Increases in Holdings

Treehouse Foods $(THS)$

Jana Partners raised its stake in the packaged-food-and-beverage producer to 5,490,064 shares. Jana did so through the purchase of 566,589 Treehouse shares from May 8 through May 12, 2025, at per share prices ranging from $21.85 to $23.10. Following the latest purchases, Jana owns 10.9% of Treehouse's outstanding stock. Shares of Treehouse have lost more than a third of their value in 2025.

GeneDx Holdings (WGS)

CMLS Holdings increased its stake in the health-intelligence company to 4,096,095 shares. CMLS did so through the purchase of 434,848 GeneDx shares from May 2 through May 6, 2025, at per share prices ranging from $62.45 to $65.37. Following the latest purchases, CMLS continues to own 14.2% of GeneDx's outstanding stock. Shares of GeneDx have lost roughly 25.3% of their value in 2025.

Edgewise Therapeutics $(EWTX)$

OrbiMed Advisors raised its stake in the clinical-stage pharmaceutical firm to 15,252,867 shares. OrbiMed did so through the purchase of 496,771 Edgewise shares on April 3, 2025, at a price of $20.13 per share. Following the latest purchases, OrbiMed continues to own 14.5% of Edgewise's outstanding stock. Shares of Edgewise have lost roughly 46.2% of their value since the beginning of this year.

Decreases in Holdings

SLM $(SLM)$

Impactive Capital lowered its stake in the student-loan lender to 9,193,975 shares. Impactive Capital did so through the sale of 2,225,424 SLM shares from March 25 through May 7, 2025, at per share prices ranging from $25.35 to $31.46. Following the latest sales, Impactive Capital continues to own 4.4% of SLM's outstanding stock, placing Impactive Capital below the 5% threshold that would require it to report further sales. Shares have gained approximately 23% since the beginning of this year.

Insight Enterprises (NSIT)

ValueAct Capital reduced its stake in the enterprise information-technology company to 3,461,739 shares. ValueAct Capital did so through the sale of 600,000 Insight Enterprises shares on May 8, 2025, for $130.94 per share. Following the sale, ValueAct Capital continues to own 10.8% of Insight Enterprises' outstanding stock. Shares of Insight Enterprises have lost about 9.1% since the beginning of this year.

Dun & Bradstreet Holdings $(DNB)$

Cannae Holdings lowered its stake in the business data and analytics provider to 60,048,691 shares. Cannae Holdings did so through the sale of nine million Dun & Bradstreet shares on May 8, 2025, for $8.95 per share. Following the sale, Cannae Holdings continues to own 13.5% of Dun & Bradstreet's outstanding stock. Shares of Dun & Bradstreet have lost approximately 27.4% of their value since the beginning of this year.

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(END) Dow Jones Newswires

May 16, 2025 17:55 ET (21:55 GMT)

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