Thayer Ventures Acquisition Corporation II
TVAI
49 hedge funds and large institutions have $200M invested in Thayer Ventures Acquisition Corporation II in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
14% more funds holding
Funds holding: 43 → 49 (+6)
2.71% more ownership
Funds ownership: 92.83% → 95.54% (+2.7%)
4% more capital invested
Capital invested by funds: $192M → $200M (+$7.54M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$5.35M |
| 2 |
HCM
Highbridge Capital Management
New York
|
+$1.89M |
| 3 |
SAMU
SONA Asset Management (US)
New York
|
+$1.86M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$275K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$1.14M |
| 2 |
MSU
Mizuho Securities USA
New York
|
-$862K |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$603K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$601K |
| 5 |
MC
Meteora Capital
Boca Raton,
Florida
|
-$568K |
TVAI Hedge Fund Activity: Q1 2026 in Review
49 of the 8,206 institutional investors tracked by Wall St. Rank reported a position in Thayer Ventures Acquisition Corporation II (TVAI) for Q1 2026, worth a combined $200M — up 3.9% from $192M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TVAI positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was HGC Investment Management, opening a new position worth an estimated $5.35M. The largest seller was Periscope Capital, cutting an estimated $1.14M.
- 49 institutional investors held Thayer Ventures Acquisition Corporation II (TVAI) as of Q1 2026, up from 43 in Q4 2025.
- Funds reported $200M of Thayer Ventures Acquisition Corporation II stock for Q1 2026, up 3.9% quarter-over-quarter.
- 8 funds opened new Thayer Ventures Acquisition Corporation II positions in Q1 2026 and 1 closed out, a net change of +7 holders.
- The largest Thayer Ventures Acquisition Corporation II buyer in Q1 2026 was HGC Investment Management, an estimated $5.35M added.
- The largest Thayer Ventures Acquisition Corporation II seller in Q1 2026 was Periscope Capital, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2026.