AQR entities (PLMK) disclose 741,203-share, 4.01% holding in Plum Acquisition
Rhea-AI Filing Summary
AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC report updated passive ownership of Plum Acquisition Corp. IV Class A ordinary shares in this amended Schedule 13G.
The group reports beneficial ownership of 741,203 Class A shares, representing 4.01% of the class. All reported shares are held with shared voting and shared dispositive power; none of the entities has sole voting or sole dispositive power over these shares. The filing characterizes the position as ownership of 5 percent or less of the class.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 741,203 shares
Percent of class: 4.01%
Shared voting power: 741,203 shares
+3 more
6 metrics
Shares beneficially owned
741,203 shares
Class A ordinary shares of Plum Acquisition Corp. IV reported by AQR entities
Percent of class
4.01%
Beneficial ownership percentage of Plum Acquisition Corp. IV Class A shares
Shared voting power
741,203 shares
Shares over which each AQR reporting person has shared voting power
Shared dispositive power
741,203 shares
Shares over which each AQR reporting person has shared dispositive power
Ownership threshold
5 percent or less
Ownership of 5 percent or less of a class as described in Item 5
Signature date
08/12/2026
Date signed by Authorized Signatory Henry Parkin for each AQR entity
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 741,203"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Schedule 13G regulatory
"hereby agree that this is filed on behalf of each of the parties"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What stake in Plum Acquisition Corp. IV (PLMK) does AQR report in this Schedule 13G/A?
AQR-related entities report beneficial ownership of 741,203 Class A ordinary shares of Plum Acquisition Corp. IV, representing 4.01% of the class, according to this amended Schedule 13G filing.
Which AQR entities are reporting ownership in PLMK in this Schedule 13G/A?
The reporting persons are AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC, all organized in the United States and sharing voting and dispositive power over the reported PLMK shares.
Is AQR’s ownership in Plum Acquisition Corp. IV (PLMK) above 5%?
No. The AQR entities report beneficial ownership of 4.01% of the Class A shares of Plum Acquisition Corp. IV, and explicitly state that this represents ownership of 5 percent or less of the class.
AI-generated analysis. How Rhea-AI works. Not financial advice.