Stocks/ASST

ASST

Strive, Inc.
Communication Services·Asset Management
$17.67
$1.6B market cap
Revenue
$4.3M
Free Cash Flow
$-42.0M
Rev Growth
+0.0%
FCF Margin
-983.7%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Strive Inc is an asset management company that operates a Bitcoin-focused treasury strategy. The firm prioritizes increasing Bitcoin per share for shareholders and uses this metric as the benchmark for capital allocation.

2-Year Price History

$18.21-63.7%
$50$100$150$200volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q12.8-17.8-17.9-265.9-31.0-31.0-0.0145.613.161.6-12.1%-73.4x--
Act2025-Q41.5-31.8-31.9-393.6-11.0-11.0-0.067.53.544.7-52.9%----

Valuation & Metrics

Market Stats

Price$17.67
Market Cap$1.6B
Enterprise Value$1.5B
P/S Ratio372.4x
P/FCF--
EV/FCF--
FCF Margin (TTM)-983.7%
FCF Yield-2.6%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$4.3M
Net Income$-659.5M
Free Cash Flow$-42.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin-1160.5%
Net Margin-15437.8%
FCF Margin-983.7%
CapEx % of Revenue0.3%
SBC % of Revenue152.8%
ROIC-32.5%
WC Change % Rev-86.1%
Interest Coverage-204.9x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares12.7M
Days to Cover3.2
Change (vs Prior)-10.8%
Need at least 2 settlement dates for chart

Employees

Headcount51
Revenue / Employee$83,765
Gross Profit / Employee$-496,549

Cash Runway

41.6months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
12.3%(+12.3% YoY)
119 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
5.9%(+5.9% YoY)
8 filers
Vanguard, iShares, SPDR
Market makers
0.6%(+0.6% YoY)
6 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
FMR LLC$71.6M$10.02+$71.6M+$71.6M-0.0%$1.89T
BlackRock, Inc.Passive$36.4M$10.02+$36.4M+$36.4M-0.2%$5.69T
Capital International Investors$26.4M$10.02+$26.4M+$26.4M+0.4%$424.78B
VANGUARD CAPITAL MANAGEMENT LLCPassive$23.4M$10.02+$23.4M+$23.4M$4.04T
MORGAN STANLEY$15.2M$10.02+$15.2M+$15.2M-0.3%$1.65T
GEODE CAPITAL MANAGEMENT, LLCPassive$12.2M$10.02+$12.2M+$12.2M+2.3%$1.61T
UBS Group AG$12.1M$10.02+$12.1M+$12.1M-0.3%$562.11B
STATE STREET CORPPassive$11.8M$10.02+$11.8M+$11.8M-0.2%$2.89T
Interchange Capital Partners, LLC$8.8M$10.02+$8.8M+$8.8M+0.4%$310M
Alpine Fox Capital LLC$6.1M$10.02+$6.1M+$6.1M-2.2%$106M
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$5.6M$10.02+$5.6M+$5.6M-0.6%$77.14B
LMR Partners LLP$5.2M$10.02+$5.2M+$5.2M-2.0%$8.84B
NORTHERN TRUST CORPPassive$4.0M$10.02+$4.0M+$4.0M-0.2%$755.34B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.7M$10.02+$3.7M+$3.7M-0.2%$60.08B
Nuveen, LLC$3.7M$10.02+$3.7M+$3.7M+0.0%$368.63B
VANGUARD FIDUCIARY TRUST COPassive$3.3M$10.02+$3.3M+$3.3M$395.83B
LAKEWOOD CAPITAL MANAGEMENT, LP$3.3M$10.02+$3.3M+$3.3M+2.9%$1.56B
GOLDMAN SACHS GROUP INC$3.2M$10.02+$3.2M+$3.2M-0.2%$760.93B
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$3.0M$10.02+$3.0M+$3.0M$1.91T
RAYMOND JAMES FINANCIAL INC$2.5M$10.02+$2.5M+$2.5M-0.0%$322.69B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
-0.08%
avg per quarter
Holders (ex-self)
-0.07%
excl. this stock
Buyers (this Q)
-0.08%
133 buyers · $0.30B in
Sellers (this Q)
+0.00%
0 sellers · $0.00B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-5.4%
how holders react when this stock falls
On quiet Qs
-2.7%
−10% to +10% baseline
On rallies (+10%+)
-3.4%
how they react when this stock rises
Holders' portfolio flow this Q
-2.3%
outflows — trims may be forced
Sellers' portfolio flow this Q
+0.0%
Sellers' overall flow ~ flat.

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

Not enough holder history to plot.

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (3 analysts)$34.679620.0%
Last Year (4 analysts)$33.508960.0%
Current Price$17.67
Analyst Ratings
4
Buy: 4Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$1.09M
5 txns · 3 insiders · 1,040,809 sh
Sells ($, 12mo)
$34K
1 txn · 1 insider · 4,182 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$1.25M
1 txn · 1 insider · 15,625 sh
Sells ($, 12mo)
$440K
2 txns · 2 insiders · 56,400 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-02-18BUYPham Benjamindirector, officer: Chief Financial Officer6,214$8.06$50K$50K
2026-02-17BUYPham Benjamindirector, officer: Chief Financial Officer7,900$8.23$65K$65K
2026-02-13BUYBeirne Brian Logandirector, officer: Chief Legal Officer11,500$8.73$100K$133K
2026-01-13BUYCole Matthew Ryandirector, officer: Chief Executive Officer500,000$0.92$459K$701K
2025-12-15BUYCole Matthew Ryandirector, officer: Chief Executive Officer515,195$0.81$416K$296K
2025-11-05BUYRamaswamy Vivek10 percent owner15,625$80.00$1.25M$1.25M
2025-06-04SELLGaubert Michaeldirector, 10 percent owner, officer: Executive Chairman30,000$7.44$223K$153K
2025-06-04SELLKrueger Matthew10 percent owner, officer: CFO, Treasurer and Secretary26,400$8.23$217K$41K
2025-05-30SELLLee Jason Youngsukofficer: Chief Technology Officer4,182$8.03$34K$251K

Order Flow (FINRA, ~3w lag)

39.9%retail-3.7pp
13.3%dark+4.3pp
week of 2026-04-13
0%20%40%60%80%26-0126-0226-0226-0326-0426-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

STRIVE, INC.: Perpetual Preferred complexity masks a skeletal disclosure profile

Overall Risk
7/10
Fraud
3/10
Dilution
9/10
Insolvency
6/10
Earnings Overstated
5/10
Hidden Liabilities
8/10
Legal
4/10
Audit Warnings
5/10
Hidden Upside
2/10
Contextually Acceptable
3/10