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IPEX · Inflection Point Acquisition Corp. V · Holdings

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$8.10 -0.48 (-5.59%) At close · Sep 11
Rebalance outlook locked
Going-concern doubt — flagged Aug 14, 2026

Substantial doubt about the company's ability to continue as a going concern.

“Management has determined that the liquidity condition and mandatory liquidation, should a business combination not occur, and potential subsequent dissolution raises substantial doubt about the Company's ability to continue as a going concern.”
View the 10-Q filed Aug 14, 2026
Market Cap
$35.91M
Shares
4.43M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 40
Total Value: $85,299,001
Total Shares: 15,971,890

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 40 13F filers · Δ vs Mar 31, 2026
Top Holder
13.1%
Mar 2025 → Jun 2026 · range 11.3% – 14.0%
+0.5 pts
Top 5
50.4%
Mar 2025 → Jun 2026 · range 39.1% – 50.4%
+0.1 pts
Top 10
72.7%
Mar 2025 → Jun 2026 · range 62.7% – 73.0%
−0.3 pts
HHI
687
Mar 2025 → Jun 2026 · range 548 – 689
Broadly held−2

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
6
Decreased
11
Sold Out
2
Unchanged
22
Holder count: -1
Institutional value: +2.5%
Shares held: +1.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BERKLEY W R CORP +79,856 1,060,952
RLH Capital LLC +59,425 60,672
GLAZER CAPITAL, LLC +32,716 658,790
Centiva Capital, LP +5,604 105,604
AQR Arbitrage LLC +1,678 726,064

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
METEORA CAPITAL, LLC −170,922 1,046,543
TORONTO DOMINION BANK −84,685 239,173
Shaolin Capital Management LLC −83,883 546,542
Karpus Management, Inc. −44,486 962,657
WOLVERINE ASSET MANAGEMENT LLC −38,120 363,112

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
RIVERNORTH CAPITAL MANAGEMENT, LLC 499,613 $2,624,557

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
TWO SIGMA INVESTMENTS, LP 40,268 $418,787
Schonfeld Strategic Advisors LLC 14,844 $154,377
Filter: New 1 Increased 6 Reduced 11 Sold out 2 Unchanged 22
Showing 57 of 57
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BERKLEY W R CORP $11,150,605 13.07% 1,060,952
Karpus Management, Inc. $10,117,525 11.86% 962,657
Linden Advisors LP $9,203,775 10.79% 875,716
GLAZER CAPITAL, LLC $6,923,882 8.12% 658,790
Westchester Capital Management, LLC $5,599,800 6.56% 532,807
MIZUHO SECURITIES USA LLC $4,786,811 5.61% 455,453
Polar Asset Management Partners Inc. $4,204,000 4.93% 400,000
AQR Arbitrage LLC $3,753,593 4.40% 357,145
WOLVERINE ASSET MANAGEMENT LLC $3,608,230 4.23% 343,314
Magnetar Financial LLC $2,627,500 3.08% 250,000
RIVERNORTH CAPITAL MANAGEMENT, LLC $2,624,557 3.08% 249,720
DLD Asset Management, LP $2,102,000 2.46% 200,000
D. E. Shaw & Co., Inc. $2,102,000 2.46% 200,000
Hudson Bay Capital Management LP $1,576,500 1.85% 150,000
Shaolin Capital Management LLC $1,405,144 1.65% 133,696
TENOR CAPITAL MANAGEMENT Co., L.P. $1,313,750 1.54% 125,000
WHITEBOX ADVISORS LLC $1,313,750 1.54% 125,000
GOLDMAN SACHS GROUP INC $1,283,334 1.50% 122,106
Radcliffe Capital Management, L.P. $1,177,603 1.38% 112,046
Crossingbridge Advisors, LLC $1,148,080 1.35% 109,237
Centiva Capital, LP $1,109,898 1.30% 105,604
Periscope Capital Inc. $1,051,000 1.23% 100,000
HEIGHTS CAPITAL MANAGEMENT, INC $999,469 1.17% 95,097
TORONTO DOMINION BANK $983,452 1.15% 93,573
METEORA CAPITAL, LLC $939,467 1.10% 89,388
Clear Street Group Inc. $698,557 0.82% 66,466
RLH Capital LLC $637,662 0.75% 60,672
ROBINSON CAPITAL MANAGEMENT, LLC $235,960 0.28% 22,451
Dakota Wealth Management $230,169 0.27% 21,900
BNP PARIBAS ARBITRAGE, SA $151,333 0.18% 14,399
Alyeska Investment Group, L.P. $127,297 0.15% 12,112
READYSTATE ASSET MANAGEMENT LP $105,100 0.12% 10,000
Quarry LP $6,568 0.01% 625
MORGAN STANLEY $630 0.00% 60
Shaolin Capital Management LLC IPEXR — — 412,846
METEORA CAPITAL, LLC IPEXR — — 957,155
Clear Street Group Inc. IPEXR — — 243,889
Magnetar Financial LLC IPEXR — — 250,000
Bulldog Investors, LLP IPEXR — — 19,430
TENOR CAPITAL MANAGEMENT Co., L.P. IPEXR — — 125,000
Periscope Capital Inc. IPEXR — — 25,000
Clear Street Group Inc. IPEXU — — 1,825
BOOTHBAY FUND MANAGEMENT, LLC IPEXR — — 14,686
WHITEBOX ADVISORS LLC IPEXR — — 125,000
LMR Partners LLP IPEXR — — 90,000
RIVERNORTH CAPITAL MANAGEMENT, LLC IPEXR — — 249,893
BNP PARIBAS ARBITRAGE, SA IPEXR — — 122,083
Harraden Circle Investments, LLC IPEXR — — 2,614,444
Hudson Bay Capital Management LP IPEXR — — 201,700
UBS Group AG IPEXR — — 438
WOLVERINE ASSET MANAGEMENT LLC IPEXR — — 19,798
TORONTO DOMINION BANK IPEXR — — 145,600
JPMORGAN CHASE & CO IPEXR — — 150,000
D. E. Shaw & Co., Inc. IPEXR — — 200,000
Linden Advisors LP IPEXR — — 1,118,198
Polar Asset Management Partners Inc. IPEXR — — 400,000
AQR Arbitrage LLC IPEXR — — 368,919
Key facts CIK 2028355 CUSIP G6001J107 13F (30d) 27 filings 27 filers Visit website Investor relations