Every 8-K that STIVP (STIVP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow STIVP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full STIVP filings page.
Strive, Inc. reported recent changes in its balance sheet and digital asset holdings. Between June 2 and June 7, 2026, the company purchased 32 bitcoin at an average price of approximately $63,911 per bitcoin, including fees, increasing its bitcoin position from 19,000 to 19,032 as of June 5, 2026.
Cash and cash equivalents rose from $137.3 million to $139.2 million over the same period, while the fair value of its holdings of Variable Rate Series A Perpetual Stretch Preferred Stock of Strategy Inc. decreased from $49.5 million to $47.2 million. Class A common shares outstanding increased from 69,089,145 to 69,410,645, a net addition of 321,500 shares, including shares sold that will settle the following business day. The company also reiterated extensive forward-looking statement cautions, highlighting risks tied to its merger transaction with Semler Scientific, Inc., bitcoin strategies, capital raising via ATM programs, and potential dilution from future Class A or preferred share issuances.
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. 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. 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.
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. 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.
Strive, Inc. filed an update on its balance sheet mix and share count. As of April 2, 2026, the company’s bitcoin treasury totaled 13,741 bitcoin. It also reported $86.9 million in cash and cash equivalents and $50.5 million in holdings of STRC Stock.
Strive had 59,312,566 shares of Class A common stock, 9,896,553 shares of Class B common stock, and 4,373,194 shares of SATA preferred stock outstanding as of the same date. The company also reiterates forward-looking statements about its merger with Semler Scientific, its Bitcoin treasury strategy, and potential adjustments to the SATA dividend, emphasizing numerous risks and uncertainties that could cause actual results to differ.
Strive, Inc. reported that ETF Opportunities Trust filed a prospectus for the proposed T-Strive Digital Credit ETF (ticker DGCR), where Strive’s wholly owned subsidiary, Strive Asset Management, will act as sub-adviser. The exchange-traded fund aims to seek current income by investing in preferred equity securities issued by Bitcoin treasury companies, called Digital Credit Preferred Securities, and related derivatives.
The fund expects to focus mainly on Strategy Inc. Variable Rate Series A Perpetual Preferred Stock (STRC Stock) and Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA Stock), and to use leverage to increase exposure to income from these securities, subject to risk-management limits. The registration statement for this ETF has been filed with the SEC but is not yet effective, so the ETF’s securities cannot currently be sold or offered.
Strive, Inc. reported results for the period from September 12 to December 31, 2025, highlighting an aggressive bitcoin treasury strategy funded through preferred stock and capital markets activity. The company accumulated 13,628 bitcoin as of March 17, 2026, delivering a Bitcoin Yield of 22.2% in Q4 2025 and 13.8% quarter-to-date in Q1 2026, with Bitcoin Gain of ₿1,305 and ₿1,050 and Bitcoin $ Gain of $114.3 million and $78.2 million, respectively.
Strive posted a GAAP net loss of $393.6 million for the successor period, largely driven by a $194.5 million unrealized loss on digital assets and $140.8 million of goodwill and intangible impairment. Non-GAAP adjusted net loss attributable to common stockholders was $208.2 million, or $4.73 per diluted share, versus GAAP loss per share of $9.04. At December 31, 2025, digital assets at fair value were $668.5 million and total assets $745.5 million.
To fund its strategy, Strive completed a $148.4 million SATA preferred stock offering in November 2025 and a follow-on SATA offering in January 2026 generating $109.2 million, using proceeds and cash to retire a $20 million Coinbase Credit loan and exchange SATA for $90.0 million of Semler Scientific convertible notes. The Semler acquisition added approximately 5,048 bitcoin and an operating business now held under Clinivanta. As of March 17, 2026, Strive held $83.7 million in cash and a $50.4 million fair value position in Strategy Inc.’s STRC preferred stock, with 59,286,628 Class A and 9,872,157 Class B common shares and 4,275,118 SATA shares outstanding.
Strive, Inc. announced several updates focused on its SATA preferred stock and balance sheet strategy. The dividend rate on SATA Stock was raised from 12.50% to 12.75% per year, and a cash dividend of $1.0625 per share was declared, payable on April 15, 2026 to stockholders of record on April 1, 2026.
Strive narrowed its targeted SATA trading range to $99–$101 per share and stated it does not intend to issue SATA via ATM or follow-on offerings below $100. The company increased its SATA dividend reserve to about 18 months, combining cash and holdings of STRC preferred stock, and indicated that aggregate Bitcoin, STRC, and cash reserves cover over 19 years of SATA interest payments.
As of March 9, 2026, Strive held $143.4 million of cash and cash equivalents and approximately 13,311 bitcoin, and had 56,897,668 Class A shares, 9,880,117 Class B shares, and 4,275,118 SATA shares outstanding. It also purchased $50 million, or 500,000 shares, of Strategy Variable Rate Series A Perpetual Stretch Preferred Stock.
Strive, Inc. reported that as of February 11, 2026 it held $127.2 million in cash and cash equivalents and 13,131.8 bitcoin. The company also had 53,168,237 Class A shares, 9,880,282 Class B shares, and 4,265,518 Variable Rate Series A Perpetual Preferred (SATA) shares outstanding.
The board increased the regular annual dividend rate on the SATA preferred stock from 12.25% to 12.50%, effective for monthly periods starting on or after February 16, 2026. It also declared a cash dividend of $1.0417 per SATA share, payable on March 15, 2026 to holders of record on March 1, 2026, reflecting the new 12.50% annual rate.
Strive explained that, for U.S. federal income tax purposes, SATA distributions that are not paid from accumulated or current earnings and profits are generally treated as a tax-deferred return of capital for U.S. investors and are generally exempt from U.S. dividend withholding tax for non-U.S. investors. 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, Inc. is implementing a 1-for-20 reverse stock split of its Class A and Class B common stock, effective at 12:01 a.m. Pacific Time on February 6, 2026. After the split, every 20 shares will convert into one share of the same class.
The authorized Class A common stock will be reduced proportionately from 444,000,000,000 shares to 22,200,000,000 shares, and authorized Class B common stock from 21,000,000,000 shares to 1,050,000,000 shares. The Class A par value remains $0.001 and the stock continues trading on Nasdaq under the symbol ASST on a reverse split-adjusted basis.
Outstanding equity awards, warrants and certain convertible notes will be proportionately adjusted. No fractional shares will be issued; any fractional entitlements will be rounded up to the nearest whole share, with no cash paid. Preferred stock authorization and outstanding Variable Rate Series A Perpetual Preferred Stock will not change.
Strive, Inc. completed two major capital actions involving its preferred stock and debt. Holders of $90 million aggregate principal amount of 4.250% Semler Convertible Notes exchanged their notes for approximately 930,000 newly issued shares of Strive’s Variable Rate Series A Perpetual Preferred Stock (SATA), in a private, cashless exchange.
Separately, Strive sold 1,320,000 shares of SATA in an underwritten public offering at $90 per share, generating approximately $109.2 million in net proceeds. The company plans to use these funds, along with cash on hand and potential proceeds from terminating capped call transactions, to address Semler Convertible Notes, repay Semler Scientific’s Coinbase Loan, acquire bitcoin and bitcoin-related products, and for general corporate purposes.
Strive reports that it has already retired $90 million of Semler Convertible Notes via the exchange and repaid $20 million of borrowings under the Coinbase Loan. It also acquired 333.89 bitcoin at an average price of $89,851 and now holds 13,131.82 bitcoin as of January 28, 2026.
Strive, Inc. is issuing 1,320,000 shares of its Variable Rate Series A Perpetual Preferred Stock (SATA Stock) at $90 per share in an underwritten offering. The company expects gross proceeds of approximately $118.8 million before fees and expenses.
Strive plans to use the net proceeds, together with cash on hand and potentially cash from terminating capped call transactions, primarily to redeem, repurchase or otherwise repay all or part of Semler Scientific’s 4.250% Convertible Senior Notes due 2030 and its borrowings under a master loan agreement with Coinbase Credit Inc., and to pay accrued interest. Additional uses include acquiring bitcoin and bitcoin-related products and funding working capital and general corporate purposes.
Separately, Strive announced it expects to enter privately negotiated exchange agreements with certain holders of the Semler Convertible Notes, under which $90 million aggregate principal amount of notes would be exchanged for approximately 930,000 newly issued shares of SATA Stock. The offering is scheduled to settle on January 27, 2026 and is not conditioned on completion of these exchanges.
Strive, Inc. plans a $150 million public follow-on offering of its Variable Rate Series A Perpetual Preferred Stock (SATA Stock), subject to market and other conditions. The company expects to use the net proceeds, along with cash on hand and potential cash from terminating existing capped call transactions, primarily to address Semler Scientific’s 4.250% Convertible Senior Notes due 2030 and outstanding borrowings under its master loan agreement with Coinbase Credit Inc., including related interest payments. Strive also plans to allocate funds toward acquiring bitcoin and bitcoin-related products and for working capital and general corporate purposes. In parallel, it is negotiating separate exchanges of some Semler Convertible Notes into SATA Stock in private transactions, from which Strive would receive no cash proceeds, and may reduce the planned offering size depending on the amount of SATA Stock issued in these exchanges.