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The company

IP Strategy Holdings, Inc.

IPST · Nasdaq

Consumer StaplesBeveragesNot moving yet

IPST stood above a rising 150-day average in 3 of the last 52 weekly readings, and has been out of that trend for the last 48 weeks. It is 45.3% below that average now. Beverages: 26% of its 27 stocks in an uptrend (+7 points in four weeks); Consumer Staples: 24% (+1 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 48
Industry in uptrend
26% +7 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
13 (-6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 3 of 52 weeks.

17 Apr – 16 Oct
20%35%51%Apr 26Jun 26Jul 26Sep 26Oct 26

Beverages: A minority of its stocks are in an uptrend and the share has been climbing. Consumer Staples: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$78KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders13-6 on the quarter
New · exited3 · 9
Reported value$151K

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Arrington Capital Management, LLCreduced · filed 11 Aug 202620,685$49K-393,016−95.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLPnew · filed 14 Aug 202617,783$42K+17,783
CITADEL ADVISORS LLCreduced · filed 14 Aug 202612,574$30K-240,154−95.0%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20265,076$12K-96,445−95.0%
a16z Capital Management, L.L.C.reduced · filed 14 Aug 20264,137$9,722-78,603−95.0%
VANGUARD FIDUCIARY TRUST COreduced · filed 13 Aug 20262,356$5,537-44,777−95.0%
Tower Research Capital LLC (TRC)reduced · filed 11 Aug 20261,057$2,484-141−11.8%
Vanguard Global Advisers, LLCreduced · filed 13 Aug 2026336$790-6,395−95.0%
MORGAN STANLEYreduced · filed 13 Aug 2026310$729-13,429−97.7%
BlackRock, Inc.reduced · filed 7 Aug 202631$73-608−95.1%
31 Dec 2025 – 30 Jun 2026
131619Dec 25Mar 26Jun 26

News

Everyone who traded it

Beth A. Marker Company insiderSVP of Tribal Partnerships · last 2 Oct 20261 · 0
Danielle B. Perkins Company insiderSVP of Wholesale Operations · last 2 Oct 20260 · 0
Jennifer D. H. Stiefel Company insiderPresident & Secretary · last 2 Aug 20261 · 0
Justin B. Stiefel Company insiderCEO & Treasurer · last 2 Aug 20261 · 0
Michael Carrosino Company insiderEVP of Finance & CFO · last 2 Aug 20260 · 0
Andrew M. Varga Company insiderDirector · last 18 Sep 20252 · 0
Matthew J. Swann Company insiderDirector · last 15 Aug 20250 · 0
Christopher H. Smith Company insiderDirector · last 24 May 20251 · 0
Eric S. Trevan Company insiderDirector · last 24 May 20252 · 0
Jeffrey P. Wensel Company insiderDirector · last 24 May 20251 · 0
Troy Alstead Company insiderDirector · last 22 May 20250 · 0

Same industry

KO Coca-ColaLeading+13%
ABEV AmbevJust started moving+8%
MNST Monster BeverageJust started moving+5%
DEO DiageoAbove a falling average+13%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202554.9%
Free cash flow marginFY 2025 · to 31 Dec 2025-152%
Return on capital employedFY 2025 · to 31 Dec 2025-134%
Debt to equityFY 2025 · to 31 Dec 20250.03×
Share count trendFY 2025 · to 31 Mar 20266.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$245K
Free cash flowFY 2025 · to 31 Dec 2025−$15.4M

Analyst forecasts

No analyst forecasts yet.