Among active 13F managers last quarter, 6 opened and 4 added, while 3 reduced; the largest holder to move was Adage Capital Partners GP, L.L.C. (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
42 tracked 13F filers disclose a position in LFAC as of the latest SEC 13F filings, a combined $98.8M 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 | Adage Capital Partners GP, L.L.C. | 1.1M | $11.2M | ▲New +1.1M sh | Q1 2026 | |
| 2 | Magnetar Financial LLC | 700K | $7.0M | —Held | Q2 2026 | |
| 3 | Tenor Capital Management Co., L.P. | 600K | $6.0M | —Held | Q2 2026 | |
| 4 | Linden Advisors LP | 600K | $6.0M | ▲New +600K sh | Q1 2026 | |
| 5 | Picton Mahoney Asset Management | 501K | $5.0M | —Held | Q2 2026 | |
| 6 | Rivernorth Capital Management, LLC | 500K | $5.0M | —Held | Q2 2026 | |
| 7 | AQR Arbitrage LLC | 497K | $5.0M | ▲+1.2% Added · +6K sh | Q2 2026 | |
| 8 | Cantor Fitzgerald, L. P. | 442K | $4.4M | ▲New +442K sh | Q1 2026 | |
| 9 | Alberta Investment Management Corp | 400K | $4.0M | —Held | Q2 2026 | |
| 10 | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 400K | $4.0M | ▲New +400K sh | Q1 2026 | |
| 11 | Kryger Capital LLC | 325K | $3.2M | ▲New +325K sh | Q2 2026 | |
| 12 | Moore Capital Management, LP | 300K | $3.0M | —Held | Q2 2026 | |
| 13 | Periscope Capital Inc. | 300K | $3.0M | —Held | Q2 2026 | |
| 14 | BNP Paribas Financial Markets | 291K | $2.9M | ▲+9.7% Added · +26K sh | Q1 2026 | |
| 15 | Polar Asset Management Partners Inc. | 275K | $2.7M | —Held | Q2 2026 | |
| 16 | Two Sigma Investments, LP | 227K | $2.2M | —Held | Q1 2026 | |
| 17 | Hudson Bay Capital Management LP | 225K | $2.2M | —Held | Q2 2026 | |
| 18 | Verition Fund Management LLC | 200K | $2.0M | —Held | Q2 2026 | |
| 19 | Radcliffe Capital Management, L.P. | 175K | $1.8M | ▲+8.8% Added · +14K sh | Q2 2026 | |
| 20 | Clear Street Group Inc. | 165K | $1.7M | ▼−8.9% Reduced · −16K sh | Q2 2026 | |
| 21 | Gritstone Asset Management LLC | 150K | $1.5M | —Held | Q2 2026 | |
| 22 | Berkley W R Corp | 149K | $1.5M | —Held | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | 146K | $1.4M | ▲New +146K sh | Q1 2026 | |
| 24 | Millennium Management LLC | 125K | $1.2M | ▲New +125K sh | Q1 2026 | |
| 25 | Healthcare Of Ontario Pension Plan Trust Fund | 125K | $1.2M | —Held | 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.
Last quarter, 6 funds opened a new position in LFAC and 4 added to an existing one, while 3 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 |
|---|---|---|
| Crane Harbor Acquisitio-CL ACRAN | 31 funds | $189.3M |
| Republic Digital Acquis-CL ARDAG | 30 funds | $165.7M |
| Eqv Ventures Acquisition C-AEVAC | 29 funds | $238.8M |
| Meshflow Acquisition Co-CL AMESH | 29 funds | $174.6M |
| Trailblazer Acquisition-CL ABLZR | 29 funds | $143.6M |
| Activate Energy Acquisitio-AAEAQ | 29 funds | $124.9M |
| Daedalus Special Acquis-CL ADSAC | 29 funds | $114.9M |
| Solarius Capital Acquis-CL ASOCA | 29 funds | $104.4M |
| Cantor Equity Partners-CL ACEPV | 29 funds | $99.8M |
| Cantor Equity Partners-CL ACEPF | 28 funds | $174.7M |
| Oyster Enterprises II Acq-AOYSE | 28 funds | $152.2M |
| Vine Hill Capital Inves-CL AVHCP | 28 funds | $132.9M |
Ranked by how many of LFAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFAC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 8, 2025 | LeapFrog Partners LLC | 10% Owner | Buy (P) | 329K | $3.3M |
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 | 6 | 4 | – |
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 |
|---|---|---|
| LFACthis pageEquity | 42 funds | $98.8M |
| LFACWWarrant | 31 funds | $1.6M |
| LFACUUnit | 13 funds | $21.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for LFAC
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/LFAC/capital-change-brief"
Use Arkolith's capital_change_brief for LFAC. 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 LFAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.