Fold Holdings, Inc. filings document the disclosure record for a bitcoin financial services company with common stock and warrants outstanding. The company’s SEC reports cover operating results, product and platform updates for the Fold App, Fold Bitcoin Credit Card, Fold Bitcoin Gift Card and Fold Debit Card, as well as bitcoin custody, treasury and balance-sheet matters.
Material-event filings describe financing arrangements, promissory notes, collateral terms, debt restructuring, Regulation FD communications and annual-meeting notices. Proxy materials cover shareholder voting, board and governance matters, and other corporate actions presented to stockholders.
Fold Holdings, Inc. is offering up to 9,282,287 shares of Common Stock pursuant to a prospectus supplement dated March 17, 2026. This supplement updates the August 11, 2025 prospectus and attaches the Company’s Form 8-K filed March 17, 2026.
The filing also furnishes Fold’s fourth-quarter and full-year 2025 results: revenue of $31.8 million (a 34% year-over-year increase), $960 million total transaction volume (a 46% increase), and a net loss of $69.6 million for 2025. The supplement notes a limited launch of the Fold Bitcoin Rewards Credit Card and the Fold For Business enterprise service, and discloses that the company retired convertible notes and reports treasury bitcoin balances.
Fold Holdings, Inc. files a prospectus supplement registering 49,161,055 shares of Common Stock, 925,590 SATS warrants and 12,434,658 shares issuable upon exercise of the public warrants as an update to its April 11, 2025 prospectus.
The supplement incorporates a Form 8-K dated March 17, 2026 that furnishes a press release reporting FY 2025 results: $31.8 million revenue (34% YoY), total transaction volume $960 million (46% YoY), operating loss and adjusted EBITDA losses, the launch of the Fold Bitcoin Rewards Credit Card and Fold for Business, and the retirement of convertible notes.
Fold Holdings, Inc. received an amended Schedule 13D/A from Fulgur Frontier Capital LP and Fulgur Ventures I, L.P., which together report beneficial ownership of 18,100,406 shares of common stock, representing 37.5% of the company based on 48,307,642 shares outstanding as of November 10, 2025.
On December 30, 2025, a limited partner contributed 7,191,631 shares to Fulgur Frontier for no consideration; those shares were originally bought in 2025 open-market transactions for about $27,557,381 at a volume-weighted price of $3.83 per share. The reporting funds describe themselves as private investment vehicles and state they acquired the position believing the shares were undervalued, while noting they currently have no specific plans for corporate actions and that this amendment is filed solely to correct a ministerial error in the original report.
Fold Holdings, Inc. reported strong top-line growth for 2025 while remaining deeply loss-making. Full-year revenue reached $31.8 million, a 34% year-over-year increase, supported by total transaction volume of $960 million, up 46%. Q4 2025 revenue was $9.1 million, up 8% year over year, while Q4 volume of $215 million declined 3%.
The company posted a 2025 operating loss of $27.7 million and a net loss of $69.6 million, compared with a $65.1 million loss in 2024. Adjusted EBITDA loss widened to $17.2 million from $6.3 million, reflecting higher banking, compensation, and professional costs, as well as digital asset and financing-related charges.
Fold ended 2025 with $7.7 million in cash and cash equivalents, $133.7 million of digital assets in its investment treasury, and total assets of $153.5 million$90.5 million from $193.5 million, and stockholders’ equity improved from a deficit of $67.8 million to positive equity of $63.0 million, aided by recapitalization and elimination of prior SAFEs and certain convertible notes. Bitcoin investment treasury holdings were 1,527 BTC at December 31, 2025 and 827 BTC as of March 17, 2026.
Strategically, Fold launched its Bitcoin Rewards Credit Card with up to 4% base rewards and up to 10% through its rewards network, and introduced Fold for Business, enabling corporate bitcoin payroll and bonus programs under annual SaaS-style contracts. Management highlighted a cleaner capital structure, a new $10 million credit facility, and a focus on scaling consumer and enterprise products in 2026, while withholding specific revenue guidance.
Fulgur Frontier Capital LP, a 10% owner of Fold Holdings, Inc., reported acquiring 7,191,631 shares of common stock on December 30, 2025. The shares were contributed by a limited partner to Fulgur Frontier Capital for no additional consideration, raising its direct holdings to 13,740,061 shares. A related fund, Fulgur Ventures I LP, separately holds 4,360,345 shares that are not included in this total.
Fulgur Frontier Capital LP, a 10% owner of Fold Holdings, Inc., reported acquiring 7,191,631 shares of common stock on December 30, 2025. These shares were contributed by one of its limited partners to the fund for no additional consideration.
After this contribution, Fulgur Frontier Capital LP directly owns 13,740,061 shares of Fold Holdings common stock. The contributed shares had originally been purchased in open market transactions by the limited partner at an average weighted price of $3.83 per share on behalf of the reporting person.
The filing also notes that this total does not include 4,360,345 additional shares of Fold Holdings common stock held by an affiliated entity, Fulgur Ventures I LP.
Fulgur Frontier Capital LP and Fulgur Ventures I, L.P. filed a Schedule 13D reporting beneficial ownership of 18,100,406 shares of Fold Holdings, Inc. common stock, representing 37.47% of the outstanding shares based on 48,307,642 shares as of November 10, 2025.
The position reflects both sole and shared voting and dispositive power between the two private investment funds. On December 30, 2025, a limited partner contributed 7,191,631 shares to Fulgur Frontier for no consideration; those shares had been acquired in 2025 open-market purchases totaling approximately $27,557,381 at a volume-weighted price of about $3.83 per share.
The Reporting Persons state they acquired the shares because they believed they were undervalued and may increase or decrease their holdings depending on market conditions and price, but currently report no specific plans for corporate actions such as mergers, asset sales, or governance changes.
Fold Holdings, Inc. registers up to 9,282,287 shares of common stock via a prospectus supplement dated March 4, 2026.
The supplement incorporates a Form 8-K disclosure describing an anticipated consumer credit card launch that the company says is expected "in the coming weeks," subject to "successful negotiation with, and sign-off on the credit card launch by, our necessary third-party service providers." The supplement also cites last reported Nasdaq prices of $1.48 per share and $0.12 per warrant as of March 3, 2026.
Fold Holdings, Inc. registers 49,161,055 shares of common stock, 925,590 SATS warrants, and 12,434,658 shares of common stock issuable upon exercise of the public warrants under Prospectus Supplement No. 19.
This supplement, dated March 4, 2026, amends the Prospectus dated April 11, 2025 and incorporates the Company’s Form 8-K describing an anticipated credit card launch. The Company states the credit card is expected to launch in the coming weeks, dependent, among other things, on successful negotiation with, and sign-off on the credit card launch by, our necessary third-party service providers. The last reported sales prices on March 3, 2026 were $1.48 per share of common stock and $0.12 per warrant.
Fold Holdings, Inc. used a current report to expand on a recent post on X about its anticipated new credit card. The company currently expects to launch the card in the coming weeks, but timing depends on completing negotiations and obtaining launch sign-off from necessary third-party service providers.
Fold cautions that it cannot guarantee the credit card will launch within that timeframe, or at all. The disclosure is furnished under Regulation FD in Item 7.01 and is expressly not deemed “filed” for purposes of Section 18 of the Exchange Act or incorporated into other securities law filings unless specifically referenced.