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Fourthstone discloses 7.09% Investar Holding (ISTR) stake in Schedule 13G

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

Rhea-AI Filing Summary

Fourthstone and related funds reported a significant passive stake in Investar Holding Corp. The group disclosed beneficial ownership of 695,992 shares of Investar common stock, representing 7.09% of the company’s outstanding shares, with the event date listed as 12/31/2025.

The percentage is based on 9,810,435 Investar common shares outstanding as of November 3, 2025, as reported in Investar’s Form 10-Q filed November 5, 2025. Fourthstone holds the shares on behalf of advisory clients and certifies they were acquired and are held in the ordinary course of business, not to change or influence control of Investar.

Positive

  • None.

Negative

  • None.





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)






SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4 for a description of the information reported in rows (6), (8), (9) and (11).


SCHEDULE 13G



Fourthstone LLC
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone Master Opportunity Fund Ltd
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone GP LLC
Signature:L. Phillip Stone, IV
Name/Title:Managing Member of Fourthstone GP LLC
Date:02/13/2026
Fourthstone QP Opportunity Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
Fourthstone Small-Cap Financials Fund LP
Signature:Amy M. Stone
Name/Title:Chief Executive Officer
Date:02/13/2026
L. Phillip Stone, IV
Signature:L. Phillip Stone, IV
Name/Title:Self, Principal owner of Fourthstone LLC
Date:02/13/2026

FAQ

What stake in Investar Holding Corp (ISTR) did Fourthstone report?

Fourthstone and affiliated entities reported beneficial ownership of 695,992 Investar Holding Corp common shares, equal to 7.09% of the outstanding stock. This reflects a sizable institutional position, making Fourthstone a significant shareholder under U.S. securities rules for holdings above five percent.

Which entities are reporting owners of Investar Holding Corp (ISTR) shares?

The reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC, Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, and L. Phillip Stone IV. Together, they report shared voting and dispositive power over Investar Holding Corp common stock held for advisory clients.

Is Fourthstone’s 7.09% Investar (ISTR) position an activist or passive holding?

The filing states the Investar shares were acquired and are held in the ordinary course of business, not to change or influence control. The reporting persons expressly certify the holdings are not part of any control-seeking transaction, indicating a passive investment under Schedule 13G standards.

How was Fourthstone’s 7.09% ownership in Investar (ISTR) calculated?

The percentage is based on 9,810,435 Investar common shares outstanding as of November 3, 2025, cited from the company’s Form 10-Q filed November 5, 2025. Using this share count, Fourthstone’s 695,992 shares correspond to 7.09% of the issuer’s common equity.

What voting and dispositive powers over Investar (ISTR) shares did Fourthstone report?

Fourthstone LLC reported zero sole voting and dispositive power but 695,992 shares with shared voting and dispositive power. Related funds reported shared powers over their respective share blocks, reflecting coordinated control over how these Investar shares are voted and potentially sold.

When did Fourthstone’s Investar (ISTR) holding trigger this Schedule 13G?

The date of the event requiring the Schedule 13G filing is stated as December 31, 2025. That date marks when Fourthstone’s beneficial ownership position reached the reporting threshold or otherwise required disclosure under Section 13(d) of the Securities Exchange Act.
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