Armada Acquisition Corp. II
XRPN- Exchange
- Nasdaq
- Industry
- Blank Checks
- SEC CIK
- 0002044009
No open-market purchases or sales by Armada Acquisition Corp. II insiders were filed in the last 90 days; 67 institutions reported holding it in 13F filings for Q2 2026, worth $273.6M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Armada 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
- 49
- +17 vs. Q2 2025
- Shares held
- 20.0M
- +7.17M (+56.0%) vs. Q2 2025
- Total value
- $208.5M
- +$79.9M (+62.2%) vs. Q2 2025
- New holders
- 23
- 5 more added
- Sold out
- 6
- 11 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 XRPN 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 67 | $273.6M |
| Q1 2026 | 64 | $264.8M |
| Q4 2025 | 64 | $270.5M |
| Q3 2025 | 49 | $208.5M |
| Q2 2025 | 33 | $128.6M |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Armada Acquisition Corp. II; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meteora Capital, LLC | 1,781,085 | $18.6M | 1.97% | +1,781,085 | New |
| Tenor Capital Management Co., L.P. | 1,500,000 | $15.7M | 0.21% | +1,500,000 | New |
| Harraden Circle Investments, LLC | 1,256,800 | $13.1M | 2.58% | +1,256,800 | New |
| CNH Partners LLC | 1,108,382 | $11.6M | 0.29% | +1,108,382 | New |
| Magnetar Financial LLC | 814,266 | $8.50M | 0.05% | 00.0% | Unchanged |
| Linden Advisors LP | 800,000 | $8.35M | 0.06% | 00.0% | Unchanged |
| LMR Partners LLP | 800,000 | $8.35M | 0.11% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 700,000 | $7.31M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 664,583 | $6.93M | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 633,400 | $6.61M | 0.34% | +383,400+153.4% | Added |
| Hudson Bay Capital Management LP | 614,000 | $6.41M | 0.04% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 600,000 | $6.26M | 0.13% | 00.0% | Unchanged |
| Toronto Dominion Bank | 568,700 | $5.93M | 0.01% | +318,700+127.5% | Added |
| Karpus Management, Inc. | 547,500 | $5.71M | 0.18% | +547,500 | New |
| Rivernorth Capital Management, LLC | 506,333 | $5.28M | 0.30% | +506,333 | New |
| Aristeia Capital LLC | 500,000 | $5.22M | 0.16% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 500,000 | $5.22M | 0.34% | 00.0% | Unchanged |
| Wealthspring Capital LLC | 486,740 | $5.08M | 1.21% | +486,740 | New |
| Radcliffe Capital Management, L.P. | 479,191 | $5.00M | 0.31% | −55,839−10.4% | Reduced |
| Goldman Sachs Group Inc | 366,348 | $3.82M | 0.00% | +366,348 | New |
| Context Capital Management, LLC | 350,000 | $3.65M | 0.11% | −50,000−12.5% | Reduced |
| Berkley W R Corp | 340,390 | $3.55M | 0.23% | +49,770+17.1% | Added |
| Shaolin Capital Management LLC | 300,000 | $3.13M | 0.15% | −250,000−45.5% | Reduced |
| Periscope Capital Inc. | 300,000 | $3.13M | 0.76% | +100,000+50.0% | Added |
| Millennium Management LLC | 298,504 | $3.11M | 0.00% | +298,504 | New |
| Glazer Capital, LLC | 250,000 | $2.61M | 0.09% | −390,092−60.9% | Reduced |
| Mint Tower Capital Management B.V. | 250,000 | $2.61M | 0.34% | +250,000 | New |
| JPMorgan Chase & Co | 239,840 | $2.50M | 0.00% | +239,840 | New |
| Verition Fund Management LLC | 219,335 | $2.29M | 0.01% | −458,443−67.6% | Reduced |
| Picton Mahoney Asset Management | 200,000 | $2.09M | 0.03% | +200,000 | New |
| Whitebox Advisors LLC | 200,000 | $2.09M | 0.04% | +200,000 | New |
| Moore Capital Management, LP | 200,000 | $2.09M | 0.04% | +200,000 | New |
| Citadel Advisors LLC | 193,908 | $2.02M | 0.00% | +193,908 | New |
| Heights Capital Management, Inc | 191,267 | $2.00M | 0.63% | +191,267 | New |
| Mizuho Securities USA LLC | 175,100 | $1.77M | 0.04% | −541,691−75.6% | Reduced |
| Wolverine Asset Management LLC | 159,039 | $1.66M | 0.02% | −800,780−83.4% | Reduced |
| UBS Oconnor LLC | 150,000 | $1.57M | 0.05% | −50,000−25.0% | Reduced |
| Driehaus Capital Management LLC | 150,000 | $1.57M | 0.01% | 00.0% | Unchanged |
| Cable Car Capital LLC | 150,000 | $1.57M | 0.67% | +150,000 | New |
| Bulldog Investors, LLP | 100,000 | $1.04M | 0.24% | +100,000 | New |
| Steadfast Capital Management LP | 80,000 | $834.7K | 0.02% | +80,000 | New |
| CSS LLC | 70,068 | $731.1K | 0.04% | −50,000−41.6% | Reduced |
| Boothbay Fund Management, LLC | 48,077 | $501.6K | 0.01% | −86,923−64.4% | Reduced |
| Atw Spac Management LLC | 47,500 | $495.6K | 0.63% | −87,500−64.8% | Reduced |
| Cantor Fitzgerald, L. P. | 28,364 | $295.9K | 0.01% | +28,364 | New |
| Clear Street Group Inc. | 28,262 | $294.9K | 0.00% | +28,262 | New |
| Schonfeld Strategic Advisors LLC | 22,500 | $234.8K | 0.00% | +22,500 | New |
| Geode Capital Management, LLC | 15,116 | $157.8K | 0.00% | +15,116 | New |
| Morgan Stanley | 68 | $710 | 0.00% | +15+28.3% | Added |
| Mangrove Partners | 0 | $0 | 0.00% | −185,700−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −45,938−100.0% | Sold out |
| Clear Street LLC | – | – | – | – | Not filed |