u/Apoligix

The moment this stock is living goes beyond terrible, but I went through the 13/F filings that were due around this period and...

~1M shares bought by HRT Financials RP

~1,3M shares bought by Charles Schwab

~2M shares bought by Millennium Management

~3,7M shares bought by Great Point Partners

~5M shares bought by Davidson Kempner Group

~1,5M shares bought by Citadel.

~6M shares bought by Alyeska.

And many, really many more. And I just highlighted some newly opened positions, there are many increases by large institutions, like Vanguard which reached 10M shares. Of course, there are sells too, but way less. This is institutional activity that would make any small cap stock skyrocket for months.

To be fair, many of these players, like Alyeska and Citadel, are known speculative investors, so they buy and sell within a year, not the kind of long term buyers one might hope for.

And yet, this is not an institutional ownership profile that reflects the current situation of both the company and the stock. Maybe they bought, as many did by what the filings report, around the end of June hoping to make quick bucks on the ER (gotta say, not really institutional behaviour). Or maybe they know something more.

Rarely I've seen tickers with opinions more polarized than RZLV. It's like the whole investor community surrounding it either went all-in at 8$ and it's now a long-term bagholder or they went all in shorting it. No in-between except a few cases which include me. So I would like to attract a few valuable opinions from y'all that don't fall to the usual "scam company", "to the moon" remarks.

My thesis and the reason I invested in this company is simply because this year, and if not this the next, the eCommerce sector is going to try and test if the Agentic era of commerce is actually doable or it's just sci-fi. So I looked for exposure into a stock that wasn't a front-runner but still had more room upward than downward, and the choice fell to Rezolve.

Now, for those who never heard before about this company, i'll try to sum it up in a few points, encompassing both the bull and the bear case. But first to be clear, I state their mission: building the infrastructural layer of agentic commerce.

• They have several patents for specifically trained LLM, main name brainpowa. But by the code itself, it's probably just a standard LLM heavily trained on a decade of commercial data.
• They claim that their LLM provides 0% hallucinations, but their model it's still being deployed so we'll see.
• The CEO has dedicated his whole life to the eCommerce sector, starting and selling succesfully at least 3 different ventures. He did however have a central role in the bankruptcy of Powa.
• The company IPOed not even 2 years ago, and saw the first major contracts appear 1 year later. However, this means that to sustain its hypergrowth and M&A, they dilute, hard, and often.
• They have a strategic partnership with Microsoft and Google. While short reports claimed this was a lie, it isn't but still it's true the deal involve Rezolve paying its partner. Microsoft/Google will spend some to sell the Rezolve Suit to their customers while Rezolve will buy and pay for Microsoft/Google products.
• They build RezolvePay as their blockchain-based payment infrastructure. While they were among the first to do so, just recently VISA, Mastercard and other big players started the shift to stablecoins, which is going to steal market share from Rezolve.
• They claim a huge annual recurring revenue (ARR) for 2026. While they did exceed expectations for 2025, even reporting a profitable month in December 2025, it's still unclear whether this revenue comes only from acquiring new companies or succesfully selling, or upselling, their product.
• Building a digital commerce infrastructure requires a lot of different assets, which they are acquiring piece after piece, dilution after dilution and in some cases adding debt to their debts. But will it work? Will all the pieces of the puzzle combine in eCommerce suite customers are willing to pay for?
• Insider buying is real, the CEO is deeply invested in the company. But, and it is a huge but, he recently acquired 8M shares out of 9M out of direct issuance from the company itself. He literally diluted all the shareholders to pocket 8M shares for pennies. While someone will claim exposure is exposure, this deliberately damaged an already damaged shareholder base without returning anything to the company.

On a more recent note, the company is currently running a campaign to complete the hostile takeover of Commerce, previously known as BigCommerce (CMRC), which would create a very big player in the sector. A long shot, CMRC is defending itself with all instruments at their disposal, but still it confirm Rezolve ambitions.

So, up to you now. I apologize for being overly concise or overlooking something, so feel free to add it in the comments and I will add it to the main post.

Rarely I've seen tickers with opinions more polarized than RZLV. It's like the whole investor community surrounding it either went all-in at 8$ and it's now a long-term bagholder or they went all in shorting it. No in-between except a few cases which include me. So I would like to attract a few valuable opinions from y'all that don't fall to the usual "scam company", "to the moon" remarks.

My thesis and the reason I invested in this company is simply because this year, and if not this the next, the eCommerce sector is going to try and test if the Agentic era of commerce is actually doable or it's just sci-fi. So I looked for exposure into a stock that wasn't a front-runner but still had more room upward than downward, and the choice fell to Rezolve.

Now, for those who never heard before about this company, i'll try to sum it up in a few points, encompassing both the bull and the bear case. But first to be clear, I state their mission: building the infrastructural layer of agentic commerce.

• They have several patents for specifically trained LLM, main name brainpowa. But by the code itself, it's probably just a standard LLM heavily trained on a decade of commercial data.
• They claim that their LLM provides 0% hallucinations, but their model it's still being deployed so we'll see.
• The CEO has dedicated his whole life to the eCommerce sector, starting and selling succesfully at least 3 different ventures. He did however have a central role in the bankruptcy of Powa.
• The company IPOed not even 2 years ago, and saw the first major contracts appear 1 year later. However, this means that to sustain its hypergrowth and M&A, they dilute, hard, and often.
• They have a strategic partnership with Microsoft and Google. While short reports claimed this was a lie, it isn't but still it's true the deal involve Rezolve paying its partner. Microsoft/Google will spend some to sell the Rezolve Suit to their customers while Rezolve will buy and pay for Microsoft/Google products.
• They build RezolvePay as their blockchain-based payment infrastructure. While they were among the first to do so, just recently VISA, Mastercard and other big players started the shift to stablecoins, which is going to steal market share from Rezolve.
• They claim a huge annual recurring revenue (ARR) for 2026. While they did exceed expectations for 2025, even reporting a profitable month in December 2025, it's still unclear whether this revenue comes only from acquiring new companies or succesfully selling, or upselling, their product.
• Building a digital commerce infrastructure requires a lot of different assets, which they are acquiring piece after piece, dilution after dilution and in some cases adding debt to their debts. But will it work? Will all the pieces of the puzzle combine in eCommerce suite customers are willing to pay for?
• They just claimed 60M$ revenue for the Q1. While this is great, the numbers are unaudited and verified only from the company itself.
• Insider buying is real, the CEO is deeply invested in the company. But, and it is a huge but, he recently acquired 8M shares out of 9M out of direct issuance from the company itself. He literally diluted all the shareholders to pocket 8M shares for pennies. While someone will claim exposure is exposure, this deliberately damaged an already damaged shareholder base without returning anything to the company.

On a more recent note, the company is currently running a campaign to complete the hostile takeover of Commerce, previously known as BigCommerce (CMRC), which would create a very big player in the sector. A long shot, CMRC is defending itself with all instruments at their disposal, but still it confirm Rezolve ambitions.

So, up to you now. I apologize for being overly concise or overlooking something, so feel free to add it in the comments and I will add it to the main post.