SCHEDULE: NYDIG Entities Report 5.46% Stake in Bitgo Holdings

NYDIG IHC LLC, along with affiliated entities and individuals, has reported beneficial ownership of 5,933,577 shares, representing 5.46% of Bitgo Holdings, Inc.'s Class A Common Stock.

Summary

• NYDIG IHC LLC, New York Digital Investment Group LLC, Stone Ridge Holdings Group LP, Stone Ridge Holdings Group (GP) LLC, and Ross Stevens have jointly filed a Schedule 13G.
• This filing indicates beneficial ownership of 5,933,577 shares of Bitgo Holdings, Inc. Class A Common Stock.
• This holding represents 5.46% of the total outstanding Class A Common Stock.
• The calculation of the percentage is based on 108,690,240 shares outstanding as of August 7, 2026, as reported in Bitgo Holdings' Form 10-Q for the period ended June 30, 2026.
• The reporting persons have shared voting and dispositive power over these shares.
• The filing asserts that the securities were not acquired or held for the purpose of influencing control of the issuer.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership without indicating new investment strategies or significant operational changes.

Positives

• Significant stake reported by established investment entities, potentially indicating confidence in Bitgo Holdings' long-term prospects.
• Clear disclosure of beneficial ownership, adhering to regulatory requirements.

Negatives

• The filing does not provide details on the acquisition cost or the specific investment strategy behind this stake.
• Lack of forward-looking statements or operational updates within this specific filing.

Risks

• Potential for future changes in beneficial ownership, which could impact share price.
• The concentration of ownership among a few related entities could influence corporate governance decisions.

Future Outlook

This filing is primarily a reporting of beneficial ownership and does not contain specific forward-looking statements or guidance from the company.

Management Comments

• Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.
• By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that the filing of a Schedule 13G by investment firms like NYDIG and Stone Ridge is common when accumulating a significant, but not controlling, stake in a publicly traded company. This often signals a passive investment approach, though it can precede more active engagement.

Stakeholder Impact

• Shareholders: May view the increased stake by significant investors as a positive signal, but the passive nature of the filing limits immediate impact.
• Creditors: The filing does not directly impact creditors as it pertains to equity ownership.
• Employees: No direct impact mentioned in the filing.

Next Steps

• The reporting persons will continue to monitor their investment in Bitgo Holdings, Inc.
• Future filings may be made if there are changes in beneficial ownership or investment strategy.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, NYDIG, Stone Ridge Holdings, Ross Stevens, Bitgo Holdings, Class A Common Stock, Investment Group