Armada Acquisition Corp. II has 12 Schedule 13D or 13G filings on record since 2025-08-12. 3 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Arrington XRP Capital Fund, LP | 26.2% | 8,280,000 | SCHEDULE 13D, 2025-09-08 | 2025-08-28 |
| Meteora Capital, LLC | 8.37% | 1,985,659 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| W. R. Berkley Corporation | 5.2% | 1,233,735 | SCHEDULE 13G, 2026-05-08 | 2026-03-31 |
| AQR Capital Management, LLC | 4.67% | 1,108,382 | SCHEDULE 13G/A, 2025-11-12 | 2025-09-30 |
| Tenor Capital Management Company, L.P. | 4.3% | 1,100,000 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Armada Sponsor II LLC | 0% | 0 | SCHEDULE 13G/A, 2025-09-11 | 2025-08-28 |
| Harraden Circle Investments, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
Purpose of Transaction (Item 4)
Arrington XRP Capital Fund, LP
Sponsor Handover As announced in the Issuer's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on August 12, 2025, Armada Sponsor II LLC (the "Original Sponsor") and Arrington XRP Capital Fund, LP (the "New Sponsor") entered into a Sponsor Securities Purchase Agreement (the "Sponsor Securities Purchase Agreement") pursuant to which, among other things, the New Sponsor agreed to purchase from the Original Sponsor, an aggregate of 7,880,000 Class B Shares, 400,000 Class A Shares and 200,000 private placement warrants of the Company for an aggregate purchase price of $6,600,000. On August 28, 2025, the parties closed (the "Closing") the transactions contemplated by the Sponsor Securities Purchase Agreement. The Closing and the Management Change (as defined below) are referred to as the "Sponsor Handover." As announced in the Issuer's Form 8-K filed with the SEC on August 28, 2025, the Reporting Person entered into a joinder agreement (the "Joinder Agreement") to become a party to that certain insider letter agreement (the "Letter Agreement") and that certain registration rights agreement ("Registration Rights Agreement"), both dated May 20, 2025, among the Issuer, the Original Sponsor and certain shareholders of the Issuer. As part of the Sponsor Handover, the Issuer introduced a change in both management (the "Management Change") and the board of directors of the Issuer (the "Board) as follows: (i) effective as of the Closing, Taryn Naidu replaced …The first part of Item 4 of the SCHEDULE 13D filed 2025-09-08; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-12 | AQR Capital Management, LLC | 6.32% | SCHEDULE 13G |
| 2025-09-08 | Arrington XRP Capital Fund, LP | 26.2% | SCHEDULE 13D |
| 2025-09-11 | Armada Sponsor II LLC | 0% | SCHEDULE 13G/A |
| 2025-09-15 | Harraden Circle Investments, LLC | 5.09% | SCHEDULE 13G |
| 2025-11-12 | AQR Capital Management, LLC | 4.67% | SCHEDULE 13G/A |
| 2026-02-06 | Meteora Capital, LLC | 12.55% | SCHEDULE 13G |
| 2026-02-13 | Harraden Circle Investments, LLC | 0% | SCHEDULE 13G/A |
| 2026-02-17 | Tenor Capital Management Company, L.P. | 9.2% | SCHEDULE 13G/A |
| 2026-04-08 | Meteora Capital, LLC | 9.62% | SCHEDULE 13G/A |
| 2026-05-08 | W. R. Berkley Corporation | 5.2% | SCHEDULE 13G |
| 2026-08-14 | Tenor Capital Management Company, L.P. | 4.3% | SCHEDULE 13G/A |
| 2026-08-14 | Meteora Capital, LLC | 8.37% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.