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Satellites and SAAS

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌Phreesia $PHR — Pale Fire Capital SE purchased $10.46 Million via Form 4.

An eye catching buy in a stock down over 70% in 6 months and pushing all-time lows.

📌Telesat $TSAT — GAMCO Investors increased its 13D stake from 12.43% to 17.37%.

Value-focused investor continuing to build its position in the microcap satellite operator as it pushes multi-year highs.

Here’s The Hot Corner, with data from April 2, 2026:

📌Target Hospitality $TH — Private Capital Management increased its 13G stake from 4.51% to 5.09%.

Marginal add in a stock completing one of the biggest SPAC bases in the entire market.

📌Wix.com $WIX — Millennium Management increased its 13G stake from 1.06% to 5.20%.

Large institutional push in the former SAAS leader caught i n the middle of the AI disruption fears.