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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 50 | $512 | 0.00% | +50 | New |
| Stone House Investment Management, LLC | 100 | $1.02K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 250 | $2.56K | 0.00% | +250 | New |
| Glass Jacobson Investment Advisors llc | 582 | $5.96K | 0.00% | +582 | New |
| Advisor Group Holdings, Inc. | 600 | $6.14K | 0.00% | +600 | New |
| FNY Investment Advisers, LLC | 798 | $8.00K | 0.00% | +798 | New |
| Caitlin John, LLC | 1,600 | $16.4K | 0.01% | +1,600 | New |
| Huntington National Bank | 2,501 | $25.6K | 0.00% | +2,501 | New |
| HRT Financial LP | 10,981 | $112.0K | 0.00% | +10,981 | New |
| Mann Financial Group, Inc. | 12,450 | $127.5K | 0.12% | +12,450 | New |
| Prelude Capital Management, LLC | 14,555 | $149.0K | 0.01% | +14,555 | New |
| Geode Capital Management, LLC | 15,116 | $154.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 27,588 | $283.0K | 0.01% | +27,588 | New |
| JPMorgan Chase & Co | 49,873 | $510.7K | 0.00% | −189,967−79.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 50,069 | $512.7K | 0.00% | +27,569+122.5% | Added |
| Morgan Stanley | 50,574 | $517.9K | 0.00% | +50,506+74,273.5% | Added |
| Diametric Capital, LP | 58,498 | $599.0K | 0.16% | +58,498 | New |
| CSS LLC | 70,068 | $717.5K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 75,131 | $769.0K | 0.00% | +75,131 | New |
| Steadfast Capital Management LP | 80,000 | $819.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 82,910 | $849.0K | 0.00% | +82,910 | New |
| Bulldog Investors, LLP | 100,000 | $1.02M | 0.23% | 00.0% | Unchanged |
| Citigroup Inc | 100,000 | $1.02M | 0.00% | +100,000 | New |
| Wolverine Asset Management LLC | 103,287 | $1.06M | 0.02% | −55,752−35.1% | Reduced |
| Boothbay Fund Management, LLC | 112,262 | $1.15M | 0.03% | +64,185+133.5% | Added |
| Quarry LP | 147,423 | $1.51M | 0.25% | +147,423 | New |
| Citadel Advisors LLC | 148,682 | $1.52M | 0.00% | −45,226−23.3% | Reduced |
| 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 |
| Heights Capital Management, Inc | 191,267 | $1.96M | 0.74% | 00.0% | Unchanged |
| DLD Asset Management, LP | 199,130 | $2.04M | 0.21% | +199,130 | New |
| 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 |
| Glazer Capital, LLC | 205,012 | $2.10M | 0.06% | −44,988−18.0% | Reduced |
| Hudson Bay Capital Management LP | 213,437 | $2.19M | 0.01% | −400,563−65.2% | Reduced |
| 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 |
| Clear Street Group Inc. | 291,625 | $2.99M | 0.02% | +263,363+931.9% | Added |
| Context Capital Management, LLC | 350,000 | $3.58M | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 365,976 | $3.75M | 0.00% | −372−0.1% | Reduced |
| Millennium Management LLC | 432,250 | $4.43M | 0.00% | +133,746+44.8% | Added |
| Vivaldi Asset Management, LLC | 458,864 | $4.70M | 0.28% | −41,136−8.2% | Reduced |
| Radcliffe Capital Management, L.P. | 466,789 | $4.78M | 0.26% | −12,402−2.6% | Reduced |
| Aristeia Capital LLC | 500,000 | $5.12M | 0.15% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 506,216 | $5.18M | 0.25% | −1170.0% | Reduced |
| Karpus Management, Inc. | 547,500 | $5.61M | 0.17% | 00.0% | Unchanged |
| Berkley W R Corp | 551,981 | $5.65M | 0.32% | +211,591+62.2% | Added |
| Polar Asset Management Partners Inc. | 600,000 | $6.14M | 0.12% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 664,583 | $6.81M | 0.01% | 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 |
| Magnetar Financial LLC | 814,266 | $8.34M | 0.08% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 833,400 | $8.53M | 0.40% | +200,000+31.6% | Added |
| Toronto Dominion Bank | 850,000 | $8.70M | 0.02% | +281,300+49.5% | Added |
| CNH Partners LLC | 1,103,854 | $11.3M | 0.24% | −4,528−0.4% | Reduced |
| Tenor Capital Management Co., L.P. | 2,185,000 | $22.4M | 0.32% | +685,000+45.7% | Added |
| Meteora Capital, LLC | 2,974,719 | $30.5M | 2.55% | +1,193,634+67.0% | Added |
| Arrington Capital Management, LLC | 5,796,000 | $59.4M | 65.28% | +5,796,000 | 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 |