Security key
G6001J107
Inflection Point Acquisition Corp. V - Common (IPEX)
CUSIP: G6001J107
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Common
- Total 13F shares
- 7,370,983
- Total 13F value
- $74,463,284
- Share change
- +1,411,108
- SEC-reported price per share
- $10.11
- Number of holders
- 27
- Value change
- +$14,303,981
- Number of buys
- 14
- Number of sells
- 8
- Shares outstanding
- 11,010,464
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
27
Top holders
10
IPEX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Inflection Point Acquisition Corp. V SEC filings
Inflection Point Acquisition Corp. V company facts
Broader feeds
Reporting periods
Holder history for CUSIP G6001J107
Recent filing periods:
Ownership snapshot
Top reported holders of IPEX - Inflection Point Acquisition Corp. V - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
15/15
Latest evidence
31 Mar 2025
13F
Lead comparable stake: 7.8%
Showing 1-6 of 15 holder rows.
Quick read
Karpus Management, Inc. leads the comparable SEC ownership view at 7.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership
Top 5
Karpus Management, Inc.
7.8%
TORONTO DOMINION BANK
6.2%
Westchester Capital Management, LLC
3.9%
BERKLEY W R CORP
3.3%
Crossingbridge Advisors, LLC
3.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karpus Management, Inc. |
13F
Company
|
7.8%
|
$8,479,229
854,761 shares
|
— | 31 Mar 2025 |
| TORONTO DOMINION BANK |
13F
Company
|
6.2%
|
$163,032
679,300 shares
|
— | 31 Mar 2025 |
| Westchester Capital Management, LLC |
13F
Company
|
3.9%
|
$4,230,880
426,500 shares
|
— | 31 Mar 2025 |
| BERKLEY W R CORP |
13F
Company
|
3.3%
|
$3,583,908
361,281 shares
|
— | 31 Mar 2025 |
| Crossingbridge Advisors, LLC |
13F
Company
|
3.2%
|
$3,472,000
350,000 shares
|
— | 31 Mar 2025 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
2.5%
|
$2,697,000
271,875 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
27
Shares
7,370,983
Rows available
27
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2026 Across Filers
Q1 2026 holders
35
Q2 2025 holders
27
Holder diff
-8
| Investor | Q1 2026 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend