Helport AI Ltd. -29HPAIWPreferred / convertible

13F holders, Q3 2025 (September 30)
17holders −1
1new positions
2sold out
1famous investor
$0.19avg. 13F price*

At the end of Q3 2025, 17 institutions reported holding Helport AI Ltd. -29 (HPAIW) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Gratia Capital, LLC ($258K), LMR Partners LLP ($204K) and D. E. Shaw & Co. ($173K). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$16K
Exits2$25K

All 13F filers, Q2 2025 → Q3 2025: 94,569 shares bought and 114,783 shares sold, net −20,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Gratia Capital, LLC — No change 1,304,514 $258K
LMR Partners LLP — No change 1,034,486 $204K
D. E. Shaw & Co. — No change 847,500 $173K
Polar Asset Management Partners Inc. — No change 820,835 $140K
Toronto Dominion Bank — Add +2.8% 413,837 $82K
Calamos Advisors LLC — No change 450,000 $77K
Clear Street Group Inc. — — 374,747 $74K
Aristeia Capital, L.L.C. — No change 178,062 $30K
Linden Advisors LP — No change 133,265 $23K
Ionic Capital Management LLC — New 82,640 $16K
Rivernorth Capital Management, LLC — Reduce -1.6% 73,801 $15K
Yakira Capital Management, Inc. — No change 50,000 $10K
Susquehanna International Group, LLP — Add +2.8% 26,732 $5K
Landscape Capital Management, L.L.C. — No change 19,149 $4K
Ancora Advisors LLC — Reduce -1.0% 10,349 $2K
UBS Group AG — Reduce -80.3% 266 $53
Bank of America Corp. — Reduce -80.3% 49 $10

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