RFAIR

RF Acquisition Corp II Cross-source read$0.16 5.19%
FinancialsCUSIP G75389117· EOD Sep 15, 2026

Among active 13F managers last quarter, 3 opened and 4 added, while 1 reduced; the largest holder to move was Highbridge Capital Management LLC (+9.5%). No recent Form 4 insider filings for RFAIR.

Tracked 13F holders
25
20 in Q2 2026 filings
13F value (tracked)
$831K
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$0.16 5.19%2Y +90.6%
$0.04$0.08$0.12$0.17$0.2120242025202672422234647
Hover for who · click for detailEnd-of-day closing prices52w $0.08 – $0.21

Who owns RFAIR?

25 tracked 13F filers · ranked by shares held

25 tracked 13F filers disclose a position in RFAIR as of the latest SEC 13F filings, a combined $831K 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
1Highbridge Capital Management LLC2.1M
$191K
+9.5%
Added · +184K sh
Q2 2026
2Harraden Circle Investments, LLC1.3M
$130K
Held
Q2 2026
3Wealthspring Capital LLC736K
$74K
−0.6%
Reduced · −5K sh
Q2 2026
4AQR Arbitrage LLC688K
$69K
+0.5%
Added · +3K sh
Q2 2026
5StoneX Group Inc.685K
$69K
+143%
Added · +403K sh
Q2 2026
6Yakira Capital Management, Inc.430K
$43K
Held
Q2 2026
7Clear Street Group Inc.327K
$33K
−0.1%
Reduced · −500 sh
Q2 2026
8Shaolin Capital Management LLC259K
$26K
+3.5%
Added · +9K sh
Q2 2026
9Deutsche Bank AG240K
$29K
Held
Q1 2026
10Polar Asset Management Partners Inc.225K
$23K
Held
Q2 2026
11D. E. Shaw & Co., Inc.200K
$24K
Held
Q1 2026
12HGC Investment Management Inc.200K
$20K
Held
Q2 2026
13Periscope Capital Inc.198K
$20K
Held
Q2 2026
14Toronto Dominion Bank175K
$21K
Held
Q1 2026
15Meteora Capital, LLC155K
$16K
Held
Q2 2026
16Aristeia Capital, L.L.C.100K
$10K
New
+100K sh
Q2 2026
17Rivernorth Capital Management, LLC100K
$10K
Held
Q2 2026
18Magnetar Financial LLC99K
$10K
Held
Q2 2026
19Boothbay Fund Management, LLC51K
$5K
Held
Q2 2026
20BNP Paribas Financial Markets47K
$6K
Held
Q1 2026
21Robinson Capital Management, LLC20K
$2K
Held
Q2 2026
22Arax Advisory Partners15K
$1K
New
+15K sh
Q2 2026
23K2 Principal Fund, L.P.13K
$1K
Held
Q2 2026
24Two Sigma Securities, LLC12K
$1K
New
+12K sh
Q2 2026
25UBS Group AG2K
$274
~0%
Reduced · −1 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 RFAIR being bought or sold by institutions?

Last quarter, 3 funds opened a new position in RFAIR and 4 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).

Opened
3
funds took a first position
Added
4
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 RFAIR also own

CompanyCo-held byTheir position there
Cantor Equity Partners-CL ACEPF17 funds$122.2M
Drugs Made In America Acq-RTDMIIR17 funds$1.0M
Cantor Equity Partners-CL ACEPV16 funds$59.8M
Cal Redwood Acquisition CorpCRAQR16 funds$2.6M
Texas Ventures Acquisition-ATVA15 funds$80.8M
Cantor Equity Partners VII-ACAES15 funds$76.8M
Berto Acquisition Corp - 30TACOW15 funds$4.1M
Republic Digital Acqu - 30RDAGW15 funds$2.8M
Apex Treasury Corp -30APXTW15 funds$2.3M
Axiom Intelligence AcquisitiAXINR15 funds$2.3M
Sim Acquisition Corp - 29SIMAW15 funds$2.2M
Jackson Acquisition Co IIJACS-R15 funds$1.6M

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

Insider activity (Form 4)

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
43
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
RFAIR is in Financials, which smart money is rotating OUT OF
$30.0B

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

20 tracked filers in Q2 2026 filingsstill filing
01122Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $752K
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
RFAIRthis pageSPACS25 funds$831K
RFAISHS10 funds$37.5M
RFAIUUNIT 05/01/20262 funds$135K

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

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for RFAIR

Browse more

Build

Ask your agent what changed in RFAIR

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/RFAIR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RFAIR.
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 RFAIR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.