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APEX Tech Acquisition (TRAD): which funds own it

SPAC / vehículos(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns APEX Tech Acquisition?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Apex Innovation Acquisition, 21.1% (13D filed Mar 9, 2026), Karpus Management, 8.2% (13G filed Aug 14, 2026), Goldman Sachs Group, 7.6% (13G filed Aug 14, 2026), Highbridge Capital Management, 7.4% (13G filed May 15, 2026) and Polar Asset Management Partners, 6.0% (13G filed May 15, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Karpus Management (8.2% of the shares), Highbridge Capital Management (7.5%) and Westchester Capital Management (4.9%).

Which institutions hold the most APEX Tech Acquisition shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. Karpus Management: 8.2%
  2. 2. Highbridge Capital Management: 7.5%
  3. 3. Westchester Capital Management: 4.9%
  4. 4. Aristeia Capital, L.l.c: 3.2%
  5. 5. Magnetar Financial: 3.2%
  6. 6. Rivernorth Capital Management: 3.2%
  7. 7. Crossingbridge Advisors: 3.2%
  8. 8. Wolverine Asset Management: 3.1%
  9. 9. Whitebox Advisors: 2.5%
  10. 10. GABELLI & Co INVESTMENT ADVISERS: 2.4%

How much of APEX Tech Acquisition do institutions own?

The 28 institutions that file 13F reported 57.8% of the shares as of Jun 30, 2026.

Sources:13D by Apex Innovation Acquisition (Mar 9, 2026) ↗13G by Karpus Management (Aug 14, 2026) ↗13G by Goldman Sachs Group (Aug 14, 2026) ↗13G by Highbridge Capital Management (May 15, 2026) ↗13G by Polar Asset Management Partners (May 15, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Apr 6, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
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All 13F: 28
Consensus
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No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$9.95
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of TRAD (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 57.8% of the shares · top 10: 41.2%

Shares reported by the 28 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Apr 6, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

Balance sheet only, for now. TRAD has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of May 31, 2026
Cash and equivalents
$2.7K
Shareholders' equity
$-14.4K

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Jul 21, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Mar 3, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

    «APEX Tech Acquisition Inc. Prices $100 Million Initial Public Offering»

  • Mar 3, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «APEX Tech Acquisition Inc. Prices $100 Million Initial Public Offering»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

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