Streamex
STEX on Nasdaq. Market value $69m.
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. 54 funds in all.
Largest holders overall
- Legacy Wealth Managment$6mCut
- Vanguard Capital Management$3mCut
- Yorkville Advisors Global, LP$3m
- Cambridge Investment Research Advisors$1mAdded
- Geode Capital Management$1mAdded
- BlackRock$793,425
- Vanguard Fiduciary Trust$537,192Added
- State Street$513,573Added
- Renaissance Technologies$402,705Added
- Rossby Financial, LCC$327,391Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Karl Henry Michael McPhieInsider or founder14.2%Since 4 November 2025
What they said
The information set forth in Item 3 is hereby incorporated by reference into this Item 4. Pursuant to the SPA, the Company, through ExchangeCo, acquired all of the issued and outstanding shares of Streamex (the "Purchased Shares") from the Shareholders. In exchange for the…
Read the filing - Morgan Lee LekstromInsider or founder14.0%Since 4 November 2025
What they said
The information set forth in Item 3 is hereby incorporated by reference into this Item 4. Pursuant to the SPA, the Company, through ExchangeCo, acquired all of the issued and outstanding shares of Streamex (the "Purchased Shares") from the Shareholders. In exchange for the…
Read the filing - Avanico LimitedPassive investorat least 12.0%−0.1 pts(filed with 1 related holder)Since 28 May 2025
| Holder | Stake | Since | |
|---|---|---|---|
Karl Henry Michael McPhie Insider or founder | 14.2% | 4 November 2025 | What they saidThe information set forth in Item 3 is hereby incorporated by reference into this Item 4. Pursuant to the SPA, the Company, through ExchangeCo, acquired all of the issued and outstanding shares of Streamex (the "Purchased Shares") from the Shareholders. In exchange for the… Read the filing |
Morgan Lee Lekstrom Insider or founder | 14.0% | 4 November 2025 | What they saidThe information set forth in Item 3 is hereby incorporated by reference into this Item 4. Pursuant to the SPA, the Company, through ExchangeCo, acquired all of the issued and outstanding shares of Streamex (the "Purchased Shares") from the Shareholders. In exchange for the… Read the filing |
Avanico Limited Passive investor | at least 12.0%−0.1 pts (filed with 1 related holder) | 28 May 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 3 insiders bought $825,349 of shares on the open market. 4 sold $346,996.
- Williams Mitchell YoungChief Investment Officer, DirectorSold
- Date
- 2 September 2026
- Shares
- 72,689
- Price
- $0.72
- Value
- $52,336
- Lekstrom Morgan LeeInterim Executive Chairman, DirectorBought
- Date
- 12 June 2026
- Shares
- 50,000
- Price
- $0.99
- Value
- $49,750
- Williams Mitchell YoungChief Investment Officer, DirectorSold
- Date
- 1 June 2026
- Shares
- 23,810
- Price
- $1.05
- Value
- $25,001
- Lekstrom Morgan LeeInterim Executive Chairman, DirectorBought
- Date
- 28 May 2026
- Shares
- 34,000
- Price
- $1.47
- Value
- $49,980
- Marciano Anthony MarkDirectorBought
- Date
- 21 May 2026
- Shares
- 17,745
- Price
- $1.13
- Value
- $20,052
- Lekstrom Morgan LeeInterim Executive Chairman, DirectorBought
- Date
- 21 May 2026
- Shares
- 147,000
- Price
- $1.04
- Value
- $153,099
- Williams Mitchell YoungChief Investment Officer, DirectorSold
- Date
- 1 May 2026
- Shares
- 263,863
- Price
- $0.79
- Value
- $208,452
- Plummer Christine MarieChief Financial OfficerSold
- Date
- 15 April 2026
- Shares
- 2,581
- Price
- $1.08
- Value
- $2,787
- Lekstrom Morgan LeeInterim Executive Chairman, DirectorSold
- Date
- 14 April 2026
- Shares
- 12,759
- Price
- $1.07
- Value
- $13,652
- McPhie Karl Henry MichaelCEO, DirectorSold
- Date
- 14 April 2026
- Shares
- 30,611
- Price
- $1.07
- Value
- $32,754
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 2 September 2026 | Williams Mitchell Young Chief Investment Officer, Director | Sold | 72,689 | $0.72 | $52,336 |
| 12 June 2026 | Lekstrom Morgan Lee Interim Executive Chairman, Director | Bought | 50,000 | $0.99 | $49,750 |
| 1 June 2026 | Williams Mitchell Young Chief Investment Officer, Director | Sold | 23,810 | $1.05 | $25,001 |
| 28 May 2026 | Lekstrom Morgan Lee Interim Executive Chairman, Director | Bought | 34,000 | $1.47 | $49,980 |
| 21 May 2026 | Marciano Anthony Mark Director | Bought | 17,745 | $1.13 | $20,052 |
| 21 May 2026 | Lekstrom Morgan Lee Interim Executive Chairman, Director | Bought | 147,000 | $1.04 | $153,099 |
| 1 May 2026 | Williams Mitchell Young Chief Investment Officer, Director | Sold | 263,863 | $0.79 | $208,452 |
| 15 April 2026 | Plummer Christine Marie Chief Financial Officer | Sold | 2,581 | $1.08 | $2,787 |
| 14 April 2026 | Lekstrom Morgan Lee Interim Executive Chairman, Director | Sold | 12,759 | $1.07 | $13,652 |
| 14 April 2026 | McPhie Karl Henry Michael CEO, Director | Sold | 30,611 | $1.07 | $32,754 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
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
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.