Exploring CuriosityStream Inc. (CURI) Investor Profile: Who’s Buying and Why?

Are you intrigued by the forces shaping the media and entertainment landscape? Have you ever wondered who is investing in factual streaming services and why? As of April 2025, 63 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC) for CuriosityStream Inc. (CURI), holding a total of 5,615,323 shares. With the share price standing at $2.57 as of April 14, 2025, a significant 114.17% increase from $1.20 on April 15, 2024, understanding the investor profile becomes crucial.

CuriosityStream Inc. (CURI) Who Invests in CuriosityStream Inc. and Why?

Understanding the investor profile of CuriosityStream Inc. (CURI) involves examining the various types of investors who hold the company’s stock and their motivations. These investors range from individual retail investors to large institutional entities, each with their own investment strategies and objectives.

Key Investor Types:

The investor base of CuriosityStream Inc. can be segmented into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to CuriosityStream Inc. due to its growth potential in the streaming market and its unique content offerings.
• Institutional Investors: These include entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients. Institutional investors often have a longer-term investment horizon and conduct extensive research before investing.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leveraging or short-selling, to generate higher returns. Hedge funds may invest in CuriosityStream Inc. based on specific market opportunities or perceived mispricing of the stock.

As of the fiscal year 2024, it is important to note that specific, detailed information on the exact breakdown of investor types and their holdings in CuriosityStream Inc. may not be available without direct access to proprietary financial databases or company filings that are updated frequently.

Investment Motivations:

Several factors might attract investors to CuriosityStream Inc.:

• Growth Prospects: The streaming industry is rapidly expanding, and CuriosityStream Inc. is positioned to capitalize on this growth with its focus on documentary and educational content.
• Market Position: CuriosityStream Inc. differentiates itself through its specialized content library, which appeals to a niche audience seeking informative and engaging documentaries.

Investment Strategies:

The investment strategies employed by CuriosityStream Inc. investors can vary widely:

• Long-Term Holding: Some investors may adopt a long-term holding strategy, believing in the company's potential for sustained growth and market leadership in the niche streaming segment.
• Short-Term Trading: Other investors may engage in short-term trading, seeking to profit from fluctuations in the stock price based on market trends and news events.
• Value Investing: Value investors may see CuriosityStream Inc. as undervalued by the market, with potential for its stock price to increase as the company's intrinsic value is recognized.

Understanding these diverse investor profiles, their motivations, and strategies provides valuable insights into the market dynamics surrounding CuriosityStream Inc. This knowledge is essential for anyone looking to make informed decisions about investing in the company.

For more insights into the company's direction, see: Mission Statement, Vision, & Core Values of CuriosityStream Inc. (CURI).

CuriosityStream Inc. (CURI) Institutional Ownership and Major Shareholders of CuriosityStream Inc. (CURI)

Understanding the institutional ownership of CuriosityStream Inc. (CURI) provides valuable insights into the company's investor base and market sentiment. Institutional investors, which include mutual funds, hedge funds, pension funds, and other large investment firms, often hold significant stakes in publicly traded companies. Their investment decisions can have a notable impact on a company's stock price and overall strategy.

While precise, real-time data on institutional ownership changes rapidly, examining the most recent available information offers a snapshot of the major players and their positions in CuriosityStream Inc. (CURI). Please note that the information below is based on the latest available data and may be subject to change.

Top institutional investors often include well-known firms. Here's what to consider regarding their involvement with CuriosityStream Inc. (CURI):

• List of Largest Institutional Investors: Typically, this list includes firms like Vanguard Group, BlackRock, State Street Corporation, and other major asset managers. These firms often hold shares in numerous companies as part of their broader investment strategies.
• Shareholdings: The size of each institution's shareholding can vary. It's measured both in the number of shares and as a percentage of the total outstanding shares. Significant ownership by a few large institutions can sometimes indicate strong confidence in the company's prospects.

Changes in ownership are closely monitored to gauge investor sentiment. Recent increases or decreases in institutional stakes can signal evolving expectations about the company's future performance.

• Increased Stakes: If institutional investors have been increasing their positions, it could suggest they anticipate positive developments, such as revenue growth, successful product launches, or improved profitability.
• Decreased Stakes: Conversely, a decrease in institutional ownership might indicate concerns about the company's prospects, potentially due to competitive pressures, changing market conditions, or company-specific challenges.

The presence and activity of institutional investors can significantly influence CuriosityStream Inc. (CURI)'s stock price and strategic direction.

• Stock Price Impact: Large institutional trades can create substantial buying or selling pressure, affecting the stock price in the short term. Moreover, institutional ownership can enhance a stock's stability, as these investors often have a longer-term investment horizon.
• Influence on Strategy: While institutional investors typically do not directly manage the company, their views and voting power can influence major decisions, such as mergers and acquisitions, executive compensation, and overall corporate governance. Constructive engagement between the company's management and its major shareholders is often viewed positively.

For more in-depth information on CuriosityStream Inc. (CURI), you might find this resource helpful: CuriosityStream Inc. (CURI): History, Ownership, Mission, How It Works & Makes Money

Keep in mind that institutional ownership data is just one piece of the puzzle when evaluating a company. It's essential to consider other factors, such as financial performance, industry trends, and competitive landscape, to form a comprehensive investment thesis.

CuriosityStream Inc. (CURI) Key Investors and Their Impact on CuriosityStream Inc. (CURI)

Understanding the investor profile of CuriosityStream Inc. (CURI) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing, their motivations, and their recent activities can offer a clearer picture of the market's sentiment towards CuriosityStream Inc. (CURI). Here's a detailed look at the key investors and their potential impact:

While specific, up-to-the-minute details on all investors and their precise holdings can fluctuate, we can discuss the types of investors and their general influence, as well as strategies for staying informed about significant changes.

Types of Key Investors

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and other large entities that manage investments on behalf of others. Institutional investors often hold significant stakes in companies and can exert considerable influence through their voting rights and investment decisions.
• Individual Investors: These are individual shareholders who may hold smaller positions but collectively can still have a substantial impact, particularly if they are vocal or organized.
• Activist Investors: These investors purchase significant stakes in a company with the goal of influencing its management and strategic direction. They often push for changes to increase shareholder value.
• Insider Investors: These are the company’s executives and board members who hold shares. Their transactions are closely watched as they can signal confidence (or lack thereof) in the company’s future.

Investor Influence

The influence of investors on CuriosityStream Inc. (CURI) can manifest in several ways:

• Company Decisions: Major shareholders can influence decisions such as mergers, acquisitions, and significant strategic shifts through their voting power.
• Stock Movements: Large purchases or sales by prominent investors can create momentum in the stock price, either positively or negatively.
• Corporate Governance: Investors can push for changes in corporate governance practices, such as board composition, executive compensation, and shareholder rights.
• Market Perception: The presence of well-respected or influential investors can enhance the company's credibility and attract further investment.

Recent Moves and How to Track Them

Keeping track of the recent moves of key investors involves monitoring various sources:

• SEC Filings: The Securities and Exchange Commission (SEC) requires investors who own more than 5% of a company's shares to file a 13D or 13G. These filings disclose their ownership and intentions. Form 4 filings reveal insider transactions.
• Financial News Outlets: Major financial news sources such as Bloomberg, Reuters, and The Wall Street Journal regularly report on significant investor activities.
• Investor Relations: Monitoring CuriosityStream Inc. (CURI)'s investor relations website for press releases, SEC filings, and investor presentations can provide valuable information.

Example of Investor Impact

Let's consider a hypothetical scenario: Suppose a well-known hedge fund, with a reputation for turning around struggling companies, acquires a substantial stake in CuriosityStream Inc. (CURI). This event could lead to:

• Initial Stock Surge: The stock price might jump as other investors anticipate positive changes.
• Strategic Overhaul: The hedge fund might push for cost-cutting measures, new content strategies, or changes in the management team.
• Increased Scrutiny: Analysts and the media would likely scrutinize the company's performance more closely, adding pressure to deliver results.

While specific details require real-time monitoring of filings and news, understanding these dynamics is crucial for anyone invested in or considering investing in CuriosityStream Inc. (CURI).

For more insights into CuriosityStream Inc. (CURI), you might find this resource helpful: CuriosityStream Inc. (CURI): History, Ownership, Mission, How It Works & Makes Money

CuriosityStream Inc. (CURI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential of CuriosityStream Inc. (CURI). This involves analyzing the opinions of major shareholders, how the stock market responds to ownership changes, and insights from analysts.

Here is an overview of CuriosityStream Inc.'s (CURI) market impact and investor sentiment:

• Investor Sentiment:
• Overall, the sentiment appears mixed. While some analysts maintain a positive outlook, others point to challenges such as declining content quality and market saturation.
• According to RedChip, corporate insider sentiment is positive, with more insiders buying shares than selling over the past quarter.
• Major Holders:
• Individual insiders own the largest share of the company, with approximately 47% ownership.
• Key shareholders include John Hendricks, holding 38% of shares outstanding, and Hendricks Factual Media LLC, with 37.60%.
• Institutional investors hold a smaller percentage, around 7.97%. Top institutional holders include Vanguard Group Inc, Manatuck Hill Partners, LLC, and Renaissance Technologies LLC.
• Vanguard Group Inc holds 1.43 million shares, representing 2.47% of the outstanding shares, valued at $4,517,478 as of December 31, 2024.
• Manatuck Hill Partners, LLC holds 550,000 shares, or 0.95%, valued at $1,743,500.
• Renaissance Technologies, LLC holds 470,900 shares, amounting to 0.82%, with a value of $1,492,753.

Recent Market Reactions:

• The stock has shown significant volatility. In March 2025, the market capitalization decreased by $19 million.
• However, there have been positive responses to company announcements. For instance, after Q4 2024 earnings were reported, the stock climbed 4.27% in aftermarket trading, reaching $2.20.
• The stock has touched a 52-week high of $3.23 amid market optimism.
• Recent news includes securing new deals expected to generate over $7 million in revenue, which has contributed to positive market sentiment.

Analyst Perspectives:

• Needham maintains a 'Buy' rating with a $3 price target, citing the company's intellectual property ownership and potential gains from advertising revenue.
• Barrington maintained a 'Hold' rating on CuriosityStream (CURI) in March 2025.
• Analysts forecast a 13% revenue growth for the fiscal year 2025.
• However, some analysts have expressed concerns over the company's small scale and limited financial resources, which may hinder its ability to compete with larger entities.

Financial Performance:

• In 2024, CuriosityStream's revenue was $51.13 million, a 10.12% decrease compared to $56.89 million the previous year.
• Losses were -$12.94 million, which is 73.53% less than in 2023.
• Q4 2024 revenue exceeded expectations at $14.1 million, surpassing the forecast of $13.34 million.
• The company achieved its highest-ever adjusted free cash flow of $3.3 million in Q4 2024.
• Gross margin improved to 52%, up from 45% year-over-year.
• CuriosityStream ended the year with $39.7 million in cash and no debt.

Ownership Structure:

• A mix of institutional, retail, and individual investors own CuriosityStream (CURI) stock.
• Approximately 5.36% of the company's stock is owned by Institutional Investors, 85.31% is owned by Insiders, and 2.61% is owned by Public Companies and Individual Investors.

Insider Trading Activity:

• Recent insider trading activity shows a mix of buying and selling.
• Clinton Larry Stinchcomb, the President & CEO, bought 17,877.00 shares for a total of $29,854.59 in December 2024.
• Over the past 12 months, there have been 131,294 shares bought by insiders and 2,178,682 shares sold.

Short Interest:

• CuriosityStream (CURI) has a short interest of 311,600 shares, representing 1.02% of the float.
• This is an 11.41% increase in short interest from the previous month.

Overall, CuriosityStream Inc. faces a complex market environment with mixed investor sentiment. While the company has shown positive financial performance in some areas, such as free cash flow and revenue growth, it also faces challenges like declining content quality and market saturation. Analyst perspectives vary, with some maintaining a positive outlook and others expressing concerns. Monitoring these factors is essential for understanding CuriosityStream's potential in the market.