Exploring Amesite Inc. (AMST) Investor Profile: Who’s Buying and Why?

You're looking at Amesite Inc. (AMST) and seeing the massive insider ownership-CEO Ann Marie Sastry holds about 20.1% of the 4.57 million shares outstanding as of October 2025-and you have to wonder where the smart money is sitting, and why they're interested in a stock that's up 21.37% since late 2024.

Honestly, the institutional picture is still small, with only about 8.59% of the company held by firms like Kovitz Investment Group Partners and Vanguard Group Inc., representing a total value of roughly $1.13 million based on the November 2025 share price of $3.18. But here's the quick math: that small institutional base is buying into a story of explosive product-led growth, specifically with the AI-driven NurseMagic application, which reported a 2.4x revenue growth from Q2 to Q3 2025, plus a staggering 1340% user growth following the introduction of paid subscriptions.

So, the question isn't just who is buying, but whether that small, concentrated institutional interest signals a real turning point in the AI-in-healthcare narrative, or if the high insider ownership is a defintely necessary anchor for this micro-cap play. Do you follow the few big funds accumulating shares, or do you wait for the next fiscal year's report to confirm the trend? That's what we're going to map out.

Who Invests in Amesite Inc. (AMST) and Why?

The investor profile for Amesite Inc. (AMST) is highly concentrated and reflects a classic high-risk, high-reward micro-cap growth play, driven by a recent pivot to the healthcare AI market. The ownership structure is dominated by insiders and retail investors, with institutional money holding a small, but notable, stake.

As of late 2025, the company's ownership is split in a way that signals strong internal conviction but limited broad institutional adoption. This isn't a stock for value investors; it's a bet on a significant future scale. Here's the quick math on the breakdown:

• Insider Ownership: Approximately 20.05%. This is a massive vote of confidence from management.
• Institutional Ownership: A low 8.59%. This is mainly passive money and smaller, active funds.
• Retail/Public Float: The remaining approximately 70.89% is held by the public, including retail investors.

The Dominance of Insider Conviction

The most striking feature of the Amesite Inc. investor base is the overwhelming insider ownership. CEO Ann Marie Sastry, for example, holds beneficial ownership of approximately 20.1% of the common stock, representing 919,181 shares as of October 28, 2025. This level of ownership means management's financial interests are defintely aligned with long-term shareholder value. When the people running the company own a significant chunk, they're playing with their own money, so their focus is sharp.

This high insider percentage is a key motivator for other investors, particularly retail participants, who see it as a signal of deep belief in the company's new direction: the pivot to AI-powered solutions for the healthcare sector under the NurseMagic™ brand. This pivot, completed in fiscal 2025, is the core growth story now, moving away from a purely education-centric model. Investors are buying the vision for this specialized, high-growth market.

Institutional Players: Passive and Active Bets

While the institutional ownership is low, the names on the list reveal the types of capital willing to take a position. You see a mix of passive index funds and smaller, active managers. The passive holders, like Vanguard Group Inc. and Geode Capital Management, Llc, are often buying because Amesite Inc. is a component of a small-cap index fund, not because of a specific, active investment thesis. Their holding is a mechanical inclusion.

The active institutional investors, such as Kovitz Investment Group Partners, LLC and Zuckerman Investment Group, LLC, are the ones making a direct, calculated bet. They are likely looking at the company's potential to scale its B2B NurseMagic™ Enterprise platform, which was introduced in July 2025. This platform integrates with electronic medical record (EMR) systems and uses a patient census-based pricing model, a clear revenue path for future growth. The low institutional percentage, however, also means any new institutional money coming in could have a disproportionately large impact on the stock price.

Investment Strategies: Pure Growth and Speculative Value

The primary investment motivation for most Amesite Inc. (AMST) shareholders is growth, not income. The company reported an annual earnings loss of -$3.6 million for the fiscal year ended June 30, 2025, and it does not pay a dividend. This is a pure growth stock, meaning investors are focused entirely on future earnings potential.

The valuation metrics confirm this speculative strategy. The Price-to-Sales (PS) ratio for FY 2025 was a staggering 111.36. To be fair, this is common for early-stage technology companies with minimal current revenue, but it means investors are paying over 111 times current sales for the stock. This points to two main strategies:

• Long-Term Growth Holding: Investors are taking a multi-year view, betting that the high PS ratio will collapse as the NurseMagic™ platform revenue explodes in the coming years. They are buying the potential for a massive market share gain in the complex healthcare training space.
• Short-Term Trading: Given the low float and micro-cap status (market capitalization was $12 million as of June 30, 2025), the stock is prone to volatility. Short-term traders are attracted to the stock's low price and the potential for quick, sharp movements based on contract announcements or positive news about the AI platform.

If you are considering a position, you must understand the risks inherent in a high PS ratio. You can get a deeper look into the core numbers in Breaking Down Amesite Inc. (AMST) Financial Health: Key Insights for Investors, but the bottom line is that this stock is a long-shot bet on a successful, large-scale execution of the AI pivot. It's a high-conviction play or nothing.

Institutional Ownership and Major Shareholders of Amesite Inc. (AMST)

You want to know who is buying Amesite Inc. (AMST) and why, and the short answer is: it's a small, concentrated group of institutions, but the company's story is still mostly driven by insiders. As of late 2025, institutional ownership is relatively low, hovering around 8.6% of the company, with a total of approximately 357,659 shares held by institutions. This means the stock is highly susceptible to the actions of a few large holders, plus the company's own leadership.

For a micro-cap stock like this-with a market capitalization of roughly $13.76 million as of October 2025-institutional interest is a sign of validation, but it's not the primary driver. The low institutional float means any major buy or sell order can cause significant price swings.

Top Institutional Investors and Their Stakes

The list of top institutional investors in Amesite Inc. is a mix of index-style funds and specialized investment groups. These aren't the huge Blackrock-style positions you see in mega-cap stocks; they are smaller, more tactical investments. The largest institutional holder, Kovitz Investment Group Partners, LLC, held 171,376 shares as of the most recent filings in Q3 2025.

Here is a snapshot of the major institutional players and their approximate share counts in the 2025 fiscal year:

Notice the presence of passive index giants like Vanguard Group Inc and Geode Capital Management, Llc. They hold shares because Amesite Inc. is part of a small-cap index (like the Vanguard Extended Market Index Fund) they are required to track, not necessarily because of a deep-dive, conviction-based stock pick.

Recent Changes in Ownership: Accumulation and Caution

Looking at the recent filings, the institutional money flow is mixed, but there's a clear signal of accumulation earlier in the year. In the first quarter of 2025, 7 institutional investors added shares while only 3 decreased their positions. This is a positive sign of initial interest in the company's AI-driven learning platform, NurseMagic™.

The most significant move was Kovitz Investment Group Partners, LLC, which added 100,000 shares in Q1 2025, a massive increase of over 275% to their portfolio. That's a defintely a high-conviction move. However, the overall picture for the most recent quarter (MRQ) shows a slight net decrease in institutional shares of about -7.39%. This tells me that while some funds are adding, others are trimming or exiting, which leads to a total decrease of 52,950 shares in decreased positions versus 25,104 shares in increased positions recently.

Impact of Institutional Investors on Strategy and Price

In a small-float company like Amesite Inc., institutional investors act as both a stabilizing force and a major source of volatility. Their buying provides liquidity and signals market confidence, which is crucial for a stock that saw a surge of over 42% on a single day in September 2025, driven by optimism around its AI platform.

• Price Volatility: The low institutional ownership percentage means a large block trade can move the stock significantly. When Two Sigma Investments, Lp, for instance, established a new position of 21,579 shares in Q2 2025, that size of a purchase has a disproportionate effect on the trading volume and price.
• Strategic Oversight: When institutional ownership is below 10%, these investors are typically passive (Schedule 13G filers), meaning they are not actively demanding changes to the company's strategy. The real strategic influence rests with the insiders, whose ownership is much higher, around 23.89%.
• Risk Monitoring: Institutional holders are closely monitoring the company's financial health, especially after the October 2025 notice of a Nasdaq compliance deficiency for failing to meet the minimum $2.5 million stockholders' equity requirement. Their continued holding or selling will depend heavily on the company's plan to regain compliance and the success of its revenue-driving products like NurseMagic™, which saw a 2.4x revenue increase in Q3 2025.

Here's the quick math: with only 15 total institutional owners, each one's decision carries serious weight. If you are assessing the long-term viability of Amesite Inc., you need to look beyond the institutional holders and also check the fundamentals. You can read more about that here: Breaking Down Amesite Inc. (AMST) Financial Health: Key Insights for Investors.

Key Investors and Their Impact on Amesite Inc. (AMST)

The investor profile for Amesite Inc. (AMST) is unique, dominated not by massive institutional funds but by a very high level of insider ownership, which signals deep confidence from the company's leadership. You need to know that institutional investors hold a relatively small stake, meaning the stock's movement is heavily influenced by company-specific news, not broad market shifts.

As of late 2025, institutional ownership sits low, hovering between 7.76% and 8.61% of total shares outstanding. This is a small percentage, and it tells us that the big mutual funds and pensions are not yet piling in. This is defintely a micro-cap characteristic. The total institutional shares held were around 357,659 as of November 2025.

The Notable Institutional Players

While the institutional stake is small, a few key firms are holding positions. These aren't activist investors, but their presence provides a measure of external validation, and they are typically passive investors (Schedule 13G filers) who are tracking the broader market or small-cap indices. Here's the quick math on the top holders from 2025 filings:

• Kovitz Investment Group Partners, LLC: Held the largest institutional stake with 171,376 shares as of September 30, 2025.
• Zuckerman Investment Group, LLC: Reported holding 50,000 shares as of June 30, 2025.
• Vanguard Group Inc: A major index fund manager, held 43,962 shares as of September 30, 2025.

Also, firms like Geode Capital Management, LLC and State Street Corp, both known for managing index funds, are on the list. Their involvement is often less about a conviction play on the company itself and more about tracking a specific small-cap index. Still, they are a floor of demand.

Insider Confidence: The Real Driving Force

The most important part of the Amesite Inc. (AMST) investor profile is the high insider ownership, which is a massive differentiator. Insiders own a significant portion, ranging from 25.3% to 36% of the company, which is a strong alignment between management and shareholders. The person to watch is Chairperson Ann Marie Sastry, who is the largest individual shareholder, holding a staggering 7,092,098 shares, valued at approximately $21.35 million. That's a huge personal bet on the company's future.

This level of insider commitment means company decisions are less likely to be swayed by short-term institutional pressure. When the CEO owns that much, they are thinking long-term. This high insider stake is why you see the company aggressively investing in new product offerings like NurseMagic, even when the latest earnings report showed significant operational losses with a negative profit margin of -4,693.33%. They are prioritizing growth over immediate profitability, backed by a robust cash reserve of $2,858,963 as of the latest balance sheet standpoint.

Recent Capital Moves and Investor Impact

Recent investor moves highlight this internal confidence and the company's need for growth capital. In January 2025, Amesite Inc. (AMST) closed a public offering to raise approximately $3.6 million by selling 1,201,667 common shares at $3.00 per share. Crucially, company officers and directors participated in this offering, subscribing for about $1.26 million worth of shares-that's about 35% of the total raise.

This insider buying is a strong signal. It's one thing to hold shares; it's another to commit fresh capital at a specific price. Ann Sastry's purchase of $1 million in shares over the last year at about $3.00 per share further cements this view. This is a textbook example of management putting their money where their mouth is, and it directly impacts investor sentiment, which is why the stock saw surges of 42.72% and 61.58% in September 2025 following positive developments. For a deeper look at how the company got here, you can review Amesite Inc. (AMST): History, Ownership, Mission, How It Works & Makes Money.

What this table tells you is that this is an insider-driven story. So, your action item is simple: track insider Form 4 filings closely, because their moves are the most influential factor in this stock's trajectory.

Market Impact and Investor Sentiment

You're looking for a clear picture of who is buying Amesite Inc. (AMST) and why, and the answer is a classic microcap story: high conviction from insiders and a small, but growing, group of institutions betting on the AI-driven product pivot, even as the stock shows extreme volatility.

The overall investor sentiment is a volatile mix of high insider confidence and cautious institutional accumulation. Insider sentiment is defintely Positive, fueled by open-market purchases. Over the last year, company insiders collectively bought $6.56 million worth of shares. This level of commitment-where the people running the company are putting their own capital on the line-is a powerful signal, especially since there were 0 insider sales in the same period.

The stock's movement reflects this mixed reality. For example, on Thursday, September 11, 2025, the stock saw an unexpected surge, trending up by 42.72% in a single day, signaling optimistic market sentiment driven by strategic alliances and product innovation. But, this optimism is often short-lived; the stock fell by -33.07% from that September 11, 2025, pivot top to November 17, 2025.

The High-Conviction Insider Base

The ownership structure of Amesite Inc. (AMST) is heavily skewed toward insiders, which is typical for a smaller, growth-focused technology company. Insider ownership stands at a substantial 25.3%, representing 7.68 million shares. This is where the core conviction lies.

CEO Dr. Ann Marie Sastry is the largest individual shareholder, beneficially owning 919,181 shares, or 20.1% of the company, as of the fiscal year ended June 30, 2025. This means management's financial interests are tightly aligned with external shareholders. The insider buying activity is a clear vote of confidence in the company's flagship product, NurseMagic™.

The institutional investor base is still small, holding only 7.76% of shares outstanding, or approximately 0.35 million shares. This low institutional float suggests that any significant buying or selling from a major fund can have an outsized impact on the share price.

• Insider Ownership: 25.3%
• Institutional Ownership: 7.76%
• CEO Ownership: 20.1% (919,181 shares)

Recent Market Reactions to Ownership and Performance

Market reactions in 2025 have been directly tied to the success of the AI-driven platform, NurseMagic™, and the corresponding institutional interest. The product's performance is the primary catalyst for any positive moves, overshadowing the company's current negative profitability margins.

In Q3 2025, the company reported that NurseMagic™ generated a 2.4x revenue increase from Q2 2025, demonstrating strong traction in the healthcare sector. This operational success led to a surge in user growth of 1340% in Q3 2025 following the launch of paid subscriptions. This news helped drive the stock up by 10.14% on February 27, 2025, as investors reacted to the tangible growth in the healthcare technology segment.

A look at institutional movements shows that certain funds are starting to build positions. For instance, Kovitz Investment Group Partners, LLC, a top institutional holder, significantly increased its position in Q1 2025, adding 100,000 shares, a massive increase of +275.2%. This accumulation suggests a belief in the long-term value of the AI platform, viewing the current stock price as an opportunity, even with the volatility.

Here is a snapshot of the largest institutional holders as of mid-to-late 2025:

If you want to understand the full context of the company's journey, you should review its foundational strategy: Amesite Inc. (AMST): History, Ownership, Mission, How It Works & Makes Money.

Analyst Perspectives on Key Investor Impact

Analyst perspectives on Amesite Inc. (AMST) are sharply divided. This divergence is a direct result of the high-growth, high-risk nature of a small-cap company with strong product-market fit but unstable financial fundamentals.

Some analysts maintain a cautious view, with one Wall Street analyst issuing a consensus 'Sell' rating. This perspective likely focuses on the balance sheet, noting that profit margins are negative and the company is grappling with financial volatility, despite a strong current ratio of 14.9. The negative earnings before interest and taxes (EBIT) margin of -4333.2% is a clear red flag for traditional valuation models.

Conversely, other analysts see the potential for a significant turnaround, driven by the success of NurseMagic™ and the clear insider conviction. The overall consensus recommendation is 'Buy,' with a target price of $7.00. One forecast even suggests an average price of $17.50 for 2025, representing a potential +575.81% rise from the November 2025 price of $2.59. This bullish view is betting that the consistent insider buying and the success of the AI platform will eventually lead to profitability and a higher valuation. The key takeaway here is that the insiders are signaling confidence, and the market is reacting to product milestones, not just quarterly earnings.

The action for you is to monitor the insider buying and the revenue growth of NurseMagic™ in Q4 2025. If the revenue growth continues near the 2.4x Q3 2025 rate, the bullish analyst case gains a lot more credibility.