Helport AI Ltd. -29HPAIWPreferred / convertible

13F holders, Q4 2025 (December 31)
18holders +1
2new positions
1sold out
1famous investor
$0.16avg. 13F price*

At the end of Q4 2025, 18 institutions reported holding Helport AI Ltd. -29 (HPAIW) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Gratia Capital, LLC ($208K), LMR Partners LLP ($165K) and D. E. Shaw & Co. ($135K). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$39K
Exits1$5K

All 13F filers, Q3 2025 → Q4 2025: 776,935 shares bought and 177,089 shares sold, net +599,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Gratia Capital, LLC — Reduce -0.0% 1,304,362 $208K
LMR Partners LLP — No change 1,034,486 $165K
D. E. Shaw & Co. — No change 847,500 $135K
Polar Asset Management Partners Inc. — Reduce -18.3% 670,835 $112K
Aristeia Capital, L.L.C. — Add +273.2% 664,491 $111K
Calamos Advisors LLC — No change 450,000 $75K
Clear Street Group Inc. — Add +12.1% 420,147 $67K
Toronto Dominion Bank — Add +0.0% 413,937 $66K
Shaolin Capital Management LLC — New 200,000 $32K
Linden Advisors LP — No change 133,265 $22K
Ionic Capital Management LLC — No change 82,640 $13K
Rivernorth Capital Management, LLC — No change 73,801 $12K
Yakira Capital Management, Inc. — No change 50,000 $8K
Wolverine Asset Management LLC — New 45,006 $7K
Landscape Capital Management, L.L.C. — No change 19,149 $3K
Ancora Advisors LLC — No change 10,349 $2K
UBS Group AG — Reduce -77.1% 61 $10
Bank of America Corp. — No change 49 $8

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