Companies: 10,795·Total market cap: $144.5T
Adit EdTech Acquisition Corp.

Adit EdTech Acquisition Corp.

ADEXNYSEFinancial Services
$5.38
+$0.23(+4.47%)
Market Cap$47882161
P/E Ratio
52W High$12.39
52W Low$3.07

Adit EdTech Acquisition Corp. (ADEX) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · ADEX · as of Dec 31, 2023

Ownership Breakdown

Institutions 0.8%
Insiders 77.13%
Public 22.07%

2

Institutional Holders

▼ 10 vs Q3

$767,817

Total Inst. Value

▼ $16.45M vs Q3

8.90M

Shares Outstanding

freeFloat 22.87%

71,359

13F Shares Held

▼ 1.63M vs Q3

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

ADEX largest shareholders · institutional ownership

Q4 2023 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

RIVERNORTH CAPITAL MANAGEMENT, LLC

services-computer processing & data preparation

71.4K10.88%

10.88%

$767.81MFeb 14, 2024 28.6K

UBS GROUP AG

services-computer processing & data preparation

10.00%

0.00%

$5,000Feb 9, 2024 23

YAKIRA CAPITAL MANAGEMENT, INC.

services-computer processing & data preparation

00.00%

0.00%

$0Feb 13, 2024EXIT

PARKWOOD LLC

services-computer processing & data preparation

00.00%

0.00%

$0Feb 14, 2024EXIT

FIRST TRUST CAPITAL MANAGEMENT L.P.

services-computer processing & data preparation

00.00%

0.00%

$0Feb 14, 2024EXIT

CLEAR STREET LLC

services-computer processing & data preparation

00.00%

0.00%

$0May 15, 2025EXIT

SHAY CAPITAL LLC

services-computer processing & data preparation

00.00%

0.00%

$0Feb 14, 2024EXIT

WALLEYE CAPITAL LLC

services-computer processing & data preparation

00.00%

0.00%

$0Feb 14, 2024EXIT

METEORA CAPITAL, LLC

services-computer processing & data preparation

00.00%

0.00%

$0Jun 25, 2024EXIT

FIR TREE CAPITAL MANAGEMENT LP

services-computer processing & data preparation

00.00%

0.00%

$0Feb 14, 2024EXIT

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q4 2023 vs prior quarter

Q4 2023

Net institutional sentimentBearish — more selling than buying

0

Increased

+0 shares

0

New Positions

first time holders

2

Decreased

−28.7K shares

10

Sold Out

fully exited

Net shares change (top 50)

28.7K

+0 / −28.7K

Net new holders

-12

0 new / 10 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

ADEX insider trading · insider activity

Source: SEC Form 4

Buy 63%Active transactions only38% Sell

Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

0

Buy transactions

3

Sell transactions

0.00

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

SHRIER DAVID L.

director

Jan 11, 2024Sale1,500$4.85$7.3K1.8KForm 4 ↗

SHRIER DAVID L.

director

Jan 11, 2024Sale1,725$4.85$8.4K100Form 4 ↗

SHRIER DAVID L.

director

Jan 11, 2024Sale1,350$4.85$6.5K0Form 4 ↗

SHRIER DAVID L.

director

Dec 29, 2023Purchase175$5.11$894.252.4KForm 4 ↗

SHRIER DAVID L.

director

Dec 29, 2023Purchase950$5.38$5.1K1.4KForm 4 ↗

SHRIER DAVID L.

director

Dec 29, 2023Purchase100$7.43$743900Form 4 ↗

MUNSON ERIC L

director

Dec 28, 2023Purchase400$5.15$2.1K1.9KForm 4 ↗

SHRIER DAVID L.

President and CEO

Dec 28, 2023Purchase2,250$4.80$10.8K2.3KForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Adit EdTech Acquisition Corp. (ADEX) is primarily owned by institutional investors, who hold approximately 0.8% of total shares outstanding. Company insiders own approximately 77.13%, while retail and public investors account for the remaining 22.07%.

The largest institutional shareholder of Adit EdTech Acquisition Corp. is RIVERNORTH CAPITAL MANAGEMENT, LLC, holding approximately 71,358 shares — equal to 10.88% of outstanding shares — as of December 31, 2023.

A total of 2 institutional investors currently hold ADEX stock, with a combined institutional value of approximately $767,817 as of the most recent 13F filing period.

Frequently asked questions

ADEX ownership

Adit EdTech Acquisition Corp. (ADEX) is primarily owned by institutional investors, who hold approximately 0.8% of shares. The largest shareholder is RIVERNORTH CAPITAL MANAGEMENT, LLC with a 10.88% stake. Company insiders hold 77.13%. Data sourced from SEC Form 13F as of December 31, 2023.

who owns ADEX stockADEX ownership structureSEC Form 13F institutional holdingsADEX float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of December 31, 2023