Signal
ROSENBLATT INITIATION— Expected week of March 16 · Price target methodology: $15–22   RESALE REG. STATEMENT— ~March 30 · 30 biz days post-close · Lock-up holder list revealed   LOCK-UP TRIGGER— $12.00 VWAP × 15 consecutive days · Clock has not started   FIRST 10-Q— Mid-May 2026 · Beat threshold: >$12M revenue · Watch gross margin + funded backlog   RUSSELL 2000— Earliest eligible: Sept 2026 · ~$50–60M passive demand on inclusion   ANALYST DAY— March 11 COMPLETED · MDA SHIELD $151B IDIQ selection confirmed · In-line outcome   ROSENBLATT INITIATION— Expected week of March 16 · Price target methodology: $15–22   RESALE REG. STATEMENT— ~March 30 · 30 biz days post-close · Lock-up holder list revealed   LOCK-UP TRIGGER— $12.00 VWAP × 15 consecutive days · Clock has not started   FIRST 10-Q— Mid-May 2026 · Beat threshold: >$12M revenue · Watch gross margin + funded backlog   RUSSELL 2000— Earliest eligible: Sept 2026 · ~$50–60M passive demand on inclusion   ANALYST DAY— March 11 COMPLETED · MDA SHIELD $151B IDIQ selection confirmed · In-line outcome   
Primary Sources

SEC Filings Hub

Curated INFQ filings with annotations. Every number on this site traces to one of these documents. Read the primary source, then the take.

All INFQ Filings on EDGARIR Hub
Upcoming Filings to Watch
~March 30, 2026
Resale Registration Statement— 30 business days from Feb 13 close. Will identify the exact lock-up holders with share counts. Critical for modeling future supply.
Mid-May 2026
First 10-Q (Q1 2026)— First quarterly report as a public company. First look at post-close revenue, funded backlog, gross margin mix, and MD&A commentary on Safran and MDA SHIELD.
Before Annual Meeting (~Q2 2026)
DEF 14A (Proxy Statement)— Will disclose executive compensation, equity awards, and shareholder vote items including any equity plan expansions.

Must-Read Filings

8-KCritical
Feb 17, 2026

Current Report — Business Combination Close

Filed by: Infleqtion, Inc.

Post-close 8-K confirming merger completion. Establishes the definitive share count, board composition, lock-up terms, and PIPE terms for public INFQ.

Key items

  • 216,471,927 total shares outstanding confirmed
  • Lock-up period: 180 days from close = ~August 12, 2026
  • Early release trigger: $12.00 VWAP × 15 consecutive trading days
  • Board composition: 8 directors including Singer (Maverick), Bjornholt (Microchip CFO), Meyerriecks (CIA/NSA)
  • PIPE investors identified — watch for 13G filings
Signal-Q TakeThe single most important document for understanding the lock-up structure. The $12.00 early trigger is the most time-sensitive variable in the near-term setup — INFQ touched $12.00 AH on March 2.
SEC EDGARIR Hub
S-4/ACritical
Feb 14, 2026

Registration Statement (Final Amendment)

Filed by: Infleqtion, Inc.

441-page definitive registration statement. Contains audited financials, business description, risk factors, management bios, lock-up agreements, and the full merger terms.

Key items

  • TTM revenue ~$29M (to June 30, 2025)
  • Cash on balance sheet ~$550M post-close (PIPE + trust)
  • Full management bios with compensation and equity stakes
  • Complete risk factor list — read §"Risk Factors" for bear case items
  • Lock-up agreements attached as exhibits
Signal-Q Take"What matters in 441 pages": focus on §Revenue Recognition, §Management Biographies (p. 180+), §Lock-Up Agreements (Exhibit 10.x), and §Risk Factors. The financials in Annex A are the only audited numbers available until the first 10-Q.
SEC EDGARIR Hub
13DCritical
Mar 10, 2026

Schedule 13D — Beneficial Ownership Report

Filed by: Maverick Capital / David B. Singer

Singer's firm holds ~9.2% of INFQ. Filed as 13D (activist, not passive). Singer sits on the board. Maverick's cost basis is significantly above current prices from PIPE participation.

Key items

  • ~9.2% ownership stake in INFQ
  • 13D = activist filing (vs. 13G = passive) — Singer has board seat
  • Section 16(b) short-swing profit rules apply: no net profit from round-trips within 6 months
  • Maverick's PIPE cost basis likely $10/share — no incentive to sell at current levels
  • Board seat provides information advantage and alignment signal
Signal-Q TakeThe 13D filing + board seat is a structural alignment signal. Maverick can't short-swing trade and has every incentive to push for value creation. This is not a typical SPAC sponsor relationship.
SEC EDGAR
13DCritical
Mar 10, 2026

Schedule 13D — SPAC Sponsor Shares

Filed by: Churchill Capital / Michael Klein

Churchill/Klein holds ~10.7M founder shares at a cost basis of approximately $0.003/share. This is the most dangerous overhang in the capital structure.

Key items

  • ~10.7M shares at ~$0.003/share cost basis
  • At $10/share, this represents ~$107M in paper gain at near-zero cost
  • Lock-up expires ~August 12, 2026 (same as all other insiders)
  • No Section 16(b) constraint — Churchill is not a 10%+ holder post-merger
  • Historical pattern: SPAC sponsors sell immediately at lock-up expiry
Signal-Q TakeChurchill/Klein is the highest-risk seller in the lock-up. $0.003 cost basis means any price above zero is profit. Historical SPAC data shows sponsors sell at or immediately after lock-up. This is the core structural risk in INFQ.
SEC EDGAR

Notable Filings

13GNotable
Mar 7, 2026

Schedule 13G — 14.1% Passive Stake

Filed by: LCP Quantum / Lincoln Park Capital

Largest single disclosed holder at 14.1%. Dedicated quantum fund. Filed as 13G = passive (no activist intent). No board representation.

Key items

  • 14.1% of INFQ — largest disclosed institutional holder
  • 13G = passive filing. No board seat, no activist agenda
  • Dedicated quantum fund: this is a thesis-driven, long-duration hold
  • Passive mandate means they are unlikely sellers absent forced redemptions
  • Lock-up status: subject to lock-up until ~August 2026
Signal-Q TakeThe largest holder is a dedicated quantum fund that filed passive. This is structurally positive — they're not here to flip. The 14.1% passive block reduces effective float further, which is bullish for price discovery but adds liquidity risk.
SEC EDGAR
13GNotable
Mar 7, 2026

Schedule 13G — 11.9% Passive Stake

Filed by: Global Frontier Investments

Family office with 11.9% passive stake. Combined family total (entity + individual holdings) may be higher. Filed as 13G.

Key items

  • 11.9% of INFQ in the entity filing
  • Family office structure — combined family exposure likely higher
  • Passive filing = no activist intent
  • Long-duration capital: family offices typically hold through volatility
Signal-Q TakeAnother passive, long-duration holder. Combined with LCP Quantum, these two passive blocks represent ~26% of shares outstanding — a significant portion of the float that is unlikely to move.
SEC EDGAR
13GNotable
Mar 10, 2026

Schedule 13G — 5.75% Stake (Most Recent Filer)

Filed by: BOKA Group

Most recently filed 13G. PIPE investor at 5.75%. Filed passive. Monitor for any amendment to 13D (activist conversion) or disposition.

Key items

  • 5.75% passive stake — PIPE investor
  • Most recent 13G filing date: March 10, 2026
  • PIPE cost basis likely $10/share
  • Monitor for schedule amendments — any 13D conversion signals change in intent
Signal-Q TakeThe most recent filer to watch. PIPE investors at $10 cost basis have less urgency to sell than SPAC sponsors, but will become meaningful supply at lock-up. Flag any 13D amendment immediately.
SEC EDGAR
Note: All filing links route to SEC EDGAR or Infleqtion's IR hub. Signal-Q annotations represent the author's interpretation of public information. Author holds a long position in INFQ. Nothing here is investment advice. Always read the primary source.