HCM
IPEXU

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

Heights Capital Management’s Portfolio IPEXU Stock Details IPEXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100,000
Closed -$1.02M – 213
2025
Q1 		$1.02M Buy
+100,000
New +$1.01M 0.48% 33

Other funds holding IPEXU

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Heights Capital Management's IPEXU Position: Q2 2025 in Review

Heights Capital Management sold out of Inflection Point Acquisition Corp V Units (IPEXU) in Q2 2025, closing a stake of 100,000 shares — an estimated $1.02M sold.

Heights Capital Management first reported a position in IPEXU in Q1 2025 and held it in 1 quarter. The position peaked at $1.02M in Q1 2025. 4 funds tracked by Wall St. Rank hold IPEXU as of Q2 2025.

  • Heights Capital Management reported no remaining Inflection Point Acquisition Corp V Units position as of Q2 2025 after selling out during the quarter.
  • Heights Capital Management sold 100,000 Inflection Point Acquisition Corp V Units shares in Q2 2025, an estimated $1.02M.
  • Heights Capital Management first reported a position in Inflection Point Acquisition Corp V Units in Q1 2025 and held it in 1 quarter.
  • Heights Capital Management's Inflection Point Acquisition Corp V Units position peaked at $1.02M in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V Units as of Q2 2025.

Based on Heights Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.