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RF Acquisition Corp II

RFAIR
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; 28 institutions reported holding it in 13F filings for Q2 2026, worth $821.7K in total; no superinvestor holds it.

Other share classesRFAIRFAIU

13F holders, Q4 2025

Institutional positions in RF Acquisition Corp II as of Dec 31, 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
25
+2 vs. Q3 2025
Shares held
7.78M
−321.5K (−4.0%) vs. Q3 2025
Total value
$930.0K
+$209.8K (+29.1%) vs. Q3 2025
New holders
6
0 more added
Sold out
4
8 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RFAIR 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 holdersQ4 2025: 25 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: 26 institutionsQ4 2024: 29 institutionsQ1 2025: 27 institutionsQ2 2025: 28 institutionsQ3 2025: 24 institutionsQ4 2025: 25 institutionsQ1 2026: 25 institutionsQ2 2026: 28 institutions
Value heldQ4 2025: $930.0K
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: $561.6KQ4 2024: $459.9KQ1 2025: $632.9KQ2 2025: $665.7KQ3 2025: $724.3KQ4 2025: $930.0KQ1 2026: $925.4KQ2 2026: $821.7K
Institutions holding RFAIR and their total value by quarter
QuarterHoldersValue
Q2 202628$821.7K
Q1 202625$925.4K
Q4 202525$930.0K
Q3 202524$724.3K
Q2 202528$665.7K
Q1 202527$632.9K
Q4 202429$459.9K
Q3 202426$561.6K
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, Q4 2025

Shares, value and share of portfolio for each institution holding RF Acquisition Corp II; share changes are against Q3 2025.

Institutions holding RFAIR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Highbridge Capital Management LLC1,836,641$220.4K0.01%−670,598−26.7%Reduced
Harraden Circle Investments, LLC1,300,422$156.1K0.03%00.0%Unchanged
Wealthspring Capital LLC748,338$89.8K0.02%−4,700−0.6%Reduced
CNH Partners LLC694,544$76.4K0.00%−46,579−6.3%Reduced
Yakira Capital Management, Inc.436,866$52.4K0.02%+436,866New
Clear Street Group Inc.320,000$38.4K0.00%−3,708−1.1%Reduced
StoneX Group Inc.288,110$34.6K0.00%+288,110New
Shaolin Capital Management LLC250,000$30.0K0.00%+250,000New
Deutsche Bank AG240,000$28.8K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.225,000$27.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.200,000$24.0K0.00%00.0%Unchanged
HGC Investment Management Inc.200,000$24.0K0.01%+200,000New
Periscope Capital Inc.197,600$23.7K0.00%00.0%Unchanged
Toronto Dominion Bank174,600$21.0K0.00%−226,912−56.5%Reduced
Meteora Capital, LLC155,176$18.6K0.00%−212,385−57.8%Reduced
Rivernorth Capital Management, LLC100,000$12.0K0.00%00.0%Unchanged
Magnetar Financial LLC99,000$11.9K0.00%00.0%Unchanged
Glazer Capital, LLC89,650$11.0K0.00%−10,350−10.4%Reduced
Mint Tower Capital Management B.V.80,000$10.0K0.00%00.0%Unchanged
Boothbay Fund Management, LLC51,130$6.14K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA46,579$5.59K0.00%+46,579New
Flow Traders U.S. LLC33,797$4.00K0.00%−4,643−12.1%Reduced
Robinson Capital Management, LLC–$2.40K0.00%––
K2 Principal Fund, L.P.13,374$1.60K0.00%00.0%Unchanged
UBS Group AG2,286$2740.00%+2,286New
Wolverine Asset Management LLC0$00.00%−225,610−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−100,000−100.0%Sold out
Virtu Financial LLC0$00.00%−17,369−100.0%Sold out
Gritstone Asset Management LLC0$00.00%−22,512−100.0%Sold out
Atw Spac Management LLC––––Not filed