BAYA

Bayview Acquisition Corp-A Cross-source read
FinancialsCUSIP 07323B100

Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Meteora Capital, LLC (−46%). No open-market insider trades in the last 180 days.

Tracked 13F holders
7
3 in Q2 2026 filings
13F value (tracked)
$6.6M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Who owns BAYA?

7 tracked 13F filers · ranked by shares held

7 tracked 13F filers disclose a position in BAYA as of the latest SEC 13F filings, a combined $6.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Berkley W R Corp149K
$1.8M
Held
Q1 2026
2Polar Asset Management Partners Inc.113K
$1.3M
Held
Q1 2026
3Meteora Capital, LLC107K
$1.3M
−46%
Reduced · −90K sh
Q1 2026
4Harraden Circle Investments, LLC96K
$1.2M
+36%
Added · +25K sh
Q2 2026
5Quarry LP61K
$746K
Held
Q2 2026
6Clear Street Group Inc.27K
$323K
−71%
Reduced · −66K sh
Q2 2026
7Morgan Stanley42
$500
+31%
Added · +10 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BAYA being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in BAYA, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BAYA also own

CompanyCo-held byTheir position there
D. Boral Arc Acquisit - CL ABCAR5 funds$55.5M
Cohen Circle Acquisit II - ACCII5 funds$49.1M
Gores Holdings X Inc-CL AGTEN5 funds$43.4M
New America Acquisition-CL ANWAX5 funds$42.9M
Bold Eagle Acquisition Cor-ABEAG5 funds$37.9M
Cantor Equity Partners-CL ACEPV5 funds$36.0M
GSR IV Acquisition Corp-CL AGSRF5 funds$33.1M
Blue Acquisition Corp-CL ABACC5 funds$20.4M
Gigcapital9 Corp-RTSGIXXR5 funds$1.6M
Republic Digital Acqu - 30RDAGW5 funds$1.5M
Blue Acquisition Corp-RTSBACCR5 funds$1.4M
New America Acquisition I CoNWAX/WS5 funds$1.2M

Ranked by how many of BAYA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BAYA.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
22
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
BAYA is in Financials, which smart money is rotating OUT OF
$23.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

3 tracked filers in Q2 2026 filingsstill filing
0816Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BAYARSPACS14 funds$368K
BAYAthis pageORD SHS7 funds$6.6M
BAYAUUNIT 99/99/99992 funds$60K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

2 most recent

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Connected entities for BAYA

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Ask your agent what changed in BAYA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BAYA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BAYA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for BAYA. Filings are public domain, sourced to SEC EDGAR.