BOT on Nasdaq

RoboStrategy, Inc.

RoboStrategy, Inc. is an investment fund that raised $239 million in 2026 (SEC Form D).2 It is headquartered in San Juan, Puerto Rico.2 Its shares trade on Nasdaq under the symbol BOT.2

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Last updated Oct 20, 2026.

Overview

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  • TickerBOT on Nasdaq2
  • HeadquartersSan Juan, Puerto Rico2
  • Incorporated inMD3
  • Business address151 Calle De San Francisco, Suite 200, San Juan, Pr 009013
  • Legal formCorporation2
  • Kind of organizationInvestment fund2
  • LEI529900DSKB9YZDEWZ0422
  • StatusActive2
  • LEI statusLapsed (not renewed)2
  • Registered addressc/o COGENCY GLOBAL INC., 1519 YORK ROAD, 21093 Lutherville, United States2
  • Registered withBusiness Services (Maryland Department of Assessments and Taxation), D260766872

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Leadership

Who has led RoboStrategy, Inc., and when. Pick a name to see everywhere that person has worked.

Chief operating officer

  1. Marc Adam Weinstein2026–now
Board members and other officers (7)

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive Officer, DirectorAndrew Kang named Nov 3, 2025 to Jul 9, 202611
  • Executive OfficerLance Baker named Nov 3, 2025 to Jul 9, 202611
  • DirectorAlex Wei-Yen Yeh named Nov 3, 2025 to Jul 9, 202611
  • DirectorJ. Michael Fields named Nov 3, 2025 to Jul 9, 202611

Timeline

  1. May 23, 2025Founded RoboStrategy, Inc. is founded2

Filings

75 filings to the SEC since October 2021: 16 insider forms, 6 private raises, 53 other. The latest 20:

  1. Oct 9, 2026N-2 EDGAR
  2. Oct 7, 2026424B3 EDGAR
  3. Oct 7, 2026424B3 EDGAR
  4. Oct 7, 2026424B3 EDGAR
  5. Sep 3, 2026424B3 EDGAR
  6. Sep 3, 2026424B3 EDGAR
  7. Sep 3, 2026424B3 EDGAR
  8. Aug 31, 202640-17G FIDELITY BOND EDGAR
  9. Aug 25, 2026N-PX EDGAR
  10. Aug 24, 2026N-2 EDGAR
  11. Aug 24, 2026497AD EDGAR
  12. Aug 24, 2026497AD EDGAR
  13. Aug 24, 2026497AD EDGAR
  14. Aug 14, 2026424B3 EDGAR
  15. Aug 13, 2026424B3 EDGAR
  16. Aug 13, 2026424B3 EDGAR
  17. Aug 7, 2026424B3 EDGAR
  18. Aug 7, 2026POS EX EDGAR
  19. Aug 6, 2026EFFECT EDGAR
  20. Jul 30, 2026NPORT-P EDGAR

The 75 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

6 open-market trades by officers, directors and large owners since October 2021: 6 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jul 14, 2026Kang Andrew KaiPresidentBuy272,405$36.71$10.0MForm 4
Apr 7, 2026Weinstein Marc AdamCOO and SecretaryBuy43,500$10.00$435.0KForm 4
Apr 7, 2026Kang Andrew KaiPresidentBuy246,500$10.00$2.5MForm 4
Apr 7, 2026FP Strategies LLCBuy290,000$10.00$2.9MForm 4
Nov 1, 2025Zhao JasonDirectorBuy400,000$10.00$4.0MForm 4
Nov 1, 2025Fields James MichaelDirectorBuy10,000$10.00$100.0KForm 4

From Forms 4 filed with the SEC.

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Jun 29, 2026Raised $20 million in a private offering of securities Form D: 3 investors so far Form D
  2. Jun 11, 2026Raised $87.9 million in a private offering of securities Form D: $200 million offered in all Form D
  3. May 11, 2026Filed a private offering of securities Form D: $2 billion offered in all Form D
  4. Sep 5, 2025Raised $131 million in a private offering of securities Form D: named in the filing: Jason Zhao, J. Michael Fields, Andrew Kang, Lance Baker, Alex Wei-Yen Yeh, Marc Weinstein Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 26. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Anson Funds Management LP869,566$25.5M2.3%New
Feynman Point Asset Management LLC329,199$13.1M23.9%New
Jane Street Group, LLC39,533$1.6M0.0%New
UBS Group AG38,956$1.5M0.0%New
Millennium Management LLC18,130$720.7K0.0%New
Scientech Research LLC15,437$613.6K0.5%New
Geode Capital Management, LLC10,389$413.0K0.0%New
Two Sigma Securities, LLC9,191$365.3K0.0%New
Pathstone Holdings, LLC8,659$344.2K0.0%New
Signaturefd, LLC8,100$322.0K0.0%New
Private Advisor Group, LLC5,412$215.1K0.0%New
Susquehanna International Group, Llp5,039$200.3K0.0%New
Simplex Trading, LLC4,335$172.3K0.0%New
Truvestments Capital LLC3,500$139.1K0.0%New
Caitong International Asset Management Co., Ltd3,120$124.0K0.0%New
TD Waterhouse Canada Inc.2,000$78.3K0.0%New
Morgan Stanley1,559$62.0K0.0%New
Citigroup Inc1,076$42.8K0.0%New
Royal Bank Of Canada750$30.0K0.0%New
IFP Advisors, Inc713$28.3K0.0%New
Steward Partners Investment Advisory, LLC700$27.8K0.0%New
Jpmorgan Chase & Co700$23.3K0.0%New
NewEdge Advisors, LLC150$6.0K0.0%New
Global Retirement Partners, LLC150$6.0K0.0%New
Osaic Holdings, Inc.117$4.7K0.0%New

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How RoboStrategy, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARRoboStrategy, Inc.1
  • CIK0002081119
  • Incorporated inMaryland1
  • Fiscal year endsAugust 311
  • Business address151 Calle De San Francisco, Suite 200, San Juan, PR 009011
  • Phone(787) 722-68811
  • On EDGAR sinceAug 21, 20251
  • Filings75 in all: 424B3 (17), 497AD (10), 3 (8), 4 (8), N-2 (6), N-2/A (5), D (4), EFFECT (3)1
    All 20 form types

    40-17G (2), D/A (2), 40-APP (1), 8-A12B (1), 8-A12B/A (1), CERT (1), N-8A (1), N-CSRS (1), N-PX (1), NPORT-P (1), POS AMI (1), POS EX (1)

Sources

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