GRAF

Graf Global Corp-CL A Cross-source read$10.88 0.07%
FinancialsCUSIP G4036C106· EOD Sep 15, 2026

Among active 13F managers last quarter, 4 opened and 2 added, while 7 reduced; the largest holder to move was Harraden Circle Investments, LLC (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
32
22 in Q2 2026 filings
13F value (tracked)
$168.7M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
6 adding · 7 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.

Price & smart-money activity

$10.88 0.07%2Y +8.9%
$9.86$10.25$10.64$11.02$11.41202420252026141072496375776523
Hover for who · click for detailEnd-of-day closing prices52w $10.49 – $11.30

Who owns GRAF?

32 tracked 13F filers · ranked by shares held

32 tracked 13F filers disclose a position in GRAF as of the latest SEC 13F filings, a combined $168.7M 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
1Harraden Circle Investments, LLC2.0M
$21.7M
New
+2.0M sh
Q2 2026
2Linden Advisors LP1.5M
$16.1M
Held
Q1 2026
3Fort Baker Capital Management LP1.3M
$13.6M
−16%
Reduced · −241K sh
Q2 2026
4Rivernorth Capital Management, LLC1.1M
$11.9M
−0.1%
Reduced · −737 sh
Q2 2026
5D. E. Shaw & Co., Inc.990K
$10.6M
Held
Q1 2026
6Meteora Capital, LLC989K
$10.7M
New
+989K sh
Q2 2026
7LMR Partners LLP980K
$10.6M
Held
Q2 2026
8Alberta Investment Management Corp980K
$10.6M
Held
Q2 2026
9Magnetar Financial LLC850K
$9.2M
−47%
Reduced · −763K sh
Q2 2026
10Polar Asset Management Partners Inc.800K
$8.7M
Held
Q2 2026
11First Trust Capital Management L.P.677K
$7.3M
−32%
Reduced · −326K sh
Q2 2026
12Goldman Sachs Group Inc676K
$7.2M
Held
Q1 2026
13Tenor Capital Management Co., L.P.600K
$6.5M
Held
Q2 2026
14Two Sigma Investments, LP500K
$5.4M
Held
Q1 2026
15Toronto Dominion Bank353K
$3.8M
+41%
Added · +103K sh
Q1 2026
16Berkley W R Corp303K
$3.2M
+22%
Added · +55K sh
Q1 2026
17L1 Global Manager Pty Ltd300K
$3.3M
Held
Q2 2026
18Periscope Capital Inc.150K
$1.6M
−39%
Reduced · −98K sh
Q2 2026
19Deltec Asset Management LLC100K
$1.1M
Held
Q2 2026
20Moore Capital Management, LP100K
$1.1M
Held
Q2 2026
21Commonwealth Of Pennsylvania Public School Empls Retrmt Sys100K
$1.1M
−33%
Reduced · −50K sh
Q1 2026
22BNP Paribas Financial Markets67K
$722K
New
+67K sh
Q1 2026
23Readystate Asset Management LP52K
$562K
−7.1%
Reduced · −4K sh
Q2 2026
24DLD Asset Management, LP50K
$542K
+0.6%
Added · +295 sh
Q2 2026
25Yakira Capital Management, Inc.50K
$535K
New
+50K sh
Q2 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 GRAF being bought or sold by institutions?

Last quarter, 4 funds opened a new position in GRAF and 2 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
2
added to an existing position
Reduced
7
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own GRAF also own

CompanyCo-held byTheir position there
Eqv Ventures Acquisition C-AEVAC20 funds$168.6M
Cantor Equity Partners-CL ACEPF20 funds$163.9M
Mountain Lake Acquisiti-CL AMLAA20 funds$131.1M
Cantor Equity Partners-CL ACEPV20 funds$81.0M
Cohen Circle Acquisit II - ACCII19 funds$119.4M
Blue Water Acquisition C-ABLUW19 funds$119.3M
Republic Digital Acquis-CL ARDAG19 funds$119.1M
Gores Holdings X Inc-CL AGTEN18 funds$188.8M
Aldel Financial II IncALDF18 funds$120.7M
Launch Two Acquisition- CL ALPBB18 funds$113.5M
Newhold Investment Cor III-ANHIC18 funds$103.2M
Wen Acquisition Corp-AWENN18 funds$90.8M

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

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
39
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
GRAF is in Financials, which smart money is rotating OUT OF
$30.6B

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

22 tracked filers in Q2 2026 filingsstill filing
02244Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $120.6M
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
GRAF/WSWarrant34 funds$4.9M
GRAFthis pageORD SHS CL A32 funds$168.7M
G4036C114UNIT 05/31/20323 funds$316K

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

Recent filings

15 most recent

Keep exploring

Connected entities for GRAF

Browse more

Build

Ask your agent what changed in GRAF

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/GRAF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GRAF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GRAF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.