Among active 13F managers last quarter, 6 opened and 1 added, while 1 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.
18 tracked 13F filers disclose a position in PALOU as of the latest SEC 13F filings, a combined $92.6M 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 | Adage Capital Partners GP, L.L.C. | 1.4M | $13.5M | ▲New +1.4M sh | Q1 2026 | |
| 2 | Mercuria Capital Strategies, LLC | 1.0M | $10.1M | —Held | Q2 2026 | |
| 3 | Alberta Investment Management Corp | 900K | $9.1M | —Held | Q2 2026 | |
| 4 | Linden Advisors LP | 800K | $8.0M | ▲New +800K sh | Q1 2026 | |
| 5 | AQR Arbitrage LLC | 786K | $7.9M | ▲+1.4% Added · +11K sh | Q2 2026 | |
| 6 | Healthcare Of Ontario Pension Plan Trust Fund | 750K | $7.5M | ▲New +750K sh | Q1 2026 | |
| 7 | Millennium Management LLC | 600K | $6.0M | ▲New +600K sh | Q1 2026 | |
| 8 | Aristeia Capital, L.L.C. | 589K | $5.9M | —Held | Q2 2026 | |
| 9 | BNP Paribas Financial Markets | 525K | $5.2M | ▲New +525K sh | Q1 2026 | |
| 10 | LMR Partners LLP | 500K | $5.0M | —Held | Q2 2026 | |
| 11 | D. E. Shaw & Co., Inc. | 450K | $4.5M | ▲New +450K sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 272K | $2.7M | ▲New +272K sh | Q1 2026 | |
| 13 | Toronto Dominion Bank | 250K | $2.5M | ▲New +250K sh | Q1 2026 | |
| 14 | Lineage Point Capital LP | 211K | $2.3M | ▼−0.1% Reduced · −206 sh | Q2 2026 | |
| 15 | Qube Research & Technologies Ltd | 100K | $998K | ▲New +100K sh | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 88K | $874K | ▲New +88K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 40K | $399K | ▲New +40K sh | Q1 2026 | |
| 18 | Clear Street Group Inc. | 10K | $104K | ▲New +10K 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.
Last quarter, 6 funds opened a new position in PALOU and 1 added to an existing one, while 1 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 |
|---|---|---|
| Cantor Equity Partners-CL ACEPF | 12 funds | $96.3M |
| Viking Acquisition Corp - AVACI | 11 funds | $60.3M |
| Bleichroeder Acquis II-CL ABBCQ | 10 funds | $105.1M |
| American Exceptionalism-CL AAEXA | 10 funds | $59.2M |
| Hall Chadwick Acquisition-AHCAC | 10 funds | $52.2M |
| Cantor Equity Partners VI -ACEPS | 10 funds | $13.1M |
| Bain Capital GSS Inv- ABCSS | 9 funds | $113.6M |
| Mountain Lake Acquisiti-CL AMLAA | 9 funds | $113.1M |
| Eqv Ventures Acquisition C-AEVAC | 9 funds | $100.1M |
| Churchill Capital Corp-CL ACCXI | 9 funds | $90.5M |
| Karbon Capital Partners-CL AKBON | 9 funds | $89.2M |
| Apex Treasury Corp-CL AAPXT | 9 funds | $86.8M |
Ranked by how many of PALOU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PALOU.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 25, 2026 | Staples Anna Maria | Chief Executive Officer, Director, 10% Owner | Buy (P) | 15K | — |
| Feb 25, 2026 | Paloma Capital Group Llc | 10% Owner | Buy (P) | 15K | — |
| Feb 20, 2026 | Paloma Capital Group Llc | 10% Owner | Buy (P) | 350K | — |
| Feb 20, 2026 | Staples Anna Maria | Chief Executive Officer, Director, 10% Owner | Buy (P) | 350K | — |
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 | 1 | 1 | – |
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 |
|---|---|---|
| PALOORD SHS CL A | 23 funds | $49.4M |
| PALOWWarrant | 20 funds | $1.1M |
| PALOUthis pageUnit | 18 funds | $92.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PALOU
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/PALOU/capital-change-brief"
Use Arkolith's capital_change_brief for PALOU. 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 PALOU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.