SCHEDULE: Heights Capital, CVI Investments Disclose 6.5% Stake in Bitcoin Depot

Sentiment:

Beneficial Ownership Disclosure


Heights Capital Management and CVI Investments have jointly disclosed a 6.5% beneficial ownership stake in Bitcoin Depot Inc., totaling 2,142,858 shares of Class A Common Stock.

Summary

  • CVI Investments, Inc. and Heights Capital Management, Inc. (collectively, the "Reporting Persons") have filed a Schedule 13G, disclosing their beneficial ownership in Bitcoin Depot Inc.
  • The Reporting Persons collectively beneficially own 2,142,858 shares of Bitcoin Depot Inc.'s Class A Common Stock.
  • This ownership represents 6.5% of the Class A Common Stock outstanding.
  • Heights Capital Management, Inc. serves as the investment manager to CVI Investments, Inc. and exercises shared voting and dispositive power over these shares.
  • The filing states that the securities were not acquired and are not held for the purpose of changing or influencing the control of Bitcoin Depot Inc.

Sentiment

Score: 7

Explanation: The filing indicates significant institutional ownership by CVI Investments and Heights Capital Management, suggesting confidence in Bitcoin Depot Inc. from these entities, which is generally a positive signal.

Positives

  • The disclosure of a significant institutional ownership stake by CVI Investments and Heights Capital Management may signal institutional confidence in Bitcoin Depot Inc.

Risks

  • No specific risks related to Bitcoin Depot Inc. were detailed in this ownership disclosure filing.

Future Outlook

This Schedule 13G filing is a disclosure of current ownership and does not contain any forward-looking statements or guidance regarding Bitcoin Depot Inc.'s future performance or strategic direction.

Industry Context

Bitcoin Depot Inc. operates in the cryptocurrency ATM sector. The disclosure of a significant institutional stake by CVI Investments and Heights Capital Management indicates continued institutional interest in companies within the digital asset and blockchain infrastructure space.

Related Party Transactions

  • Heights Capital Management, Inc. serves as the investment manager to CVI Investments, Inc., and as such, may exercise voting and dispositive power over the shares reported as beneficially owned by CVI Investments, Inc.

Stakeholder Impact

  • Shareholders may view the disclosure of a significant institutional stake as a positive indicator of investor confidence in Bitcoin Depot Inc.

Key Dates

DateDescription
July 16, 2015Limited Power of Attorney granted by CVI Investments, Inc. to Heights Capital Management, Inc.
October 6, 2025Date of event which required the filing of this Schedule 13G statement.
October 8, 2025Date of Prospectus Supplement indicating 32,847,843 shares outstanding as of the completion of the offering.
October 9, 2025Date of filing of the Schedule 13G and Joint Filing Agreement.

Recommendation

hold

The Schedule 13G filing primarily discloses a significant passive ownership stake by institutional investors. While this indicates institutional confidence, the filing does not contain financial performance data or strategic updates to warrant a stronger buy or sell recommendation. It serves as a factual ownership update, suggesting a 'hold' position for existing investors and a neutral stance for potential new investors until further operational or financial details are released.

Keywords

Bitcoin Depot, CVI Investments, Heights Capital Management, Schedule 13G, beneficial ownership, Class A Common Stock, cryptocurrency, investment

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