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 June 25 to July 1, 2026. Source: InsiderScore.com

Activist Filings

Alkami Technology(ALKT) JANA Partners Management raised its stake in the digital banking software company to 6,747,707 shares. JANA Partners did so through the purchase of 1,408,319 Alkami Technology shares from June 22 through June 26 at per share prices ranging from $14.28 to $16.46, and slightly offset those purchases through the sale of 92,000 shares from May 7 through May 8 at $17.34 to $17.84.

JANA also said it intends to engage the board on corporate governance, board leadership, and on exploring a sale of the company.

Following the latest activity, JANA Partners now owns a 6.3% stake in Alkami Technology's outstanding stock. Shares of Alkami Technology have lost approximately 16.1% of their value since the beginning of the year.

Smith & Nephew(SNN) Cevian Capital II raised its stake in the medical device maker to 110,804,501 shares. Cevian Capital II did so through the purchase of 9,757,713 Smith & Nephew shares from June 4 through June 24 at per share prices ranging from $14.76 to $15.15.

Following the latest purchases, Cevian Capital II continues to own a 13.1% stake in Smith & Nephew's outstanding stock. Shares of Smith & Nephew have lost approximately 11.4% of their value since the beginning of this year.

Decreases in Holdings

Navigator Holdings(NVGS) BW Group lowered its stake in the liquefied gas shipping company to 6,089,011 shares. BW Group did so through the sale of 801,737 Navigator Holdings shares from May 20 through June 24 at per share prices ranging from $21.46 to $24.29.

Following the latest sales, BW Group continues to own a 9.9% stake in Navigator Holdings' outstanding stock. Shares of Navigator Holdings have gained roughly 8.3% in value since the beginning of the year.

Diebold Nixdorf(DBD) Millstreet Capital Management reduced its stake in the financial and retail technology company to 4,204,432 shares. Millstreet Capital did so through the sale of 500,006 Diebold Nixdorf shares from June 8 through June 25 at per share prices ranging from $82.06 to $85.06.

Following the latest sales, Millstreet Capital Management continues to own a 12.1% stake in Diebold Nixdorf's outstanding stock.

Shares of Diebold Nixdorf have gained approximately 36.2% in value since the beginning of this year.

Kymera Therapeutics(KYMR) BVF Partners lowered its stake in the clinical-stage biopharmaceutical company to 5,237,151 shares. BVF Partners did so through the sale of 1,630,658 Kymera Therapeutics shares on June 26 at a price of $106.50 per share.

Following the latest sale, BVF Partners continues to own a 6.3% stake in Kymera Therapeutics' outstanding stock. Shares of Kymera Therapeutics have gained roughly 59.3% in value since the beginning of the year.

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