Vault-13

ARTIUS II ACQUISITION INC

SHS CL A · CUSIP G0509J115

51 institutional holders -1 vs Q1 2026
21,265,93521.3m shares reported held*
$223.0mreported value*
2 new 8 added 7 reduced 3 sold out net bought ≈ $4.0k (+381 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.49.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 25: 41Q3 25: 43Q4 25: 47Q1 26: 52Q2 26: 5151Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202541
Q3 202543
Q4 202547
Q1 202652
Q2 202651

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 25: 11 bought or addedQ3 25: 14 cut or sold outQ3 25Q4 25: 14 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 13 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20251114
Q4 20251411
Q1 20261113
Q2 20261010

Biggest buyers

Governors Lane LP Added +250,000+250.0k
HIGHBRIDGE CAPITAL MANAGEMENT LLC New +177,898+177.9k
TORONTO DOMINION BANK Added +150,190+150.2k
MIZUHO SECURITIES USA LLC Added +100,196+100.2k
Periscope Capital Inc. Added +50,000+50.0k
Quarry LP Added +41,736+41.7k
PenderFund Capital Management Ltd. New +32,500+32.5k
AQR Arbitrage LLC Added +8,042+8.0k
GLAZER CAPITAL, LLC Added +101+101
Meteora Capital, LLC Added +3+3

Biggest sellers

Fort Baker Capital Management LP Sold out -232,736-232.7k
Shaolin Capital Management LLC Reduced -198,173-198.2k
Jain Global LLC Reduced -164,758-164.8k
Verition Fund Management LLC Reduced -97,334-97.3k
RLH Capital LLC Reduced -68,760-68.8k
Crossingbridge Advisors, LLC Sold out -25,000-25.0k
Virtu Financial LLC Sold out -18,464-18.5k
WOLVERINE ASSET MANAGEMENT LLC Reduced -3,866-3.9k
Clear Street Group Inc. Reduced -1,174-1.2k
MORGAN STANLEY Reduced -20-20

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Artius II Acquisition Partners LLC 13G · exempt (held before listing) new · filed 2025-02-14 20.5% new 5.7m≈ $59.5m 2025-02-14
HGC Investment Management Inc. 13G · institution new · filed 2026-02-17 6.8% new 1.5m≈ $15.7m 2026-02-17
AQR CAPITAL MANAGEMENT LLC 13G · institution -2.6 pts · filed 2025-08-14 6.3% -2.6 pts 1.5m≈ $15.8m 2025-08-14

Fell to 5% or below in the last year: Polar Asset Management Partners Inc. (3.6%, 2026-02-17), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (3.8%, 2026-02-13)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HGC Investment Management Inc. 3.11% of their portfolio TORONTO, A6 1,500,0001.5m $15.7m $15.7m 3.11% Unchanged
2 AQR Arbitrage LLC 0.21% of their portfolio Greenwich, CT 1,440,2251.4m $15.1m $15.1m 0.21% Added +8.0k +8,042
3 GLAZER CAPITAL, LLC 0.34% of their portfolio New York, NY 1,295,1301.3m $13.6m $13.6m 0.34% Added +101 +101
4 Linden Advisors LP 0.05% of their portfolio New York, NY 1,000,0001.0m $10.5m $10.5m 0.05% Unchanged
5 Westchester Capital Management, LLC 0.52% of their portfolio VALHALLA, NY 995,939995.9k $10.4m $10.4m 0.52% Unchanged
6 Alberta Investment Management Corp 0.06% of their portfolio EDMONTON, A0 980,000980.0k $10.3m $10.3m 0.06% Unchanged
7 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 850,000850.0k $8.9m $8.9m 0.01% Unchanged
8 Polar Asset Management Partners Inc. 0.15% of their portfolio TORONTO, A6 800,000800.0k $8.4m $8.4m 0.15% Unchanged
9 PICTON MAHONEY ASSET MANAGEMENT 0.07% of their portfolio Toronto, A6 750,000750.0k $7.9m $7.9m 0.07% Unchanged
10 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 725,000725.0k $7.6m $7.6m 0.01% Unchanged
11 Radcliffe Capital Management, L.P. 0.54% of their portfolio BALA CYNWYD, PA 678,671678.7k $7.1m $7.1m 0.54% Unchanged
12 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 600,000600.0k $6.3m $6.3m 0.00% Unchanged
13 Magnetar Financial LLC 0.06% of their portfolio EVANSTON, IL 600,000600.0k $6.3m $6.3m 0.06% Unchanged
14 Hudson Bay Capital Management LP 0.03% of their portfolio STAMFORD, CT 550,000550.0k $5.8m $5.8m 0.03% Unchanged
15 Sculptor Capital LP 0.05% of their portfolio New York, NY 500,000500.0k $5.2m $5.2m 0.05% Unchanged
16 MOORE CAPITAL MANAGEMENT, LP 0.12% of their portfolio NEW YORK, NY 500,000500.0k $5.2m $5.2m 0.12% Unchanged
17 Governors Lane LP 0.53% of their portfolio NEW YORK, NY 500,000500.0k $5.2m $5.2m 0.53% Added +250.0k +250,000
18 HBK INVESTMENTS L P 0.06% of their portfolio DALLAS, TX 499,998500.0k $5.2m $5.2m 0.06% Unchanged
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 462,806462.8k $4.9m $4.9m 0.00% Unchanged
20 Periscope Capital Inc. 0.71% of their portfolio Toronto, A6 425,000425.0k $4.5m $4.5m 0.71% Added +50.0k +50,000
21 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio HARRISBURG, PA 398,075398.1k $4.2m $4.2m 0.02% Unchanged
22 BERKLEY W R CORP 0.20% of their portfolio Greenwich, CT 396,960397.0k $4.2m $4.2m 0.20% Unchanged
23 First Trust Capital Management L.P. 0.23% of their portfolio CHICAGO, IL 380,000380.0k $4.0m $4.0m 0.23% Unchanged
24 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 375,190375.2k $3.9m $3.9m 0.01% Added +150.2k +150,190
25 MANGROVE PARTNERS IM, LLC 0.25% of their portfolio Greenwich, CT 356,172356.2k $3.7m $3.7m 0.25% Unchanged
26 Shaolin Capital Management LLC 0.21% of their portfolio Miami, FL 351,827351.8k $3.7m $3.7m 0.21% Reduced -198.2k -198,173
27 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.15% of their portfolio WEST PALM BEACH, FL 297,500297.5k $3.1m $3.1m 0.15% Unchanged
28 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 257,357257.4k $2.7m $2.7m 0.02% Reduced -97.3k -97,334
29 Quarry LP 0.42% of their portfolio NEW YORK, NY 252,236252.2k $2.6m $2.6m 0.42% Added +41.7k +41,736
30 RLH Capital LLC 1.27% of their portfolio Great Neck, NY 252,236252.2k $2.6m $2.6m 1.27% Reduced -68.8k -68,760
31 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 245,631245.6k $2.6m $2.6m 0.01% Unchanged
32 Jain Global LLC 0.02% of their portfolio NEW YORK, NY 202,091202.1k $2.1m $2.1m 0.02% Reduced -164.8k -164,758
33 MIZUHO SECURITIES USA LLC 0.02% of their portfolio NEW YORK, NY 200,392200.4k $2.1m $2.1m 0.02% Added +100.2k +100,196
34 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 200,000200.0k $2.1m $2.1m 0.00% Unchanged
35 GRITSTONE ASSET MANAGEMENT LLC 1.99% of their portfolio Bethesda, MD 197,656197.7k $2.1m $2.1m 1.99% Unchanged
36 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 177,898177.9k $1.9m $1.9m 0.06% New
37 SONA ASSET MANAGEMENT (US) LLC 0.07% of their portfolio NEW YORK, NY 172,874172.9k $1.8m $1.8m 0.07% Unchanged
38 O'Connor Alternative Investments LLC 0.12% of their portfolio NEW YORK, NY 160,000160.0k $1.7m $1.7m 0.12% Unchanged
39 DLD Asset Management, LP 0.12% of their portfolio NEW YORK, NY 140,894140.9k $1.5m $1.5m 0.12% Unchanged
40 Context Capital Management, LLC 0.02% of their portfolio LAJOLLA, CA 112,191112.2k $1.2m $1.2m 0.02% Unchanged
41 Meteora Capital, LLC 0.10% of their portfolio Boca Raton, FL 109,226109.2k $1.1m $1.1m 0.10% Added +3 +3
42 Centiva Capital, LP 0.04% of their portfolio New York, NY 100,000100.0k $1.0m $1.0m 0.04% Unchanged
43 L1 Global Manager Pty Ltd 0.64% of their portfolio Melbourne, C3 75,00075.0k $786.8k $786.8k 0.64% Unchanged
44 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 55,22255.2k $578.7k $578.7k 0.00% Unchanged
45 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 45,31645.3k $475.4k $475.4k 0.01% Unchanged
46 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 35,79935.8k $375.5k $375.5k 0.00% Reduced -1.2k -1,174
47 PenderFund Capital Management Ltd. 0.04% of their portfolio VANCOUVER, A1 32,50032.5k $340.6k $340.6k 0.04% New
48 ABC ARBITRAGE SA 0.02% of their portfolio PARIS, I0 20,00020.0k $209.8k $209.8k 0.02% Unchanged
49 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 12,76012.8k $133.9k $133.9k 0.00% Reduced -3.9k -3,866
50 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 112112 $1.0k $1.0k 0.00% Unchanged
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5151 $535 $535 0.00% Reduced -20 -20