Plum Acquisition Corp, IV - Class A ordinary shares, $0.0001 par value per share (PLMK) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Class A ordinary shares, $0.0001 par value per share
Symbol
PLMK on Nasdaq
Shares outstanding
18,504,532
Price per share
$10.43
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
16,652,655
Total reported value
$173,818,406
% of total 13F portfolios
0%
Share change
+87,602
Value change
+$930,635
Number of holders
43
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Plum Acquisition Corp, IV - Class A ordinary shares, $0.0001 par value per share (PLMK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PLUM PARTNERS IV, LLC 28% $67,518,500 6,685,000 Plum Partners IV, LLC 16 Jan 2025
Westchester Capital Management, LLC 6.6% $12,617,500 1,225,000 Westchester Capital Management, LLC 30 Jun 2025
AQR CAPITAL MANAGEMENT LLC 5.2% $9,700,323 960,428 AQR Capital Management, LLC 31 Mar 2025
BARCLAYS PLC 3.5% -51% $6,705,815 -$5,123,086 651,050 -43% Barclays PLC 30 Jun 2025

As of 31 Dec 2025, 43 institutional investors reported holding 16,652,655 shares of Plum Acquisition Corp, IV - Class A ordinary shares, $0.0001 par value per share (PLMK). This represents 90% of the company’s total 18,504,532 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Plum Acquisition Corp, IV - Class A ordinary shares, $0.0001 par value per share (PLMK) 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
Westchester Capital Management, LLC 6.6% 1,225,000 0% 0.6% $12,776,750
AQR Arbitrage LLC 5.2% 960,428 0% 0.21% $10,017,264
D. E. Shaw & Co., Inc. 4.6% 853,875 +22% 0.01% $8,905,916
Glazer Capital, LLC 4.2% 783,339 +1.7% 0.21% $8,170,000
BERKLEY W R CORP 4.2% 768,888 0% 0.45% $8,019,502
Context Capital Management, LLC 3.8% 700,000 0% 0.19% $7,322,000
TENOR CAPITAL MANAGEMENT Co., L.P. 3.8% 700,000 0% 0.1% $7,322,000
Governors Lane LP 3.8% 700,000 +133% 0.67% $7,315,000
Linden Advisors LP 3.8% 700,000 0% 0.04% $7,301,000
Karpus Management, Inc. 3.6% 672,200 -0.81% 0.22% $7,011,046
ARISTEIA CAPITAL, L.L.C. 3.5% 651,175 0% 0.19% $6,811,291
First Trust Capital Management L.P. 3.5% 650,000 0% 0.41% $6,799,000
Hudson Bay Capital Management LP 2.8% 512,489 -40% 0.03% $5,345,260
WOLVERINE ASSET MANAGEMENT LLC 2.7% 505,754 -21% 0.07% $5,275,014
Magnetar Financial LLC 2.7% 500,000 0% 0.05% $5,215,000
Alberta Investment Management Corp 2.7% 500,000 0% 0.03% $5,215,000
LMR Partners LLP 2.7% 500,000 0% 0.05% $5,230,000
TWO SIGMA INVESTMENTS, LP 2.7% 498,437 0% 0.01% $5,198,698
Radcliffe Capital Management, L.P. 2.4% 449,055 +5.6% 0.26% $4,692,625
Periscope Capital Inc. 2.2% 415,959 -6.6% 0.84% $4,346,772
Polar Asset Management Partners Inc. 2.2% 400,000 0% 0.08% $4,184,000
MIZUHO SECURITIES USA LLC 2% 375,000 +3.2% 0.06% $3,883,736
RIVERNORTH CAPITAL MANAGEMENT, LLC 2% 369,581 +46% 0.18% $3,854,730
GOLDMAN SACHS GROUP INC 1.8% 339,592 +0.01% 0% $3,541,945
Jain Global LLC 1.4% 250,100 0% 0.03% $2,608,543

Institutional Holders of Plum Acquisition Corp, IV - Class A ordinary shares, $0.0001 par value per share (PLMK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 16,652,655 $173,818,406 +$930,635 $10.43 43
2025 Q3 16,815,053 $173,520,845 +$2,457,043 $10.32 42
2025 Q2 16,328,883 $167,912,970 +$24,528,335 $10.28 40
2025 Q1 13,612,238 $136,671,841 +$136,671,841 $10.04 34