SEC ownership of Lite Strategy, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001262104.

Comparable stake leader

Alexander Schornstein

Disclosed value leader

Anson Funds Management LP

Comparable rows

39/50

Latest evidence

24 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
39 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Alexander Schornstein
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
24 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001262104
Issuer location
San Diego, CA

Ownership snapshot

Top shareholders of Lite Strategy, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Alexander Schornstein
Disclosed value leader
Anson Funds Management LP
Comparable rows
39/50
Latest evidence
24 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 10% 11 rows are not safely comparable across share classes. 13D/G row: Alexander Schornstein Showing 1-8 of 50 holder rows.

Quick read

Alexander Schornstein leads the comparable SEC ownership view at 10%.

39 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Alexander Schornstein's linked filing trail.
Comparable ownership Top 5
Alexander Schornstein 10%
CITADEL ADVISORS LLC 3.9%
Anson Funds Management LP 3.7%
VANGUARD GROUP INC 2%
RENAISSANCE TECHNOLOGIES LLC 4.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Alexander Schornstein
13D/G 3/4/5
10%+ Owner
10%
$7,055,735
3,674,862 shares
-$1,325,971 18 Dec 2025
CITADEL ADVISORS LLC
13D/G 13F
Kenneth Griffin · Company
3.9%
$2,078,156
1,433,211 shares
-$2,628,382 31 Dec 2025
Anson Funds Management LP
3/4/5 13D/G
10%+ Owner
3.7%
from 13D/G
$7,652,316
1,093,188 shares
20 Oct 2023
VANGUARD GROUP INC
13D/G
The Vanguard Group
2%
$1,731,558
716,082 shares
$0 30 Sep 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
4.7%
$2,023,852
1,744,700 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
2.8%
$1,210,243
1,043,313 shares
31 Mar 2026
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
1.7%
$712,753
614,442 shares
31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.1%
$465,726
401,091 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$804,274.

Buys
$141,864
Insiders: 1
Sells
$946,137
Insiders: 1
Net
-$804,274
Shares: -583,511
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 107,100 Shares: 690,611
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 25,000 0 $21,388 $0 +$21,388
3-6 0 0 $0 $0 $0
6-9 82,100 690,611 $120,476 $946,137 -$825,661
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 22 reporting-owner rows connected to Lite Strategy, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
22
Largest Forms 3/4/5 holder
Anson Funds Management LP
Net 12M change
-$804,273
Latest report
24 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Anson Funds Management LP 10%+ Owner $7,652,316 Mixed 20 Oct 2023
Alexander Schornstein 10%+ Owner $5,034,560 -$946,137 -16% Filing P/S 18 Dec 2025
Funicular Funds, LP 10%+ Owner $4,280,080 Mixed 20 Oct 2023
Charles V Baltic III Director $777,700 Mixed 29 Sep 2023
Charles B. Lee Director $721,314 Mixed 03 Oct 2025
Steven D. Wood Director $157,881 Mixed 15 Jul 2025
James P. Flynn Director $106,937 +$141,864 +133% Filing P/S 24 Jun 2026
Frederick W. Driscoll Director $4,106 Mixed 14 Nov 2025
Thomas C. Reynolds Director $1,095 Mixed 15 Jul 2025
Joshua Riezman Director Mixed 14 Nov 2025
Nicholas Glover Director Mixed 14 Nov 2025
Justin J. File CEO, CFO and Secretary, Director Mixed 12 Feb 2026
Tamar D. Howson Director Mixed 29 Sep 2023
Cheryl Cohen Director Mixed 05 Jul 2022
Kevan Clemens Director Mixed 01 Jul 2021
Christine Anna White Director Mixed 05 Jul 2022
Daniel P. Gold PhD Director Mixed 29 Sep 2023
Sujay Kango Director Mixed 29 Sep 2023
Brian G. Drazba Chief Financial Officer Mixed 05 Jul 2022
Taheer Datoo Director Mixed 31 Oct 2023

Recent insider transactions for Lite Strategy, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
James P. Flynn LITS Common Stock Purchase 25% $21,388 $0.8555 25,000 125,000 24 Jun 2026 Direct
Justin J. File LITS Stock Option (Right to Buy) Award 252.8% 455,000 635,000 12 Feb 2026 Direct
James P. Flynn MEIP Common Stock Purchase 233.3% $97,699 $1.40 70,000 100,000 19 Dec 2025 Direct
Alexander Schornstein MEIP Common Stock Sale -15.8% $946,137 $1.37 -690,611 3,674,862 18 Dec 2025 Direct
James P. Flynn MEIP Common Stock Purchase 67.6% $22,777 $1.88 12,100 30,000 19 Nov 2025 Direct
Justin J. File MEIP Stock Option (Right to Buy) Award 180,000 180,000 14 Nov 2025 Direct
Nicholas Glover MEIP Stock Option (Right to Buy) Award 55,000 55,000 14 Nov 2025 Direct
Frederick W. Driscoll MEIP Stock Option (Right to Buy) Award 55,000 55,000 14 Nov 2025 Direct
Joshua Riezman MEIP Stock Option (Right to Buy) Award 65,000 55,000 14 Nov 2025 Direct
James P. Flynn MEIP Stock Option (Right to Buy) Award 55,000 55,000 14 Nov 2025 Direct
Charles Benjamin Lee MEIP Stock Option (Right to Buy) Award 10,000 10,000 03 Oct 2025 Direct
James P. Flynn MEIP Common Stock Award 126.6% 10,000 17,900 30 Sep 2025 Direct
Joshua Riezman MEIP Stock Option (Right to Buy) Award 10,000 10,000 08 Aug 2025 Direct
Steven D. Wood MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
Thomas C. Reynolds MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
Nicholas Glover MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
James P. Flynn MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
Justin J. File MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
Frederick W. Driscoll MEIP Stock Option (Right to Buy) Award 20,000 20,000 15 Jul 2025 Direct
* marks a reported price that did not pass the local price check.
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