| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Maywood Sponsor LLC | 16% | -42% | $21,860,562 | -$10,048,500 | 2,153,750 | -31% | Maywood Sponsor LLC | 09 Sep 2025 |
| Karpus Management, Inc. | 8.5% | +23% | $10,450,062 | -$141,278 | 1,016,543 | -1.3% | KARPUS MANAGEMENT, INC. | 31 Dec 2025 |
| Inflection Point Fund I, LP | 6.6% | $10,048,500 | 990,000 | Inflection Point Fund I LP | 09 Sep 2025 | |||
| Linden Capital L.P. | 8% | +19% | $9,002,360 | +$778,360 | 875,716 | +9.5% | Linden Advisors LP | 31 Dec 2025 |
| BERKLEY W R CORP | 8.5% | $7,735,521 | 757,946 | W. R. Berkley Corporation | 30 Sep 2025 | |||
| GLAZER CAPITAL, LLC | 5% | -27% | $5,998,747 | -$404 | 594,524 | -0.01% | Glazer Capital, LLC | 30 Jun 2025 |
As of 31 Dec 2025, 35 institutional investors reported holding 8,220,069 shares of Inflection Point Acquisition Corp. V - Common (IPEX). This represents 69% of the company’s total 11,903,314 outstanding shares.
The largest institutional shareholders of Inflection Point Acquisition Corp. V - Common (IPEX) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 8.5% | 1,016,543 | -0.8% | 0.32% | $10,450,062 |
| Linden Advisors LP | 7.4% | 875,716 | +9.5% | 0.06% | $8,984,846 |
| BERKLEY W R CORP | 6.4% | 757,946 | 0% | 0.44% | $7,791,685 |
| Glazer Capital, LLC | 4.9% | 579,421 | -0.12% | 0.16% | $5,956,000 |
| Westchester Capital Management, LLC | 4.5% | 532,807 | 0% | 0.26% | $5,466,600 |
| MIZUHO SECURITIES USA LLC | 3.6% | 427,826 | -15% | 0.07% | $4,415,161 |
| Polar Asset Management Partners Inc. | 3.4% | 400,000 | 0% | 0.08% | $4,112,000 |
| AQR Arbitrage LLC | 3.1% | 370,917 | 0% | 0.08% | $3,805,608 |
| WOLVERINE ASSET MANAGEMENT LLC | 2.9% | 342,403 | -10% | 0.05% | $3,519,903 |
| TWO SIGMA INVESTMENTS, LP | 2.3% | 271,875 | 0% | 0% | $2,794,875 |
| Magnetar Financial LLC | 2.1% | 250,000 | 0% | 0.03% | $2,565,000 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.1% | 249,797 | -0.04% | 0.12% | $2,567,913 |
| Shaolin Capital Management LLC | 1.9% | 230,425 | +290% | 0.09% | $2,368,769 |
| D. E. Shaw & Co., Inc. | 1.7% | 200,000 | 0% | 0% | $2,052,000 |
| DLD Asset Management, LP | 1.7% | 200,000 | 0% | 0.21% | $2,056,000 |
| Verition Fund Management LLC | 1.6% | 193,704 | -3.2% | 0.01% | $1,987,403 |
| Hudson Bay Capital Management LP | 1.3% | 150,000 | 0% | 0.01% | $1,539,000 |
| WHITEBOX ADVISORS LLC | 1.1% | 125,000 | 0% | 0.02% | $1,285,000 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1.1% | 125,000 | 0% | 0.02% | $1,285,000 |
| GOLDMAN SACHS GROUP INC | 1% | 122,083 | 0% | 0% | $1,255,013 |
| Radcliffe Capital Management, L.P. | 0.94% | 112,061 | +0.01% | 0.06% | $1,151,987 |
| METEORA CAPITAL, LLC | 0.93% | 110,925 | +19% | 0.1% | $1,140,309 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 0.84% | 100,000 | 0% | 0.39% | $1,026,000 |
| Centiva Capital, LP | 0.84% | 100,000 | 0% | 0.06% | $1,026,000 |
| Periscope Capital Inc. | 0.84% | 100,000 | 0% | 0.2% | $1,028,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,220,069 | $84,460,444 | -$951,235 | $10.28 | 35 |
| 2025 Q3 | 8,412,234 | $86,140,311 | +$9,386,211 | $10.24 | 34 |
| 2025 Q2 | 7,370,983 | $74,463,284 | +$14,303,981 | $10.11 | 27 |
| 2025 Q1 | 5,984,492 | $59,319,123 | +$59,319,123 | $9.92 | 22 |