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, Q4 2025
Institutional positions in Armada 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
- 64
- +16 vs. Q3 2025
- Shares held
- 26.4M
- +6.48M (+32.5%) vs. Q3 2025
- Total value
- $270.5M
- +$62.5M (+30.1%) vs. Q3 2025
- New holders
- 23
- 10 more added
- Sold out
- 7
- 12 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 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, Q4 2025
Shares, value and share of portfolio for each institution holding Armada Acquisition Corp. II; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arrington Capital Management, LLC | 5,796,000 | $59.4M | 65.28% | +5,796,000 | New |
| Meteora Capital, LLC | 2,974,719 | $30.5M | 2.55% | +1,193,634+67.0% | Added |
| Tenor Capital Management Co., L.P. | 2,185,000 | $22.4M | 0.32% | +685,000+45.7% | Added |
| CNH Partners LLC | 1,103,854 | $11.3M | 0.24% | −4,528−0.4% | Reduced |
| Toronto Dominion Bank | 850,000 | $8.70M | 0.02% | +281,300+49.5% | Added |
| Westchester Capital Management, LLC | 833,400 | $8.53M | 0.40% | +200,000+31.6% | Added |
| Magnetar Financial LLC | 814,266 | $8.34M | 0.08% | 00.0% | Unchanged |
| Linden Advisors LP | 800,000 | $8.19M | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 800,000 | $8.19M | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 664,583 | $6.81M | 0.01% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 600,000 | $6.14M | 0.12% | 00.0% | Unchanged |
| Berkley W R Corp | 551,981 | $5.65M | 0.32% | +211,591+62.2% | Added |
| Karpus Management, Inc. | 547,500 | $5.61M | 0.17% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 506,216 | $5.18M | 0.25% | −1170.0% | Reduced |
| Aristeia Capital LLC | 500,000 | $5.12M | 0.15% | 00.0% | Unchanged |
| Radcliffe Capital Management, L.P. | 466,789 | $4.78M | 0.26% | −12,402−2.6% | Reduced |
| Vivaldi Asset Management, LLC | 458,864 | $4.70M | 0.28% | −41,136−8.2% | Reduced |
| Millennium Management LLC | 432,250 | $4.43M | 0.00% | +133,746+44.8% | Added |
| Goldman Sachs Group Inc | 365,976 | $3.75M | 0.00% | −372−0.1% | Reduced |
| Context Capital Management, LLC | 350,000 | $3.58M | 0.09% | 00.0% | Unchanged |
| Clear Street Group Inc. | 291,625 | $2.99M | 0.02% | +263,363+931.9% | Added |
| Mint Tower Capital Management B.V. | 250,000 | $2.56M | 0.32% | 00.0% | Unchanged |
| Sculptor Capital LP | 250,000 | $2.56M | 0.03% | +250,000 | New |
| SkyView Investment Advisors, LLC | 250,000 | $2.56M | 0.32% | +250,000 | New |
| Hudson Bay Capital Management LP | 213,437 | $2.19M | 0.01% | −400,563−65.2% | Reduced |
| Glazer Capital, LLC | 205,012 | $2.10M | 0.06% | −44,988−18.0% | Reduced |
| Periscope Capital Inc. | 200,000 | $2.05M | 0.40% | −100,000−33.3% | Reduced |
| Shaolin Capital Management LLC | 200,000 | $2.05M | 0.08% | −100,000−33.3% | Reduced |
| Picton Mahoney Asset Management | 200,000 | $2.05M | 0.02% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 200,000 | $2.05M | 0.03% | 00.0% | Unchanged |
| Moore Capital Management, LP | 200,000 | $2.05M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 200,000 | $2.05M | 0.01% | +200,000 | New |
| DLD Asset Management, LP | 199,130 | $2.04M | 0.21% | +199,130 | New |
| Heights Capital Management, Inc | 191,267 | $1.96M | 0.74% | 00.0% | Unchanged |
| UBS Oconnor LLC | 150,000 | $1.54M | 0.04% | 00.0% | Unchanged |
| Cable Car Capital LLC | 150,000 | $1.54M | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 150,000 | $1.54M | 0.01% | +150,000 | New |
| Citadel Advisors LLC | 148,682 | $1.52M | 0.00% | −45,226−23.3% | Reduced |
| Quarry LP | 147,423 | $1.51M | 0.25% | +147,423 | New |
| Boothbay Fund Management, LLC | 112,262 | $1.15M | 0.03% | +64,185+133.5% | Added |
| Wolverine Asset Management LLC | 103,287 | $1.06M | 0.02% | −55,752−35.1% | Reduced |
| Bulldog Investors, LLP | 100,000 | $1.02M | 0.23% | 00.0% | Unchanged |
| Citigroup Inc | 100,000 | $1.02M | 0.00% | +100,000 | New |
| Commonwealth Equity Services, LLC | 82,910 | $849.0K | 0.00% | +82,910 | New |
| Steadfast Capital Management LP | 80,000 | $819.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 75,131 | $769.0K | 0.00% | +75,131 | New |
| CSS LLC | 70,068 | $717.5K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 58,498 | $599.0K | 0.16% | +58,498 | New |
| Morgan Stanley | 50,574 | $517.9K | 0.00% | +50,506+74,273.5% | Added |
| Schonfeld Strategic Advisors LLC | 50,069 | $512.7K | 0.00% | +27,569+122.5% | Added |
| JPMorgan Chase & Co | 49,873 | $510.7K | 0.00% | −189,967−79.2% | Reduced |
| Virtu Financial LLC | 27,588 | $283.0K | 0.01% | +27,588 | New |
| Geode Capital Management, LLC | 15,116 | $154.8K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,555 | $149.0K | 0.01% | +14,555 | New |
| Mann Financial Group, Inc. | 12,450 | $127.5K | 0.12% | +12,450 | New |
| HRT Financial LP | 10,981 | $112.0K | 0.00% | +10,981 | New |
| Huntington National Bank | 2,501 | $25.6K | 0.00% | +2,501 | New |
| Caitlin John, LLC | 1,600 | $16.4K | 0.01% | +1,600 | New |
| FNY Investment Advisers, LLC | 798 | $8.00K | 0.00% | +798 | New |
| Advisor Group Holdings, Inc. | 600 | $6.14K | 0.00% | +600 | New |
| Glass Jacobson Investment Advisors llc | 582 | $5.96K | 0.00% | +582 | New |
| EverSource Wealth Advisors, LLC | 250 | $2.56K | 0.00% | +250 | New |
| Stone House Investment Management, LLC | 100 | $1.02K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 50 | $512 | 0.00% | +50 | New |
| Harraden Circle Investments, LLC | 0 | $0 | 0.00% | −1,256,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Wealthspring Capital LLC | 0 | $0 | 0.00% | −486,740−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −219,335−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −175,100−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −28,364−100.0% | Sold out |
| Atw Spac Management LLC | – | – | – | – | Not filed |