Inflection Point Acquisition Corp. V (IPEX) Institutional Ownership

Ownership Summary

Inflection Point Acquisition Corp. V (NASDAQ:IPEX) appears in 33 institutional 13F filings for the quarter ending September 2025.

• Collectively, these holders controlled 79.0% of Inflection Point Acquisition Corp. V's outstanding shares in September 2025, up from 64.4% in June 2025.
• They increased total shares held in Inflection Point Acquisition Corp. V by 43.29% from the prior quarter, while the number of investors in IPEX stayed flat year over year.
• During the quarter, 19 of these 33 funds increased positions in IPEX, 5 reduced exposure, and 9 held steady.
• Combined, these investors held 9.41Mn shares in IPEX for September 2025, up by 2.84Mn shares quarter on quarter, and with no net change year over year.
• As of September 30, 2025, Karpus Management, Inc. held the largest stake in Inflection Point Acquisition Corp. V with 1.01Mn shares, accounting for 8.45% of total shares outstanding.
• The largest buyers of Inflection Point Acquisition Corp. V for the quarter ending September 2025 were Berkley W R Corp (223.15K), Toronto Dominion Bank (156.08K), Crossingbridge Advisors, LLC (109.24K), GLAZER CAPITAL, LLC (46.65K), MIZUHO SECURITIES USA LLC (27.63K).
• Leading sellers of Inflection Point Acquisition Corp. V shares for the quarter ending September 2025 were TWO SIGMA INVESTMENTS, LP (231.61K), Goldman Sachs Group Inc (122.06K), AQR Arbitrage LLC (15.45K), Karpus Management, Inc. (9.4K), Clear Street Group Inc. (1.1K).
• Per Business Quant data, the top 10 holders of Inflection Point Acquisition Corp. V for the quarter ending September 2025 are Karpus Management, Inc. (1.01Mn), Berkley W R Corp (981.1K), LINDEN ADVISORS LP (875.72K), GLAZER CAPITAL, LLC (626.07K), Westchester Capital Management, LLC (532.81K), MIZUHO SECURITIES USA LLC (455.45K), Polar Asset Management Partners Inc. (400.0K), WOLVERINE ASSET MANAGEMENT LLC (356.43K), AQR Arbitrage LLC (355.47K), Magnetar Financial LLC (250.0K).