Lite Strategy, Inc. has 8 Schedule 13D or 13G filings on record since 2025-07-24. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Kenneth Griffin | 3.9% | 1,433,211 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Anson Funds Management LP | 3.7% | 1,093,188 | SCHEDULE 13D/A, 2025-07-24 | 2025-07-22 |
| The Vanguard Group | 2% | 716,082 | SCHEDULE 13G/A, 2025-10-31 | 2025-09-30 |
| Alexander Schornstein | 0% | 0 | SCHEDULE 13G/A, 2026-08-03 | 2026-06-30 |
Purpose of Transaction (Item 4)
Anson Funds Management LP
Item 4 is hereby amended to add the following: As disclosed in the Issuer's Form 8-K filed on July 22, 2025, the Issuer entered into securities purchase agreements on July 17, 2025 with certain investors pursuant to which the Issuer agreed to sell and issue to such investors certain shares of Common Stock in a private placement offering (the "Offering") and pre-funded warrants. The Offering closed on July 22, 2025. In accordance with the terms of the Cooperation Agreement, Taheer Datoo tendered his resignation from the Issuer's Board of Directors, effective July 22, 2025, in light of the Reporting Persons' ceasing to own the Minimum Ownership Amount (as defined in the Cooperation Agreement) as a result of their positions decreasing following the Offering. Mr. Datoo's resignation was accepted by the Issuer. In addition, effective July 22, 2025, upon closing of the Offering, the Reporting Persons, the Issuer and the other parties to the Cooperation Agreement mutually agreed to terminate the Cooperation Agreement (the "Termination of Cooperation Agreement"). Accordingly, neither the Reporting Persons nor the Issuer have any further rights, duties or obligations under the Cooperation Agreement. The foregoing description of the Termination of Cooperation Agreement is qualified in its entirety by reference to the full text of the Termination of Cooperation Agreement, which is attached as Exhibit 99.1 hereto and is incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2025-07-24
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-24 | Anson Funds Management LP | 3.7% | SCHEDULE 13D/A |
| 2025-07-29 | Kenneth Griffin | 9.99% | SCHEDULE 13G |
| 2025-08-12 | Alexander Schornstein | 6.53% | SCHEDULE 13G |
| 2025-09-10 | Alexander Schornstein | 13.29% | SCHEDULE 13G/A |
| 2025-10-31 | The Vanguard Group | 2% | SCHEDULE 13G/A |
| 2025-12-22 | Alexander Schornstein | 9.99% | SCHEDULE 13G/A |
| 2026-02-17 | Kenneth Griffin | 3.9% | SCHEDULE 13G/A |
| 2026-08-03 | Alexander Schornstein | 0% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.