy, Inc.
13G/A
Amendment 3
EE · 30069T101
|
8.2% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 8.2% | ||||
| Wellington Group Holdings LLP | 8.2% | ||||
| Wellington Investment Advisors Holdings LLP | 8.2% | ||||
| Wellington Management Company LLP | 7.0% | ||||
|
Atlanticus Holdings Corporation
13G
ATLC · 04914Y102
|
5.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.1% | ||||
| Wellington Group Holdings LLP | 5.1% | ||||
| Wellington Investment Advisors Holdings LLP | 5.1% | ||||
|
Ares Management Corporation
13G
ARES · 03990B101
|
5.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.1% | ||||
| Wellington Group Holdings LLP | 5.1% | ||||
| Wellington Investment Advisors Holdings LLP | 5.1% | ||||
|
Flex Ltd.
13G
FLEX · Y2573F102
|
5.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.5% | ||||
| Wellington Group Holdings LLP | 5.5% | ||||
| Wellington Investment Advisors Holdings LLP | 5.5% | ||||
|
SK Telecom Co., Ltd.
13G
Y4935N104
|
5.4% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.4% | ||||
| Wellington Group Holdings LLP | 5.4% | ||||
| Wellington Investment Advisors Holdings LLP | 5.4% | ||||
|
ProMIS Neurosciences, Inc.
13G
PMN · 74346M505
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 10.0% | ||||
| Wellington Group Holdings LLP | 10.0% | ||||
| Wellington Investment Advisors Holdings LLP | 10.0% | ||||
| Wellington Management Company LLP | 10.0% | ||||
|
Methanex Corporation
13G
MEOH · 59151K108
|
5.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.8% | ||||
| Wellington Group Holdings LLP | 5.8% | ||||
| Wellington Investment Advisors Holdings LLP | 5.8% | ||||
| Wellington Management Company LLP | 5.2% | ||||
|
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP
13G
P2R268136
|
5.1% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 5.1% | ||||
| Wellington Group Holdings LLP | 5.1% | ||||
| Wellington Investment Advisors Holdings LLP | 5.1% | ||||
|
AAON, Inc.
13G/A
Amendment 3
AAON · 000360206
|
10.0% |
5/7/2026
Event 4/30/2026
|
|||
| Wellington Management Group LLP | 10.0% | ||||
| Wellington Group Holdings LLP | 10.0% | ||||
| Wellington Investment Advisors Holdings LLP | 10.0% | ||||
| Wellington Management Company LLP | 8.7% | ||||
|
Apellis Pharmaceuticals, Inc.
13G/A
Amendment 11
APLS · 03753U106
|
0.2% |
4/7/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 0.2% | ||||
| Wellington Group Holdings LLP | 0.2% | ||||
| Wellington Investment Advisors Holdings LLP | 0.2% | ||||
|
Smith Douglas Homes Corp.
13G/A
Amendment 3
SDHC · 83207R107
|
13.5% |
4/7/2026
Event 3/31/2025
|
|||
| Wellington Management Group LLP | 13.5% | ||||
| Wellington Group Holdings LLP | 13.5% | ||||
| Wellington Investment Advisors Holdings LLP | 13.5% | ||||
| Wellington Management Company LLP | 13.1% | ||||
|
Amplitude, Inc.
13G
AMPL · 03213A104
|
10.7% |
4/7/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 10.7% | ||||
| Wellington Group Holdings LLP | 10.7% | ||||
| Wellington Investment Advisors Holdings LLP | 10.7% | ||||
| Wellington Management Company LLP | 8.8% | ||||
|
Amplitude, Inc.
13G
AMPL · 03213A104
|
10.7% |
4/7/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 10.7% | ||||
| Wellington Group Holdings LLP | 10.7% | ||||
| Wellington Investment Advisors Holdings LLP | 10.7% | ||||
| Wellington Management Company LLP | 8.8% | ||||