Vault-13

PLUM ACQUISITION CORP IV PLMK

SHS CL A · Common Stock · CUSIP G7134A104

36 institutional holders -7 vs Q1 2026
10,851,61610.9m shares reported held*
$115.6mreported value*
4 new 3 added 16 reduced 11 sold out net sold ≈ $66.7m (-6.3m 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 ≈ $10.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 25: 35Q2 25: 42Q3 25: 41Q4 25: 44Q1 26: 43Q2 26: 3636Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202535
Q2 202542
Q3 202541
Q4 202544
Q1 202643
Q2 202636

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 25: 21 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 10 cut or sold outQ3 25Q4 25: 12 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 17 cut or sold outQ1 26Q2 26: 7 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 20252111
Q3 2025810
Q4 2025128
Q1 20261517
Q2 2026727

Calls vs puts

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

CallsPuts
$0$10k$20k$30k$40kQ3 25 calls: $39.8kQ3 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$39.8k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

CANTOR FITZGERALD, L. P. Added +190,105+190.1k
Centiva Capital, LP New +63,922+63.9k
Clear Street Group Inc. New +42,690+42.7k
DELTEC ASSET MANAGEMENT LLC New +26,284+26.3k
CITADEL ADVISORS LLC Added +3,421+3.4k
BERKLEY W R CORP Added +1,400+1.4k
UBS Group AG New +117+117

Biggest sellers

Westchester Capital Management, LLC Sold out -921,100-921.1k
ARISTEIA CAPITAL, L.L.C. Sold out -651,175-651.2k
Karpus Management, Inc. Reduced -650,450-650.5k
Context Capital Management, LLC Sold out -597,999-598.0k
Magnetar Financial LLC Sold out -500,000-500.0k
WOLVERINE ASSET MANAGEMENT LLC Sold out -491,317-491.3k
TWO SIGMA INVESTMENTS, LP Reduced -442,343-442.3k
Polar Asset Management Partners Inc. Sold out -400,000-400.0k
TORONTO DOMINION BANK Reduced -373,410-373.4k
GLAZER CAPITAL, LLC Reduced -349,109-349.1k

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
PLUM PARTNERS IV, LLC 13G · exempt (held before listing) new · filed 2025-03-28 27.6% new 6.7m≈ $71.3m 2025-03-28
Linden Capital L.P. 13G · passive investor new · filed 2026-07-17 6.5% new 700.0k≈ $7.5m 2026-07-17
Context Capital Management, LLC 13G · passive investor new · filed 2026-07-21 5.6% new 598.0k≈ $6.4m 2026-07-21
METEORA CAPITAL, LLC 13G · institution -0.9 pts · filed 2026-08-14 5.3% -0.9 pts 977.4k≈ $10.4m 2026-08-14

Fell to 5% or below in the last year: AQR CAPITAL MANAGEMENT LLC (4.0%, 2026-08-12), Westchester Capital Management, LLC (5.0%, 2026-05-15)

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 Meteora Capital, LLC 0.86% of their portfolio Boca Raton, FL 977,428977.4k $10.4m $10.4m 0.86% Reduced -173.8k -173,814
2 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 853,875853.9k $9.1m $9.1m 0.01% Unchanged
3 BERKLEY W R CORP 0.42% of their portfolio Greenwich, CT 805,592805.6k $8.6m $8.6m 0.42% Added +1.4k +1,400
4 AQR Arbitrage LLC 0.11% of their portfolio Greenwich, CT 741,203741.2k $7.9m $7.9m 0.11% Reduced -222.3k -222,301
5 Linden Advisors LP 0.04% of their portfolio New York, NY 700,000700.0k $7.5m $7.5m 0.04% Unchanged
6 TENOR CAPITAL MANAGEMENT Co., L.P. 0.11% of their portfolio NEW YORK, NY 700,000700.0k $7.5m $7.5m 0.11% Unchanged
7 MIZUHO SECURITIES USA LLC 0.06% of their portfolio NEW YORK, NY 603,467603.5k $6.4m $6.4m 0.06% Unchanged
8 Alberta Investment Management Corp 0.03% of their portfolio EDMONTON, A0 500,000500.0k $5.3m $5.3m 0.03% Unchanged
9 LMR Partners LLP 0.04% of their portfolio LONDON, X0 500,000500.0k $5.3m $5.3m 0.04% Unchanged
10 Radcliffe Capital Management, L.P. 0.36% of their portfolio BALA CYNWYD, PA 446,373446.4k $4.8m $4.8m 0.36% Reduced -2.7k -2,682
11 GLAZER CAPITAL, LLC 0.11% of their portfolio New York, NY 433,850433.9k $4.6m $4.6m 0.11% Reduced -349.1k -349,109
12 CANTOR FITZGERALD, L. P. 0.04% of their portfolio NEW YORK, NY 380,210380.2k $4.1m $4.1m 0.04% Added +190.1k +190,105
13 SONA ASSET MANAGEMENT (US) LLC 0.14% of their portfolio NEW YORK, NY 350,000350.0k $3.7m $3.7m 0.14% Unchanged
14 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.17% of their portfolio WEST PALM BEACH, FL 344,056344.1k $3.6m $3.6m 0.17% Reduced -300 -300
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 339,882339.9k $3.6m $3.6m 0.00% Unchanged
16 BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 310,571310.6k $3.3m $3.3m 0.06% Reduced -2.3k -2,273
17 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 300,098300.1k $3.2m $3.2m 0.00% Reduced -2 -2
18 First Trust Capital Management L.P. 0.18% of their portfolio CHICAGO, IL 296,787296.8k $3.2m $3.2m 0.18% Unchanged
19 HEIGHTS CAPITAL MANAGEMENT, INC 0.61% of their portfolio SAN FRANCISCO, CA 249,569249.6k $2.7m $2.7m 0.61% Reduced -431 -431
20 Jain Global LLC 0.03% of their portfolio NEW YORK, NY 246,537246.5k $2.6m $2.6m 0.03% Reduced -3.6k -3,563
21 PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio Toronto, A6 150,000150.0k $1.6m $1.6m 0.01% Unchanged
22 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 100,000100.0k $1.1m $1.1m 0.01% Reduced -112.4k -112,406
23 Periscope Capital Inc. 0.17% of their portfolio Toronto, A6 100,000100.0k $1.1m $1.1m 0.17% Reduced -175.0k -175,000
24 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 75,00075.0k $799.5k $799.5k 0.02% Unchanged
25 Centiva Capital, LP 0.02% of their portfolio New York, NY 63,92263.9k $681.4k $681.4k 0.02% New
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 56,09456.1k $598.0k $598.0k 0.00% Reduced -442.3k -442,343
27 Kepos Capital LP 0.73% of their portfolio NEW YORK, NY 50,00050.0k $533.0k $533.0k 0.73% Unchanged
28 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 49,90049.9k $531.9k $531.9k 0.00% Reduced -373.4k -373,410
29 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 42,69042.7k $455.1k $455.1k 0.00% New
30 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 32,23132.2k $343.6k $343.6k 0.00% Reduced -1.0k -1,017
31 DELTEC ASSET MANAGEMENT LLC 0.04% of their portfolio New York, NY 26,28426.3k $280.4k $280.4k 0.04% New
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,59613.6k $144.9k $144.9k 0.00% Added +3.4k +3,421
33 Karpus Management, Inc. 0.00% of their portfolio Pittsford, NY 11,75011.8k $125.4k $125.4k 0.00% Reduced -650.5k -650,450
34 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 0.00% of their portfolio BOSTON, MA 474474 $5.1k $5.1k 0.00% Unchanged
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 117117 $1.2k $1.2k 0.00% New
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6060 $640 $640 0.00% Reduced -17 -17