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 Oct. 9 through Oct. 15, 2025. Source: VerityData

Activist Filings

Dayforce (DAY) T. Rowe Price Associates filed an initial 13D regarding its stake in the human-resources technology company, shifting to the stance of an activist investor from previous disclosures in a passive 13G. In the latest filing, T. Rowe reported that it sold 3,511,009 Dayforce shares from Aug. 5 through Sept. 29 at per share prices of $49.92 to $69.77 but offset those sales through the purchase of 2,179,912 Dayforce shares from Aug. 4 to Sept. 26 at $50 to $69.73.

On Aug. 21, Dayforce entered into a definitive agreement to be acquired by Thoma Bravo for $12.3 billion, in which Dayforce will go private and shareholders will receive $70 per share in cash. That represents a 32% premium to the stock's closing price on Aug. 15.

T. Rowe Price issued an open letter to Dayforce's board on Oct. 8, outlining its opposition to the deal and highlighting its view that the stock has been pressured by misplaced short-term pessimism on the sector as a whole. Following the latest activity, T. Rowe continues to own 24,801,614 Dayforce shares, equal to 15.5% of those outstanding. Shares have lost roughly 4.4% of their value in 2025.

Increases in Holdings

Scholar Rock Holding (SRRK) Samsara BioCapital raised its stake in the biopharma company to 6,991,553 shares. Samsara did so through the purchase of 500,439 Scholar Rock shares from Oct. 3 to Oct. 6 at per share prices of $35.14 to $39.84, of which 276,578 shares were purchased through a privately negotiated transaction with a related fund for $37.44 apiece on Oct. 3. Following the latest purchases, Samsara owns 7.2% of Scholar Rock's outstanding stock. Shares have lost about 26.3% of their value in 2025.

Core Scientific Holding (CORZ) Two Seas Capital raised its stake in the Bitcoin mining and AI company to 19,902,624 shares. Two Seas did so through the purchase of 3,252,082 Core Scientific shares from Aug. 13 to Oct. 7 at per share prices of $13.45 to $17.96, but offset those purchases through the sale of 150,000 shares on Sept. 9 for $14.76 apiece.

On July 7, Core Scientific entered into a definitive agreement to be acquired by CoreWeave in a $9 billion all-stock deal, in which shareholders would receive $20.40 per share. Two Seas has expressed its intent to vote against the merger at the upcoming special meeting. Following the latest activity, Two Seas owns 6.5% of Core Scientific's outstanding stock. Shares of Core Scientific have gained roughly 36% in value in 2025.

Decreases in Holdings

Insight Enterprises(NSIT) ValueAct Capital reduced its stake in the enterprise IT company to 2,101,739 shares. ValueAct did so through the sale of 380,000 Insight shares from Sept. 19 to Oct. 9 at per share prices of $108.29 to $119.43. Following the latest sales, ValueAct continues to own 6.7% of Insight's outstanding stock. Shares of Insight have lost roughly 27.7% of their value in 2025.

Email: editors@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

October 17, 2025 18:15 ET (22:15 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.