Inflection Point Acquisition Corp. V IPEX Institutional Ownership

NASDAQ IPEX

$10.60 +0.05 (+0.47%)

As of: Aug 26, 2026 · 10:18 AM EDT

Institutions by Trading Activity

35 Institutions

Increased 13 37.1%

Unchanged 17 48.6%

Reduced 5 14.3%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

92.75%

▼-3,626,929.86 pp QoQ

Shares Held by Institutions

8.00Mn

of 8.63Mn outstanding

▲+2.97% QoQ

Shares Outstanding

8.63Mn

625.59K held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+230.51K

accumulated since last quarter

Value of Holdings

$84.23Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Inflection Point Acquisition Corp. V (NASDAQ:IPEX) appears in 35 institutional 13F filings for the quarter ending March 2026.

They owned 92.7% of outstanding stock in March 2026, down from 3627022.6% the prior quarter.
They increased total shares held in Inflection Point Acquisition Corp. V by 2.97% from the prior quarter, while the number of investors in IPEX increased 45.83% year over year.
Of these 35 funds, 13 grew their exposure to Inflection Point Acquisition Corp. V, 5 cut back, and 17 maintained positions.
In total, institutional investors held 8.0Mn shares in Inflection Point Acquisition Corp. V as of March 2026, up by 230.51K shares quarter on quarter, and up 1.09Mn shares year over year.
Karpus Management, Inc. holds the largest position in IPEX at 1.01Mn shares as of March 31, 2026, or 11.68% of shares outstanding.
Leading buyers of Inflection Point Acquisition Corp. V shares for the quarter ending March 2026 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 March 2026 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, the top 10 investors in IPEX for the quarter ending March 2026 include 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).

Form 13F Holdings

35 Institutional Holders

Report period 31 Mar, 2026

Total shares held 8.00Mn

Of outstanding 92.75%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Karpus Management, Inc.	0001048703	1,007,143	11.68%	▼9,400	-0.92%	$10.47Mn
2	Berkley W R Corp	0000011544	981,096	11.38%	▲223,150	+29.44%	$10.20Mn
3	LINDEN ADVISORS LP	0001279396	875,716	10.15%	0	0.00%	$9.11Mn
4	GLAZER CAPITAL, LLC	0001076809	626,074	7.26%	▲46,653	+8.05%	$6.51K
5	Westchester Capital Management, LLC	0001512805	532,807	6.18%	0	0.00%	$5.54Mn
6	MIZUHO SECURITIES USA LLC	0000812291	455,453	5.28%	▲27,627	+6.46%	$4.69Mn
7	Polar Asset Management Partners Inc.	0001326389	400,000	4.64%	0	0.00%	$4.16Mn
8	WOLVERINE ASSET MANAGEMENT LLC	0001279891	356,434	4.13%	▲14,031	+4.10%	$3.71Mn
9	AQR Arbitrage LLC	0001167456	355,467	4.12%	▼15,450	-4.17%	$3.70Mn
10	Magnetar Financial LLC	0001352851	250,000	2.90%	0	0.00%	$2.60Mn
11	Shaolin Capital Management LLC	0001766806	230,425	2.67%	0	0.00%	$2.40Mn
12	DLD Asset Management, LP	0001578299	200,000	2.32%	0	0.00%	$2.08Mn
12	D. E. Shaw & Co., Inc.	0001009207	200,000	2.32%	0	0.00%	$2.08Mn
13	Toronto Dominion Bank	0000947263	170,000	1.97%	▲156,082	+1,121.44%	$1.77Mn
14	Hudson Bay Capital Management LP	0001393825	150,000	1.74%	0	0.00%	$1.56Mn
15	TENOR CAPITAL MANAGEMENT Co., L.P.	0001346554	125,000	1.45%	0	0.00%	$1.30Mn
15	WHITEBOX ADVISORS LLC	0001257391	125,000	1.45%	0	0.00%	$1.30Mn
16	Goldman Sachs Group Inc	0000886982	122,106	1.42%	▼122,060	-49.99%	$1.27Mn
17	Radcliffe Capital Management, L.P.	0001218275	112,061	1.30%	0	0.00%	$1.17Mn
18	METEORA CAPITAL, LLC	0001905106	111,011	1.29%	▲86	+0.08%	$1.15Mn

Showing 1 to 20 of 35 holders