These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Jan. 22 through Jan. 28, 2026. Source: VerityData
Original Filings
Elastic(ESTC) Pictet Asset Management disclosed a new position in the data analytics software company of 5,288,262 shares. Pictet Asset Management reported that it purchased 776,873 Elastic shares from Nov. 25, 2025, through Jan. 23, 2026, at per share prices ranging from $69.53 to $76.42, then slightly offset those purchases through the sale of 28,134 Elastic shares from Dec. 1 through Jan. 16 at $71.09 to $78.55. Following the latest activity, Pictet Asset Management owns an initial 5% stake in Elastic's outstanding stock. Shares of Elastic have gained just 1.8% in value since the beginning of this year.
Increases in Holdings
Acadia Healthcare$(ACHC)$ Khrom Capital and affiliates raised their stake in the behavioral healthcare services company to 8,131,537 shares. Khrom Capital did so through the purchase of 986,298 Acadia Healthcare shares from Nov. 25, 2025, through Jan. 21, 2026, at per share prices ranging from $11.61 to $15.38. Following the latest purchases, Khrom Capital continues to own an 8.8% stake in Acadia Healthcare's outstanding stock. Shares of Acadia Healthcare have lost roughly 6.9% of their value since the beginning of this year.
Decreases in Holdings
Rogers $(ROG)$ Starboard Value lowered its stake in the engineered products and materials company to 599,328 shares. Starboard Value did so through the sale of 604,129 Rogers shares from Jan. 2 through Jan. 23 at per share prices ranging from $91.86 to $100.26. Following the latest sales, Starboard Value continues to own 3.3% of Rogers' outstanding stock, placing Starboard below the 5% threshold that would require it to report further sales. Shares of Rogers have gained approximately 4.8% in value in 2026.
Apogee Therapeutics (APGE) Fairmount Funds Management reduced its stake in the clinical-stage biotechnology company to 6,047,027 shares. Fairmount Funds did so through the sale of 1,750,000 Apogee Therapeutics shares through a block sale on Jan. 22 at a price of $76.30 per share. Following the latest sale, Fairmount Funds Management continues to own 9.99% of Apogee Therapeutics' outstanding stock. Shares of Apogee have lost roughly 6.5% of their value in 2026.
Cogent Biosciences (COGT) Fairmount Funds Management lowered its stake in the clinical-stage biotechnology company to 16,261,918 shares. Fairmount Funds did so through the sale of 3.5 million Cogent Biosciences shares via a block sale on Jan. 22 at a price of $36.40 per share. Following the latest sale, Fairmount Funds Management continues to own 9.9% of Cogent Biosciences' outstanding stock. Shares of Cogent Biosciences have gained approximately 10.1% in value in 2026.
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(END) Dow Jones Newswires
January 30, 2026 19:39 ET (00:39 GMT)
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