Helport AI Ltd. -29HPAIWPreferred / convertible

13F holders, Q2 2025 (June 30)
18holders +1
2new positions
1sold out
1famous investor
$0.20avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Helport AI Ltd. -29 (HPAIW) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Gratia Capital, LLC ($286K), LMR Partners LLP ($227K) and Polar Asset Management Partners Inc. ($157K). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Helport AI Ltd. -29
CUSIP
G4R52R111
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 17Q1 2025Q2 2025: 18Q2 2025Q3 2025: 17Q3 2025Q4 2025: 18Q4 2025Q1 2026: 16Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$93K
Exits1$731

All 13F filers, Q1 2025 → Q2 2025: 428,640 shares bought and 23,172 shares sold, net +405,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Gratia Capital, LLC — Reduce -1.2% 1,304,514 $286K
LMR Partners LLP — No change 1,034,486 $227K
Polar Asset Management Partners Inc. — No change 820,835 $157K
D. E. Shaw & Co. — No change 847,500 $144K
Toronto Dominion Bank — New 402,641 $88K
Clear Street LLC — No change 374,847 $82K
Calamos Advisors LLC — No change 450,000 $77K
Aristeia Capital, L.L.C. — Reduce -1.8% 178,062 $34K
Linden Advisors LP — No change 133,265 $25K
Shaolin Capital Management LLC — No change 90,000 $20K
Rivernorth Capital Management, LLC — No change 74,999 $12K
Yakira Capital Management, Inc. — No change 50,000 $11K
Cantor Fitzgerald, L. P. — No change 22,200 $5K
Susquehanna International Group, LLP — New 25,999 $4K
Landscape Capital Management, L.L.C. — No change 19,149 $4K
Ancora Advisors LLC — No change 10,449 $2K
UBS Group AG — Reduce -42.9% 1,351 $224
Bank of America Corp. — No change 249 $41

"% of holder's portfolio" is HPAIW's weight in each manager's 13F, not the share of Helport AI Ltd. -29 the manager owns.