Investment Advice - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2024-04-22 13D/A STEP / StepStone Group Inc. Brem Monte M 50,853,374 48.00 -1.73
2024-04-17 13D/A STEP / StepStone Group Inc. Newhall Charles Ashton 3,180,528 4.85 -5.99
2024-04-11 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-04-09 13D/A STEP / StepStone Group Inc. Brem Monte M 51,751,225 48.90 3.64
2024-04-03 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 17,590,406 25.10 -3.70
2024-03-11 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 16,103,315 29.60 -10.66
2024-03-05 13D/A CG / The Carlyle Group Inc. Carlyle Group Management L.L.C. 140,827,506 39.00 -4.86
2024-03-04 13D/A TPG / TPG Inc. Tpg Gp A, Llc 266,652,605 74.80 -0.50
2024-02-29 13D/A VCTR / Victory Capital Holdings, Inc. Brown David Craig 9,312,676 14.00 -15.16
2024-02-28 13D/A TPG / TPG Inc. Tpg Gp A, Llc 268,004,300 75.20 -5.80
2024-02-27 13D/A STEP / StepStone Group Inc. Brem Monte M 49,935,484 48.30 -1.50
2024-02-22 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-02-21 13D/A STEP / StepStone Group Inc. Lim James 6,317,455 9.80 -8.77
2024-02-20 13D/A APO / Apollo Global Management, Inc. Heritage Trust u/a/d 11/12/2018 32,643,280 5.80 22.52
2024-02-20 13D/A APO / Apollo Global Management, Inc. Black Leon D 44,604,773 7.90 -15.48
2024-02-14 13D/A STEP / StepStone Group Inc. Newhall Charles Ashton 3,383,205 5.30 -16.45
2024-02-14 13D/A STEP / StepStone Group Inc. Brem Monte M 50,694,304 49.10 -1.29
2024-02-09 13D/A STEP / StepStone Group Inc. Brem Monte M 51,357,377 49.80 0.00
2024-02-09 13D/A APAM / Artisan Partners Asset Management Inc. Colson Eric R 8,788,543 12.30 -8.22
2024-02-07 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 14.00 0.00
2024-02-01 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 14.00 0.00
2024-01-24 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 14.00 -1.36
2024-01-10 13D/A STEP / StepStone Group Inc. Brem Monte M 51,357,377 49.80 -1.07
2023-12-21 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-12-13 13D WHG / Westwood Holdings Group, Inc. Hoak Public Equities, LP 625,000 6.80
2023-12-04 13D/A TPG / TPG Inc. Tpg Gp A, Llc 284,491,664 80.30 -0.09
2023-11-30 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-11-29 13D/A WHG / Westwood Holdings Group, Inc. JCP Investment Management, LLC 226,490 2.50 -58.29
2023-11-22 13D/A WHG / Westwood Holdings Group, Inc. JCP Investment Management, LLC 543,066 5.90 -33.14
2023-11-14 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-11-06 13D VINP / Vinci Compass Investments Ltd. Ares Management GP LLC 7,354,020 15.30
2023-11-02 13D TPG / TPG Inc. Tpg Gp A, Llc 284,744,152 80.40 22.34
2023-10-23 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-10-17 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 18,265,524 26.10 0.00
2023-10-13 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 18,265,524 26.10 -4.54
2023-10-06 13D/A CG / The Carlyle Group Inc. Carlyle Group Management L.L.C. 148,024,670 41.00 -2.70
2023-09-21 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-07-18 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-07-03 13D/A STEP / StepStone Group Inc. Newhall Charles Ashton 4,049,179 6.40 -16.92
2023-07-03 13D/A STEP / StepStone Group Inc. Lim James 6,924,973 11.00 -11.37
2023-06-26 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-06-12 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-06-08 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 0.00
2023-06-02 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,786,690 14.00 -9.39
2023-06-02 13D/A IVZ / Invesco Ltd. Trian Fund Management, L.p. 33,940,096 7.41 -2.78
2023-06-02 13D/A JHG / Janus Henderson Group plc Trian Fund Management, L.p. 31,867,800 19.24 0.00
2023-04-20 13D/A WHG / Westwood Holdings Group, Inc. JCP Investment Management, LLC 812,203 8.80 -5.60
2023-03-24 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 18,023,993 33.20 -2.63
2023-03-23 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 19,133,592 27.40 -5.46
2023-03-10 13D/A STEP / StepStone Group Inc. Brem Monte M 51,912,319 51.10 -2.27