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Bay Pond reports 3.76% stake in Investar Holding (ISTR) filing amended

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Investar Holding Corporation Schedule 13G/A amendment shows Bay Pond Partners, L.P. beneficially owns 517,534 shares of common stock, representing 3.76% of the class. The filing lists shared voting and dispositive power for 517,534 shares and is signed 05/15/2026.

Positive

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Negative

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Insights

Institutional holder reports a 3.76% stake with shared control over 517,534 shares.

Bay Pond Partners, L.P. is recorded as beneficial owner of 517,534 shares, holding shared voting and shared dispositive power over the same amount. The filing is an Amendment No. 1 to a Schedule 13G/A.

Share count and 05/15/2026 signature provide the position snapshot; subsequent filings would show any position changes.

Filing is an amended beneficial-ownership disclosure under Section 13.

The Schedule 13G/A format and the Amendment No. 1 label indicate an update to a previously filed passive-investor disclosure. The record shows shared voting/dispositive authority of 517,534 shares and a 3.76% class stake.

Qualifying language and signature date (05/15/2026) are included; no transaction details or changes in status are asserted in the excerpt.

Beneficial ownership 517,534 shares reported in Schedule 13G/A amendment
Percent of class 3.76% percent of common stock reported
Shared voting power 517,534 shares as filed in Item 4(ii)
Shared dispositive power 517,534 shares as filed in Item 4(iv)
Sole voting/dispositive power 0 shares as filed in Item 4(i) and 4(iii)
Schedule 13G/A regulatory
"Amendment No. 1 Schedule 13G/A amendment reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership regulatory
"Amount beneficially owned: 517,534 (b) Percent of class: 3.76 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Dispositive power regulatory
"Shared Dispositive Power 517,534.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Shared voting power regulatory
"Shared Voting Power 517,534.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.





46134L105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Bay Pond Partners, L.P.
Signature:Ihsan Speede
Name/Title:Authorized Person
Date:05/15/2026

Comments accompanying signature: Wellington Alternative Investments LLC; Its General Partner Signature: Ihsan Speede Name/Title: Authorized Person Date: 05/15/2026

FAQ

What stake does Bay Pond Partners report in ISTR?

Bay Pond Partners, L.P. reports beneficial ownership of 517,534 shares, equal to 3.76% of Investar Holding Corporation's common stock. The filing shows shared voting and dispositive power over the same 517,534 shares.

When was the Schedule 13G/A amendment signed for ISTR?

The amendment is signed and dated 05/15/2026. The signature block lists Ihsan Speede as an authorized person and references Wellington Alternative Investments LLC and Wellington Management Company LLP as related parties in the filing.

Does the filing show who holds sole voting power for these shares?

No; the filing reports 0 shares of sole voting power and 517,534 shares of shared voting power. It attributes shared voting and shared dispositive authority to Bay Pond Partners, L.P.

Is this a purchase or sale disclosure in the Schedule 13G/A for ISTR?

This Schedule 13G/A amendment reports beneficial ownership and control attributes; it does not describe a specific purchase or sale transaction. The excerpt lists position and voting/dispositive powers without transaction details.

What address is listed for the filer in the ISTR Schedule 13G/A?

The filer Bay Pond Partners, L.P. is listed c/o Wellington Management Company LLP at 280 Congress Street, Boston, MA 02210. The issuer address is given as 10500 Coursey Blvd, Baton Rouge, LA 70816.