Thayer Ventures Acquisition Corp II - Class A common shares (TVAI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Class A common shares
Symbol
TVAI on Nasdaq
Shares outstanding
20,504,386
Price per share
$10.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,018,180
Total reported value
$192,449,212
% of total 13F portfolios
0%
Share change
+652,140
Value change
+$6,603,234
Number of holders
43
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Thayer Ventures Acquisition Corp II - Class A common shares (TVAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BARCLAYS PLC 7.4% $15,239,331 1,519,375 Barclays PLC 30 Sep 2025
METEORA CAPITAL, LLC 0% $11,805,577 1,166,559 Meteora Capital, LLC 31 Dec 2025

As of 31 Dec 2025, 43 institutional investors reported holding 19,018,180 shares of Thayer Ventures Acquisition Corp II - Class A common shares (TVAI). This represents 93% of the company’s total 20,504,386 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Thayer Ventures Acquisition Corp II - Class A common shares (TVAI) together control 81% 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
Linden Advisors LP 8.5% 1,750,000 0% 0.11% $17,710,000
METEORA CAPITAL, LLC 5.7% 1,166,559 +42% 0.99% $11,805,577
ARISTEIA CAPITAL, L.L.C. 5.5% 1,125,000 0% 0.32% $11,385,000
TENOR CAPITAL MANAGEMENT Co., L.P. 4.9% 1,000,000 0% 0.14% $10,120,000
Polar Asset Management Partners Inc. 4.4% 900,000 0% 0.18% $9,108,000
D. E. Shaw & Co., Inc. 4.3% 875,000 0% 0.01% $8,855,000
MILLENNIUM MANAGEMENT LLC 3.4% 700,000 0% 0.01% $7,084,000
Alberta Investment Management Corp 3.4% 700,000 0% 0.04% $7,084,000
Verition Fund Management LLC 3.3% 686,042 +0.85% 0.04% $6,942,745
AQR Arbitrage LLC 3.3% 668,973 0% 0.14% $6,770,007
TWO SIGMA INVESTMENTS, LP 3.1% 634,375 0% 0.01% $6,419,875
Glazer Capital, LLC 2.9% 592,500 -0.21% 0.16% $5,996,000
WOLVERINE ASSET MANAGEMENT LLC 2.9% 589,695 +70% 0.08% $5,967,713
Radcliffe Capital Management, L.P. 2.6% 525,000 +5% 0.29% $5,313,000
Westchester Capital Management, LLC 2.6% 525,000 +110% 0.25% $5,313,000
Karpus Management, Inc. 2.6% 523,600 +0.48% 0.16% $5,298,832
BERKLEY W R CORP 2.3% 463,391 0% 0.26% $4,689,517
Shaolin Capital Management LLC 2.2% 457,947 +22% 0.18% $4,634,424
MANGROVE PARTNERS IM, LLC 2.2% 450,000 0% 0.37% $4,554,000
Periscope Capital Inc. 2.1% 424,497 -0.12% 0.83% $4,295,910
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.9% 398,000 +25% 0.19% $4,027,760
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.9% 387,262 0% 0.02% $3,919,091
Logan Stone Capital, LLC 1.8% 379,200 0.95% $3,837,504
Hudson Bay Capital Management LP 1.8% 375,000 0% 0.02% $3,795,000
Magnetar Financial LLC 1.7% 350,000 0% 0.03% $3,542,000

Institutional Holders of Thayer Ventures Acquisition Corp II - Class A common shares (TVAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 19,018,180 $192,449,212 +$6,603,234 $10.12 43
2025 Q3 18,616,040 $186,779,662 +$184,632,548 $10.04 42