Among active 13F managers last quarter, 7 opened and 5 added, while 4 reduced; the largest holder to move was Highbridge Capital Management LLC (+2.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
31 tracked 13F filers disclose a position in KTWO as of the latest SEC 13F filings, a combined $106.6M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Highbridge Capital Management LLC | 1.3M | $12.6M | ▲+2.0% Added · +25K sh | Q2 2026 | |
| 2 | Aristeia Capital, L.L.C. | 1.0M | $9.9M | —Held | Q2 2026 | |
| 3 | Linden Advisors LP | 750K | $7.4M | ▲New +750K sh | Q1 2026 | |
| 4 | AQR Arbitrage LLC | 690K | $6.9M | ▲+2.6% Added · +18K sh | Q2 2026 | |
| 5 | Magnetar Financial LLC | 650K | $6.5M | —Held | Q2 2026 | |
| 6 | Shaolin Capital Management LLC | 616K | $6.1M | ▼−12% Reduced · −87K sh | Q2 2026 | |
| 7 | Berkley W R Corp | 597K | $5.9M | ▲New +597K sh | Q1 2026 | |
| 8 | Mangrove Partners Im, LLC | 590K | $5.9M | —Held | Q2 2026 | |
| 9 | Karpus Management, Inc. | 491K | $4.9M | ▲New +491K sh | Q2 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 400K | $3.9M | ▲New +400K sh | Q1 2026 | |
| 11 | First Trust Capital Management L.P. | 353K | $3.5M | —Held | Q2 2026 | |
| 12 | BNP Paribas Financial Markets | 327K | $3.2M | ▲New +327K sh | Q1 2026 | |
| 13 | Rivernorth Capital Management, LLC | 300K | $3.0M | —Held | Q2 2026 | |
| 14 | Crossingbridge Advisors, LLC | 275K | $2.7M | ▲+22% Added · +50K sh | Q2 2026 | |
| 15 | Polar Asset Management Partners Inc. | 250K | $2.5M | —Held | Q2 2026 | |
| 16 | Westchester Capital Management, LLC | 250K | $2.5M | ▲New +250K sh | Q2 2026 | |
| 17 | Toronto Dominion Bank | 250K | $2.5M | ▲New +250K sh | Q1 2026 | |
| 18 | Periscope Capital Inc. | 247K | $2.5M | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 19 | Hudson Bay Capital Management LP | 237K | $2.4M | —Held | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 217K | $2.1M | ▲New +217K sh | Q1 2026 | |
| 21 | Whitebox Advisors LLC | 200K | $2.0M | —Held | Q2 2026 | |
| 22 | Schonfeld Strategic Advisors LLC | 168K | $1.7M | ▼−5.2% Reduced · −9K sh | Q2 2026 | |
| 23 | Radcliffe Capital Management, L.P. | 153K | $1.5M | ▲+2.1% Added · +3K sh | Q2 2026 | |
| 24 | Tenor Capital Management Co., L.P. | 150K | $1.5M | —Held | Q2 2026 | |
| 25 | DLD Asset Management, LP | 100K | $995K | —Held | 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.
Last quarter, 7 funds opened a new position in KTWO and 5 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Solarius Capital Acquis-CL ASOCA | 27 funds | $91.1M |
| Soulpower Acquisition Co-ASOUL | 25 funds | $165.6M |
| Oyster Enterprises II Acq-AOYSE | 25 funds | $150.4M |
| Thayer Ventures Acquis CL ATVAI | 25 funds | $138.5M |
| SC II Acquisition Corp-CL ASCII | 25 funds | $112.3M |
| Invest Green Acquisitio-CL AIGAC | 25 funds | $83.7M |
| Eqv Ventures Acquisition C-AEVAC | 24 funds | $185.9M |
| Apex Treasury Corp-CL AAPXT | 24 funds | $166.2M |
| Republic Digital Acquis-CL ARDAG | 24 funds | $159.7M |
| D. Boral Acquisition I-CL ADBCA | 24 funds | $147.5M |
| Axiom Intelligence-CL AAXIN | 24 funds | $121.7M |
| Xsolla Spac 1-CL AXSLL | 24 funds | $112.8M |
Ranked by how many of KTWO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KTWO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 30, 2026 | K2 Capital Sponsor Llc | 10% Owner | Buy (P) | 327K | — |
| Jan 30, 2026 | Thakur Karan | Chief Executive Officer, Director, 10% Owner | Buy (P) | 327K | — |
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| KTWOthis pageORD SHS CL A | 31 funds | $106.6M |
| KTWORSPACS | 27 funds | $2.1M |
| KTWOUUnit | 6 funds | $11.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for KTWO
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/KTWO/capital-change-brief"
Use Arkolith's capital_change_brief for KTWO. 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 KTWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.