Exploring My Size, Inc. (MYSZ) Investor Profile: Who’s Buying and Why?

You're looking at My Size, Inc. (MYSZ) and trying to reconcile the micro-cap valuation-a market capitalization hovering near $4 million-with the high-profile institutional names showing up on the shareholder list. Honestly, it's a classic small-cap puzzle: is this a deep-value play on an AI-driven retail tech pivot, or just a highly speculative bet? The data for the 2025 fiscal year tells a story of cautious optimism, but the investor profile is defintely a mixed bag. While the institutional ownership remains low, around 2.13% of shares outstanding, the presence of firms like Citadel Advisors Llc is notable, even if their reported holding is only 69,276 shares as of the latest filings. Are they buying the recent momentum-like the 26% sequential revenue growth to $2.6 million in Q3 2025-or are they simply hedging a tiny position? The company is narrowing its net loss and sits on $4.5 million in cash, but the stock has still struggled. So, who is truly accumulating shares, and what is their conviction level on the AI-powered fashion tech roll-up strategy? Let's break down the actual buyers and their thesis.

Who Invests in My Size, Inc. (MYSZ) and Why?

You're looking at My Size, Inc. (MYSZ), a micro-cap stock, and the first thing you need to know is that this is defintely a retail-driven story. Individual investors-the 'you' and 'me' of the market-hold the vast majority of the company's shares, dwarfing the institutional presence. This dynamic tells you a lot about the stock's volatility and its primary investment thesis: high-risk, high-reward growth.

The investor profile is heavily skewed toward those betting on a future turnaround and market adoption of their core technology. To understand the stock's movements, you must look past the usual institutional money flow and focus on the retail sentiment and the company's aggressive growth strategy.

Key Investor Types: The Retail Dominance

The ownership structure of My Size, Inc. is not typical for a Nasdaq-listed company. The power here rests with the individual investor. Public companies and retail investors collectively hold an estimated 76.93% of the shares outstanding, representing roughly 969.41 thousand shares. This massive retail float means news, social media trends, and short-term catalysts can have an outsized impact on the stock price.

Institutional ownership, by contrast, is minimal. As of late 2025, a small number of institutional owners, such as Citadel Advisors Llc and UBS Group AG, have filed 13F forms, holding a total of around 71,221 shares. This puts institutional ownership at an estimated 2.13% of the company. Insiders, including executives, also hold a small but notable stake, around 4.32%. This low institutional buy-in is a clear risk signal; big money hasn't validated the strategy yet.

• Retail investors drive the price action.
• Institutional holders remain cautious, holding a small fraction.
• Insiders' stake is a modest vote of confidence.

Investment Motivations: Betting on AI and E-commerce Roll-Up

Investors aren't buying My Size, Inc. for dividends-the company is focused on growth and currently does not pay one. Instead, the motivation is a pure play on a technology-driven pivot in the retail sector, specifically the AI-driven sizing and e-commerce roll-up strategy. The near-term opportunity is mapped to their projected revenue growth.

The company is projecting a significant jump in revenue, aiming for $15 million by the end of the 2025 fiscal year, up from the prior year's projected $8.5 million. That's a huge step up, so investors are looking for proof of execution. The core value proposition is clear: reduce costly returns for e-commerce retailers using their AI-driven measurement solutions like Naiz Fit and MySizeID. Plus, their expansion into the circular fashion economy with the acquisition of Percentil is a key motivator, aligning the company with new EU sustainability mandates.

Here's the quick math on recent performance that fuels the growth story:

The sequential revenue growth in Q3 2025, up 26% to $2.6 million, and the simultaneous narrowing of the net loss to $2.8 million, shows a positive trajectory that keeps the growth narrative alive. If you want a deeper dive into the numbers, you should read Breaking Down My Size, Inc. (MYSZ) Financial Health: Key Insights for Investors.

Investment Strategies: The Micro-Cap Playbook

Given the retail dominance and the high-growth, pre-profit nature of My Size, Inc., the investment strategies employed are typical of micro-cap technology plays. It's a game of patience for some and quick flips for others.

Long-Term Holding: This strategy is for investors who believe the company will successfully scale its technology platforms, achieve its projected $15 million revenue target, and eventually turn a profit. They are buying the vision of My Size, Inc. becoming a dominant player in the retail tech sector, holding shares for multiple years to capture the full value of the AI and e-commerce roll-up strategy.

Short-Term Trading: With low institutional ownership, the stock is prone to sharp swings based on news, press releases, or technical analysis patterns. Traders capitalize on these short-term price fluctuations. For example, the stock surged in March 2025 after the company unveiled an enhanced version of their Smart Measurement Solution. This rapid reaction to news is a hallmark of a retail-heavy stock.

Value Investing (Contrarian): Some investors view the stock as undervalued relative to its potential revenue. At one point in early 2025, the stock's price-to-sales ratio was extremely low at 0.16, suggesting a significant disconnect between the company's market capitalization and its sales potential. This attracts contrarian value investors willing to bet that the market will eventually re-rate the stock closer to industry averages as the company executes on its growth plan.

Institutional Ownership and Major Shareholders of My Size, Inc. (MYSZ)

You're looking at My Size, Inc. (MYSZ) and trying to figure out which big players are in the mix, and honestly, the picture is clear but a bit unusual. Institutional ownership-the money managed by firms like mutual funds and hedge funds-is quite low, sitting at about 2.13% of the float as of November 2025. This means the stock's price action is defintely driven more by individual retail investors, who hold a significant majority of the shares outstanding, around 76.93%.

Still, the institutions that are invested offer a glimpse into the smart money's perspective on the company's AI-driven sizing solutions. In total, these firms held approximately 71,221 shares as of the latest filings. It's a small number, but the names are canonical, which matters.

Top Institutional Investors and Their Shareholdings

The institutional investor base in My Size, Inc. is concentrated, with a few major players taking new or maintaining existing positions during the 2025 fiscal year. The largest holder, Citadel Advisors Llc, made a significant entry, which is a clear signal of a new, calculated bet on the company's direction.

Here's a quick look at the top institutional holders and their positions as of the most recent 2025 filings:

Citadel's new position is the single biggest institutional holding. That's a big vote of confidence from a major hedge fund.

Recent Changes in Institutional Ownership Stakes

The activity in 2025 shows a mixed, but net positive, accumulation trend among institutions, totaling 69,276 shares in active positions (increased, decreased, or held). The most notable change is the new position taken by Citadel Advisors Llc, which added 51,211 shares to its portfolio in the second quarter. This is a classic 'new money' move.

On the other side, some established holders trimmed their positions, which is normal portfolio management:

• UBS Group AG decreased its stake by 976 shares, a reduction of -5.385%.
• SBI Securities Co., Ltd. saw a more significant cut, selling 130 shares, or -63.415% of their previous holding.
• Newedge Advisors, Llc sold out of their position entirely.

The key takeaway here: new institutional money is coming in, but some existing holders are taking a little profit or reallocating capital. The accumulation score is what you should watch.

Impact of Institutional Investors on Stock Price and Strategy

For a micro-cap company like My Size, Inc. with a market capitalization of only $3.88 million as of November 2025, even a small institutional stake has a disproportionate impact. Their presence acts as a stamp of legitimacy, attracting other investors who see the due diligence done by firms like Citadel. This is especially true given the company's recent strategic moves and financial performance.

The 'why' behind the new institutional interest likely ties directly to the company's 2025 growth strategy:

• Acquisition Strategy: In September 2025, My Size, Inc. acquired ShoeSize.Me, adding AI-powered footwear sizing to its 'fashion tech roll-up strategy.'
• Financial Momentum: The company reported strong Q3 2025 results, with revenue of $2.6 million, a 26% sequential increase from Q2 2025, and a gross profit of $1.0 million, up 27% year-over-year.
• Cash Position: Cash and cash equivalents were $4.49 million at the end of Q3 2025, which is a solid base to execute their growth plans.

Institutional investors are betting on the successful integration of these acquisitions and the expansion of their Software as a Service (SaaS) revenue, which is projected to drive continued sequential growth in Q4 2025. The goal is to turn operational losses into sustainable profitability, which is a long-term play for these funds. You can read more about their core business focus in the Mission Statement, Vision, & Core Values of My Size, Inc. (MYSZ).

Next step: Track Citadel's next filing to see if they're adding to their position, which would confirm a long-term conviction.

Key Investors and Their Impact on My Size, Inc. (MYSZ)

If you're looking at My Size, Inc. (MYSZ), the first thing you need to understand is that the investor profile is defintely not what you see with a mega-cap stock. The institutional money is present, but it's a small piece of the pie. The real action here is driven by the retail investor base, which holds the vast majority of shares.

As of late 2025, institutional investors-the big funds and firms-own only about 2.13% to 2.18% of My Size, Inc.'s stock. That's a tiny fraction, but the names involved are still significant. They hold a total of approximately 71,221 shares. For context, this low institutional float means the stock price is highly susceptible to sentiment and trading volume from individual investors, not just quarterly moves by large funds.

Notable Institutional Players and Recent Moves

While the overall institutional percentage is small, the list of holders includes some major financial names, which signals that My Size, Inc. is on the radar of sophisticated trading desks. Their recent moves in 2025 show a mix of new bets and position trimming, which is normal for a micro-cap company focused on growth.

Here's the quick math: the largest single institutional position is held by a major hedge fund, showing a fresh vote of confidence in the company's AI-driven sizing solutions.

• Citadel Advisors Llc: The most notable recent move was Citadel establishing a new position of 51,211 shares as of June 30, 2025. This is a significant new position, representing a large portion of the institutional total.
• UBS Group AG: They held 17,147 shares as of June 30, 2025, but this represented a 5.385% decrease in their stake. They're trimming, but still holding a position.
• National Bank of Canada FI: This institution bought 12,918 shares as of February 12, 2025, adding to the accumulation trend early in the year.

Other familiar names like Morgan Stanley, Citigroup Inc, and FNCMX - Fidelity Nasdaq Composite Index Fund also hold small positions, but their influence is minimal given the size of their holdings. A new position from a major firm like Citadel is the action to watch.

Investor Influence: The Retail Dominance

Because institutional ownership is so low, the company's fate and its stock price are not primarily dictated by the quarterly 13F filings (reports of equity holdings by institutional investment managers). Instead, the retail investor-the individual 'you'-is the dominant force. Public companies and retail investors collectively hold a massive 76.93% of shares outstanding, or approximately 969.41K shares, as of April 2025.

What this estimate hides is the potential for volatility. High retail ownership often means greater price swings based on news, social media sentiment, or short-term trading, rather than fundamental analysis alone. The company's management, though, knows where their bread is buttered. They speak directly to shareholders about strategic growth, which is a clear nod to their retail-heavy base.

The company's strategic moves in 2025 are the real levers of influence here, designed to appeal to investors seeking growth. My Size, Inc. is executing a roll-up strategy-acquiring smaller, complementary companies-to drive revenue toward their projected 2025 target of $15 million. For example, the acquisition of Percentil in May 2025, which expanded them into the circular fashion (second-hand apparel) market, and the September 2025 acquisition of ShoeSize.Me, which added AI-powered footwear sizing, are direct responses to investor demand for clear growth catalysts. These actions are the company's way of influencing the stock price by executing on their vision, which you can read more about at My Size, Inc. (MYSZ): History, Ownership, Mission, How It Works & Makes Money.

The key takeaway for you: With a low institutional float, any major news-good or bad-can have an oversized impact. The company is actively trying to create good news by pursuing M&A to hit its revenue targets, and that's what retail investors are currently betting on.

Market Impact and Investor Sentiment

You're looking at My Size, Inc. (MYSZ) and trying to figure out if the market is buying the turnaround story, and honestly, the picture is a study in contrasts. The consensus among a small group of analysts is surprisingly bullish, but the actual activity from insiders and the broader institutional base tells a more cautious tale.

As of November 2025, the overall investor sentiment is highly polarized. While some Wall Street analysts maintain a 'Strong Buy' rating, key insiders have been signaling caution with open-market selling. This divergence is the core risk/reward proposition here. Institutional ownership remains relatively low, sitting at about 2.13% of the stock as of early 2025, suggesting that the big money hasn't fully committed to the story yet.

Here's the quick math on the recent operational progress that's driving some of the optimism: My Size, Inc. reported Q3 2025 revenue of $2.6 million, a solid 26% sequential increase from Q2 2025. Plus, the net loss narrowed to $2.8 million, down from $3.4 million in the prior year, showing a clear trend of operational improvement.

• Analyst Buy Consensus: 83%
• Mean Price Target: $3.06
• Insider Sentiment: Negative (due to open-market selling)

Recent Market Reactions to Ownership Moves

The stock market's response to My Size, Inc.'s strategic moves has been volatile, which is typical for a micro-cap company executing a roll-up strategy. You saw a sharp reaction in March 2025 when the stock surged by 13.48% in a single day after the company announced an enhanced Smart Measurement Solution and the addition of Roy Golan to the board. The market interprets board appointments like this as a signal for potential mergers or significant strategic shifts, which can ignite trading interest.

However, the near-term technical signals are less encouraging. In the 10 days leading up to mid-November 2025, the stock price declined by -9.33%, with a -3.6% drop on November 14, 2025, itself. This kind of volatility, where a stock can surge on strategic news but bleed value in the subsequent trading days, means you have to defintely watch the short-term technicals closely. The high short sale ratio, which was at 19.18% in November 2025, suggests that a significant portion of the market is anticipating further declines, creating a strong bearish signal.

Analyst Perspectives: Why the Bull Case Exists

The analysts who rate My Size, Inc. a 'Strong Buy' aren't focused on the current losses; they are looking at the strategic pivot and the total addressable market (TAM) for their AI-driven sizing solutions. Their mean price target of $3.06 implies a massive upside of over 170% from the current trading price, which is a bet on the long game.

The core of the bull thesis rests on two pillars:

1. The European Circular Economy Play: The acquisition and scaling of Percentil, the secondhand marketplace, is perfectly timed to align with new EU legislation mandating sustainability in apparel. My Size, Inc. expects Percentil to generate $1.5 million in revenues in the second half of 2025.
2. Unified Sizing Intelligence: The integration of ShoeSize.Me with Naiz Fit and MySizeID creates a single, unified sizing intelligence engine for both apparel and footwear. This B2B Software-as-a-Service (SaaS) model is the high-margin, recurring revenue engine, with Naiz Fit already reporting over 25% year-to-date SaaS revenue growth.

Major institutional holders, including Citadel Advisors Llc and UBS Group AG, have reported positions as recently as August 2025, signaling that large funds are at least establishing a toehold to monitor the execution of this strategy. What this estimate hides is the dilution risk inherent in a growth-by-acquisition model for a small-cap company. For a deeper dive into the numbers underpinning this strategy, you should read Breaking Down My Size, Inc. (MYSZ) Financial Health: Key Insights for Investors.

The analysts are betting that the sequential revenue growth and narrowing losses, coupled with a strong cash position of $4.5 million as of September 30, 2025, provides enough runway to hit a critical mass in the fashion-tech space.