Exodus Movement updates corporate treasury holdings, reports debt-free status, and maintains stable user metrics as of December 31, 2025.
Quiver AI Summary
Exodus Movement, Inc. announced an update on its corporate treasury holdings and operational metrics as of December 31, 2025. The company declared a debt-free status after fully repaying its previous debt with Galaxy Digital from the W3C acquisition, expecting further cash outflows once the deal is finalized. As of the end of December, Exodus held 1,704 Bitcoin, 1,898 Ethereum, and 12,473 Solana, reflecting a decrease in digital asset holdings since November 2025. The company maintained a stable user base of 1.5 million monthly active users. Exchange provider processed volume for December was $360 million, down from $549 million in November, with a smaller proportion originating from XO Swap partners. Exodus continues to innovate in the crypto space with secure, user-friendly solutions, highlighting its commitment to accessible finance.
Potential Positives
- Exodus ended the year with a debt-free balance sheet, showcasing disciplined capital management.
- The company maintains a stable base of 1.5 million monthly active users, reflecting customer loyalty and resilience across market cycles.
- The announcement highlights the company's commitment to product expansion and acquisition strategy, with the W3C acquisition moving forward post-debt repayment.
Potential Negatives
- Significant decline in digital asset holdings, with Bitcoin, Ethereum, and Solana dropping by substantial amounts compared to the previous month, which may indicate poor asset management or market challenges.
- Stagnation in Monthly Active Users (MAUs) at 1.5 million, suggesting a lack of growth or engagement in a highly competitive market.
- Sharp decrease in exchange provider processed volume, from $549 million in November to $360 million in December, raising concerns about the company's trading activity and partnership performance.
FAQ
What recent updates did Exodus Movement, Inc. announce?
Exodus announced updates on its corporate treasury digital asset holdings and user metrics as of December 31, 2025.
How much Bitcoin does Exodus currently hold?
As of December 31, 2025, Exodus holds 1,704 BTC, down from 1,902 BTC in November 2025.
What is the current monthly active user count for Exodus?
Exodus has maintained 1.5 million monthly active users as of December 31, 2025, consistent with the previous month.
What was Exodus' exchange processed volume for December 2025?
Exodus reported an exchange provider processed volume of $360 million for December 2025, down from $549 million in November.
How can I learn more about Exodus and its services?
Learn more about Exodus and its products by visiting exodus.com or following them on social media platforms.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$EXOD Revenue
$EXOD had revenues of $30.3M in Q3 2025. This is an increase of 50.83% from the same period in the prior year.
You can track EXOD financials on Quiver Quantitative's EXOD stock page.
$EXOD Hedge Fund Activity
We have seen 21 institutional investors add shares of $EXOD stock to their portfolio, and 13 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 58,956 shares (-94.8%) from their portfolio in Q3 2025, for an estimated $1,637,797
- G2 INVESTMENT PARTNERS MANAGEMENT LLC added 37,508 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,041,972
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 34,882 shares (+47.5%) to their portfolio in Q3 2025, for an estimated $969,021
- MARSHALL WACE, LLP added 31,946 shares (+inf%) to their portfolio in Q3 2025, for an estimated $887,459
- BLACKROCK, INC. removed 30,692 shares (-17.4%) from their portfolio in Q3 2025, for an estimated $852,623
- VANGUARD GROUP INC removed 28,457 shares (-6.9%) from their portfolio in Q3 2025, for an estimated $790,535
- UBS GROUP AG removed 18,519 shares (-52.2%) from their portfolio in Q3 2025, for an estimated $514,457
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$EXOD Analyst Ratings
Wall Street analysts have issued reports on $EXOD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/25/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/25/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
To track analyst ratings and price targets for $EXOD, check out Quiver Quantitative's $EXOD forecast page.
$EXOD Price Targets
Multiple analysts have issued price targets for $EXOD recently. We have seen 4 analysts offer price targets for $EXOD in the last 6 months, with a median target of $41.0.
Here are some recent targets:
- Kevin Dede from HC Wainwright & Co. set a target price of $25.0 on 12/18/2025
- Andrew Harte from BTIG set a target price of $40.0 on 11/25/2025
- Mark Palmer from Benchmark set a target price of $42.0 on 11/11/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $45.0 on 08/15/2025
Full Release
OMAHA, Neb., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Exodus Movement, Inc . (NYSE American: EXOD) ("Exodus" or “the company”), a leading self-custodial cryptocurrency platform, today announced an update to selected digital asset holdings of Exodus’ corporate treasury, as well as updated user and exchange provider processed volume metrics, as of December 31, 2025:
The Company ended the year with a debt-free balance sheet, reflecting disciplined capital management during a period of continued product expansion.
Exodus CFO James Gernetzke remarked: “During December, we fully paid off the debt incurred with Galaxy Digital as part of our announced acquisition of W3C, and we enter 2026 debt free. We expect additional future cash outlays as part of the W3C acquisition once the transaction closes.”
Selected
Digital Asset Holdings (Unaudited)
- Bitcoin (BTC): 1,704 BTC as of December 31, 2025, compared to 1,902 BTC as of November 30, 2025.
- Ethereum (ETH): 1,898 ETH as of December 31, 2025, compared to 2,802 as of November 30, 2025.
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Solana (SOL): 12,473 SOL as of December 31, 2025, compared to 31,050 as of November 30, 2025.
Monthly Active Users (MAUs): 1.5 million as of December 31, 2025. That figure remains unchanged from 1.5 million MAUs as of November 30, 2025.
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Stable MAUs reflect a resilient, loyal core customer base as Exodus users continue to rely on Exodus across market cycles.
Swap Volume
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Exodus’ exchange provider processed volume was $360 million
for the month of December 2025, of which $75 million (21%) originated from the company’s XO Swap partners. This volume compares with $549 million exchange provider processed volume in November 2025, of which $200 million (36%) originated from XO Swap partners.
About Exodus
Exodus is a financial technology leader empowering individuals and businesses with secure, user-friendly crypto software solutions. Since 2015, Exodus has made digital assets accessible to everyone through its multi-asset crypto wallets prioritizing design and ease of use.
With self-custodial wallets, Exodus puts customers in full control of their funds, enabling them to swap, buy, and sell crypto. Its solutions include XO Swap and Exodus Pay – industry-leading tools for swap aggregation, and an upcoming consumer card and payments experience using stablecoins.
Exodus is committed to driving the future of accessible and secure finance. Learn more at exodus.com or follow us on X at x.com/exodus .
Investor Contact
[email protected]
Media Contact
Aubrey Strobel/Elena Nisonoff, Halcyon Communications
[email protected]
Disclosure Information
Exodus uses the following as means of disclosing material nonpublic information and for complying with disclosure obligations under Regulation FD: websites
exodus.com/investors
and
exodus.com
; press releases; public videos, calls, and webcasts; and social media: X (@exodus and JP Richardson's feed @jprichardson), Facebook, LinkedIn, and YouTube.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, may be forward-looking statements. Forward-looking statements are based on our beliefs and assumptions and on information currently available to us as of the date hereof. In some cases, you can identify forward-looking statements by the following words: “will,” “expect,” “would,” “should,” “intend,” “believe,” “expect,” “likely,” “believes,” “views”, “estimates”, or other comparable terminology.
Forward-looking statements in this document include, but are not limited to, management statements regarding management’s confidence in our products, services, business trajectory and plans, expectations regarding demand for our products, future acquisition expenses, and volatility and trading volumes of digital asset markets. Such forward-looking statements involve a number of risks, uncertainties and other important factors that could cause our actual results to differ materially from those expressed or implied by our forward-looking statements. Such factors include those set forth in “Item 1. Business” and “Item 1A. Risk Factors” of Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 6, 2025, as well as in our other reports filed with the SEC from time to time.
All forward-looking statements are expressly qualified in their entirety by such cautionary statements. Readers are cautioned not to place undue reliance on such forward-looking statements. Except as required by law, we undertake no obligation to update or revise any forward-looking statements that have been made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events.