THAYER VENTURES ACQ CORP II (TVAI) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LINDEN ADVISORS LP as of Q1 2026.

Are institutions buying or selling TVAI?

In Q1 2026, 3 institutions opened or increased positions in THAYER VENTURES ACQ CORP II while 5 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on TVAI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for THAYER VENTURES ACQ CORP II.

How many hedge funds hold TVAI?

19 institutional investors report holding THAYER VENTURES ACQ CORP II (TVAI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into TVAI?

As of Q1 2026, tracked institutions in THAYER VENTURES ACQ CORP II show 3 buyers versus 5 sellers — net outflows.

THAYER VENTURES ACQ CORP II

TVAI·G87890102·US·Common Stock·Financial Services - Shell Companies-13D/G

Holders

Avg rating(3 Elite)

$83.7M

Total Value

38% (20)

Fund Consensus

3 buying - 5 selling

Smart Money Verdict

View all

Held by 19 funds

3 elite

Who's Trading

ActivistMEMeteora Capital, LLC5.4%May 15, 2026

Activist

Barclays PLC7.4%Nov 12, 2025

ActivistLILinden Capital L.P.8.5%May 20, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LALINDEN ADVISORS LP	Unchanged	1.8M	$17.9M	0.1%	+2.89%	0
DED. E. Shaw & Co., Inc.	Unchanged	875,000	$9M	0.0%	+2.89%	0
Alberta Investment Management Corp	Unchanged	700,000	$7.2M	0.0%	+2.89%	0
MILLENNIUM MANAGEMENT LLC	Unchanged	700,000	$7.1M	0.0%	+2.89%	0
TWO SIGMA INVESTMENTS, LP	Unchanged	634,375	$6.5M	0.0%	+2.89%	0
Verition Fund Management LLC	Decreased	626,871(-8.6%)	$6.4M	0.0%	+2.88%	0
WAWOLVERINE ASSET MANAGEMENT LLC	Decreased	530,722(-10.0%)	$5.4M	0.1%	+2.55%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Unchanged	387,262	$4M	0.0%	+2.89%	0
Hudson Bay Capital Management LP	Unchanged	375,000	$3.8M	0.0%	+2.89%	0
Magnetar Financial LLC	Unchanged	350,000	$3.6M	0.0%	+2.89%	0
PICTON MAHONEY ASSET MANAGEMENT	Unchanged	300,000	$3.1M	0.0%	+2.89%	0
Centiva Capital, LP	Unchanged	285,146	$2.9M	0.0%	+2.89%	0
GOLDMAN SACHS GROUP INC	Unchanged	221,227	$2.3M	0.0%	+2.89%	0
Schonfeld Strategic Advisors LLC	Decreased	199,995	$2M	0.0%	+2.89%	0
Clear Street Group Inc.	Decreased	150,115(-12.0%)	$1.5M	0.0%	+2.89%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Unchanged	45,000	$460,350	0.0%	+2.89%	0
TORONTO DOMINION BANK	New	27,000	$275,670	0.0%	+1.37%	32
BNP PARIBAS FINANCIAL MARKETS	New	25,193	$256,717	0.0%	+1.37%	32
MORGAN STANLEY	Increased	74(+7.3%)	$754	0.0%	+2.19%	8
Virtu Financial LLC	Exited	0(-100.0%)	$234,000	0.0%	+1.49%	0