Axe Compute
AGPU on Nasdaq. Market value $151m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 26 funds in all.
Largest holders overall
- Jane Street Group$1mNew
- Diametric Capital, LP$603,633Cut
- Vanguard Capital Management$435,297Added
- Geode Capital Management$309,050Cut
- Vanguard Fiduciary Trust$177,054Added
- State Street$163,144New
- XTX Topco$148,371New
- BlackRock$144,452New
- Citadel Advisors$102,792New
- Alpine Global Management$81,409Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Okamoto Kyle RobertInsider or founderat least 4.4%(filed with 1 related holder)Since 7 December 2025
What they said
The Pre-Funded Warrants were acquired by Okalina Ventures LLC as an investment in the Issuer, in connection with the Issuer's Crypto PIPE financing in which the Issuer raised approximately $343.5 million through the issuance of pre-funded warrants to multiple accredited…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Okamoto Kyle Robert Insider or founder | at least 4.4% (filed with 1 related holder) | 7 December 2025 | What they saidThe Pre-Funded Warrants were acquired by Okalina Ventures LLC as an investment in the Issuer, in connection with the Issuer's Crypto PIPE financing in which the Issuer raised approximately $343.5 million through the issuance of pre-funded warrants to multiple accredited… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $98,325 of shares on the open market.
- Zhu TheodoreDirectorBought
- Date
- 8 September 2026
- Shares
- 8,750
- Price
- $11.24
- Value
- $98,325
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 8 September 2026 | Zhu Theodore Director | Bought | 8,750 | $11.24 | $98,325 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 14 Aug 2026 and 12 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
The company just told the SEC about a big change. The deep dive shows what it means for the price you pay.
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.