SEC filing

Investment manager Conestoga Capital sold $45.7M of SPS Commerce shares in Q1 2026, nearly exiting position as stock plunges 59.8% annually.

SpaceX targets $75B IPO at $1.75-$2T valuation with June launch. SEC filing confirms timeline through post-IPO lockup expiration.

Jianpu Technology files 2025 annual report with SEC, disclosing financial details for its Rong360 fintech platform operating in China.

BlackRock and State Street challenge Invesco's $372.5B Nasdaq-100 ETF monopoly with new filings, reshaping competition in passive investing.

Delta Wealth Advisors purchases $2.8M in Treasury ETF shares, making it the firm's largest holding at 10.7% of assets under management.

My Personal CFO reduced its Stagwell position by 500,882 shares worth $2.8M in Q1 2026, capitalizing on 50% stock swing.

Retirement Guys Formula acquires $3.72M stake in JPMorgan International Value ETF, signaling renewed confidence in overseas equities after strong outperformance.

Pasadena Private Wealth added $14M to Bluerock Real Estate Fund, boosting stake to 4.4% of AUM. Fund offers 9% yield and 13.1% tax-equivalent return.

Uber's 11.5% stake in Lucid signals confidence in EV partnership, but the automaker faces ongoing profitability challenges and 33% year-to-date losses.

Centennial Wealth Advisory increased First Trust Growth Strength ETF stake by 91,927 shares to $7.38M in Q1 2026, representing 1.79% of AUM.

AI chipmaker Cerebras revived IPO plans after securing $850M credit facility and landing major partnerships with OpenAI and Amazon, targeting Nasdaq debut under $CBRS ticker.

Clark Asset Management invested $3.48M in BSCU bond ETF to lock in 4.55% yields through strategic bond laddering approach.

ORSER Capital Management sold $3M of Workiva shares in Q1 2026, reducing conviction amid 33% YTD decline. Stock now trades at depressed valuation multiples.

$SRXH acquires Compass shares, boosts Opendoor investment, files merger form with EMJ Crypto; reports 8% treasury gains, 3.5% hedging returns.

Pennsylvania investment advisor Planning Directions acquires $4.66M stake in iShares short-duration bond ETF, signaling institutional confidence in fixed-income yields.

Marshall Financial Group established $12.45M position in SPDR Bridgewater All Weather ETF ($ALLW), representing 1.99% of assets, signaling growing institutional demand for diversified, risk-balanced strategies.

Community Trust & Investment Company adds 122,541 shares of Community Trust Bancorp, increasing stake to 2.09M shares worth $126.79M amid strong 45.8% annual gains.

Market Street Wealth Management increased DFGX holdings by $3.5M, raising position to $37.62M (5.93% of AUM), representing 9.7% quarterly growth.

Azul Brazilian Airlines filed its 2025 Form 20-F annual report with the SEC on April 2, 2026, disclosing full-year financial and operational performance for shareholder review.

LyondellBasell announces digital proxy materials for May 2026 shareholder meeting, with April 24 record date and streamlined five-day mailing timeline.