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Portfolio (Quarterly) Guide ↗

GLAZER CAPITAL, LLC

· CIK 0001076809
13F Portfolio $4.7B AUM 527 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New 90 Added 82 Reduced 99 Exited
Page 2 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COINBASE GLOBAL INC 41,700,000.0 $38.8M 0.82% +14.6M +53.9% $0.93
22 PRA PROASSURANCE CORP Financial Services 1,546,643.0 $38.2M 0.81% +1.3M +589.3% $24.72 -0.5%
23 JHG JANUS HENDERSON GROUP PLC Financial Services 682,254.0 $35.0M 0.74% +233K +51.9% $51.37 +0.6%
24 ALLIED GOLD CORP 1,112,100.0 $34.4M 0.73% NEW $30.94
25 MCW MISTER CAR WASH INC Consumer Cyclical 4,777,697.0 $33.3M 0.71% NEW $6.97 +1.9%
26 GTLS CHART INDS INC Industrials 151,571.0 $31.3M 0.67% +55K +57.7% $206.75 +0.3%
27 PEN PENUMBRA INC Healthcare 94,819.0 $31.1M 0.66% NEW $328.37 -1.6%
28 PKST PEAKSTONE REALTY TRUST Real Estate 1,482,985.0 $31.0M 0.66% NEW $20.89 +0.5%
29 MASI MASIMO CORP Healthcare 157,858.0 $28.1M 0.60% NEW $177.87 +0.3%
30 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 2,349,761.0 $23.4M 0.50% $9.97 +0.6%
31 CTRA COTERRA ENERGY INC Energy 665,486.0 $23.4M 0.50% NEW $35.14 -7.3%
32 SKYT SKYWATER TECHNOLOGY INC Technology 846,974.0 $23.2M 0.49% NEW $27.41 +30.7%
33 PROGRESS SOFTWARE CORP 22,931,000.0 $22.9M 0.49% NEW $1.00
34 BLUE FOUNDRY BANCORP 1,719,910.0 $22.7M 0.48% +759K +79.0% $13.22
35 CUK CARNIVAL PLC Consumer Cyclical 857,507.0 $22.1M 0.47% NEW $25.77 +6.6%
36 GIGCAPITAL8 CORP 2,162,974.0 $21.6M 0.46% -12K -0.6% $9.97
37 GIGCAPITAL9 CORP 2,178,000.0 $21.4M 0.45% NEW $9.83
38 AES AES CORP Utilities 1,400,000.0 $19.7M 0.42% NEW $14.09 +2.7%
39 STKL SUNOPTA INC Consumer Defensive 2,941,321.0 $19.1M 0.40% NEW $6.48 +0.3%
40 EQV VENTURES AC CORP. II 1,828,369.0 $18.4M 0.39% -382K -17.3% $10.09
Page 2 of 25  ·  498 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 33.5%
Financial Services 32.3%
Technology 12.5%
Consumer Cyclical 8.4%
Communication Services 6.2%
Real Estate 2.6%
Industrials 1.4%
Energy 1.2%
Consumer Defensive 1.2%
Utilities 0.8%