AIFC
AI FINANCIAL CORPORATIONMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2025(8Q snapshot) | 3Q | $7.21 | $0.91 | -87% |
| Two Sigma Investments | Q4 2025(8Q snapshot) | 2Q | $1.89 | $0.91 | -52% |
| Millennium Management | Q1 2026(8Q snapshot) | 1Q | $1.43 | $0.91 | -36% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q1 2025 | Q1 2026 | → $1.42 | -77% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AI Financial Corp. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Oct 9, 2025 — the most recent Form 4 on file — not from today.
- Form 40001524447-25-000005Oct 9, 2025
- Form 40001628280-25-039955Aug 12, 2025
- Form 40001731122-24-001970Dec 10, 2024
- Form 40001493152-24-035753Sep 11, 2024
- Form 40001209191-23-002562Jan 9, 2023
- Form 40001209191-23-002557Jan 9, 2023
- Form 40001683168-21-002243May 26, 2021
- Form 40001683168-21-000484Feb 11, 2021
- Form 4/Aamend0001683168-20-003009Sep 3, 2020
- Form 40001683168-20-003008Sep 3, 2020
- Form 4/Aamend0001683168-19-001270Apr 30, 2019
- Form 40001683168-19-001264Apr 30, 2019
- Form 40001683168-18-002562Aug 30, 2018
- Form 40001683168-18-002522Aug 27, 2018
- Form 40001683168-18-002510Aug 24, 2018
Fundamentals
XBRL · AI FINANCIAL CORPORATIONAnnual figures sourced directly from AI FINANCIAL CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AI Financial Corp — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 18, 2026
- 8-KMaterial eventMay 4, 2026
- 10-K/AAnnual report (amended)Apr 28, 2026
- 8-KMaterial eventApr 24, 2026
- 8-KMaterial eventApr 24, 2026
- 10-KAnnual reportApr 13, 2026
- 8-KMaterial eventMar 5, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventFeb 23, 2026
- 8-KMaterial eventFeb 6, 2026
- 8-KMaterial eventFeb 4, 2026
- DEF 14AProxy statementFeb 3, 2026
- 8-KMaterial eventFeb 2, 2026
- 8-KMaterial eventJan 28, 2026
- 10-Q/AQuarterly report (amended)Jan 14, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q1 2026 | open | $1.43 | $0.91 | -36% |
| Two Sigma Investments | Q4 2025 | open | $1.89 | $0.91 | -52% |
| Citadel Advisors | Q3 2025 | open | $7.21 | $0.91 | -87% |
| Renaissance Technologies | Q1 2025 | Q1 2026 | $6.24 | $1.42 | -77% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.