NAKANasdaqFinance ServicesFiscal year ends December 31Also trades as NAKAW
Nakamoto Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$7.23+0.10 (+1.40%)
Close on Oct 19, 2026
- Market cap
- $144.60K
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3M
Shares held, 13F filers
Institutional holders
34
34 new, 0 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
12 buys · 1 sales
Net bought $1.22M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David Bailey | 3,175,476 | 18.25% | 13D (active) amendment | May 28, 2026 |
| Bailey Calli Sullivan | 109,959,346 | 16.00% | 13G (passive) | Feb 20, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NAKA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| UBS Group AG | 617,313 | – | $2.44M | New | 0.00% |
| Alyeska Investment Group, L.P. | 333,718 | – | $1.32M | New | 0.00% |
| Yorkville Advisors Global, LP | 232,500 | – | $918.38K | New | 1.07% |
| BlackRock, Inc. | 193,037 | – | $762.50K | New | 0.00% |
| Millennium Management LLC | 169,109 | – | $667.98K | New | 0.00% |
| Geode Capital Management, LLC | 132,261 | – | $522.69K | New | 0.00% |
| Vanguard Capital Management LLC | 123,165 | – | $486.50K | New | 0.00% |
| Saba Capital Management, L.P. | 119,912 | – | $473.65K | New | 0.01% |
| Stratos Wealth Partners, LTD. | 112,732 | – | $445.29K | New | 0.00% |
| Van Eck Associates Corp | 111,607 | – | $440.85K | New | 0.00% |
| Arrington Capital Management, LLC | 73,214 | – | $289.20K | New | 0.18% |
| Vanguard Fiduciary Trust Co | 67,499 | – | $266.62K | New | 0.00% |
| Charles Schwab Investment Management Inc | 61,799 | – | $244.11K | New | 0.00% |
| Vontobel Holding Ltd. | 52,979 | – | $209.27K | New | 0.00% |
| Invesco Ltd. | 36,774 | – | $145.26K | New | 0.00% |
| Verition Fund Management LLC | 26,456 | – | $104.50K | New | 0.00% |
| Tobam | 25,481 | – | $101 | New | 0.02% |
| Northern Trust Corp | 24,325 | – | $96.08K | New | 0.00% |
| Johnson Financial Group, LLC | 22,589 | – | $89.23K | New | 0.00% |
| NewEdge Advisors, LLC | 22,475 | – | $88.78K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 3M | 34 / 0 | 0 / 0 | 3M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NAKA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 123,165 | – | $486.50K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 60,220 | – | $376.98K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 51,227 | – | $320.68K | 0.00% | May 31, 2026 |
| Invesco Alerian Galaxy Crypto Economy ETF | 43,722 | – | $207.68K | 3.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 19,889 | – | $124.51K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 16,645 | – | $104.20K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 15,000 | – | $59.25K | 0.04% | Jun 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 14,924 | – | $58.95K | 0.00% | Jun 30, 2026 |
| Schwab U.S. Broad Market ETF | 10,127 | – | $63.40K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 5,772 | – | $36.13K | 0.00% | May 31, 2026 |
| Total Stock Market Index Trust | 293 | – | $1.16K | 0.00% | Jun 30, 2026 |
| State Street Balanced Index Fund | 61 | – | $241 | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | -256 | – | -$1.01K | -0.00% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | -982 | – | -$4.66K | -0.00% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -2,810 | – | -$11.10K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Tyler Matthew Evans | Chief Investment Officer, Director | 576,764 | Sep 17, 2026 |
| David F. Bailey | Chief Executive Officer, Director, 10% owner | 3,284,460 | Aug 25, 2026 |
| Timothy Pickett | Chief Medical Officer, Director | 2,991,104 | Sep 24, 2025 |
| Adam Cox | COO, Director | 72,834 | May 14, 2025 |
| John Merritt Dalton | Chief Accounting Officer | 81,862 | Aug 27, 2026 |
| Teresa S. Gendron | Chief Financial Officer | 136,437 | Aug 27, 2026 |
| Amanda Fabiano | Chief Operating Officer | 174,204 | Aug 25, 2026 |
| Andrew John Creighton | Chief Commercial Officer | 3,726,474 | Feb 24, 2026 |
| Jared Barrera | Chief Financial Officer | 22,242 | Sep 24, 2025 |
| Mark W. Yusko | Director | 13,442 | Aug 25, 2026 |
| Charles Phillip Blackburn | Director | 13,442 | Aug 25, 2026 |
| Perianne Boring McNulty | Director | 13,442 | Aug 25, 2026 |
| Gregory Elias Xethalis | Director | 13,442 | Aug 25, 2026 |
| Eric Stanton Weiss | Director | 112,781 | Oct 7, 2025 |
| Christian S. Robinson | Director | 5,114 | May 14, 2025 |
| Gary Seelhorst | Director | 5,114 | May 14, 2025 |
| Amy Powell | Director | 5,114 | May 14, 2025 |
| Calli Sullivan Bailey | 10% owner | 2,468,300 | Aug 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tyler Matthew Evans Chief Investment Officer, Director | Sep 15, 2026 | Sale | −982 | $7.63 | $7.49K | 576,764 |
| Teresa S. Gendron Chief Financial Officer | Aug 27, 2026 | Award | −70,821 | – | – | 136,437 |
| John Merritt Dalton Chief Accounting Officer | Aug 27, 2026 | Award | −42,492 | – | – | 81,862 |
| Calli Sullivan Bailey 10% owner | Aug 25, 2026 | Other | −3,844 | – | – | 2,468,300 |
| Mark W. Yusko Director | Aug 21, 2026 | Award | −10,623 | – | – | 13,442 |
| Gregory Elias Xethalis Director | Aug 21, 2026 | Award | −10,623 | – | – | 13,442 |
| Perianne Boring McNulty Director | Aug 21, 2026 | Award | −10,623 | – | – | 13,442 |
| Charles Phillip Blackburn Director | Aug 21, 2026 | Award | −10,623 | – | – | 13,442 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 21, 2026 | Award | +70,821 | – | – | 3,252,326 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 21, 2026 | Other | −3,744 | – | – | 3,181,502 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 21, 2026 | Other | +3 | – | – | 3,181,505 |
| Tyler Matthew Evans Chief Investment Officer, Director | Aug 21, 2026 | Award | +56,657 | – | – | 577,746 |
| Tyler Matthew Evans Chief Investment Officer, Director | Aug 21, 2026 | Other | +3 | – | – | 521,089 |
| Tyler Matthew Evans Chief Investment Officer, Director | Aug 21, 2026 | Other | −230 | – | – | 521,086 |
| Amanda Fabiano Chief Operating Officer | Aug 21, 2026 | Award | +70,821 | – | – | 174,204 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 20, 2026 | Buy | +4,852 | $6.27 | $30.42K | 3,185,246 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 19, 2026 | Buy | +32,133.84 | $5.59 | $179.63K | 32,134 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Buy | +1,000 | $5.14 | $5.14K | 3,178,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Buy | +1,000 | $5.15 | $5.15K | 3,179,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Buy | +918 | $5.08 | $4.66K | 3,180,394 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Buy | +1,000 | $5.11 | $5.11K | 3,177,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Buy | +1,000 | $5.10 | $5.10K | 3,176,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | May 28, 2026 | Buy | +7,115 | $5.79 | $41.20K | 3,127,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | May 28, 2026 | Buy | +48,000 | $5.59 | $268.32K | 3,175,476 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | May 27, 2026 | Buy | +79,104 | $4.68 | $370.21K | 3,094,632 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | May 27, 2026 | Buy | +25,729 | $5.33 | $137.14K | 3,120,361 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | May 26, 2026 | Buy | +31,500 | $5.58 | $175.77K | 3,015,528 |
| Tyler Matthew Evans Chief Investment Officer | Mar 12, 2026 | Award | +600,000 | – | – | 20,852,678 |
| Tyler Matthew Evans Chief Investment Officer | Feb 20, 2026 | Award | +17,841,993 | – | – | 20,252,678 |
| Tyler Matthew Evans Chief Investment Officer | Feb 20, 2026 | Award | +17,841,993 | – | – | 20,252,858 |
| David F. Bailey Chief Executive Officer, Director, 10% owner | Feb 20, 2026 | Award | +108,200,628 | – | – | 119,361,200 |
| Teresa S. Gendron Chief Financial Officer | Dec 16, 2025 | Award | +2,624,671 | – | – | 2,624,671 |
| John Merritt Dalton Chief Accounting Officer | Dec 16, 2025 | Award | +1,574,803 | – | – | 1,574,803 |
| Perianne Boring McNulty Director | Sep 22, 2025 | Award | +112,781 | – | – | 112,781 |
| Jared Barrera Chief Financial Officer | Sep 22, 2025 | Award | +6,400 | – | – | 22,242 |
| David F. Bailey Chief Executive Officer, Director | Sep 22, 2025 | Award | +751,879 | – | – | 11,912,451 |
| Gregory Elias Xethalis Director | Sep 22, 2025 | Award | +112,781 | – | – | 112,781 |
| Eric Stanton Weiss Director | Sep 22, 2025 | Award | +112,781 | – | – | 112,781 |
| Andrew John Creighton Chief Commercial Officer | Sep 22, 2025 | Award | +601,503 | – | – | 3,726,474 |
| Tyler Matthew Evans Chief Investment Officer | Sep 22, 2025 | Award | +601,503 | – | – | 3,012,188 |
| Timothy Pickett Chief Medical Officer, Director | Sep 22, 2025 | Award | +37,593 | – | – | 136,618 |
| Timothy Pickett Chief Medical Officer, Director | Sep 22, 2025 | Award | +18,378 | – | – | 191,271 |
| Timothy Pickett Chief Medical Officer, Director | Sep 22, 2025 | Award | +10,146 | – | – | 172,893 |
| Timothy Pickett Chief Medical Officer, Director | Sep 22, 2025 | Award | +26,129 | – | – | 162,747 |
| Amanda Fabiano Chief Operating Officer | Sep 22, 2025 | Award | +3,383,458 | – | – | 4,135,337 |
| Amanda Fabiano Chief Operating Officer | Sep 22, 2025 | Award | +751,879 | – | – | 751,879 |
| Charles Phillip Blackburn Director | Sep 22, 2025 | Award | +112,781 | – | – | 112,781 |
| Mark W. Yusko Director | Sep 22, 2025 | Award | +112,781 | – | – | 2,212,781 |
| Tyler Matthew Evans Chief Investment Officer | Aug 14, 2025 | Award | +2,232,114 | – | – | 2,410,685 |
| Andrew John Creighton Chief Compliance Officer | Aug 14, 2025 | Award | +2,232,114 | – | – | 3,124,971 |
| David F. Bailey Chief Executive Officer, Director | Aug 14, 2025 | Award | +11,160,572 | – | – | 11,160,572 |
| Timothy Pickett CEO, Director, 10% owner | May 12, 2025 | Award | +28,780 | $1.61 | $46.34K | 99,025 |
| Amy Powell Director | May 12, 2025 | Award | +1,838 | $1.61 | $2.96K | 5,114 |
| Gary Seelhorst Director | May 12, 2025 | Award | +1,838 | $1.61 | $2.96K | 5,114 |
| Christian S. Robinson Director | May 12, 2025 | Award | +1,838 | $1.61 | $2.96K | 5,114 |
| Amy Powell Director | Oct 24, 2024 | Award | +837 | $1.05 | $879 | 837 |
| Gary Seelhorst Director | Oct 24, 2024 | Award | +837 | $1.05 | $879 | 837 |
| Christian S. Robinson Director | Oct 24, 2024 | Award | +837 | $1.05 | $879 | 837 |
| Adam Cox COO, Director | Oct 24, 2024 | Award | +9,000 | $1.05 | $9.45K | 72,834 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.