ブイアイエス・アドバイザーズ
Known for requesting outside director appointments, among other proposals.
"Companies tracked" and "first seen" reflect activity within our coverage period (from 2025-02-09 onward) and do not represent this investor's total number of historical holdings in the Japanese market.
This commentary is AI-generated from filing data and news articles (web search). It may contain hallucinations or factual errors, so please verify the content against primary sources yourself. It is not intended as investment advice.
The filer's stated purpose is overwhelmingly "純投資" (pure investment) across four of its five holdings — ユーソナー, ヒューマンテクノロジーズ, ビューティガレージ, and バリュエンスホールディングス all carry this identical, minimal wording, suggesting a standardized, largely passive default posture applied consistently across the majority of the portfolio. However, the filing for シュッピン stands out sharply: the stated purpose explicitly frames "純投資" as the primary objective but adds, as a secondary purpose, "重要提案行為等" — specifically the right to request convening an extraordinary general meeting or to exercise shareholder proposal rights concerning the election/dismissal of directors and auditors, "in order to strengthen governance and improve capital efficiency." The filing further states that on 2026年7月9日 the filer actually submitted a request to convene an extraordinary general meeting with the agenda item of electing two outside directors. This is concrete, documented engagement action, not merely stated intent. The coexistence of near-uniform "pure investment" language with one clearly escalated, governance-oriented case indicates the filer is capable of shifting from passive to active engagement on a name-by-name basis, rather than applying uniform activism across the book.
Coverage is concentrated in a small number of sectors across five tickers: 卸売業 (wholesale, 2 companies), 小売業 (retail, 1), and information/communications-related names (1 each under two listed sector labels, likely reflecting the same broad sector). This points to a relatively concentrated sector footprint rather than broad diversification, with wholesale and retail/consumer-facing businesses forming the core, supplemented by IT/communications exposure.
Across the five tracked positions, peak ownership ratios show a median of 8.80%, with a range of 5.00%–9.36%. This suggests the filer typically builds positions moderately above the 5% disclosure threshold rather than pushing toward double-digit stakes materially beyond that level. It should be noted that Japan's large shareholding disclosure regime only requires filings once ownership exceeds 5%, so any accumulation below that threshold is not observable in this dataset, and the true entry pattern below 5% cannot be assessed.
All five positions remain above 5% and are still trackable, with a median elapsed time of 179 days since initial disclosure. This figure is only a lower bound on holding period — since these positions have not fallen to 5% or below, the true ultimate holding duration is undetermined and the positions may continue well beyond this point. There are currently no positions in this dataset that have fallen to 5% or below, so no data exists on "days since untrackable." It bears emphasizing that under Japan's disclosure regime, once a position falls to 5% or below, the disclosure obligation terminates and the position becomes fundamentally unobservable — by this platform or any other observer — and such an event would not, in itself, indicate that the filer had fully exited the name.
No positions in this filer's tracked history have fallen to 5% or below, and none show confirmed full divestment (0%) via an amendment report. With zero observations in either category, no exit pattern — whether the more common "fell to 5% or below" signal or the rarer explicitly-confirmed full divestment — can be characterized for this filer at this time. Given Japan's disclosure structure, a drop to 5% or below typically functions as the de facto (if ambiguous) exit signal, while explicit confirmation of complete divestment to 0% is comparatively uncommon; neither scenario is present in this dataset, and the sample size for drawing any exit-behavior conclusion is currently nil. This commentary reflects only the activity captured within this platform's data collection period and does not represent the filer's complete historical investment record in the Japanese market. It does not constitute a definitive assessment or investment advice, nor a guarantee of any individual investment judgment or interpretation of the filer's intent.
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Based on EDINET submission dates. Dates reflect when the filing was submitted, not when the underlying trade or shareholder proposal actually occurred.
When multiple filers are included in the same joint filing, we combine them into a single event (9 filings total on a per-filing basis, 9 on a per-event basis).
純投資を主たる保有目的とするが、ガバナンスの強化および資本効率の改善を図るため、取締役・監査役の選任・解任を求める臨時株主総会招集請求または株主提案権行使等の重要提案行為等を行うことをも従たる保有目的とする。提出者は、2026年7月9日、発行者に対し、社外取締役2名選任の件を目的事項として臨時株主総会の招集請求を行った。
投資を主たる目的とするが、企業価値向上のために必要に応じて社外役員の選任を求める等の重要提案行為等を行うことがある。
純投資
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Under Japan's large shareholding reporting system, a filing obligation is triggered once a stake exceeds 5%, and a change report must be filed for every 1-point-or-more move after that. Once a holding drops to 5% or below, its status can no longer be tracked via EDINET at all, so the figures below reflect "as of the most recently filed report" — not the current holding.
| Company | Stake per latest report | Filing date |
|---|---|---|
| BEAUTY GARAGE Inc.3180Other activists in this company → | 9.36% | 2026-02-25 |
| Syuppin Co.,Ltd.3179Other activists in this company → | 9.29% | 2026-07-15 |
| Human Technologies,Inc.5621Other activists in this company → | 8.80% | 2026-05-08 |
| Valuence Holdings Inc.9270Other activists in this company → | 6.16% | 2025-08-01 |
| uSonar Co.,Ltd.431AOther activists in this company → | 5.00% | 2026-06-10 |
Other tracked activist investors that hold a stake in at least one of the same companies.
This page mechanically aggregates and organizes disclosure data from EDINET large shareholding and change reports into a timeline. The "purpose of holding" field reproduces the original text as filed. It does not guarantee any particular investment judgment or interpretation of the filer's intent. Data is updated daily.
Source: EDINET (the Financial Services Agency's electronic disclosure system). "View original" links to the PDF of the original filing, which we retrieve and store via the EDINET API (EDINET's own browsing site does not support direct links to individual filings).
Click a card to expand it in the detailed chart below.
The horizontal axis reflects actual calendar dates (the real interval between filings); the vertical axis is ownership stake. Each marker is the value as of that filing — click it to view the underlying filing on EDINET (hover first to see the date and ratio).
The solid line marks changes confirmed by a filing. The lighter dashed line marks a stretch where the stake had fallen below 5% (so the continuing-disclosure obligation no longer applies) or where no new filing has been made since the latest report — the actual trajectory during that stretch is unknown (it does not necessarily mean the holding continued or stayed at a given level).