Strive, Inc. filings document the company’s structured finance and asset management business, bitcoin treasury operations, preferred stock structure, and public-company governance. Its 8-K reports disclose business updates such as bitcoin, cash, investment and capital stock balances, dividend actions for the Variable Rate Series A Perpetual Preferred Stock, and quarterly operating and financial results.
Strive’s SEC record also includes proxy materials for annual meeting matters, including auditor ratification, and disclosures identifying the company as a Nevada corporation and emerging growth company. Filing subjects include Class A and Class B common stock, SATA preferred stock, advisory activities through Strive Asset Management, LLC, forward-looking risk language, and material-event reporting tied to capital allocation and treasury strategy.
Strive, Inc. reported a major shift in its balance sheet driven by additional bitcoin purchases and capital activity. Between May 23 and June 1, 2026, the company bought 2,500 bitcoin at an average price of about $74,092 per bitcoin, raising its total holdings to 19,000 bitcoin.
Over roughly the same period, cash and cash equivalents increased from $93.3 million to $137.3 million, while the fair value of its STRC Stock slipped slightly from $50.1 million to $49.5 million. Shares outstanding of Class A common stock rose from 65,898,527 to 69,089,145 and SATA preferred shares from 5,759,719 to 7,513,907, while Class B shares declined modestly.
Strive, Inc. received an updated ownership filing from Vivek Ramaswamy and Virtuous Industries LLC. Ramaswamy reports beneficial ownership of 5,693,897 shares of Class A common stock, representing 7.6% of the class, assuming conversion of related Class B shares. Virtuous Industries LLC reports beneficial ownership of 106,245 shares, or 0.2% of the class on the same basis.
The amendment mainly updates the percentage-of-class figures to reflect Strive’s ongoing issuance of additional Class A shares under its at-the-market equity offering program. The reporting persons state they have not carried out any transactions in Strive Class A stock during the 60 days before the event date.
Strive, Inc. is planning a near-term refresh of its at-the-market (ATM) equity programs for both its Class A common stock and its Variable Rate Series A Perpetual Preferred Stock (SATA Stock). The company currently expects to increase the maximum aggregate offering size of each ATM program by $2.1 billion. This would bring the Class A common stock ATM capacity to $2,550,000,000 and the SATA Stock ATM capacity to $2,600,000,000, providing significant room for future issuances if the programs are used. These amendments remain subject to completion and filing of updated ATM documentation and related corporate approvals, and the disclosure explicitly states it is not itself an offer or solicitation to sell securities.
Strive, Inc. disclosed that it purchased 1,109 bitcoin between May 19 and May 22, 2026 at an average price of approximately $76,989 per bitcoin, including fees and expenses. This expands its digital asset exposure while keeping substantial cash on hand.
As of May 22, 2026, cash and cash equivalents were $93.3 million, up from $87.3 million on May 18, 2026, and the fair value of its STRC Stock position was $50.1 million, slightly above $49.8 million. Bitcoin holdings increased from 15,391 to 16,500. Over the same period, Class A common shares outstanding rose from 63,666,527 to 65,898,527 and SATA Stock from 5,244,421 to 5,759,719, while Class B shares were unchanged. Strive is also evaluating a near-term refresh of its at-the-market programs for its Class A common stock and SATA Stock.
Strive, Inc. reported additional bitcoin purchases as part of its treasury strategy. Between May 13 and May 18, 2026, the company bought 381.61 bitcoin at an average price of about $79,348 per bitcoin, including fees. As of May 18, 2026, Strive held 15,391 bitcoin in its treasury, alongside $87.3 million in cash and cash equivalents and $49.8 million invested in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy, Inc. The company also reported 63,666,527 shares of Class A common stock, 9,870,636 shares of Class B common stock, and 5,244,421 shares of its Variable Rate Series A Perpetual Preferred Stock outstanding as of that date.
Strive, Inc. (Class A Common Stock) reported an amended Schedule 13G/A disclosing consolidated beneficial ownership by Citadel-related entities and Kenneth Griffin. The filing shows 3,176,516 shares (5.2%) attributable to Mr. Griffin and affiliated entities and notes a total base of 61,082,924 Shares outstanding as of March 17, 2026 after including 1,796,296 shares issuable upon conversion of certain warrants.
The statement lists the specific holdings: Citadel Advisors LLC, Citadel Advisors Holdings LP and Citadel GP LLC each may be deemed to beneficially own 1,796,296 shares (2.9%); Citadel Securities LLC 1,353,551 shares (2.2%); Citadel Securities Group LP and Citadel Securities GP LLC each 1,380,220 shares (2.3%). Shared voting and dispositive power are reported for these amounts.
Strive, Inc. ownership update: an amendment to a Schedule 13G/A reports that affiliated reporting persons collectively beneficially own 3,703,708 shares of Class A Common Stock. The filing states this equals 5.9% of the class, calculated using 59,286,628 shares outstanding reported in the Issuer's Annual Form 10-K and 3,703,703 shares issuable upon exercise of related warrants.
The filing identifies the reporting group as Anson Funds Management LP, Anson Management GP LLC, Tony Moore, Anson Advisors Inc., Amin Nathoo, and Moez Kassam, and states these persons may direct the vote and disposition of the 3,703,708 shares. The filing attaches a beneficial ownership limitation on the Warrants that limits exercise above 9.99%.
Strive, Inc. reported a sharp widening of losses as its bitcoin-focused strategy drove large mark-to-market volatility in the quarter ended March 31, 2026. Total revenue rose to $2.8 million from $1.4 million, helped by $1.4 million of medical device revenue added through the Semler Scientific acquisition, while investment advisory fees were roughly flat.
The company recorded a net unrealized loss on digital assets of $295.8 million as bitcoin prices fell, contributing to a net loss of $265.9 million and a net loss attributable to common stockholders of $279.4 million, or $4.53 per share. Operating expenses climbed to $20.6 million, driven by higher compensation and general and administrative costs, including $6.5 million of share-based compensation.
Strive ended the quarter with $929.4 million of digital assets, representing about 13,628 bitcoin, plus $95.1 million in cash and $50.5 million of preferred equity investments. It is funding its bitcoin treasury and acquisitions through at-the-market issuances of Class A common stock and its high-yield Variable Rate Series A Perpetual Preferred Stock, which paid a 12.75% annualized dividend rate and had 4.4 million shares outstanding at quarter-end. After repurchasing remaining convertible notes after the quarter, Strive reports no debt outstanding.
Strive, Inc. reported first quarter 2026 results and detailed its bitcoin-focused balance sheet and capital strategy while introducing daily dividends on its SATA preferred stock. Revenue was $2.8 million, but GAAP net loss reached $265.9 million, driven largely by a $295.8 million unrealized loss on bitcoin measured at fair value.
Strive closed its all-stock acquisition of Semler Scientific, adding about 5,048 bitcoin, and bought additional bitcoin on the open market, bringing its treasury to 15,009 bitcoin as of May 12, 2026. It reported Bitcoin Yield of 11.1% in Q1 2026 and 4.6% quarter-to-date in Q2, and Bitcoin $ Gain of $57.8 million in Q1 and $50.1 million quarter-to-date.
As of May 12, 2026, Strive held $87.6 million of cash and cash equivalents, STRC preferred equity with a $50.5 million fair value, and had repurchased its remaining long-term notes payable to become debt-free. The board maintained the SATA dividend rate at 13.00% per year, declared a $1.0833 per-share cash dividend payable June 15, 2026, and approved daily cash dividends of $0.0542 per share for each business day from June 16 through June 30, 2026.
Strive, Inc. reports two key capital structure updates. First, its subsidiary Semler Scientific, Inc. repurchased and cancelled all remaining 4.25% Convertible Senior Notes due 2030. The related Indenture has been satisfied and discharged, releasing Semler Scientific from its remaining obligations other than provisions that expressly survive.
Second, Strive amended and restated the Certificate of Designation for its Variable Rate Series A Perpetual Preferred Stock (SATA Stock). Effective at 12:01 a.m. Pacific Daylight Time on June 15, 2026, regular dividends will be calculated on a monthly basis and subdivided into equal installments paid on each Business Day of the Monthly Dividend Period. Unpaid regular dividends will accrue additional “Compounded Dividends” at a monthly rate until brought current, with key dates anchored to a Monthly Dividend Compliance Date, initially June 15, 2026 and then the last calendar day of each month. Other material SATA terms remain unchanged from the original designation.