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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.
Key Figures
Shares beneficially owned:741,203 sharesPercent of class:4.01%Shared voting power:741,203 shares+3 more
6 metrics
Shares beneficially owned741,203 sharesClass A ordinary shares of Plum Acquisition Corp. IV reported by AQR entities
Percent of class4.01%Beneficial ownership percentage of Plum Acquisition Corp. IV Class A shares
Shared voting power741,203 sharesShares over which each AQR reporting person has shared voting power
Shared dispositive power741,203 sharesShares over which each AQR reporting person has shared dispositive power
Ownership threshold5 percent or lessOwnership of 5 percent or less of a class as described in Item 5
Signature date08/12/2026Date signed by Authorized Signatory Henry Parkin for each AQR entity
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.
shared voting powerfinancial
"6 | Shared Voting Power 741,203.00"
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 powerfinancial
"8 | Shared Dispositive Power 741,203.00"
parent holding companyfinancial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Schedule 13Gregulatory
"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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
Does AQR have sole or shared voting power over its PLMK shares?
The AQR entities report 0 shares with sole voting power and 741,203 shares with shared voting power, matching their shared dispositive power over the same number of Plum Acquisition Corp. IV Class A 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.
How are the AQR entities related in this PLMK Schedule 13G/A filing?
The filing states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Plum Acquisition Corp, IV
(Name of Issuer)
Class A ordinary shares, $0.0001 par value per share
(Title of Class of Securities)
G7134A104
(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
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
AQR Capital Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
741,203.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
741,203.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
741,203.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.01 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
AQR Capital Management Holdings, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
741,203.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
741,203.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
741,203.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.01 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
G7134A104
1
Names of Reporting Persons
AQR Arbitrage, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
741,203.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
741,203.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
741,203.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.01 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Plum Acquisition Corp, IV
(b)
Address of issuer's principal executive offices:
2021 FILLMORE ST. #2089, SAN FRANCISCO, CALIFORNIA
94115
Item 2.
(a)
Name of person filing:
AQR Capital Management, LLC
AQR Capital Management Holdings, LLC
AQR Arbitrage, LLC
(b)
Address or principal business office or, if none, residence:
ONE GREENWICH PLAZA
SUITE 130
Greenwich, Connecticut
06830
(c)
Citizenship:
AQR Capital Management, LLC - UNITED STATES
AQR Capital Management Holdings, LLC - UNITED STATES
AQR Arbitrage, LLC - UNITED STATES
(d)
Title of class of securities:
Class A ordinary shares, $0.0001 par value per share
(e)
CUSIP No.:
G7134A104
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
741,203
(b)
Percent of class:
4.01 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
AQR Capital Management, LLC - 0
AQR Capital Management Holdings, LLC - 0
AQR Arbitrage, LLC - 0
(ii) Shared power to vote or to direct the vote:
AQR Capital Management, LLC - 741,203
AQR Capital Management Holdings, LLC - 741,203
AQR Arbitrage, LLC - 741,203
(iii) Sole power to dispose or to direct the disposition of:
AQR Capital Management, LLC - 0
AQR Capital Management Holdings, LLC - 0
AQR Arbitrage, LLC - 0
(iv) Shared power to dispose or to direct the disposition of:
AQR Capital Management, LLC - 741,203
AQR Capital Management Holdings, LLC - 741,203
AQR Arbitrage, LLC - 741,203
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See Item 2(a) above.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
AQR Capital Management, LLC
Signature:
Henry Parkin
Name/Title:
Authorized Signatory
Date:
08/12/2026
AQR Capital Management Holdings, LLC
Signature:
Henry Parkin
Name/Title:
Authorized Signatory
Date:
08/12/2026
AQR Arbitrage, LLC
Signature:
Henry Parkin
Name/Title:
Authorized Signatory
Date:
08/12/2026
Exhibit Information
AQR Capital Management Holdings, LLC, AQR Capital Management, LLC, and AQR Arbitrage, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.
