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Boost Run Inc. (BRUN) reported insider activity by director Sean Goodrich involving indirect holdings through LLCs. On 2026-08-19, Goodrich ILMJS LLC exercised 1,101,986 Warrants with a $11.50 exercise price, converting them into 1,101,986 shares of Class A Common Stock held indirectly. The corresponding Warrant position reported in this filing fell to 0. On 2026-08-27, Goodrich ILJMS LLC sold 198,200 shares of Class A Common Stock at $20.15 per share, leaving 4,937,921 shares of Class A Common Stock held indirectly. A footnote states that Goodrich ILMJS LLC is the record holder, that Mr. Goodrich is its managing member with voting and investment discretion over those shares, and that he disclaims beneficial ownership except to the extent of his pecuniary interest.
Boost Run Inc. (BRUN) received an amended Schedule 13D from Sean Goodrich and Goodrich ILMJS LLC, reporting beneficial ownership of 5,136,121 shares of Class A Common Stock, or 10.28% of the class as of August 28, 2026. Mr. Goodrich, a non‑employee director of Boost Run Inc., is the managing member of the SPV and holds voting and investment discretion over these securities, while disclaiming beneficial ownership beyond any pecuniary interest.
On August 19, 2026, the reporting persons exercised 1,101,968 Private Placement Warrants at $11.50 per warrant, receiving the same number of Class A shares, following the company’s notice that any warrants remaining unexercised by August 20, 2026 would be redeemed for $0.01 per warrant. The SPV previously acquired founder shares and private warrants from the sponsor and received 1,968,750 earnout shares under an Earnout Agreement tied to VWAP price thresholds. Various agreements, including a Transfer Agreement, Registration Rights Agreement, Earnout Agreement, Letter Agreement and Escrow Agreement, govern transfer restrictions and registration rights related to these holdings.
Boost Run Inc. (BRUN) director Sean Goodrich, through Goodrich ILJMS LLC, corrected a prior insider report to show the exercise or conversion of a derivative security into 1,968,750 shares of Class A Common Stock at $1.75 per share on June 9, 2026. Following this transaction, 4,034,135 shares are reported as indirectly held. The amendment also states that an earlier filing inadvertently reported both a smaller share acquisition and a disposition of warrants; no warrants were actually disposed of or acquired on the transaction date.
Boost Run Inc. (BRUN) is having a class of its securities, specifically a warrant, removed from listing and registration on the Nasdaq Stock Market LLC. The action is taken on Nasdaq’s Form 25 filing under Section 12(b) of the Securities Exchange Act of 1934. Nasdaq states it has complied with its rules for striking the warrant from listing, and Boost Run Inc. has complied with the Exchange’s rules and SEC requirements for voluntary withdrawal of this class of securities.
Boost Run Inc. (BRUN) filed a sticker supplement to its prospectus covering the resale of up to 58,738,753 shares of Class A common stock and 4,007,216 warrants to purchase Class A common stock by certain selling holders. The registered shares include stock issued in connection with a prior business combination, founder-share exchanges, earnout consideration, shares issuable upon conversion of Class B common stock, and shares underlying private warrants. The Class A common stock is listed on the Nasdaq Global Market under the symbol BRUN. The supplement also incorporates by reference the company’s Form 10-Q for the quarter ended June 30, 2026 and Form 10-Q/A for the quarter ended March 31, 2026.
Boost Run Inc. (BRUN) reports explosive top-line growth but a large loss for the quarter and year-to-date as it scales its GPU infrastructure business and completes its SPAC merger with Willow Lane Acquisition Corp. For the three months ended June 30, 2026, revenue was $31.1 million, up sharply from $8.4 million a year earlier, driven mainly by GPU lease income. For the six months, revenue rose to $42.1 million from $12.6 million.
Despite this, Boost Run posted a quarterly net loss of $75.0 million and a six‑month net loss of $79.2 million, compared with modest profits in 2025, largely due to much higher depreciation, lease costs, interest, and a $55.7 million income tax provision tied to its change in tax status after the business combination. Operating cash flow was strong at $114.2 million for the first half, supported by large customer deposits of $128.4 million (current and non‑current) and non‑cash charges.
At June 30, 2026, Boost Run held $120.2 million of cash and $13.0 million of restricted cash, versus $9.7 million cash at year‑end 2025, after raising approximately $114.1 million of net SPAC proceeds and $43.4 million from warrant exercises. Total assets were $742.3 million, with large operating and finance lease right‑of‑use assets, and total liabilities were $642.2 million, including $238.1 million of finance lease liabilities and $78.5 million of other financial obligations from a new $100.0 million software licensing and support arrangement.
Boost Run Inc. (BRUN) filed an amended quarterly report for the period ended March 31, 2026, primarily to update its controls and procedures disclosures and related officer certifications; the underlying operating and financial results remain unchanged.
At the registrant level, Boost Run Inc. functioned as a SPAC-merger holding entity with no cash, $51,000 of general and administrative expense, and a quarterly net loss of $51,000, resulting in an accumulated deficit of $102,450. Subsequent to quarter-end, the company completed its business combination, receiving approximately $95.381 million of proceeds and repaying bridge and related-party loans.
Operating subsidiary Boost Run Holdings, LLC generated strong top-line growth, with revenue of $10.956 million for the quarter versus $4.140 million a year earlier, but reported a net loss of $4.118 million driven by higher depreciation, lease, and operating costs. As of March 31, 2026, Boost Run Holdings held $13.241 million of cash and $264.098 million in total assets, offset by $259.882 million in liabilities, including significant operating and finance lease obligations, bridge debt, and customer deposits, leaving members’ capital at $4.216 million and a material working capital deficit. Subsequent agreements added approximately $1.44 million of minimum purchase commitments and $100,000 of software license fees over about five years.
TOMS Capital Investment Management LP reported beneficial ownership of Class A Common Stock of Boost Run Inc. on a Schedule 13G. The firm, a Delaware investment adviser, reported that funds and accounts it manages collectively hold 3,125,000 shares of Boost Run Class A Common Stock.
This stake represents 9.8% of the 31,895,656 shares of Class A Common Stock outstanding as of June 1, 2026, based on Boost Run’s Form 10-Q. TOMS Capital has shared voting and dispositive power over these shares, with no sole voting or dispositive power reported. The filing states it should not be construed as an admission that TOMS Capital is the beneficial owner for Section 13 purposes.
Boost Run Inc. reported its first results as a public company for the quarter ended June 30, 2026. Total revenue for the quarter was $31.1 million, a 270% increase compared to $8.4 million in the prior-year period. Total long-term contracted revenue (TCV) stands at $1.9 billion, including over $1 billion in contracts signed during the quarter. Unrestricted cash was $120.2 million as of June 30, 2026, supported by $114.1 million in net proceeds from a May 8, 2026 business combination that took the company public on Nasdaq.
Operationally, Boost Run operates six U.S. data center locations, with three additional sites scheduled to come online over the next six months. The company expanded data center partnerships to add 125MW of power, bringing total accessibility to 253MW. It fully committed and allocated a $1.44 billion purchase agreement with Dell and is processing strategic procurement of an additional $4–$5 billion in compute hardware across multiple OEMs, and entered into 34 new finance lease agreements for GPU servers. For outlook, management targets exiting fiscal 2026 with approximately $400 million in Annualized Recurring Revenue and a sustainable 15%–20% Net Cash Flow Margin in forward periods.
Boost Run Inc. notified regulators that it will not file its Quarterly Report on Form 10-Q for the fiscal quarter ended June 30, 2026 by the original deadline. The company states it needs additional time to compile information required for the report and that filing on time would require unreasonable effort or expense.
Boost Run Inc. currently expects to submit the Form 10-Q within the five-calendar-day extension period permitted under Rule 12b-25 of the Securities Exchange Act of 1934. The notice also includes standard cautionary language regarding forward-looking statements and related risks.