Cohen Circle Acquisition Corp. II - par value $0.0001 per share (CCII) Institutional Ownership

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

Type / Class
Equity / par value $0.0001 per share
Symbol
CCII on Nasdaq
Shares outstanding
25,309,888
Price per share
$10.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
21,567,030
Total reported value
$220,817,735
% of total 13F portfolios
0%
Share change
+2,179,104
Value change
+$22,305,975
Number of holders
54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Cohen Circle Acquisition Corp. II - par value $0.0001 per share (CCII) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Cohen Circle Sponsor II, LLC 26% 9,118,333 Betsy Z. Cohen 30 Jun 2025
METEORA CAPITAL, LLC 8.1% $21,631,887 2,112,489 Meteora Capital, LLC 31 Dec 2025
Harraden Circle Investments, LLC 6.4% $17,005,675 1,675,436 Harraden Circle Investments, LLC 30 Sep 2025
Lighthouse Investment Partners, LLC 5.4% $13,865,769 1,354,079 Lighthouse Investment Partners, LLC 31 Dec 2025
Linden Capital L.P. 5.2% 1,344,511 Linden Capital L.P. 27 Aug 2025
MILLENNIUM MANAGEMENT LLC 5.1% $13,646,666 1,324,919 Millennium Management LLC 28 Jan 2026

As of 31 Dec 2025, 54 institutional investors reported holding 21,567,030 shares of Cohen Circle Acquisition Corp. II - par value $0.0001 per share (CCII). This represents 85% of the company’s total 25,309,888 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Cohen Circle Acquisition Corp. II - par value $0.0001 per share (CCII) together control 70% 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
METEORA CAPITAL, LLC 8.3% 2,112,489 -14% 1.8% $21,631,887
Harraden Circle Investments, LLC 6.6% 1,675,436 0% 3.1% $17,156,465
Linden Advisors LP 5.5% 1,394,511 0% 0.09% $14,279,793
Lighthouse Investment Partners, LLC 4% 1,000,000 0.34% $10,240,000
MILLENNIUM MANAGEMENT LLC 3.8% 956,310 +28% 0.01% $9,792,614
Centiva Capital, LP 3.1% 785,856 -24% 0.49% $8,047,165
TWO SIGMA INVESTMENTS, LP 2.9% 731,041 0% 0.01% $7,485,860
TORONTO DOMINION BANK 2.8% 711,673 +58% 0.01% $7,287,532
J. Goldman & Co LP 2.7% 688,046 +22% 0.27% $7,045,591
Saba Capital Management, L.P. 2.7% 684,000 0% 0.23% $7,004,160
Glazer Capital, LLC 2.5% 620,100 -11% 0.17% $6,350,000
Radcliffe Capital Management, L.P. 2.4% 616,577 +12% 0.34% $6,313,748
LMR Partners LLP 2.4% 600,000 0% 0.06% $6,144,000
Hudson Bay Capital Management LP 2.4% 600,000 0% 0.04% $6,144,000
BERKLEY W R CORP 2.1% 525,621 +0.9% 0.3% $5,382,359
Shaolin Capital Management LLC 1.8% 450,510 +14% 0.17% $4,613,222
Polar Asset Management Partners Inc. 1.8% 450,000 0% 0.09% $4,608,000
Periscope Capital Inc. 1.8% 449,700 -5.3% 0.89% $4,604,928
Mint Tower Capital Management B.V. 1.6% 400,000 0.52% $4,096,000
Context Capital Management, LLC 1.6% 400,000 0% 0.11% $4,096,000
MIZUHO SECURITIES USA LLC 1.6% 400,000 +86% 0.07% $4,061,593
K2 PRINCIPAL FUND, L.P. 1.6% 399,200 -0.2% 0.77% $4,087,808
Verition Fund Management LLC 1.5% 390,628 -15% 0.02% $4,000,031
AQR Arbitrage LLC 1.5% 379,938 -24% 0.08% $3,890,565
Fort Baker Capital Management LP 1.4% 352,248 +76% 0.4% $3,607,019

Institutional Holders of Cohen Circle Acquisition Corp. II - par value $0.0001 per share (CCII) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 21,567,030 $220,817,735 +$22,305,975 $10.24 54
2025 Q3 19,269,790 $195,575,127 +$191,224,593 $10.15 44