Latest Period
Q1 2026
Security Snapshot
Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF) Institutional Ownership
CUSIP: G01558108
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
49
Shares (Excl. Options)
22,691,623
Price
$10.56
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- Security type / class
- Equity / Class A ordinary shares, par value $0.0001
- Symbol
- ALDF on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 22,691,623
- Total 13F value
- $239,692,430
- Portfolio coverage rank
- 0%
- Share change
- -384,177
- Value change
- -$4,058,575
- Number of holders
- 49
- Shares outstanding
- 22,991,550
- SEC-reported price per share
- $10.68
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- ALDF - Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 is tracked under CUSIP G01558108.
- 49 institutions reported positions in Q1 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 49 to 49 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $241,573,513 to $239,692,430.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 49 institutions filings for Q1 2026.
Security key
G01558108
Latest holder period
Q1 2026
13F holders
49
13D/G owners
8
CIK / CUSIP context first
Open Q1 2026 holders
ALDF full holder history
Aldel Financial II Inc. SEC filings
Aldel Financial II Inc. company facts
Aldel Financial II Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP G01558108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
8
Security
ALDF
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Aldel Investors II LLC | 20% | $61,086,961 | 6,048,214 | Robert I. Kauffman | 23 Oct 2024 | |||
| Harraden Circle Investments, LLC | 9.9% | +45% | $24,570,960 | +$7,837,479 | 2,351,288 | +47% | Harraden Circle Investments, LLC | 30 Sep 2025 |
| AQR CAPITAL MANAGEMENT LLC | 7.6% | $22,858,158 | 2,263,184 | AQR Capital Management, LLC | 31 Dec 2024 | |||
| Magnetar Financial LLC | 8.3% | $19,921,580 | 1,899,102 | MAGNETAR FINANCIAL LLC | 31 Dec 2025 | |||
| Hudson Bay Capital Management LP | 4.8% | -21% | $15,210,500 | 1,450,000 | 0% | Hudson Bay Capital Management LP | 30 Jun 2025 | |
| LMR Partners LLP | 5.1% | $12,120,000 | 1,200,000 | LMR Partners LLP | 31 Mar 2025 | |||
| Westchester Capital Management, LLC | 4.9% | -2.2% | $12,162,610 | -$262,250 | 1,159,448 | -2.1% | Westchester Capital Management, LLC | 30 Jun 2025 |
| BARCLAYS PLC | 3.8% | -33% | $9,480,862 | -$4,970,624 | 903,800 | -34% | Barclays PLC | 30 Jun 2025 |
As of 31 Mar 2026, 49 institutional investors reported holding 22,691,623 shares of Aldel Financial II Inc. - Class A ordinary shares, par value $0.0001 (ALDF). This represents 99% of the company’s total 22,991,550 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
88%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Harraden Circle Investments, LLC | 10% | 2,351,288 | 0% | 5% | $24,829,601 |
| Magnetar Financial LLC | 8.3% | 1,899,098 | 0% | 0.2% | $20,054,475 |
| AQR Arbitrage LLC | 6.6% | 1,513,426 | -6.3% | 0.26% | $15,996,913 |
| LMR Partners LLP | 5.2% | 1,200,000 | 0% | 0.12% | $12,672,000 |
| Westchester Capital Management, LLC | 5% | 1,159,448 | 0% | 0.59% | $12,255,365 |
| Hudson Bay Capital Management LP | 4.8% | 1,100,000 | 0% | 0.07% | $11,627,000 |
| Linden Advisors LP | 4.1% | 950,000 | 0% | 0.06% | $10,041,500 |
| Ghisallo Capital Management LLC | 3.9% | 900,000 | 0% | 0.26% | $9,513,000 |
| D. E. Shaw & Co., Inc. | 3.8% | 880,057 | 0% | 0.01% | $9,302,202 |
| METEORA CAPITAL, LLC | 3.4% | 776,947 | -0.06% | 0.61% | $8,204,560 |
| PICTON MAHONEY ASSET MANAGEMENT | 3.3% | 750,000 | 0% | 0.08% | $7,920,000 |
| Wealthspring Capital LLC | 3.2% | 725,179 | -0.47% | 1.8% | $7,657,890 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 3% | 699,234 | 0% | 0.12% | $7,383,911 |
| GOLDMAN SACHS GROUP INC | 2.6% | 605,314 | 0% | 0% | $6,392,116 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.5% | 564,023 | -5.8% | 0.3% | $5,956,083 |
| TWO SIGMA INVESTMENTS, LP | 2.2% | 500,000 | 0% | 0% | $5,280,000 |
| BERKLEY W R CORP | 2.1% | 474,710 | +12% | 0.27% | $5,012,938 |
| Fort Baker Capital Management LP | 2% | 454,193 | 0% | 0.43% | $4,796,278 |
| GLAZER CAPITAL, LLC | 1.9% | 433,671 | -0.05% | 0.1% | $4,580,000 |
| TORONTO DOMINION BANK | 1.7% | 400,000 | 0% | 0.01% | $4,224,000 |
| WHITEBOX ADVISORS LLC | 1.7% | 400,000 | 0% | 0.06% | $4,224,000 |
| GRITSTONE ASSET MANAGEMENT LLC | 1.7% | 394,214 | 0% | 4.4% | $4,162,900 |
| Radcliffe Capital Management, L.P. | 1.7% | 379,584 | +2.5% | 0.3% | $4,008,407 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1.5% | 350,000 | -12% | 0.02% | $3,696,000 |
| Periscope Capital Inc. | 1.5% | 350,000 | -5.4% | 0.64% | $3,696,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 22,691,623 | $239,692,430 | -$4,058,575 | $10.56 | 49 |
| 2025 Q4 | 23,012,338 | $241,573,513 | +$6,492,549 | $10.49 | 49 |
| 2025 Q3 | 22,233,731 | $232,329,255 | +$12,332,744 | $10.45 | 47 |
| 2025 Q2 | 20,967,531 | $219,766,474 | +$39,663,030 | $10.49 | 46 |
| 2025 Q1 | 17,892,877 | $180,684,008 | +$86,821,167 | $10.11 | 36 |
| 2024 Q4 | 9,315,865 | $92,532,600 | +$91,539,600 | $9.93 | 20 |