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Lite Strategy, Inc.

LITS
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001262104

No open-market purchases or sales by Lite Strategy, Inc. insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $5.43M in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in Lite Strategy, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
32
+1 vs. Q4 2023
Shares held
2.88M
−284.3K (−9.0%) vs. Q4 2023
Total value
$11.5M
−$6.86M (−37.4%) vs. Q4 2023
New holders
3
7 more added
Sold out
2
8 more reduced

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LITS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 32 institutions
Q1 2021: 106 institutionsQ2 2021: 109 institutionsQ3 2021: 107 institutionsQ4 2021: 107 institutionsQ1 2022: 92 institutionsQ2 2022: 67 institutionsQ3 2022: 62 institutionsQ4 2022: 52 institutionsQ1 2023: 49 institutionsQ2 2023: 29 institutionsQ3 2023: 29 institutionsQ4 2023: 31 institutionsQ1 2024: 32 institutionsQ2 2024: 32 institutionsQ3 2024: 30 institutionsQ4 2024: 32 institutionsQ1 2025: 31 institutionsQ2 2025: 31 institutionsQ3 2025: 47 institutionsQ4 2025: 41 institutionsQ1 2026: 36 institutionsQ2 2026: 35 institutions
Value heldQ1 2024: $11.5M
Q1 2021: $242.8MQ2 2021: $196.8MQ3 2021: $179.9MQ4 2021: $238.0MQ1 2022: $34.4MQ2 2022: $28.7MQ3 2022: $18.4MQ4 2022: $12.1MQ1 2023: $11.2MQ2 2023: $16.0MQ3 2023: $17.7MQ4 2023: $18.4MQ1 2024: $11.5MQ2 2024: $7.94MQ3 2024: $7.81MQ4 2024: $6.65MQ1 2025: $5.85MQ2 2025: $6.45MQ3 2025: $24.5MQ4 2025: $10.9MQ1 2026: $6.83MQ2 2026: $5.43M
Institutions holding LITS and their total value by quarter
QuarterHoldersValue
Q2 202635$5.43M
Q1 202636$6.83M
Q4 202541$10.9M
Q3 202547$24.5M
Q2 202531$6.45M
Q1 202531$5.85M
Q4 202432$6.65M
Q3 202430$7.81M
Q2 202432$7.94M
Q1 202432$11.5M
Q4 202331$18.4M
Q3 202329$17.7M
Q2 202329$16.0M
Q1 202349$11.2M
Q4 202252$12.1M
Q3 202262$18.4M
Q2 202267$28.7M
Q1 202292$34.4M
Q4 2021107$238.0M
Q3 2021107$179.9M
Q2 2021109$196.8M
Q1 2021106$242.8M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lite Strategy, Inc.; share changes are against Q4 2023.

Institutions holding LITS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Anson Funds Management LP1,093,188$4.37M0.32%00.0%Unchanged
Cable Car Capital LLC611,440$2.45M3.43%00.0%Unchanged
Vanguard Group Inc389,807$1.56M0.00%00.0%Unchanged
Acadian Asset Management LLC211,733$845.0K0.00%−13,658−6.1%Reduced
Renaissance Technologies LLC143,092$572.0K0.00%−7,800−5.2%Reduced
BlackRock Inc.82,616$330.5K0.00%−702−0.8%Reduced
Susquehanna International Group, LLP71,590$286.4K0.00%+58,131+431.9%Added
Carlson Capital L P64,000$256.0K0.02%−10,000−13.5%Reduced
Geode Capital Management, LLC52,431$209.8K0.00%+815+1.6%Added
Macquarie Group Ltd29,999$120.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC26,869$107.5K0.00%00.0%Unchanged
Northern Trust Corp23,056$92.2K0.00%−1,724−7.0%Reduced
State Street Corp17,821$71.3K0.00%00.0%Unchanged
National Bank of Canada23,000$69.2K0.00%+17,000+283.3%Added
Dimensional Fund Advisors LP16,962$67.8K0.00%+6,016+55.0%Added
Morgan Stanley5,868$23.5K0.00%00.0%Unchanged
UBS Group AG4,298$17.2K0.00%+3,711+632.2%Added
Group One Trading, L.P.3,634$14.5K0.00%−2,024−35.8%Reduced
Simplex Trading, LLC2,868$11.0K0.00%+2,868New
Newbridge Financial Services Group, Inc.1,999$8.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,931$7.72K0.00%+604+45.5%Added
Citadel Advisors LLC690$2.76K0.00%+690New
Bank of America Corp642$2.57K0.00%−4−0.6%Reduced
HighMark Wealth Management LLC292$1.17K0.00%00.0%Unchanged
Wells Fargo & Company144$5760.00%00.0%Unchanged
Evermay Wealth Management LLC126$5040.00%+126New
Rhumbline Advisers122$4880.00%00.0%Unchanged
Advisor Group Holdings, Inc.100$4000.00%00.0%Unchanged
JPMorgan Chase & Co57$2280.00%+4+7.5%Added
Qube Research & Technologies Ltd2$80.00%00.0%Unchanged
Royal Bank of Canada72$00.00%−11,834−99.4%Reduced
CWM, LLC1$00.00%00.0%Unchanged
Tang Capital Management LLC0$00.00%−326,084−100.0%Sold out
Lazard Asset Management LLC0$00.00%−436−100.0%Sold out