HCM
IPEX

Heights Capital Management’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Heights Capital Management’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
Q2 		$999K Sell
95,097
-4,903
-5% -$51.3K 0.23% 118
2026
Q1 		$1.04M Hold
100,000
– – 0.29% 79
2025
Q4 		$1.03M Hold
100,000
– – 0.37% 63
2025
Q3 		$1.02M Hold
100,000
– – 0.29% 60
2025
Q2 		$1.01M Buy
+100,000
New +$1M 0.27% 51

Other funds holding IPEX

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Heights Capital Management's IPEX Position: Q2 2026 in Review

Heights Capital Management reduced its Inflection Point Acquisition Corp V (IPEX) stake by 4.9% in Q2 2026, selling an estimated $51.3K and leaving 95,097 shares worth $999K. The position accounts for 0.23% of the portfolio, ranked #118.

Heights Capital Management first reported a position in IPEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q1 2026. 33 funds tracked by Wall St. Rank hold IPEX as of Q2 2026.

  • Heights Capital Management held 95,097 shares of Inflection Point Acquisition Corp V worth $999K as of Q2 2026.
  • Heights Capital Management sold 4,903 Inflection Point Acquisition Corp V shares in Q2 2026, an estimated $51.3K.
  • Inflection Point Acquisition Corp V made up 0.23% of Heights Capital Management's portfolio in Q2 2026, its #118 holding.
  • Heights Capital Management first reported a position in Inflection Point Acquisition Corp V in Q2 2025 and has held it in 5 quarters since.
  • Heights Capital Management's Inflection Point Acquisition Corp V position peaked at $1.04M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q2 2026.

Based on Heights Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.