SCHEDULE: Cipher Mining Major Shareholder Reduces Stake

Sentiment:

Beneficial Ownership Amendment


V3 Holding Ltd, a significant beneficial owner of Cipher Mining Inc., has sold over 4.5 million shares of common stock in open market transactions.

Worse than expectedV3 Holding Ltd, a significant beneficial owner, sold 4,535,843 shares of Cipher Mining common stock in open market transactions, reducing its overall stake.The reduction in beneficial ownership by a major holder is generally perceived as a negative signal by the market, potentially indicating a lack of confidence or a strategic divestment.

Summary

  • V3 Holding Ltd, a key beneficial owner of Cipher Mining Inc. (CM), has reduced its stake by selling 4,535,843 shares of common stock in open market transactions between October 14 and October 16, 2025.
  • The sales occurred at prices ranging from $19.76 to $21.99 per share, with volume-weighted average prices between $20.3207 and $21.0623.
  • As of October 16, 2025, V3 Holding Ltd and Valerijs Vavilovs (sole owner of V3) beneficially own 61,316,694 shares, representing 15.6% of Cipher Mining's common stock.
  • Bitfury Top HoldCo B.V. and Bitfury Group Ltd each beneficially own 30,443,382 shares, representing 7.7% of the common stock.
  • Bitfury Holding B.V. beneficially owns 4,821,560 shares, representing 1.2% of the common stock.
  • The beneficial ownership percentages are based on 393,286,007 shares of common stock outstanding as of September 12, 2025.

Sentiment

Score: 3

Explanation: The significant reduction in beneficial ownership by a major shareholder, V3 Holding Ltd, through open market sales suggests a potential lack of confidence or a strategic divestment, which is generally viewed negatively by the market.

Negatives

  • A major beneficial owner, V3 Holding Ltd, has significantly reduced its stake by selling 4,535,843 shares, which could be interpreted as a lack of confidence or a strategic divestment.
  • The reduction in beneficial ownership from approximately 16.7% to 15.6% by V3 Holding Ltd and Valerijs Vavilovs represents a notable decrease in their holdings.

Risks

  • Significant share sales by a major beneficial owner can signal potential concerns about the company's future performance or valuation, potentially leading to negative market sentiment.
  • Increased supply of shares in the market due to large sales by an institutional holder could exert downward pressure on the stock price.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders may perceive the significant share sales by a major holder as a negative signal, potentially leading to downward pressure on the stock price due to concerns about the company's future prospects or valuation.

Key Dates

DateDescription
2021-09-23Initial Schedule 13D filing date by the Reporting Persons.
2022-04-12Amendment No. 1 to Schedule 13D filed.
2023-11-09Amendment No. 2 to Schedule 13D filed.
2024-01-24Amendment No. 3 to Schedule 13D filed.
2024-02-26Amendment No. 4 to Schedule 13D filed.
2024-05-16Amendment No. 5 to Schedule 13D filed.
2024-06-13Amendment No. 6 to Schedule 13D filed.
2024-06-28Amendment No. 7 to Schedule 13D filed.
2024-09-04Amendment No. 8 to Schedule 13D filed.
2024-09-10Amendment No. 9 to Schedule 13D filed.
2024-11-12Amendment No. 10 to Schedule 13D filed.
2025-07-10Amendment No. 11 to Schedule 13D filed.
2025-07-22Amendment No. 12 to Schedule 13D filed.
2025-08-11Amendment No. 13 to Schedule 13D filed.
2025-09-08Amendment No. 14 to Schedule 13D filed.
2025-09-12Date as of which 393,286,007 shares of Common Stock were outstanding, as disclosed in the Issuer's Proxy Statement on Schedule 14A.
2025-09-17Amendment No. 15 to Schedule 13D filed.
2025-09-25Amendment No. 16 to Schedule 13D filed.
2025-10-02Amendment No. 17 to Schedule 13D filed.
2025-10-06Date of Issuer's Proxy Statement on Schedule 14A filed with the SEC.
2025-10-14V3 Holding Ltd sold 1,832,316 shares of Common Stock.
2025-10-15Date of event which requires filing of this statement; V3 Holding Ltd sold 2,167,684 shares of Common Stock.
2025-10-16Filing date of Amendment No. 18; V3 Holding Ltd sold 535,843 shares of Common Stock; Joint Filing Agreement dated.

Recommendation

sell

The substantial open market sales by V3 Holding Ltd, a key beneficial owner, reducing its stake from approximately 16.7% to 15.6%, typically signals a lack of conviction or a strategic divestment. This action by a well-informed party could precede further downward pressure on the stock price, making a 'sell' recommendation prudent for investors seeking to mitigate potential losses or reallocate capital.

Keywords

Cipher Mining, CM, Schedule 13D, Beneficial Ownership, Share Sale, Institutional Investor, Bitfury, V3 Holding, Valerijs Vavilovs, Cryptocurrency Mining

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