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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, Q2 2024

Institutional positions in Lite Strategy, Inc. as of Jun 30, 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
0 vs. Q1 2024
Shares held
2.73M
−149.6K (−5.2%) vs. Q1 2024
Total value
$7.94M
−$3.55M (−30.9%) vs. Q1 2024
New holders
2
7 more added
Sold out
2
12 more reduced

Compare with Q1 2024: 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 holdersQ2 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 heldQ2 2024: $7.94M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Lite Strategy, Inc.; share changes are against Q1 2024.

Institutions holding LITS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Anson Funds Management LP1,093,183$3.18M0.48%−50.0%Reduced
Cable Car Capital LLC611,441$1.78M1.88%+10.0%Added
Vanguard Group Inc389,807$1.13M0.00%00.0%Unchanged
Acadian Asset Management LLC150,150$435.0K0.00%−61,583−29.1%Reduced
Renaissance Technologies LLC145,292$422.8K0.00%+2,200+1.5%Added
BlackRock Inc.74,668$217.3K0.00%−7,948−9.6%Reduced
Geode Capital Management, LLC51,290$149.3K0.00%−1,141−2.2%Reduced
National Bank of Canada33,000$94.0K0.00%+10,000+43.5%Added
Macquarie Group Ltd29,999$87.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC26,869$78.2K0.00%00.0%Unchanged
Northern Trust Corp23,035$67.0K0.00%−21−0.1%Reduced
State Street Corp17,821$51.9K0.00%00.0%Unchanged
Squarepoint Ops LLC17,532$51.0K0.00%+17,532New
Dimensional Fund Advisors LP16,572$48.2K0.00%−390−2.3%Reduced
Citadel Advisors LLC15,887$46.2K0.00%+15,197+2,202.5%Added
Susquehanna International Group, LLP10,299$30.0K0.00%−61,291−85.6%Reduced
UBS Group AG8,100$23.6K0.00%+3,802+88.5%Added
Morgan Stanley5,858$17.0K0.00%−10−0.2%Reduced
Tower Research Capital LLC (TRC)3,755$10.9K0.00%+1,824+94.5%Added
Group One Trading, L.P.2,818$8.20K0.00%−816−22.5%Reduced
Newbridge Financial Services Group, Inc.1,999$5.82K0.00%00.0%Unchanged
Royal Bank of Canada276$1.00K0.00%+204+283.3%Added
HighMark Wealth Management LLC292$8490.00%00.0%Unchanged
Bank of America Corp188$5470.00%−454−70.7%Reduced
Evermay Wealth Management LLC126$3670.00%00.0%Unchanged
Rhumbline Advisers122$3550.00%00.0%Unchanged
Wells Fargo & Company100$2910.00%−44−30.6%Reduced
JPMorgan Chase & Co57$1660.00%00.0%Unchanged
Clearstead Advisors, LLC15$440.00%+15New
Qube Research & Technologies Ltd2$60.00%00.0%Unchanged
Simplex Trading, LLC336$00.00%−2,532−88.3%Reduced
CWM, LLC1$00.00%00.0%Unchanged
Carlson Capital L P0$00.00%−64,000−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−100−100.0%Sold out