AI Holders Summary · Q2 2026

150 institutions reported LPRO in Q2 2026. True Wind Capital Management, L.P. leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

True Wind Capital Management, L.P.

CIK 0001824827

$23M7.5M10.39%Q2 2026 02

WASATCH ADVISORS LP

CIK 0000814133

$15M4.9M0.10%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$9M7.4M0.00%Q1 2026 04

Whetstone Capital Advisors, LLC

CIK 0001607278

$9M6.0M3.00%Q4 2025 05

Portolan Capital Management, LLC

CIK 0001350290

$7M4.7M0.39%Q4 2025 06

LB Partners LLC

CIK 0002007877

$7M5.4M6.05%Q1 2026 07

Transmarket Holdings LP

CIK 0002134828

$6M1.9M4.27%Q2 2026 08

Palogic Value Management, L.P.

CIK 0001532943

$6M4.5M2.40%Q1 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M4.4M0.00%Q1 2026 10

Ethos Financial Group, LLC

CIK 0001954242

$5M3.5M0.39%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M2.5M0.00%Q1 2026 12

D. E. Shaw & Co., Inc.

CIK 0001009207

$3M1.8M0.00%Q4 2025 13

STATE STREET CORP

CIK 0000093751

$3M2.2M0.00%Q1 2026 14

CREDIT INDUSTRIEL ET COMMERCIAL

CIK 0001274419

$2M720K0.14%Q2 2026 15

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$2M1.7M0.00%Q1 2026 16

Veradace Capital Management LLC

CIK 0001772351

$2M1.6M1.73%Q1 2026 17

TWO SIGMA ADVISERS, LP

CIK 0001478735

$2M1.0M0.00%Q4 2025 18

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$1M1.1M0.00%Q1 2026 19

ABC ARBITRAGE SA

CIK 0002049221

$1M450K0.15%Q2 2026 20

MORGAN STANLEY

CIK 0000895421

$1M895K0.00%Q1 2026

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