Vault-13

BOLD EAGLE ACQUISITION CORP BEAG

CL A · Common Stock · CUSIP G2003N105

55 institutional holders +1 vs Q1 2026
23,013,44023.0m shares reported held*
$245.7mreported value*
4 new 14 added 13 reduced 3 sold out net sold ≈ $500.0k (-46.8k 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 ≈ $10.68.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 28Q1 25: 39Q2 25: 58Q3 25: 51Q4 25: 51Q1 26: 54Q2 26: 5555Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202428
Q1 202539
Q2 202558
Q3 202551
Q4 202551
Q1 202654
Q2 202655

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 25: 20 bought or addedQ1 25: 10 cut or sold outQ1 25Q2 25: 28 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 25 cut or sold outQ3 25Q4 25: 14 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 15 cut or sold outQ1 26Q2 26: 18 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20252010
Q2 20252813
Q3 20251325
Q4 20251423
Q1 20262115
Q2 20261816

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60k$80kQ3 25 calls: $67.5kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$67.5k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

GLAZER CAPITAL, LLC New +400,000+400.0k
Governors Lane LP Added +398,785+398.8k
Meteora Capital, LLC Added +369,014+369.0k
HIGHBRIDGE CAPITAL MANAGEMENT LLC Added +234,634+234.6k
Brevan Howard Capital Management LP Added +169,848+169.8k
WOLVERINE ASSET MANAGEMENT LLC New +150,000+150.0k
StoneX Group Inc. New +129,911+129.9k
Schonfeld Strategic Advisors LLC Added +89,583+89.6k
MIZUHO SECURITIES USA LLC New +60,488+60.5k
CANTOR FITZGERALD, L. P. Added +52,042+52.0k

Biggest sellers

Lighthouse Investment Partners, LLC Sold out -1,300,000-1.3m
Harraden Circle Investments, LLC Reduced -171,600-171.6k
UBS Group AG Reduced -152,681-152.7k
GRITSTONE ASSET MANAGEMENT LLC Reduced -150,000-150.0k
TORONTO DOMINION BANK Reduced -117,739-117.7k
Waratah Capital Advisors Ltd. Sold out -70,271-70.3k
K2 PRINCIPAL FUND, L.P. Reduced -56,918-56.9k
Shaolin Capital Management LLC Reduced -25,566-25.6k
Clear Street Group Inc. Reduced -21,442-21.4k
O'Connor Alternative Investments LLC Reduced -19,217-19.2k

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
Harraden Circle Investments, LLC 13G · institution -0.7 pts · filed 2026-08-14 9.1% -0.7 pts 2.4m≈ $25.5m 2026-08-14
AQR CAPITAL MANAGEMENT LLC 13G · institution filed 2025-05-14 7.9% 2.1m≈ $22.1m 2025-05-14
BARCLAYS PLC 13G · institution no change · filed 2025-03-21 7.3% no change 1.9m≈ $19.9m 2025-03-21
METEORA CAPITAL, LLC 13G · institution new · filed 2025-11-14 5.2% new 1.4m≈ $14.5m 2025-11-14

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (3.5%, 2026-08-13), Centiva Capital, LP (0.0%, 2026-02-12), Lighthouse Investment Partners, LLC (0.6%, 2025-11-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harraden Circle Investments, LLC 3.25% of their portfolio NEW YORK, NY 2,384,1392.4m $25.5m $25.5m 3.25% Reduced -171.6k -171,600
2 AQR Arbitrage LLC 0.29% of their portfolio Greenwich, CT 1,898,5701.9m $20.3m $20.3m 0.29% Unchanged
3 Alberta Investment Management Corp 0.09% of their portfolio EDMONTON, A0 1,500,0001.5m $16.0m $16.0m 0.09% Unchanged
4 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 1,237,5001.2m $13.2m $13.2m 0.01% Unchanged
5 Linden Advisors LP 0.06% of their portfolio New York, NY 1,150,0001.1m $12.3m $12.3m 0.06% Unchanged
6 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.36% of their portfolio NEW YORK, NY 1,000,0001.0m $10.6m $10.6m 0.36% Added +234.6k +234,634
7 MOORE CAPITAL MANAGEMENT, LP 0.24% of their portfolio NEW YORK, NY 1,000,0001.0m $10.7m $10.7m 0.24% Unchanged
8 Governors Lane LP 1.07% of their portfolio NEW YORK, NY 1,000,0001.0m $10.7m $10.7m 1.07% Added +398.8k +398,785
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 756,618756.6k $8.1m $8.1m 0.00% Unchanged
10 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 625,000625.0k $6.7m $6.7m 0.01% Unchanged
11 TENOR CAPITAL MANAGEMENT Co., L.P. 0.09% of their portfolio NEW YORK, NY 600,000600.0k $6.4m $6.4m 0.09% Unchanged
12 Meteora Capital, LLC 0.53% of their portfolio Boca Raton, FL 598,310598.3k $6.4m $6.4m 0.53% Added +369.0k +369,014
13 Hudson Bay Capital Management LP 0.03% of their portfolio STAMFORD, CT 537,756537.8k $5.7m $5.7m 0.03% Unchanged
14 Radcliffe Capital Management, L.P. 0.42% of their portfolio BALA CYNWYD, PA 516,815516.8k $5.5m $5.5m 0.42% Added +18.0k +17,970
15 BERKLEY W R CORP 0.27% of their portfolio Greenwich, CT 508,724508.7k $5.4m $5.4m 0.27% Unchanged
16 LMR Partners LLP 0.04% of their portfolio LONDON, X0 500,000500.0k $5.3m $5.3m 0.04% Unchanged
17 HBK INVESTMENTS L P 0.06% of their portfolio DALLAS, TX 450,000450.0k $4.8m $4.8m 0.06% Unchanged
18 DLD Asset Management, LP 0.39% of their portfolio NEW YORK, NY 450,000450.0k $4.8m $4.8m 0.39% Added +1.0k +1,048
19 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 426,831426.8k $4.6m $4.6m 0.03% Added +7.7k +7,692
20 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 412,537412.5k $4.4m $4.4m 0.01% Reduced -117.7k -117,739
21 GLAZER CAPITAL, LLC 0.11% of their portfolio New York, NY 400,000400.0k $4.3m $4.3m 0.11% New
22 WHITEBOX ADVISORS LLC 0.07% of their portfolio MINNEAPOLIS, MN 400,000400.0k $4.3m $4.3m 0.07% Unchanged
23 Magnetar Financial LLC 0.04% of their portfolio EVANSTON, IL 400,000400.0k $4.3m $4.3m 0.04% Unchanged
24 Brevan Howard Capital Management LP 0.06% of their portfolio ST. HELIER, Y9 392,659392.7k $4.2m $4.2m 0.06% Added +169.8k +169,848
25 Polar Asset Management Partners Inc. 0.07% of their portfolio TORONTO, A6 350,200350.2k $3.7m $3.7m 0.07% Unchanged
26 Periscope Capital Inc. 0.59% of their portfolio Toronto, A6 350,000350.0k $3.7m $3.7m 0.59% Unchanged
27 Bulldog Investors, LLP 0.71% of their portfolio SADDLE BROOK, NJ 302,033302.0k $3.2m $3.2m 0.71% Added +47 +47
28 Shaolin Capital Management LLC 0.16% of their portfolio Miami, FL 269,519269.5k $2.9m $2.9m 0.16% Reduced -25.6k -25,566
29 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 250,000250.0k $2.7m $2.7m 0.00% Unchanged
30 K2 PRINCIPAL FUND, L.P. 0.25% of their portfolio TORONTO, A6 250,000250.0k $2.7m $2.7m 0.25% Reduced -56.9k -56,918
31 O'Connor Alternative Investments LLC 0.16% of their portfolio NEW YORK, NY 200,000200.0k $2.1m $2.1m 0.16% Reduced -19.2k -19,217
32 GRITSTONE ASSET MANAGEMENT LLC 2.00% of their portfolio Bethesda, MD 194,488194.5k $2.1m $2.1m 2.00% Reduced -150.0k -150,000
33 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 150,310150.3k $1.6m $1.6m 0.01% Unchanged
34 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 150,000150.0k $1.6m $1.6m 0.02% New
35 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 129,911129.9k $1.4m $1.4m 0.06% New
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 116,433116.4k $1.2m $1.2m 0.00% Unchanged
37 CANTOR FITZGERALD, L. P. 0.01% of their portfolio NEW YORK, NY 104,084104.1k $1.1m $1.1m 0.01% Added +52.0k +52,042
38 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 103,442103.4k $1.1m $1.1m 0.01% Added +89.6k +89,583
39 PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio Toronto, A6 100,000100.0k $1.1m $1.1m 0.01% Unchanged
40 BlueCrest Capital Management Ltd 0.05% of their portfolio ST HELIER, Y9 100,000100.0k $1.1m $1.1m 0.05% Unchanged
41 SONA ASSET MANAGEMENT (US) LLC 0.04% of their portfolio NEW YORK, NY 99,16499.2k $1.1m $1.1m 0.04% Added +5.4k +5,375
42 Quarry LP 0.15% of their portfolio NEW YORK, NY 90,00090.0k $961.2k $961.2k 0.15% Reduced -17.7k -17,662
43 Lineage Point Capital LP 0.19% of their portfolio PALM BEACH, FL 88,09188.1k $940.8k $940.8k 0.19% Unchanged
44 Massar Capital Management, LP 0.30% of their portfolio STAMFORD, CT 81,75281.8k $873.1k $873.1k 0.30% Added +1.8k +1,752
45 FNY Investment Advisers, LLC 0.28% of their portfolio NEW YORK, NY 71,40071.4k $762.0k $762.0k 0.28% Reduced -200 -200
46 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 61,94361.9k $661.6k $661.6k 0.00% Reduced -21.4k -21,442
47 MIZUHO SECURITIES USA LLC 0.01% of their portfolio NEW YORK, NY 60,48860.5k $641.2k $641.2k 0.01% New
48 DELTEC ASSET MANAGEMENT LLC 0.08% of their portfolio New York, NY 50,00050.0k $534.0k $534.0k 0.08% Unchanged
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,68541.7k $445.2k $445.2k 0.00% Reduced -15.3k -15,258
50 Centiva Capital, LP 0.01% of their portfolio New York, NY 29,90029.9k $319.3k $319.3k 0.01% Added +3.0k +2,996
51 Cannon Global Investment Management, LLC 0.92% of their portfolio DAVIE, FL 28,65528.7k $306.0k $306.0k 0.92% Added +355 +355
52 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 24,15224.2k $257.9k $257.9k 0.00% Reduced -4.5k -4,516
53 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 19,39619.4k $207.1k $207.1k 0.01% Unchanged
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 893893 $9.5k $9.5k 0.00% Reduced -152.7k -152,681
55 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4242 $449 $449 0.00% Reduced -24 -24