Senpoint Partners · Services
Stock Surveillance
Go beyond your filings. Know who owns your shares. An M&A and Activism specialized service.
Form 13F ownership reports are filed quarterly, up to 45 days after quarter-end. We help companies identify who owns their shares and keep that profile current as investors build, reduce or exit positions. We track new holders and changes in existing positions, connecting ownership developments to shareholder engagement, activism preparedness and vote planning.
Stock surveillance that informs the next step.
Our surveillance team works directly with your advisory group, bringing an understanding of the situation to its analysis. We go beyond reporting ownership data to explain what matters and why.
A changing shareholder register raises critical questions: who is building a position, who is reducing exposure and how might those changes affect an upcoming vote? We connect those developments to the decisions your team needs to make.
Our vote-identification work also provides insight into custodial holdings, adding another layer to our ownership analysis and helping us build a clearer picture of the shareholder base.
Scope of work
How we help
We shape the engagement around your shareholder base and the decisions ahead.
Shareholder identification
Identify institutional shareholder shifts and activist accumulations. Update ownership profiles as new holders emerge and existing positions change.
Accumulation and movement
Track investors building, reducing or exiting positions, and flag changes in ownership or concentration that warrant closer attention.
Situation analysis
Consider ownership developments in the context of activism, a transaction or an upcoming shareholder vote.
Engagement intelligence
Use ownership findings to inform shareholder outreach, record-date planning and solicitation strategy.
Our approach
Shareholder insight. Strategic advantage.
Establish the ownership picture
Identify current holders and establish an ownership picture around the questions your team needs to answer.
Monitor the changes
Update the ownership picture throughout the engagement, identifying new holders and tracking changes in existing positions.
Connect insight to action
Explain the implications for planning and outreach, coordinating with the broader advisory team.
Experienced partners lead the engagement and remain involved throughout strategy and execution. We work alongside your counsel and advisors, providing candid assessments of the shareholder base and the options available.
Need a clearer view of your shareholder base?
Tell us what you are seeing and what decisions are ahead. We can help you focus the ownership analysis.