Key facts
- Activist investor Jana Partners has established a new stake in Everpure, a technology company focused on AI infrastructure.
- Jana began acquiring shares in the first quarter of 2026 and requested confidential treatment for its filings.
- At the end of the first quarter, Jana Partners owned more than 1 million shares in Everpure.
- Everpure, formerly Pure Storage, has seen increased demand due to AI infrastructure build-out.
- Activist investors globally launched 136 campaigns in the first half of 2026, with M&A being the top demand.
Activist investor Jana Partners has established a new stake in Everpure, a technology company focused on AI infrastructure. The hedge fund began acquiring shares in the first quarter of 2026 and requested confidential treatment from U.S. regulators to delay the public disclosure of its position. At the end of the first quarter, Jana Partners owned more than 1 million shares in the company.
Globally, activist investors launched 136 campaigns in the first half of 2026, a 5% year-over-year increase, with activity picking up dramatically in the second quarter. The most frequent demand from activists was for mergers and acquisitions, with calls for a sale ranking at the top. More than half of all global campaigns targeted technology and industrial companies, as investors believe these sectors are particularly exposed to disruption from AI.
Everpure, formerly known as Pure Storage, has benefited from increased demand for AI infrastructure and rebranded to emphasize its transition to an AI-focused data management and intelligence platform. Jana Partners is also known for advocating for changes at other companies, including pushing fintech payments company Fiserv to divest non-essential businesses and refresh its board.