Monitor Strive's next 10-Q for bitcoin strategy costs vs. mark-to-market gains and any revenue/earnings impact from the Semler Scientific merger integration. The steady equity dilution pattern (1.23M new shares in one week) could pressure ASST if not accompanied by proportional growth in book value per share.
Price Chart
Executive Summary
Strive, Inc. disclosed the purchase of 147 bitcoin for ~$9.5M (at ~$64,812 each) from Aug 3-7, 2026, increasing total bitcoin holdings to 20,167. Concurrently, Class A common shares outstanding jumped by 1.23M (from 74.4M to 75.6M) and unvested employee stock awards increased by 672K, bringing fully diluted shares to 88.7M. This routine treasury update reflects continued bitcoin accumulation but is accompanied by notable equity dilution with no corresponding financial data reported.
Key Facts
- Purchased 147 bitcoin at average price ~$64,812 per bitcoin (approx. $9.5M total) during Aug 3-7, 2026
- Bitcoin holdings increased from 20,020 to 20,167
- Cash and equivalents rose from $151.3M to $154.9M (+$3.6M)
- Class A common shares outstanding increased by 1,230,000 (1.65%) to 75,647,438
- Assumed fully diluted shares increased by 1,901,571 (2.2%) to 88,705,776
- Unvested employee stock awards jumped 671,571 (42%) to 2,268,840
- No revenue, earnings, or guidance figures provided in the filing
Financial Impact
Bitcoin purchase of ~$9.5M; equity dilution of ~1.9M shares (~2.2% of fully diluted count); no financial performance data reported
Risk Factors
- Ongoing dilution from share issuance and employee equity awards without corresponding revenue growth
- Bitcoin price volatility could materially impact net asset value and financial results
- Integration risk from the Semler Scientific merger may distract from core operations
- Forward-looking statements referencing merger benefits and dividend rate adjustments carry execution uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-054983 |
| Document: 0001628280-26-054983-index-headers.html | 0001628280-26-054983 |
| Document: 0001628280-26-054983-index.html | 0001628280-26-054983 |
| Document: 0001628280-26-054983.txt | 0001628280-26-054983 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $28.50 | awaiting T+5 | — | $26.32 (−7.65%) |
Oct 26, 2026 today | 8-K | — | awaiting T+5 | — | — |
Oct 26, 2026 today | 424B5 | — | awaiting T+5 | — | — |
Oct 21, 2026 5d ago | 8-K | $30.75 | awaiting T+5 | — | $26.32 (−14.41%) |
Oct 20, 2026 6d ago | Press Release | $27.06 | awaiting T+5 | — | $26.32 (−2.73%) |
Oct 20, 2026 6d ago | 8-K | $27.06 | awaiting T+5 | — | $26.32 (−2.73%) |
Oct 19, 2026 7d ago | 8-K | $25.54 $26.32 | ▲ +3.05% | ▲ +3.20% | $26.32 (+3.05%) |
Oct 16, 2026 10d ago | 424B5 | $25.54 $26.32 | ▲ +3.05% | ▲ +3.20% | $26.32 (+3.05%) |
Oct 16, 2026 10d ago | 8-K | $24.09 $28.97 | ▲ +20.26% | ▲ +20.69% | $26.32 (+9.26%) |
Oct 14, 2026 12d ago | 8-K | $24.68 $30.75 | ▲ +24.59% | ▲ +24.14% | $26.32 (+6.65%) |
US Market Status
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