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RF Acquisition Corp II

RFAI
Exchange
Nasdaq
Industry
Blank Checks
SEC CIK
0002012807

No open-market purchases or sales by RF Acquisition Corp II insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $48.2M in total; no superinvestor holds it.

Other share classesRFAIRRFAIU

13F holders, Q3 2025

Institutional positions in RF Acquisition Corp II as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
30
+3 vs. Q2 2025
Shares held
9.94M
+104.3K (+1.1%) vs. Q2 2025
Total value
$106.6M
+$2.89M (+2.8%) vs. Q2 2025
New holders
4
5 more added
Sold out
1
8 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RFAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2025: 30 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 29 institutionsQ4 2024: 35 institutionsQ1 2025: 30 institutionsQ2 2025: 28 institutionsQ3 2025: 30 institutionsQ4 2025: 15 institutionsQ1 2026: 15 institutionsQ2 2026: 13 institutions
Value heldQ3 2025: $106.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $91.3MQ4 2024: $98.9MQ1 2025: $99.9MQ2 2025: $103.7MQ3 2025: $106.6MQ4 2025: $46.6MQ1 2026: $48.5MQ2 2026: $48.2M
Institutions holding RFAI and their total value by quarter
QuarterHoldersValue
Q2 202613$48.2M
Q1 202615$48.5M
Q4 202515$46.6M
Q3 202530$106.6M
Q2 202528$103.7M
Q1 202530$99.9M
Q4 202435$98.9M
Q3 202429$91.3M
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding RF Acquisition Corp II; share changes are against Q2 2025.

Institutions holding RFAI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Group Inc.201$2.16K0.00%+201New
Morgan Stanley524$5.63K0.00%+457+682.1%Added
UBS Group AG1,999$21.5K0.00%+71+3.7%Added
Susquehanna International Group, LLP12,342$131.7K0.00%+12,342New
Citadel Advisors LLC16,388$174.9K0.00%−2,195−11.8%Reduced
Robinson Capital Management, LLC20,250$216.1K0.16%00.0%Unchanged
Kepos Capital LP30,000$322.0K1.71%00.0%Unchanged
Radcliffe Capital Management, L.P.30,066$322.9K0.02%+30,066New
Warberg Asset Management LLC38,000$408.1K0.11%00.0%Unchanged
Goldman Sachs Group Inc73,558$790.0K0.00%00.0%Unchanged
Mint Tower Capital Management B.V.80,000$859.0K0.11%00.0%Unchanged
Shaolin Capital Management LLC87,500$939.8K0.04%+87,500New
Rivernorth Capital Management, LLC93,099$999.9K0.06%−414−0.4%Reduced
Magnetar Financial LLC99,000$1.06M0.01%00.0%Unchanged
Picton Mahoney Asset Management100,000$1.07M0.01%00.0%Unchanged
Toronto Dominion Bank100,000$1.07M0.00%−145,340−59.2%Reduced
Mizuho Securities USA LLC156,019$1.65M0.03%+14,455+10.2%Added
Periscope Capital Inc.175,100$1.88M0.46%+100+0.1%Added
Polar Asset Management Partners Inc.225,000$2.42M0.05%00.0%Unchanged
Westchester Capital Management, LLC250,000$2.67M0.14%00.0%Unchanged
Two Sigma Investments, LP250,000$2.69M0.00%00.0%Unchanged
Deutsche Bank AG293,000$3.15M0.00%00.0%Unchanged
Glazer Capital, LLC518,917$5.57M0.19%−30,653−5.6%Reduced
D. E. Shaw & Co., Inc.541,134$5.77M0.00%00.0%Unchanged
Wealthspring Capital LLC746,745$8.02M1.91%−4,255−0.6%Reduced
CNH Partners LLC772,982$8.25M0.21%−3,000−0.4%Reduced
Wolverine Asset Management LLC851,974$9.15M0.13%−11,713−1.4%Reduced
Berkley W R Corp937,845$10.1M0.65%+183,030+24.2%Added
Vivaldi Asset Management, LLC1,029,114$11.1M0.71%00.0%Unchanged
Karpus Management, Inc.2,405,583$25.8M0.82%−15,459−0.6%Reduced
Condor Capital Management0$00.00%−10,900−100.0%Sold out
Clear Street LLC––––Not filed