DFX Intelligence
Signals
The change tapeAbout the change tapeThe snapshot is useful; the changes are what matter. Every event has an effective date, the date we observed it, a source and an evidence class. Not every event is equally significant: a 13F position change is routine, a new CIO or a first direct deal in a new sector is not.Most important first: the score every DFX event list shares, from the size of the change, how recent it is, what kind of change it is, the strength of its evidence and whether it is the first of its kind for the office, over the last 180 days. The same change reported several ways folds into one line. Latest observed lists the whole tape by the day DFX saw each row.
41 events match
- Effective8 Apr 2026Direct investmentKPThree Capital LLC invested in KPET Ultra Paceline Corporation
Evidence
- Confidence
- 85%
- Evidence
- Quote: The offering consisted of 20m units at US$10.00 per unit, with each unit consisting of one Class A ordinary share and one-sixth of one redeemable warrant
- Effective3 Sep 2026Direct investmentForis Ventures invested in SunPower Inc. (formerly Complete Solaria)
Evidence
- Confidence
- 85%
- Evidence
- Quote: today announced it has raised $26.2 million in an equity private placement round, which was funded mainly by investors from Sand Hill Road
- Effective10 Sep 2026Portfolio exit2 eventsDPC: portfolio exit, 2 events, on 10 Sep 2026
- Dunes Point Capital, LP Announces the Sale of NextGen Security LLC
- DPC exited NextGen Security LLC
- Effective17 Jun 2026Direct investmentLupine Crest Capital invested in Orizon Valorizacao de Residuos
Evidence
- Confidence
- 85%
- Evidence
- Quote: With this investment, Lupine Crest's total investment in Orizon rises to R$125 million (approximately $25 million USD).
- Effective6 Apr 2026Direct investmentMasGroup invested in Superior Roofing LLC
Evidence
- Confidence
- 85%
- Evidence
- Quote: The investor group includes MasGroup, BaseCamp Equity, Plexus Capital and Randy Paulson.
- Effective8 Aug 2026Direct investmentRaptor Group invested in Moove
Evidence
- Confidence
- 85%
- Evidence
- Quote: Other participants included BlueCrest Capital Management, Sona Asset Management and The Raptor Group.
- Effective27 May 2026Direct investmentEnceladus Partners invested in Major Turbine Pump & Supply
Evidence
- Confidence
- 85%
- Evidence
- Quote: Enceladus Partners Announces Strategic Investment in Major Turbine Pump & Supply
- Effective7 May 2026Direct investmentGreater Sum Ventures invested in Tapin2
Evidence
- Confidence
- 85%
- Evidence
- Quote: The acquisition brings together two category leaders delivering modern point-of-sale and mobile ordering solutions for stadiums, arenas, and live entertainment venues.
- Effective1 May 2026Direct investmentThiel Capital invested in Panthalassa
Evidence
- Confidence
- 85%
- Evidence
- Quote: In May 2026, Thiel led a $140 million Series B for the ocean technology company through Thiel Capital.
- Effective23 Apr 2026Direct investmentVP Capital invested in Affix Labs Group B.V.
Evidence
- Confidence
- 85%
- Evidence
- Quote: Affix Labs Group B.V., a Dutch Green Chemtech startup, has closed a €1 million funding round led by VP Capital and Oost NL.
- Effective13 Apr 2026Direct investmentQuantum Pacific invested in Los Gallos SailGP Team
Evidence
- Confidence
- 85%
- Evidence
- Quote: We are delighted to welcome Los Gallos into the Quantum Pacific family.
- Effective2 Jun 2026Portfolio exitWiley Acquires Emerald from Cambridge Information Group for $452 million
Evidence
- Confidence
- 85%
- Evidence
- Quote: Wiley is the ideal partner for Emerald's next chapter, with the scale, capabilities, and strategic vision to further expand its reach and influence across the global research community.
- Effective2 Jun 2026Portfolio exitCIG exited Emerald Group Publishing
Evidence
- Confidence
- 85%
- Evidence
- Quote: On June 10, 2022, CIG acquired Qatar-funded publisher Emerald Group Publishing
- Effective4 Aug 2026Direct investmentTarte Family Office invested in Utility Research Associates (URA) (add-on to Genergy)
Evidence
- Confidence
- 85%
- Evidence
- Quote: The acquisition is supported by the Tarte Family Office ( https://tartecapital.com/ ), Genergy's strategic financial partner.
- Effective21 Jul 2026Direct investmentMSD Capital, L.P. invested in Hilo (Aktiia)
Evidence
- Confidence
- 85%
- Evidence
- Quote: The round included new investment from Dell Family Office, the family investment office of Michael Dell, Founder, Chairman and CEO of Dell Technologies, alongside continued support from existing backers,
- Effective24 Jun 2026Direct investmentDauntless Investment Group, LLC invested in Azitra, Inc. (pre-funded and common warrants; 9.58% holder)
Evidence
- Confidence
- 85%
- Evidence
- Quote: (a) Amount beneficially owned: 5,804,636 (b) Percent of class: 9.58%
- Effective10 Jun 2026Direct investmentDuquesne Family Office LLC invested in SonoThera
Evidence
- Confidence
- 85%
- Evidence
- Quote: existing investors ARCH Venture Partners, Alexandria Venture Investments, Duquesne Family Office, Illumina Ventures,
- Effective25 Aug 2026Portfolio add-on acquisitionPortfolio company Ursa Major Technologies to go public via SPAC
Evidence
- Confidence
- 85%
- Evidence
- Quote: Ursa Major Technologies to Go Public via SPAC
- Effective7 May 2026Direct investment2 eventsApeiron Investment Group: direct investment, 2 counterparties, on 7 May 2026
- Christian Angermayer's Family Office invested in Enhanced Group Inc. working capital note (up to $20.0M line of credit)
- Christian Angermayer's Family Office invested in Enhanced Group Inc. (Enhanced Ltd. de-SPAC with A Paradise Acquisition Corp.)
- Effective1 Apr 2026Direct investmentSoros Fund Management LLC invested in MeidasTouch Network
Evidence
- Confidence
- 85%
- Evidence
- Quote: The outlet shared that the investment round was led by Soros Fund Management, as well as a group of other U.S.-based investors.
- Effective1 Jul 2026Direct investmentThiel Capital invested in Etched
Evidence
- Confidence
- 85%
- Evidence
- Quote: Etched: startup that makes inference chips for LLMs, founded by three Thiel Fellows. It is valued at $21bn and shipped its first hardware rack in July 2026.
- Effective14 Apr 2026Direct investment2 eventsStephens Group, LLC: direct investment, 2 counterparties, on 14 Apr 2026
- The Stephens Group invested in Aptus Aero (industrial products and services, acquisition)
- Stephens Group, LLC invested in Aptus Aero, LLC (platform; acquired Atlas Aerospace Accessories)
- Effective19 May 2026Portfolio exit2 eventsStephens Group, LLC: portfolio exit, 2 events, on 19 May 2026
- Stephens Group, LLC exited IMA Financial Group, Inc.
- The Stephens Group exited IMA Financial Group (equity recapitalization)
- Effective30 Jul 2026Portfolio add-on acquisitionTPD Design House joins the Tarte Family Office after Chapter 11 sale; Evan Tarte joins as CFO
Evidence
- Confidence
- 85%
- Evidence
- Quote: Alongside the transaction, Evan Tarte has joined TPD as Chief Financial Officer, overseeing a comprehensive enhancement of the agency’s financial controls
- Effective11 Aug 2026Direct investmentDuquesne Family Office LLC invested in Epicrispr Biotechnologies
Evidence
- Confidence
- 85%
- Evidence
- Quote: Oversubscribed financing co-led by Octagon Capital and Janus Henderson Investors, with participation from Fidelity Management & Research Company, Cormorant Asset Management, Duquesne Family Office, Sanofi Ventures,
- Effective31 Jul 2026Direct investmentDuquesne Family Office LLC invested in Ratio Therapeutics
Evidence
- Confidence
- 85%
- Evidence
- Quote: The financing included strong participation from existing investors Duquesne Family Office and Bristol Myers Squibb, along with new investors Catalio Capital Management, Eli Lilly and Company, and Wasatch Group.
- Effective7 Jul 2026Direct investmentStephens Group, LLC invested in Frontline Global Services, Inc. (add-on to Astro Pak)
Evidence
- Confidence
- 85%
- Evidence
- Quote: The transaction marks Astro Pak’s third acquisition under Stephens Group.
- Effective17 Jun 2026Direct investmentStephens Group, LLC invested in E.M.C. Aerospace, Inc. (add-on to Aptus Aero)
Evidence
- Confidence
- 85%
- Evidence
- Quote: The transaction marks Aptus Aero’s second acquisition, following its acquisition of Atlas Aerospace Accessories, LLC earlier this year.
- Effective15 Jun 2026Direct investmentChristian Angermayer's Family Office invested in Enhanced Group Inc. (NYSE: ENHA) $50M PIPE
Evidence
- Confidence
- 85%
- Evidence
- Quote: Financing Led by Christian Angermayer’s Family Office Apeiron Investment Group
- Effective3 Jun 2026Direct investmentStephens Group, LLC invested in Purepass Services, Inc. (add-on to Astro Pak)
Evidence
- Confidence
- 85%
- Evidence
- Quote: The transaction marks Astro Pak’s second acquisition under Stephens Group.
- Effective9 Apr 2026Direct investmentSFM leads MeidasTouch Network's first strategic investment round
Evidence
- Confidence
- 85%
- Evidence
- Quote: The outlet shared that the investment round was led by Soros Fund Management, as well as a group of other U.S.-based investors.
- Effective3 Jun 2026Portfolio add-on acquisitionAstro Pak acquired Purepass Services (Hamilton, Ontario)
Evidence
- Confidence
- 90%
- Evidence
- Quote: Astro Pak LLC ("Astro Pak"), a portfolio company of The Stephens Group, LLC ("Stephens Group"), is pleased to announce its acquisition of Purepass Services, Inc.
- Effective4 Aug 2026Portfolio add-on acquisitionGenergy acquires Utility Research Associates, supported by Tarte Family Office
Evidence
- Confidence
- 85%
- Evidence
- Quote: today announced the acquisition of Utility Research Associates (URA) , one of the Northeast's most respected providers of utility billing, utility data management, and sub-metering services
- Effective7 Jul 2026Portfolio add-on acquisition2 eventsStephens Group, LLC: portfolio add-on acquisition, 2 events, on 7 Jul 2026
- Astro Pak acquires Frontline Global Services (third add-on)
- Astro Pak (Stephens Group portfolio company) acquired Frontline Global Services
- Effective17 Jun 2026Portfolio add-on acquisition2 eventsStephens Group, LLC: portfolio add-on acquisition, 2 events, on 17 Jun 2026
- Aptus Aero acquires E.M.C. Aerospace
- Aptus Aero (Stephens Group platform) acquired E.M.C. Aerospace
most important first, last 180 days; every subject.