[SCHEDULE 13G] Investar Holding Corporation SEC Filing

Rhea-AI Filing Summary

Bay Pond Partners, L.P. has filed a Schedule 13G indicating it now beneficially owns 571,678 shares of Investar Holding Corporation (ISTR), representing 5.58 % of the outstanding common stock as of 1 July 2025. The partnership reports shared voting and dispositive power over the entire position and no sole authority, classifying the stake as passive under Rule 13d-1.

The filing states that Bay Pond Partners is a Delaware limited partnership whose business address is c/o Wellington Management Company LLP, Boston, MA. Ihsan Speede signed the certification on 9 July 2025 on behalf of Wellington Alternative Investments LLC, the general partner. The certification expressly notes the investment is not intended to influence or control the issuer.

• Shares owned: 571,678
• Ownership percentage: 5.58 %
• Voting/dispositive power: Shared only

Crossing the 5 % threshold required this disclosure and introduces a new significant institutional holder to ISTR’s register. While the filing does not provide purchase price, cost basis, or strategic commentary, the presence of a sizable passive investor can broaden the shareholder base and potentially improve stock liquidity. However, it does not, by itself, change Investar’s operational or financial outlook.

Positive

• Institutional investor Bay Pond Partners now holds a 5.58 % stake in ISTR, potentially enhancing liquidity and signaling investor confidence.

Negative

• None.

Insights

Securities Analyst

TL;DR – Passive 5.6 % stake adds institutional support, limited strategic impact.

Bay Pond Partners’ entry above the 5 % threshold signals incremental institutional confidence in ISTR but remains a non-activist, information-only event. Because the filer has shared (not sole) voting/dispositive power and explicitly disclaims any intent to influence control, immediate corporate-governance ramifications appear minimal. The stake equates to roughly one-twentieth of shares outstanding, enough to improve float liquidity yet insufficient to dictate outcomes. Investors may view the new holder as a modest vote of confidence; valuation or earnings expectations remain unchanged.

Corporate Governance Specialist

TL;DR – New >5 % holder, but no activist intent disclosed.

From a governance perspective, Bay Pond’s 13G confirms passive ownership, limiting prospect of board nominations or policy initiatives. Shared voting authority suggests the partnership invests alongside clients under Wellington’s umbrella, further reducing direct oversight ambitions. Consequently, the filing is compliance-driven and should be considered informational rather than transformative for Investar’s governance structure.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Investar Holding Corporation

(Name of Issuer)

Common Stock

(Title of Class of Securities)

46134L105

(CUSIP Number)

07/01/2025

(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)

SCHEDULE 13G

CUSIP No. 46134L105

1

Names of Reporting Persons

Bay Pond Partners, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 571,678.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 571,678.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

571,678.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Investar Holding Corporation
(b)	Address of issuer's principal executive offices: 10500 Coursey Blvd, Baton Rouge LA
Item 2.
(a)	Name of person filing: Bay Pond Partners, L.P.
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 46134L105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 571,678
(b)	Percent of class: 5.58 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 571,678
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 571,678
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Bay Pond Partners, L.P.

Signature:	Ihsan Speede
Name/Title:	Authorized Person
Date:	07/09/2025

Comments accompanying signature: Wellington Alternative Investments LLC; Its General Partner Signature: Ihsan Speede Name/Title: Authorized Person Date: 07/09/2025

FAQ

Why did Bay Pond Partners file a Schedule 13G on ISTR?

Because its ownership exceeded the 5 % threshold, requiring disclosure of a passive stake under SEC rules.

How many Investar Holding (ISTR) shares does Bay Pond Partners own?

571,678 common shares, according to the filing.

What percentage of ISTR’s outstanding stock does this represent?

Approximately 5.58 % of the company’s common shares.

Does Bay Pond Partners seek control of Investar Holding?

No. The certification states the shares were not acquired to change or influence control and are reported under a passive Schedule 13G.

Who signed the Schedule 13G for Bay Pond Partners?

Ihsan Speede, Authorized Person of Wellington Alternative Investments LLC, on 9 July 2025.

Does Bay Pond Partners have sole voting power over its ISTR shares?

No. The partnership reports shared voting and dispositive power and zero sole power.