INFLECTION POINT ACQU CORP V (IPEX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BERKLEY W R CORP | $11.1M | 1,060,952 | 0.53% | 6q | +8.1%+$838.5K |
| Karpus Management, Inc. | $10.1M | 962,657 | 0.29% | 6q | -4.4%-$467.5K |
| Linden Advisors LP | $9.2M | 875,716 | 0.05% | 6q | HELD |
| GLAZER CAPITAL, LLC | $6.9M | 658,790 | 0.17% | 6q | +5.2%+$343.9K |
| Westchester Capital Management, LLC | $5.6M | 532,807 | 0.27% | 6q | HELD |
| MIZUHO SECURITIES USA LLC | $4.7M | 455,453 | 0.04% | 5q | HELD |
| Polar Asset Management Partners Inc. | $4.2M | 400,000 | 0.07% | 6q | HELD |
| AQR Arbitrage LLC | $3.8M | 357,145 | 0.05% | 6q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $3.6M | 343,314 | 0.03% | 6q | -3.7%-$137.9K |
| Magnetar Financial LLC | $2.6M | 250,000 | 0.02% | 5q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.6M | 249,720 | 0.12% | new | NEW |
| DLD Asset Management, LP | $2.1M | 200,000 | 0.14% | 4q | HELD |
| D. E. Shaw & Co., Inc. | $2.1M | 200,000 | 0.00% | 6q | HELD |
| Hudson Bay Capital Management LP | $1.6M | 150,000 | 0.00% | 6q | HELD |
| Shaolin Capital Management LLC | $1.4M | 133,696 | 0.07% | 4q | -42.0%-$1.0M |
| WHITEBOX ADVISORS LLC | $1.3M | 125,000 | 0.02% | 5q | HELD |
| TENOR CAPITAL MANAGEMENT Co., L.P. | $1.3M | 125,000 | 0.02% | 5q | HELD |
| GOLDMAN SACHS GROUP INC | $1.3M | 122,106 | 0.00% | 6q | HELD |
| Radcliffe Capital Management, L.P. | $1.2M | 112,046 | 0.09% | 5q | HELD |
| Crossingbridge Advisors, LLC | $1.1M | 109,237 | 0.20% | 2q | HELD |
| Centiva Capital, LP | $1.1M | 105,604 | 0.01% | 4q | +5.6%+$58.8K |
| Periscope Capital Inc. | $1.1M | 100,000 | 0.09% | 4q | HELD |
| HEIGHTS CAPITAL MANAGEMENT, INC | $998.5K | 95,097 | 0.23% | 5q | -4.9%-$51.5K |
| TORONTO DOMINION BANK | $983.5K | 93,573 | 0.00% | 6q | -45.0%-$803.2K |
| Meteora Capital, LLC | $939.5K | 89,388 | 0.08% | 4q | -19.5%-$227.3K |
| Clear Street Group Inc. | $698.6K | 66,466 | 0.00% | 4q | HELD |
| RLH Capital LLC | $637.7K | 60,672 | 0.31% | 2q | +4765.4%+$624.6K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $236.0K | 22,451 | 0.10% | 5q | HELD |
| Dakota Wealth Management | $230.2K | 21,900 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $151.2K | 14,399 | 0.00% | 2q | HELD |
| Alyeska Investment Group, L.P. | $127.3K | 12,112 | 0.00% | 2q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $105.0K | 10,000 | 0.00% | 4q | HELD |
| Quarry LP | $6.6K | 625 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $631 | 60 | 0.00% | 6q | -13.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-09-25 | 13D/A | Inflection Point Fund I, LP SPACwith 2 co-filers | 0.0% |
| 2026-09-04 | 13G/A | KARPUS MANAGEMENT, INC. SPAC | 0.0% |
| 2026-08-13 | 13G | Glazer Capital, LLC SPACwith 1 co-filers | 6.0% |
| 2026-08-13 | 13G | Mizuho Financial Group, Inc. SPAC | 5.6% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-25 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-24 | Change of control Delisting notice Acquisition or disposal completed Directors or officers departed or appointed Material agreement entered Charter or bylaws amended | filing |
| 2026-08-31 | 2026-08-31 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | $85.2M | 8,115,986 | 1 | 4 | 7 | 0.0% |
| Q1 2026 | 35 | $83.1M | 7,999,411 | 4 | 7 | 4 | 0.0% |
| Q4 2025 | 35 | $84.5M | 8,220,069 | 2 | 3 | 8 | 0.0% |
| Q3 2025 | 33 | $86.7M | 8,462,124 | 9 | 7 | 5 | 0.0% |
| Q2 2025 | 27 | $74.5M | 7,370,983 | 9 | 5 | 3 | 0.0% |
| Q1 2025 | 22 | $59.3M | 5,984,492 | 22 | 0 | 0 | 0.0% |