Westchester Capital Management (New York)’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Westchester Capital Management (New York)’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	$5.59M	Hold	532,807	–	–	0.27%	72
2026 Q1	$5.54M	Hold	532,807	–	–	0.25%	89
2025 Q4	$5.47M	Hold	532,807	–	–	0.23%	80
2025 Q3	$5.45M	Hold	532,807	–	–	0.25%	78
2025 Q2	$5.4M	Buy	532,807 +106,307	+25%	+$1.06M	0.28%	64
2025 Q1	$4.23M	Buy	+426,500	New	+$4.22M	0.22%	63

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

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

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

DAM

DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return

Westchester Capital Management (New York)'s IPEX Position: Q2 2026 in Review

Westchester Capital Management (New York) held its Inflection Point Acquisition Corp V (IPEX) position steady in Q2 2026 at 532,807 shares worth $5.59M. The position accounts for 0.27% of the portfolio, ranked #72.

Westchester Capital Management (New York) first reported a position in IPEX in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IPEX as of Q2 2026.

Westchester Capital Management (New York) held 532,807 shares of Inflection Point Acquisition Corp V worth $5.59M as of Q2 2026.
Westchester Capital Management (New York) left its Inflection Point Acquisition Corp V share count unchanged in Q2 2026.
Inflection Point Acquisition Corp V made up 0.27% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #72 holding.
Westchester Capital Management (New York) first reported a position in Inflection Point Acquisition Corp V in Q1 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.