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Adage Capital discloses 7.58% NewHold Investment IV (NHIV) stake in 13G filing

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Adage Capital Management, L.P. and principals Robert Atchinson and Phillip Gross report beneficial ownership of Class A Ordinary Shares of NewHold Investment Corp IV. Through Adage Capital Partners, L.P., they report beneficial ownership of 1,575,000 Class A Ordinary Shares, representing 7.58% of this class. The percentage is based on 20,766,250 Class A Ordinary Shares outstanding as of May 29, 2026, as reported by the company. The Reporting Persons disclose shared voting and dispositive power over these shares and no sole voting or dispositive power.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 1,575,000 Class A Ordinary Shares Shares beneficially owned by the Reporting Persons as disclosed in Item 4(a)
Ownership percentage 7.58% Percent of NewHold Investment Corp IV Class A Ordinary Shares beneficially owned
Shares outstanding baseline 20,766,250 Class A Ordinary Shares Shares outstanding as of May 29, 2026 used to calculate ownership percentage
Shared voting power 1,575,000 shares Shares over which the Reporting Persons have shared voting power
Shared dispositive power 1,575,000 shares Shares over which the Reporting Persons have shared power to dispose
beneficial ownership financial
"The filing of this statement should not be construed in and of itself as an admission by any Reporting Person as to beneficial ownership"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 1,575,000.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 1,575,000.00"
Class A Ordinary Shares financial
"with respect to the Class A ordinary shares, par value $0.0001 per share"
Class A ordinary shares are a type of ownership stake in a company that typically grants voting rights to shareholders, allowing them to have a say in important company decisions. They often come with priority in receiving dividends or profits, making them attractive to investors seeking influence and potential income. These shares help distinguish different levels of ownership and rights within a company's stock structure.

FAQ

How many NewHold Investment Corp IV (NHIV) shares does Adage Capital report owning?

Adage Capital, with related Reporting Persons, reports beneficial ownership of 1,575,000 Class A Ordinary Shares of NewHold Investment Corp IV. These shares are held through Adage Capital Partners, L.P., with shared voting and dispositive power reported for all shares.

What percentage of NewHold Investment Corp IV (NHIV) does Adage Capital own?

The Reporting Persons state they beneficially own 7.58% of NewHold Investment Corp IV’s Class A Ordinary Shares. This percentage is calculated using 20,766,250 shares outstanding as of May 29, 2026, as disclosed in the company’s Form 10-Q.

Who are the Reporting Persons in the NHIV Schedule 13G filing?

The Schedule 13G for NHIV is filed by Adage Capital Management, L.P., and individuals Robert Atchinson and Phillip Gross. They report beneficial ownership through Adage Capital Partners, L.P., but state the filing does not itself admit beneficial ownership.

What voting power over NHIV shares do the Reporting Persons disclose?

The Reporting Persons disclose 0 shares with sole voting power and 1,575,000 shares with shared voting power. They likewise report no sole dispositive power and 1,575,000 shares with shared dispositive power, reflecting joint authority over these holdings.

How was the 7.58% ownership in NHIV calculated by Adage Capital?

The 7.58% ownership figure is calculated by dividing the 1,575,000 beneficially owned shares by 20,766,250 Class A Ordinary Shares outstanding as of May 29, 2026, as reported in NewHold Investment Corp IV’s Form 10-Q for the quarter ended March 31, 2026.

Where are the Reporting Persons for NHIV’s Schedule 13G based?

The business address for each Reporting Person is listed as 200 Clarendon Street, 52nd Floor, Boston, Massachusetts 02116. The issuer, NewHold Investment Corp IV, has principal executive offices at 52 Vanderbilt Avenue, Suite 2005, New York, NY 10017.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G6486G107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Adage Capital Management, L.P.
Signature:/s/ Robert Atchinson
Name/Title:By: Adage Capital Partners, L.L.C., its General Partner, By: Robert Atchinson, its Managing Member
Date:08/12/2026
Robert Atchinson
Signature:/s/ Robert Atchinson
Name/Title:Robert Atchinson, individually
Date:08/12/2026
Phillip Gross
Signature:/s/ Phillip Gross
Name/Title:Phillip Gross, individually
Date:08/12/2026