Inflection Point Acquisition Corp. V IPEX Institutional Ownership

NASDAQ IPEX

$3.16 -4.32 (-57.75%)

At close: Sep 25, 2026 · 4:00 PM EDT

Institutions by Trading Activity

34 Institutions

Increased 6 17.6%

Unchanged 20 58.8%

Reduced 8 23.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

819.80%

▲+11.78 pp QoQ

Shares Held by Institutions

8.12Mn

of 990.00K outstanding

▲+2.16% QoQ

Shares Outstanding

990.00K

-7.13Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+171.69K

accumulated since last quarter

Value of Holdings

$25.65Mn

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 30 Jun, 2026

Inflection Point Acquisition Corp. V (NASDAQ:IPEX) has 34 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 819.8% of Inflection Point Acquisition Corp. V's outstanding shares in June 2026, up from 808.0% in March 2026.
Their total shares held in IPEX increased 2.16% quarter over quarter, and separately, investors owning Inflection Point Acquisition Corp. V increased 25.93% from a year ago.
Among the 34 funds, 6 bought more Inflection Point Acquisition Corp. V shares, 8 sold down, and 20 held their ground.
Institutional investors collectively held 8.12Mn shares in Inflection Point Acquisition Corp. V as of June 2026, up by 171.69K shares quarter on quarter, and up 745.04K shares year over year.
Berkley W R Corp leads ownership in IPEX with 1.06Mn shares as of June 30, 2026, equal to 107.17% of outstanding shares.
The largest buyers of Inflection Point Acquisition Corp. V for the quarter ending June 2026 were RIVERNORTH CAPITAL MANAGEMENT, LLC (249.72K), Berkley W R Corp (79.86K), RLH Capital LLC (59.42K), GLAZER CAPITAL, LLC (32.72K), Centiva Capital, LP (5.6K).
The biggest sellers of Inflection Point Acquisition Corp. V for the quarter ending June 2026 included Shaolin Capital Management LLC (96.73K), Toronto Dominion Bank (76.43K), Karpus Management, Inc. (44.49K), METEORA CAPITAL, LLC (21.62K), WOLVERINE ASSET MANAGEMENT LLC (13.12K).
Inflection Point Acquisition Corp. V's 10 largest shareholders as of June 2026 include Berkley W R Corp (1.06Mn), Karpus Management, Inc. (962.66K), LINDEN ADVISORS LP (875.72K), GLAZER CAPITAL, LLC (658.79K), Westchester Capital Management, LLC (532.81K), MIZUHO SECURITIES USA LLC (455.45K), Polar Asset Management Partners Inc. (400.0K), AQR Arbitrage LLC (357.14K), WOLVERINE ASSET MANAGEMENT LLC (343.31K), Magnetar Financial LLC (250.0K) per Business Quant data.

Form 13F Holdings

34 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.12Mn

Of outstanding 819.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Berkley W R Corp	0000011544	1,060,952	107.17%	▲79,856	+8.14%	$11.14Mn
2	Karpus Management, Inc.	0001048703	962,657	97.24%	▼44,486	-4.42%	$10.12Mn
3	LINDEN ADVISORS LP	0001279396	875,716	88.46%	0	0.00%	$9.20Mn
4	GLAZER CAPITAL, LLC	0001076809	658,790	66.54%	▲32,716	+5.23%	$6.92K
5	Westchester Capital Management, LLC	0001512805	532,807	53.82%	0	0.00%	$5.59Mn
6	MIZUHO SECURITIES USA LLC	0000812291	455,453	46.01%	0	0.00%	$4.69Mn
7	Polar Asset Management Partners Inc.	0001326389	400,000	40.40%	0	0.00%	$4.20Mn
8	AQR Arbitrage LLC	0001167456	357,145	36.08%	▲1,678	+0.47%	$3.75Mn
9	WOLVERINE ASSET MANAGEMENT LLC	0001279891	343,314	34.68%	▼13,120	-3.68%	$3.61Mn
10	Magnetar Financial LLC	0001352851	250,000	25.25%	0	0.00%	$2.63Mn
11	RIVERNORTH CAPITAL MANAGEMENT, LLC	0001447578	249,720	25.22%	▲249,720	0.00%	$2.62Mn
12	D. E. Shaw & Co., Inc.	0001009207	200,000	20.20%	0	0.00%	$2.10Mn
12	DLD Asset Management, LP	0001578299	200,000	20.20%	0	0.00%	$2.10Mn
13	Hudson Bay Capital Management LP	0001393825	150,000	15.15%	0	0.00%	$1.58Mn
14	Shaolin Capital Management LLC	0001766806	133,696	13.50%	▼96,729	-41.98%	$1.41Mn
15	WHITEBOX ADVISORS LLC	0001257391	125,000	12.63%	0	0.00%	$1.31Mn
15	TENOR CAPITAL MANAGEMENT Co., L.P.	0001346554	125,000	12.63%	0	0.00%	$1.31Mn
16	Goldman Sachs Group Inc	0000886982	122,106	12.33%	0	0.00%	$1.28Mn
17	Radcliffe Capital Management, L.P.	0001218275	112,046	11.32%	▼15	-0.01%	$1.18Mn
18	Crossingbridge Advisors, LLC	0001770024	109,237	11.03%	0	0.00%	$1.15Mn

Showing 1 to 20 of 34 holders