BI
IPEX

Bulldog Investors’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Bulldog Investors’s Portfolio IPEX Stock Details IPEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,182
Closed -$300K – 240
2025
Q4 		$300K Sell
29,182
-15,727
-35% -$162K 0.07% 126
2025
Q3 		$460K Buy
44,909
+21,874
+95% +$223K 0.11% 116
2025
Q2 		$233K Buy
+23,035
New +$230K 0.06% 119

Other funds holding IPEX

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Bulldog Investors's IPEX Position: Q1 2026 in Review

Bulldog Investors sold out of Inflection Point Acquisition Corp V (IPEX) in Q1 2026, closing a stake of 29,182 shares — an estimated $300K sold.

Bulldog Investors first reported a position in IPEX in Q2 2025 and held it in 3 quarters. The position peaked at $460K in Q3 2025. 35 funds tracked by Wall St. Rank hold IPEX as of Q1 2026.

  • Bulldog Investors reported no remaining Inflection Point Acquisition Corp V position as of Q1 2026 after selling out during the quarter.
  • Bulldog Investors sold 29,182 Inflection Point Acquisition Corp V shares in Q1 2026, an estimated $300K.
  • Bulldog Investors first reported a position in Inflection Point Acquisition Corp V in Q2 2025 and held it in 3 quarters.
  • Bulldog Investors's Inflection Point Acquisition Corp V position peaked at $460K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q1 2026.

Based on Bulldog Investors's 13F filing for Q1 2026, filed 8 May 2026.