FinServ Acquisition Corp. II
FinServ Acquisition Corp. II (FSRX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FSRX · as of Sep 30, 2023
Ownership Breakdown
8
Institutional Holders
▼ 8 vs Q2
$12.46M
Total Inst. Value
▼ $39.74M vs Q2
9.34M
Shares Outstanding
freeFloat 9.82%
1.30M
13F Shares Held
▼ 3.80M vs Q2
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
FSRX largest shareholders · institutional ownership
Q3 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ARROWMARK COLORADO HOLDINGS LLC blank checks | 920.8K | 6.95% | 6.95% | $8.47B | Nov 14, 2023 | ▼ 304.2K |
MILLENNIUM MANAGEMENT LLC blank checks | 125.0K | 94.28% | 94.28% | $1.30B | Nov 14, 2023 | — held |
HIGHBRIDGE CAPITAL MANAGEMENT LLC blank checks | 100.0K | 75.42% | 75.42% | $1.06B | Nov 13, 2023 | ▼ 344.5K |
KEPOS CAPITAL LP blank checks | 92.6K | 69.84% | 69.84% | $960.00M | Nov 14, 2023 | — held |
VIRTU FINANCIAL LLC blank checks | 28.0K | 21.08% | 21.08% | $295.00M | Nov 15, 2023 | ▲ 12.4K |
GEODE CAPITAL MANAGEMENT, LLC blank checks | 23.4K | 17.64% | 17.64% | $247.24M | Nov 13, 2023 | — held |
CLEAR STREET LLC blank checks | 13.1K | 9.85% | 9.85% | $135.43M | May 15, 2025 | ▲ 12.9K |
UBS GROUP AG blank checks | 53 | 0.04% | 0.04% | $550,000 | Nov 9, 2023 | NEW |
PERISCOPE CAPITAL INC. blank checks | 0 | 0.00% | 0.00% | $0 | Nov 6, 2023 | EXIT |
RIVERNORTH CAPITAL MANAGEMENT, LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2023 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2023 vs prior quarter
Q3 2023
2
Increased
+25.3K shares1
New Positions
first time holders2
Decreased
−648.6K shares9
Sold Out
fully exitedNet shares change (top 50)
623.3K
+25.3K / −648.6K
Net new holders
-8
1 new / 9 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FSRX insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
1
Sell transactions
1.00
Buy/Sell ratio
$7M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Einbinder Lee Chief Executive Officer | Jan 30, 2023 | C-Conversion | 7,499,999 | $0.00 | $750 | 8.30M | Form 4 ↗ |
Einbinder Lee Chief Executive Officer | Jan 30, 2023 | C-Conversion | 7,499,999 | — | — | 1 | Form 4 ↗ |
Einbinder Lee Chief Executive Officer | Feb 22, 2021 | J-Other | 118,750 | — | — | 7.50M | Form 4 ↗ |
Einbinder Lee Chief Executive Officer | Feb 22, 2021 | Purchase | 800,000 | $10.00 | $8.00M | 800.0K | Form 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
FinServ Acquisition Corp. II (FSRX) is primarily owned by institutional investors, who hold approximately 13.9% of total shares outstanding. Company insiders own approximately 90.18%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of FinServ Acquisition Corp. II is ARROWMARK COLORADO HOLDINGS LLC, holding approximately 920,833 shares — equal to 6.95% of outstanding shares — as of September 30, 2023.
A total of 8 institutional investors currently hold FSRX stock, with a combined institutional value of approximately $12,460,310 as of the most recent 13F filing period.
Frequently asked questions
FSRX ownershipFinServ Acquisition Corp. II (FSRX) is primarily owned by institutional investors, who hold approximately 13.9% of shares. The largest shareholder is ARROWMARK COLORADO HOLDINGS LLC with a 6.95% stake. Company insiders hold 90.18%. Data sourced from SEC Form 13F as of September 30, 2023.