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Ownership

Who owns Soren Acquisition Corp., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC August 13, 2026

THE GOLDMAN SACHS GROUP, INC.: 0.6% · 154,400 shares — GOLDMAN SACHS & CO. LLC: 0.6% · 154,400 shares

LMR Partners LLP, LMR PARTNERS Ltd, LMR Partners LLC May 15, 2026

LMR Partners LLP: 6.5% · 1,700,000 shares — LMR PARTNERS Ltd: 6.5% · 1,700,000 shares — LMR Partners LLC: 6.5% · 1,700,000 shares

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Super investors holding SORN

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Soren Acquisition Corp. they hold. Together these 59 managers report 339.15% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
ADAGE CAPITAL PARTNERS GP, L.L.C. $19.6M 1,980,000 0.03% 27.00% June 30, 2026
SONA ASSET MANAGEMENT (US) LLC $18.4M 1,850,000 0.39% 25.23% June 30, 2026

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Funds holding SORN

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 3 funds hold 1.63% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
RiverNorth Opportunities Fund Inc. $992K 0.30% 1.36% June 30, 2026
The SPAC and New Issue ETF $149K 2.11% 0.20% March 31, 2026

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