IPST

IP STRATEGY HOLDINGS, INC.

Nasdaq · Beverages · Inc. DE · CIK 0001788230
$3.39 -4.78% $2.4M
High Impact Filing (7/10)
Vol
Market Cap$2.4M
Cap SizeNano Cap
Inst. Holders3 funds
Inst. Value$285.5K
Inst. Activity2 buys / 0 sells
SEC Reports3
Press Releases3
Exchange Nasdaq·Sector Beverages·Inc. DE·CIK 0001788230·Prev Close $3.56

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$164.00 (Jan 2026)
Current $5.55 Low $164.00 Median $164.00 High $164.00 1 analysts
$164.00 $164.00

Analyst Ratings

Historical distribution86% buy · 7 analysts · last covering-analyst action Jan 2026
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 23, 2026 Roth Capital INITIATE Buy

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$263.9KNEW
MORGAN STANLEY$21.4KNEW
BANK OF AMERICA CORP$124.00

Recent Insider Trades

DateInsiderTypeValue
May 2, 2026CARROSINO MICHAELM$0.00
May 2, 2026CARROSINO MICHAELF$209.00
May 2, 2026CARROSINO MICHAELM$0.00
May 2, 2026Stiefel JenniferM$0.00
May 2, 2026Stiefel JenniferF$341.00
3 institutional holders with $285.5K total value (183,005 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC169,187$263.9K92.4%NEW
2MORGAN STANLEY13,739$21.4K7.5%NEW
3BANK OF AMERICA CORP /DE/79$124.000.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCNEW169,187$263.9K2025-Q4
MORGAN STANLEYNEW13,739$21.4K2025-Q4
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 2, 2026CARROSINO MICHAELEVP of Finance & CFOM125$0.00$0.00
May 2, 2026CARROSINO MICHAELEVP of Finance & CFOF38$5.50$209.00
May 2, 2026CARROSINO MICHAELEVP of Finance & CFOM125$0.00$0.00
May 2, 2026Stiefel Jennifer D HPresident & SecretaryM208$0.00$0.00
May 2, 2026Stiefel Jennifer D HPresident & SecretaryF62$5.50$341.00
May 2, 2026Stiefel Jennifer D HPresident & SecretaryM208$0.00$0.00
May 2, 2026Stiefel Justin BCEO & TreasurerM1,458$0.00$0.00
May 2, 2026Stiefel Justin BCEO & TreasurerF433$5.50$2.4K
May 2, 2026Stiefel Justin BCEO & TreasurerM1,458$0.00$0.00
Apr 2, 2026Marker Beth ASVP of Retail OperationsM1,875$0.00$0.00
Apr 2, 2026Marker Beth ASVP of Retail OperationsM1,875$0.00$0.00
Apr 2, 2026Marker Beth ASVP of Retail OperationsF556$0.2440$135.66
Apr 2, 2026Perkins Danielle BSVP of Wholesale OperationsM1,875$0.00$0.00
Apr 2, 2026Perkins Danielle BSVP of Wholesale OperationsF773$0.2440$188.61
Apr 2, 2026Perkins Danielle BSVP of Wholesale OperationsM1,875$0.00$0.00
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryM8,333$0.00$0.00
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryF2,471$1.08$2.7K
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryM8,333$0.00$0.00
Feb 2, 2026Stiefel Justin BCEO & TreasurerM58,333$0.00$0.00
Feb 2, 2026Stiefel Justin BCEO & TreasurerF17,296$1.08$18.7K
Feb 2, 2026Stiefel Justin BCEO & TreasurerM58,333$0.00$0.00
Feb 2, 2026Perkins Danielle BSVP of Wholesale OperationsM1,875$0.00$0.00
Feb 2, 2026Perkins Danielle BSVP of Wholesale OperationsF748$1.08$807.84
Feb 2, 2026Perkins Danielle BSVP of Wholesale OperationsM1,875$0.00$0.00
Feb 2, 2026CARROSINO MICHAELEVP of Finance & CFOM7,500$0.00$0.00
Feb 2, 2026CARROSINO MICHAELEVP of Finance & CFOF2,224$1.08$2.4K
Feb 2, 2026CARROSINO MICHAELEVP of Finance & CFOM7,500$0.00$0.00
Feb 2, 2026Stiefel Justin BCEO & TreasurerM58,333$0.00$0.00
Feb 2, 2026Stiefel Justin BCEO & TreasurerF17,296$1.08$18.7K
Feb 2, 2026Stiefel Justin BCEO & TreasurerM58,333$0.00$0.00
Feb 2, 2026Marker Beth ASVP of Retail OperationsM1,875$0.00$0.00
Feb 2, 2026Marker Beth ASVP of Retail OperationsF556$1.08$600.48
Feb 2, 2026Marker Beth ASVP of Retail OperationsM1,875$0.00$0.00
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryM8,333$0.00$0.00
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryF2,471$1.08$2.7K
Feb 2, 2026Stiefel Jennifer D HPresident & SecretaryM8,333$0.00$0.00
Oct 1, 2025CARROSINO MICHAELEVP of Finance & CFOA12,500$0.00$0.00
Historical analyst distribution (last covering-analyst action Jan 2026): 86% buy across 7 analysts — 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$164.00 mean target (Jan 2026)
$164.00 Low $164.00 High
MetricValue
Current Price$5.55
Target Low$164.00
Target Mean$164.00
Target Median$164.00
Target High$164.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
2026-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 23, 2026 Roth Capital INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262410086%
May 1, 20262410086%
Apr 1, 20262410086%
Mar 1, 20262410086%
Feb 1, 20262410086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
other
IP Strategy Publishes Monthly Validator Update
IP Strategy Publishes Monthly Validator Update
May 21, 2026
contract
House of Doge Partners with IP Strategy to Build Blockchain-Powered IP Registration and Creator Monetization Ecosystem
House of Doge Partners with IP Strategy to Build Blockchain-Powered IP Registration and Creator Monetization Ecosystem
May 18, 2026
other
IP Strategy to Participate in Virtual Fireside Chat Hosted by Seaport Research Partners
<p>GIG HARBOR, Wash., May 18, 2026 (GLOBE NEWSWIRE) -- IP Strategy Holdings, Inc. (Nasdaq: IPST) (the “Company” or “IP Strategy”), the first company
May 14, 2026
activist
IP Strategy Regains Compliance with Nasdaq Continued Listing Standards
IP Strategy Regains Compliance with Nasdaq Continued Listing Standards
May 8, 2026
other
IP Strategy Highlights Poseidon’s Launch of Numo, Expanding Supply of Rights-Cleared AI Training Data on Story
IP Strategy Highlights Poseidon’s Launch of Numo, Expanding Supply of Rights-Cleared AI Training Data on Story
May 5, 2026
other
IP Strategy Publishes Monthly Validator Update
IP Strategy Publishes Monthly Validator Update
Apr 28, 2026
other
IP Strategy Highlights Launch of Confidential Data Rails on Story for Secure AI Data Access
IP Strategy Highlights Launch of Confidential Data Rails on Story for Secure AI Data Access
Apr 22, 2026
other
IP Strategy Highlights the Story Global Wallet: Advancing Access to Programmable IP Infrastructure
IP Strategy Highlights the Story Global Wallet: Advancing Access to Programmable IP Infrastructure
Apr 21, 2026
activist
IP Strategy Announces Reverse Stock Split
IP Strategy Announces Reverse Stock Split
Apr 17, 2026
short_volume
Short Volume: IPST — 64.3% short (0.3M / 0.5M)
Short: 327,398 | Exempt: 24,207 | TRF Vol: 509,057 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
other
IP Strategy Appoints Brian C. Jun to Board of Directors, Strengthening Cryptocurrency, Tax and AI Expertise
IP Strategy Appoints Brian C. Jun to Board of Directors, Strengthening Cryptocurrency, Tax and AI Expertise
Apr 10, 2026
short_volume
Short Volume: IPST — 57.1% short (1.6M / 2.7M)
Short: 1,552,501 | Exempt: 168,156 | TRF Vol: 2,717,590 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: IPST — 61.0% short (1.4M / 2.2M)
Short: 1,371,062 | Exempt: 212,807 | TRF Vol: 2,246,602 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: IPST — 55.6% short (19.2M / 34.5M)
Short: 19,210,345 | Exempt: 204,940 | TRF Vol: 34,522,966 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
other
IP Strategy Publishes Monthly Validator Update
Monthly release covers the period from March 1-31, 2026 <pre>Monthly release covers the period from March 1-31, 2026</pre>