TVAI

Thayer Ventures Acquis CL A Cross-source read$10.39 0.10%
FinancialsCUSIP G87890102· EOD Sep 15, 2026

Among active 13F managers last quarter, 4 added and 3 reduced; the largest holder to move was AQR Arbitrage LLC (+0.5%). No recent Form 4 insider filings for TVAI.

Tracked 13F holders
44
32 in Q2 2026 filings
13F value (tracked)
$183.8M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
4 adding · 3 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

$10.39 0.10%1Y +4.3%
$9.93$10.06$10.18$10.31$10.43Jul 2025SepDecMar 2026JunSep28926543
Hover for who · click for detailEnd-of-day closing prices52w $10.03 – $10.40

Who owns TVAI?

44 tracked 13F filers · ranked by shares held

44 tracked 13F filers disclose a position in TVAI as of the latest SEC 13F filings, a combined $183.8M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Linden Advisors LP1.8M
$17.9M
Held
Q1 2026
2Aristeia Capital, L.L.C.1.1M
$11.6M
Held
Q2 2026
3Tenor Capital Management Co., L.P.1.0M
$10.3M
Held
Q2 2026
4Polar Asset Management Partners Inc.900K
$9.3M
Held
Q2 2026
5D. E. Shaw & Co., Inc.875K
$9.0M
Held
Q1 2026
6Alberta Investment Management Corp700K
$7.2M
Held
Q2 2026
7Millennium Management LLC700K
$7.1M
Held
Q1 2026
8AQR Arbitrage LLC641K
$6.6M
+0.5%
Added · +3K sh
Q2 2026
9Two Sigma Investments, LP634K
$6.5M
Held
Q1 2026
10Verition Fund Management LLC627K
$6.5M
Held
Q2 2026
11Meteora Capital, LLC606K
$6.3M
−45%
Reduced · −504K sh
Q2 2026
12Karpus Management, Inc.542K
$5.6M
−0.3%
Reduced · −2K sh
Q2 2026
13Westchester Capital Management, LLC525K
$5.4M
Held
Q2 2026
14HGC Investment Management Inc.525K
$5.4M
Held
Q2 2026
15Radcliffe Capital Management, L.P.525K
$5.4M
Held
Q2 2026
16Berkley W R Corp463K
$4.7M
Held
Q1 2026
17Mangrove Partners Im, LLC450K
$4.6M
Held
Q2 2026
18Rivernorth Capital Management, LLC398K
$4.1M
Held
Q2 2026
19Commonwealth Of Pennsylvania Public School Empls Retrmt Sys387K
$4.0M
Held
Q1 2026
20Logan Stone Capital, LLC383K
$4.0M
+0.1%
Added · +427 sh
Q2 2026
21Shaolin Capital Management LLC377K
$3.9M
−18%
Reduced · −81K sh
Q2 2026
22Hudson Bay Capital Management LP375K
$3.9M
Held
Q2 2026
23Magnetar Financial LLC350K
$3.6M
Held
Q2 2026
24Periscope Capital Inc.313K
$3.2M
Held
Q2 2026
25Picton Mahoney Asset Management300K
$3.1M
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.

Is TVAI being bought or sold by institutions?

Last quarter, 4 funds added to an existing position in TVAI, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
4
added to an existing position
Reduced
3
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own TVAI also own

CompanyCo-held byTheir position there
Solarius Capital Acquis-CL ASOCA33 funds$111.5M
Soulpower Acquisition Co-ASOUL32 funds$189.3M
Wen Acquisition Corp-AWENN32 funds$163.6M
Eqv Ventures Acquisition C-AEVAC31 funds$223.9M
Republic Digital Acquis-CL ARDAG31 funds$177.2M
Sizzle Acquisition Corp-CL ASZZL31 funds$174.2M
Oyster Enterprises II Acq-AOYSE31 funds$172.9M
Pioneer Acquisition I-CL APACH31 funds$143.1M
CSLM Digital Asset Acqu - AKOYN30 funds$123.6M
Cantor Equity Partners-CL ACEPV30 funds$111.8M
Apex Treasury Corp-CL AAPXT29 funds$184.3M
New Providence Acquisition-ANPAC29 funds$175.7M

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

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
53
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
TVAI 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

32 tracked filers in Q2 2026 filingsstill filing
02243Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $128.8M
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
TVAIthis pageEquity44 funds$183.8M
TVAIRSPACS33 funds$3.4M
TVAIUUNIT 05/15/20303 funds$4.4M

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.

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Connected entities for TVAI

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Ask your agent what changed in TVAI

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