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.
Vivek Ramaswamy and Virtuous Industries LLC report significant ownership in Strive, Inc. Class A Common Stock. Ramaswamy is deemed to beneficially own 5,693,897 shares, representing 8.8% of the class, assuming conversion of his Class B shares. Virtuous Industries LLC beneficially owns 106,245 shares, or 0.2%, also on an as-converted basis.
These holdings arose from a merger completed under a June 27, 2025 agreement, where Ramaswamy’s Strive Enterprises equity was converted into Class B shares of Strive, Inc. A prior shareholder group and Shareholders Agreement automatically terminated on April 20, 2026 after issuer ATM share sales reduced the group’s aggregate voting power below 50%. Ramaswamy also holds customary demand and piggyback registration rights for his Class A shares. The filing states the reporting persons currently have no specific plans for corporate actions but may adjust their holdings over time based on market and other conditions.
Strive, Inc. shareholders filed Amendment No. 5 to their Schedule 13D to report a major change in control arrangements. As the company sold Class A Common Stock under its at-the-market equity offering program, the shareholder parties’ combined Class A and Class B holdings fell below 50% of total voting power, triggering automatic termination of the Shareholders Agreement on April 20, 2026.
After this termination, the reporting persons are no longer deemed a group under Section 13(d). Each of the Ramaswamy 2021 Irrevocable Trust, Matthew Cole, 2025-10 Investments LLC, Logan Beirne, Virtuous Industries LLC, Benjamin Pham, LT&C LLC and Liberty Pier Foundation now beneficially owns under 5% of the Class A stock and will stop filing under Section 13(d), while Vivek Ramaswamy continues to hold more than 5% and will report separately.
Strive, Inc. Schedule 13G reports that Jane Street Group, LLC and affiliated entities collectively beneficially own 3,260,061.57 shares of Class A common stock, equal to 5.1% of the class. The filing states this total reflects 1,555,555.55 shares issuable on warrants held by Jane Street Global Trading, LLC.
The filing ties the percent calculation to 64,444,587 outstanding shares, which is based on 62,888,587 shares outstanding as of April 24, 2026 (per the issuer's 8-K) plus dilution from the 1,555,555.55 warrants. Reported voting/dispositive power is exclusively shared: 3,260,061.57 shares.
Strive, Inc. ownership disclosure: Jane Street Group and affiliated entities report shared beneficial ownership of 2,568,761.55 shares of Class A Common Stock, representing 4.2% of the class. The filing states the ownership calculation uses 60,842,184 outstanding shares, which reflects 59,286,628 shares outstanding as of March 17, 2026 plus dilution from 1,555,555.55 warrants held by Jane Street Global Trading, LLC.
Strive, Inc. reported an update on its balance sheet and capital structure as of May 1, 2026. The company’s bitcoin treasury totaled 15,000 bitcoin, alongside $97.9 million in cash and cash equivalents and $50.4 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy, Inc.
Strive had 63,129,587 shares of Class A common stock, 9,893,844 shares of Class B common stock, and 4,959,536 shares of its Variable Rate Series A Perpetual Preferred Stock outstanding as of that date. The company also includes extensive cautionary language about forward‑looking statements, including risks related to its merger transaction with Semler Scientific and its bitcoin treasury strategies.
Strive, Inc. held its 2026 Annual Meeting of Stockholders on April 27, 2026. Stockholders ratified the appointment of KPMG LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026.
The ratification proposal received 107,077,367 votes for, 714,698 votes against, and 224,290 abstentions, with no broker non-votes reported. This confirms shareholder support for continuing KPMG LLP as Strive’s external auditor.
BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 3,628,716 shares of STRIVE INC Class A stock, representing 6.1% of the class as of 03/31/2026. The filing shows sole voting power for 3,581,040 shares and sole dispositive power for 3,628,716 shares. The Schedule 13G states these holdings reflect securities held by Reporting Business Units of BlackRock, Inc. and its subsidiaries. The signature block is dated 04/27/2026.
Strive, Inc. reported updated balance sheet figures and fresh Bitcoin activity. As of April 24, 2026, the company held $90.5 million in cash and cash equivalents, $50.3 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 14,557 Bitcoin.
Strive recently purchased roughly 789 Bitcoin, reinforcing its strategy of using Bitcoin as a core treasury and capital allocation benchmark. The company also confirmed 62,888,587 Class A shares, 9,893,844 Class B shares, and 4,573,194 SATA preferred shares outstanding as of April 24, 2026.
Through its True North sub-brand, Strive is hosting a “Bitcoin for Business” summit in Lake Oswego on May 21, 2026, aimed at educating corporate leaders on how Bitcoin is influencing treasury management and corporate finance.
Strive, Inc. reported updated balance sheet and capital metrics alongside a higher dividend on its SATA preferred stock. As of April 13, 2026, the company held $89.7 million in cash and cash equivalents, $50.5 million in Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc., and about 13,768 bitcoin. Strive had 59,824,987 Class A shares, 9,893,844 Class B shares, and 4,373,194 SATA preferred shares outstanding.
The board increased the regular annual dividend rate on SATA Stock from 12.75% to 13.00%, declaring a cash dividend of $1.0833 per share payable on May 15, 2026 to holders of record on May 1, 2026. Strive expects SATA dividends to qualify as a return of capital for U.S. tax purposes to the extent of a holder’s tax basis. The company stated it has no accumulated earnings and profits and does not expect to generate current earnings and profits in the current year or the foreseeable future.
Strive also disclosed the purchase of approximately 27 additional bitcoin, bringing holdings to roughly 13,768 bitcoin, and noted that, at a 13.00% SATA yield and a bitcoin price of $74,750, its current balance sheet and structure could support SATA dividend obligations for about 19.6 years.
FMR LLC reports beneficial ownership of 7,144,797 shares of Strive Inc. Class A Common Stock, representing 12.1% of the class as of 03/31/2026. The filing states that Fidelity Tactical High Income Fund held 4,710,787 shares (7.9%) as of the same date.
The schedule is filed on behalf of FMR LLC and Abigail P. Johnson with voting and dispositive powers described on the cover page; a 13d-1(k)(1) agreement is referenced in Exhibit 99.