Market Cap
$217.5M
TONX
TON Strategy Co
$3.63 ▼ -3.97%
Prev close $3.78Market cap$217.5M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10) Services
Snapshot
The big-picture read on TONX right now — valuation, ownership and activity at a glance.
Cap Size
Micro Cap
Inst. Holders
28 funds
Inst. Value
$31.7M
Inst. Activity
1 buys / 2 sells
Insider Activity
$130.9K buy / $640.0K sell
Insider Net $
-$509.0K
SEC Reports
13
Press Releases
3
Price chart 30d +15.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 4, 2026 Insider
Rivard Bill John sold 12,500 shares
Chief Accounting Officer @ $3.30 ($41.3K)
Aug 27, 2026 Insider
Suarez Oscar was granted 97,500 shares
Director
Aug 27, 2026 Insider
Aug 17, 2026 SEC Sohn Evan was granted 80,000 shares
Director
TONX CEO Kevin Wilson made three small open-market purchases totaling ~$20K over two days, while CFO Sarah Olsen sold 21
CLUSTER — Impact 5/10
Aug 17, 2026 other
Aug 11, 2026 SEC TON Strategy Company Appoints Oscar Suarez to Board of Directors and Names Him Audit Committee Chair
Accounting and financial services executive brings more than four decades of audit, tax, banking, an
TON Strategy Company reported Q2 2026 results showing a dramatic operational turnaround, driven by the TON network's Cat
8-K — Impact 7/10
TON Strategy reported Q2 2026 results with $15.0M in Gram staking revenue (up from $3.0M in Q1), driven by the TON netwo
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
SUSQUEHANNA INTERNATIONAL GROUP, LLP — NEAR_EXIT
47,124 shares ($120.2K)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 30, 2025 | Ascendiant Capital | MAINTAIN | Buy | 40% |
| Apr 21, 2025 | Ascendiant Capital | MAINTAIN | Buy | 40% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 4 bullish, 1 bearish, 4 mixed, 4 neutral · avg impact 5.0/10.Plus 3 press releases.
MIXEDCLUSTER5/10
TONX CEO Kevin Wilson made three small open-market purchases totaling ~$20K over two days, while CFO
Aug 17, 2026
BULLISH8-K7/10
TON Strategy Company reported Q2 2026 results showing a dramatic operational turnaround, driven by t
Aug 11, 2026
BULLISHPRESS-RELEASE6/10
TON Strategy reported Q2 2026 results with $15.0M in Gram staking revenue (up from $3.0M in Q1), dri
Aug 11, 2026
MIXED8-K5/10
TON Strategy Co (TONX) terminated its Advisory Services Agreement with Kingsway Capital Partners, a
Aug 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 17, 2026
other
TON Strategy Company Appoints Oscar Suarez to Board of Directors and Names Him Audit Committee Chair
Accounting and financial services executive brings more than four decades of audit, tax, banking, and public-company governance experience Accounting
Aug 11, 2026
earnings
TON Strategy Company Reports Second Quarter 2026 Financial Results
Generated $15.0 million of Gram staking revenue
Aug 11, 2026
earnings_calendar
TONX Q2 2026 Earnings Scheduled — 2026-08-11
Aug 4, 2026
earnings_calendar
TONX Q2 2026 Earnings Scheduled — 2026-08-04
Jul 16, 2026
other
TON Strategy Company Provides Update on Wind-Down of Legacy Operations and June Staking Performance
LAS VEGAS, July 16, 2026 (GLOBE NEWSWIRE) -- TON Strategy Company (“ TON Strategy” or the “Company”) (Nasdaq: TONX) , a digital asset treasury company
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own TONX (from quarterly 13F filings) and who is adding or trimming.
28 institutional holders with $31.7M total value (12,430,687 shares) as of 2026-Q2. Top holders: VY, VANGUARD, BlackRock,. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| VY Capital Management Co. Ltd. | 6,125,821 | $15.6M | 49.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,185,301 | $5.6M | 17.6% | — |
| BlackRock, Inc. | 854,838 | $2.2M | 6.9% | DOUBLED +36224.6% |
| UBS Group AG | 798,578 | $2.0M | 6.4% | DOUBLED +792.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 538,426 | $1.4M | 4.3% | DOUBLED +5191.3% |
| VANGUARD FIDUCIARY TRUST CO | 286,606 | $730.8K | 2.3% | — |
| JANE STREET GROUP, LLC | 231,526 | $590.4K | 1.9% | DOUBLED +272.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 229,618 | $585.5K | 1.8% | — |
| STATE STREET CORP | 212,306 | $541.4K | 1.7% | — |
| GOLDMAN SACHS GROUP INC | 202,070 | $515.3K | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEAR_EXIT | 200,695 | 47,124 | -76.5% | $120.2K |
| SIMPLEX TRADING, LLC | DOUBLED | 4,229 | 28,435 | +572.4% | $72.5K |
| BARCLAYS PLC | TRIM | 628 | 379 | -39.6% | $966.00 |
| UBS Group AG | DOUBLED | 76,943 | 686,441 | +792.1% | $1.7M |
| MARSHALL WACE, LLP | TRIM | 311,433 | 182,551 | -41.4% | $450.9K |
| OMERS ADMINISTRATION Corp | TRIM | 102,800 | 35,600 | -65.4% | $87.9K |
| Schonfeld Strategic Advisors LLC | TRIM | 51,506 | 19,399 | -62.3% | $47.9K |
| SIMPLEX TRADING, LLC | TRIM | 7,768 | 4,229 | -45.6% | $10.4K |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 22,463 | 226,672 | +909.1% | $451.1K |
| Verition Fund Management LLC | NEAR_EXIT | 538,857 | 93,396 | -82.7% | $185.9K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 29 transactions. Net -$509.0K — $130.9K bought, $640.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Rivard Bill John | Chief Accounting Officer | SELL | 12,500 | $3.30 | $41.3K |
| Aug 27, 2026 | Suarez Oscar | Director | AWARD | 97,500 | — | — |
| Aug 27, 2026 | Sohn Evan | Director | AWARD | 80,000 | — | — |
| Aug 27, 2026 | Highfield Tucker Montana | Director | AWARD | 80,000 | — | — |
| Aug 27, 2026 | Cary Nicolas Claude | Director | AWARD | 80,000 | — | — |
| Aug 14, 2026 | Wilson Kevin Mark | Chief Executive Officer | BUY | 1,900 | $2.67 | $5.1K |
| Aug 14, 2026 | Wilson Kevin Mark | Chief Executive Officer | BUY | 1,700 | $2.68 | $4.5K |
| Aug 14, 2026 | Olsen Sarah Josephine | CFO & COO | SELL | 217,450 | $2.75 | $598.7K |
| Aug 13, 2026 | Wilson Kevin Mark | Chief Executive Officer | BUY | 3,700 | $2.76 | $10.2K |
| Jul 21, 2026 | Olsen Sarah Josephine | CFO & COO | AWARD | 1,302,500 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TONX.
Shares short
3,250,419
Settlement Sep 15, 2026
Change vs prior
+6.4%
Semi-monthly cycle
Days to cover
8.6
At avg daily volume
Of shares outstanding
≈5.9%
Estimate — not % of float
All TONX filing & press-release reports (16)
- CLUSTER reportAug 17, 2026
- 8-K reportAug 11, 2026
- PRESS-RELEASE reportAug 11, 2026
- 8-K reportAug 10, 2026
- 8-K reportJul 1, 2026
- 8-K reportJun 24, 2026
- 8-K reportJun 12, 2026
- PRESS-RELEASE reportMay 19, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportMay 1, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportMar 31, 2026
- PRESS-RELEASE reportMar 17, 2026